Maximizer CRM reviews

Making Maximizer Your Firm's Cornerstone

Opmerkingen: We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch.

Pluspunten:

Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer.

Minpunten:

Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up.

Good Update from Past CRM

Opmerkingen: We switched from Goldmine because of the extreme limitations we were finding with ongoing support and updates. We have been pleasantly surprised with maximizer, but still feel as though there are opportunities for improvement.

Pluspunten:

The interface is intuitive and allows for easy access to information that is needed to confidently engage a client across all team members.

Minpunten:

It would be nice to include some type of gant chart to help track projects that are not sales-based.

Clunky, undeveloped; Not useful

Opmerkingen: It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...”
No customer wants to hear that. They tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...”
Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund.
When I went through their main website again after my experience with Maximizer, I noticed that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth. Any company who can’t be trusted to keep their word on something so simple isn’t reputable.

Pluspunten:

The sales team was excellent. Some features work well, but no better than free versions of other softwares.

Minpunten:

This maybe would have been a good CRM in say, 1999. It’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.

Maximizer CRM: The Solution Your Business Needs"

Opmerkingen: Overall, Maximizer CRM is generally well-regarded by users. It offers a wide range of features, including customizability, integration capabilities, robust reporting, and mobility. The software is also known for its user-friendly interface and excellent I have found that challenges with the learning curve, pricing, limited automation, limited integrations, and the lack of a free trial. Nevertheless, for many businesses, the benefits of using Maximizer CRM outweigh these drawbacks, and the software is seen as a valuable tool for managing customer relationships, increasing efficiency, and driving business growth.

Pluspunten:

Customizability: Maximizer CRM is highly customizable, allowing users to tailor the software to their specific business needs and workflows.User-friendly interface: The software's interface is intuitive and easy to use, even for those who may not be technically savvy.Integration capabilities: Maximizer CRM integrates with a wide range of other business tools, such as Microsoft Outlook, which makes it a seamless addition to many existing workflows

Minpunten:

Pricing: I have found that Maximizer CRM to be on the expensive side, especially compared to other CRM software options.Limited automation: I have noted that the automation capabilities of Maximizer CRM are not as robust as they would like, making it less efficient for certain tasks.Limited integrations: While Maximizer CRM does offer a variety of integrations, I have found that it doesn't integrate with certain tools that they use regularly.

Maximizer CRM for Financial Advisors

Opmerkingen: Client relationships are the heart of our business. Maximizer makes the managing of these relationships easy and limits things "falling through the cracks".

Pluspunten:

Once we had imported our current clients, Maximizer was incredibly easy to use. It's well laid out, and its simplicity belies an underlying ability to do complex things. I love the fact that it integrates really well with the Microsoft Office suite of programs.

Minpunten:

I can't think of a true "con" for Maximizer. It's always being updated and features added so it's never stale.

Maximizer makes my life better

Opmerkingen: Positive, but the more I use it the more I want more custom items. Maybe they exist and I don't know about them.

Pluspunten:

Search function and auto formatting of phone numbers etc. Keeps our contacts organized.

Minpunten:

Lack of customization. Would like to add if else statements to enable/disable options based on earlier options. Would like more flexibility to create rules. I have to search for contacts with incorrect information on the regular

My use of Maximizer

Opmerkingen: Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.

Pluspunten:

I have used Maximizer since the early 2000's. It is my MAIN source of CRM. I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.

Minpunten:

Originally, I didn't like the cost of the product, but as it became more mainstream the price dropped. The features increased and their negatives turned into positives. SO I don't have any cons to discuss at this time.

Using for 20+ years!

Pluspunten:

The ability to see and share data is key and the live version allows it to be always up to date

Minpunten:

The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know.

A good online CRM system with some nice features.

Opmerkingen: It's a good system. I've used Salesforce at a previous company. I prefer Maximizer.

Pluspunten:

Sync to Outlook is very helpful to pull in emails. Sync to Word is also good for samples.

Minpunten:

I think I liked it better when email sync went to documents instead of "Interactions". Now I have to click on an extra tab each time to get both documents and emails.

Crm

Opmerkingen: Good

Pluspunten:

Being able to customize my searches when looking for clients.

Minpunten:

Not a smooth integration with Outlook.

Powerful CRM core with almost unlimited extensability

Opmerkingen: It allowed me to get on top of over 1,200 tasks in the early days, & since then to function stress free

Pluspunten:

When my old PIM (Personal Information Manager called Infocentral) stopped being developed & became well nigh impossible to install on newer Windows versions, I looked around at many products, then found Maximizer in which I could track everything as I was use to, with relationships between anyone/anything, plus brilliant time/task management that kept me sane being on the boards of 2 not for profits, having 2 businesses, & raising 2 young kids after the death of my wife

Minpunten:

Although it works perfectly well, the code behind the marketing campaign module hasn't been altered since the mid 1990's, so looks & feels dated compared to more modern dedicated options, so I'm looking forward to a rewrite of that one day

WOW! Just get Maximizer! Don't wait!!!

Opmerkingen: This should say it all again. I said this earlier in the review. I have been legally blind since birth. I have used Maximizer for "30-years!" That should say it all.

Pluspunten:

I really like its easy of use. My favorite feature is the Customer Service module. I also like the "Related Entries" option very much. You can't ask for a better product. I'd also like to mention the fantastic technical support team. What a great bunch of people. Lastly, to show you how much I have liked the program, I'll pass on the following. I have used Maximizer for "30-years!" That should say it all.

Minpunten:

Frankly, I don't have any "cons." That is the truth!!!

Maximized for small companies

Opmerkingen: I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it’s what I’ve used for years. It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users.

Pluspunten:

The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.

Minpunten:

Integrated apps don’t function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I’ve been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this.

Maximizer and the cloud

Opmerkingen: As a small magazine publisher I've used Maximizer to manage ad sales, subscriptions and distribution as well as basic contact management. I expect that Maximizer is even more powerful with a larger organization.

Pluspunten:

As a former ACT user, I was originally attracted to Maximizer because of it's link at the time to Quickbooks. I stuck with it when that linkage was dropped because it offered so many other features and flexibility than what I had experienced previously. When we moved from Desktop to a Server for remote connections may patience, time and financial resources were stretched to the limit. I was initially dubious about the cloud solution, particularly concerned about reliability. However that has not been an issue. Maximizer has overdelivered. Calls for technical help have been rare.

Minpunten:

My learning curve was a challenge (several years ago) in part because the program was so powerful. I think a wider range of tutorials and customized templates have probably improved the startup experience. A major nuisance item is the need to use Internet Explorer in order to take advantage of the link with Word templates.

Overall Poor Quality and Poor Service one set up

Opmerkingen: Overall experience was very poor. I would recommend going with a different CRM software solution.

Pluspunten:

The software is easy to alter to fit specific processes. They have doe a good job in making the software easy to change without having to hire a tach support team to make the changes.

Minpunten:

The software is VERY basic and doesn't have the ability to sync with multiple email addresses, link emails to the software after they have been sent, there is no email automation to speak of, you have to click multiple times to link every single email to Maximizer. I came over from Salesforce and should have just bit the bullet and paid the extra set up costs. You better hope you don't have a technical problem as you will have to follow up with them multiple times over the course of several weeks to get the problem fixed all the while your functionality is at a stand still.

UPGRADING TO LIVE

Opmerkingen: We have been a long time Maximizer user and overall are very happy with the product and service. The live version was a good upgrade for us overall. The software provides what we need and is user friendly for non techies.

Pluspunten:

It mostly allows us to make necessary connections between patients and recipients and to find information we need quickly.

Minpunten:

We use the notes for important medical details and it is a challenge to have to dig through the notes with the live version. The recently added 'search' bar in notes is much appreciated and we're hopeful there will be further improvements to scrolling through notes more efficiently. The possibility of not being able to connect due to a server glitch is very scary to us since we depend on the information relative to providing medication dosage on a daily basis for a medical business. If it goes down we are virtually out of business and unable to provide urgent medical information.

Ease and customization for your unique business

Pluspunten:

This software is easy to understand and become comfortable working in when it comes to contact management and email integration. Maximizer offers many tools to be able to customize your data for your specific business and to continue to build on as your business grows. The ability to set a personalized dashboard to keep targets top of mind is very helpful and is a great way to start the day.

Minpunten:

Having better integrations with other software would make our lives a lot easier. As well as having better duplicate checking for entries would eliminate a lot of work hours used to maintain a clean database.

Daily necessity of my business

Opmerkingen: I keep detailed client meeting notes, important dates and follow-ups are automatic. I don't personally utilize the email integration within Maximizer, and hope that some day soon Maximizer will release functionality with MacOS for Outlook Integration, as this would be a huge pro for my business / work-day.

Pluspunten:

Customizable to your businesses needs and functions. Organization of all client data and notes. Follow up functionality, and searchable User Defined Fields a huge asset. Access from web/cloud based from anywhere.

Minpunten:

Outlook integration compatibility does not work with MacOS which is a huge negative for me. The Windows Outlook & Word compatibility is seamless though.

Upgrades

Pluspunten:

After many years, we upgraded our on-premise version and the way the tech installed it, it grew out of proportion and blew up our server. After a lot of conversations with their support team, we eventually got things up and running again on a new server and this time it didn't grow so big. Then we decided to move to the cloud version. While our database wasn't that big, for some reason our files still were. But their conversion team worked wonders and brought it down to a manageable size again so we weren't paying a fortune for data size. The training was better this time as well as the support team.

Minpunten:

Can't sort UDFs or search for things that were easier to do with our on-premise version.

Broken Promises

Opmerkingen: I spent a lot of time last year vetting CRMs for my company. I needed a product that myself and my account managers could use for both sales and client management. I was very very specific with Maximizer in what I needed from them. One MAJOR component was that I needed to have my client invoicing automated, and gave the Sales Rep from Maximizer the criteria for the development of the invoices. He said that he would take it to the development team and see if it was possible. He then emailed me and assured me that it would be no problem at all. Between the product initiation costs, training costs, and costs for 15 seats, I spent almost $12,000 to implement this software program. I'm locked in to a one year agreement. The purchase took place in December 2020 and almost 9 months later I still have not been able to do any client invoicing. They have my money but no support or follow up whatsoever. If I need something I need to initiate the call. This is no way to do business. As an example, three weeks ago we did a call with one of the trainers. He had absolutely no idea that Maximizer had agreed to create the invoice templates for us and was trying to train us on how to create the templates ourselves. When we explained this to him he said he'd get with the developers and get back to us. It's been 3 weeks and we've heard absolutely nothing from them. Beyond frustrating, and at this point I want my money back.

Pluspunten:

After using it for a while, I cannot find anything I like about it.

Minpunten:

Finding data, TMI, too cluttered, company did not deliver the product they promised

Investor business review

Opmerkingen: Overall experience has been excellent. I can't imagine doing business without it.

Pluspunten:

I really like the client data base features. It allows easy access to all our client information. The outlook integration is an excellent feature, and we can save all our correspondence to the data base. We send a newsletter to all our clients through maximizer which is very easy to do.

Minpunten:

The only struggle I've had is reading the manual when trying to trouble shoot as it doesn't always list the steps as clearly as I would like. For instance when adding a field. I do finally get there and when I've run into problems the support team have been excellent.

Maximizer needs to keep up with the times

Opmerkingen: The ease of usage is great. Tracking and closing of task remains top of mind

Pluspunten:

Value for money compared to Salesforce. Ideally a step up from Microsoft Excel.

Minpunten:

Not great. Upgrades not compatible with current data, had to reload info again. Battling with integration.

not much guidance

Opmerkingen: not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support

Pluspunten:

my tech guy (that i had to pay) had more success than i did with them.

Minpunten:

I am a busy professional (CPA, CA) in the business for almost 25 years and used Janna and Act in the past and found Maximizer not well suited for me to get up and running. It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version

Maximizer makes data handy.

Opmerkingen: Maximizer has helped me maintain regular contact with quality customers and recognize opportunity with new potential clients.

Pluspunten:

Our database of customer information does not translate well to laptop and mobile device use, so Maximizer is the best way to keep up to date. Finding customer listings and adding notes, leads and details specific to each is easy and thorough. The process also prompts the user to follow up and make use of the wealth of capability in the software.

Minpunten:

Manipulating the various types of lists and producing reports is sometimes not as intuitive as one would like.

I’ve been using Maximizer for over six years and it’s my whole world I work on an on the daily hourl

Opmerkingen: Maximizer is a tool that can really build your business and my experience has been 10+

Pluspunten:

I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the best tool I’ve ever use far is working with clients

Minpunten:

It’s a little tough learning the program once you learned it open up the world of possibilities