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About Maximizer CRM

Maximizer CRM for Financial Advisors streamlines organization, ensures compliance, and prepares for growth.

Learn more about Maximizer CRM

Pros:

Ability to capture lots of information is there but it overwhelming to find all the places to input.

Cons:

I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.

Maximizer CRM ratings

Average score

Ease of Use
3.9
Customer Service
4.0
Features
3.9
Value for Money
3.8

Likelihood to recommend

7.5/ 10

Maximizer CRM has an overall rating of 4.1 out 5 stars based on 371 user reviews on Capterra.

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Filter reviews (371)

Abel
Abel
Agent in Benin
Verified LinkedIn User
Hospitality, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Avis maximiser crm

4.0 last year

Comments: perfect software, intuitive and allows us to have access to information...but it would be better if it helped us to do better housekeeping

Pros:

super software that is very intuitive to use also makes it easy to have useful information to communicate with a client

Cons:

I have difficulty making households and people within households better.

Maximizer Software Response

12 months ago

Hello Abel, Thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team

James
Director in Canada
Financial Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Maximizer works.

4.0 3 months ago

Comments: The program works well and has been relatively reliable.

Pros:

Ease of use. Simple structure with ability to edit. Cloud based platform.

Cons:

Customer service has been a bit off lately.

Cleah
Office Manager in Canada
Government Administration, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Maximizer is useful but intimidating

3.0 3 months ago

Comments: I started using it for a bit, but it seems like a lot of extra work to insert contacts.

Pros:

It is a useful tool, that can help offices run more smoothly. I can keep track of contacts and to do lists

Cons:

it feels scary to use and it is not super straightforward.

Brian
Tradeshow Expert in Canada
Events Services, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

A Long Time Maximizer User

5.0 3 months ago

Comments: I have used this program for over 30 years and tried most competitors in that time frame. I have always come back to Maximizer for it's ease of use.

Pros:

A simple layout that does not overcomplicate what a salesperson really needs to do. I've often thought this program was built for Salespeople and not Management

Cons:

It's integration with the newest version of Outlook is still lacking

Eugene
Regional Sales Manager in US
Chemicals, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Essential tool

5.0 3 months ago

Comments: essential to my work. I often joke if max was no longer available I quit.

Pros:

Maximizer CRM is the essential tool for organizing my customer base, activities, and communications. It allows me to keep everything in one place, streamlining my workflow and ensuring that all important information is easily accessible. One of its standout features is its ability to share this information with other team members, promoting collaboration and efficiency within the company. Additionally, Maximizer CRM offers robust access control, allowing me to determine who can view and edit specific information, thereby maintaining data security and integrity.

Cons:

Maximizer offers so much but there could be more tutorials for the sales team and not just the team managers.

Maggie
Administrative Assistant in Canada
Financial Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great Customization with Room for Improvement

5.0 3 months ago

Pros:

I like Maximizer for its high level of customizability, allowing me to tailor fields, dashboards, and modules to fit my specific needs. Its comprehensive contact management system is very helpful in my role, as it enables detailed tracking of customer interactions, history, and preferences. The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency, making it easier to manage customer relationships and streamline day-to-day tasks. I also enjoy the addition of the Maximizer Bot "Assisto" as its a great way to ask quick questions about where to find or how to do something new.

Cons:

The mass email feature in Maximizer CRM can be frustrating, as formatting often appears fine during drafting but looks misaligned or unprofessional once sent, which impacts the customer experience. The email feature on Maximizer as a whole feels quite outdated. Additionally, managing and splitting household contacts, while not a frequent task, is time-consuming and inconvenient when it does come up.

Verified Reviewer
Verified LinkedIn User
Insurance, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Our irreplaceable business partner

5.0 5 months ago

Comments: Have used for over 20 yrs. It is a great program

Pros:

Ease of use. I also like how you can tailor it to fit your needs

Cons:

When it goes offline. We’ve become so dependent on it that when we cannot use it, it is difficult

Dion
Associate Investment Advisor in Canada
Investment Management, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Good, but room for improvement.

4.0 3 months ago

Comments: Good, but it could be better. I would have preferred more time to use the tool with our firm's data before being asked many times how my experience has been. But once I got going using it, doing the data imports etc the use has been great!

Pros:

I love the flexibility aspect that allows us to customize the tool to our unique goals.

Cons:

I did not enjoy the implementation. It took a while to implement, the instructions were not always clear, and the training sessions felt rushed sometimes.

Amanda
Financial Planner in Canada
Financial Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Long-term user of Maximizer CRM

4.0 3 months ago

Comments: Long-time user of Maximizer back in the desktop era, and then cloud-based product. Responsive service team and relevant updates for end-users.

Pros:

Keeps organized and detailed client file, with good tools for efficient business use.

Cons:

Inability to share certain Account features/tools with other team members

Thomas
Administrative Assistant in Canada
Financial Services, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Executive Wealth Advisors - Barrie

5.0 3 months ago

Comments: Our overall experience has been quite positive when it comes to daily execution of various tasks within the Maximizer CRM

Pros:

The ease of executing numerous activities and the increased transparency among team members.

Cons:

The failure of automatically logging client calls due to an inability to connect to our phone system.

Adam
Manager in Canada
Financial Services, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Good Update from Past CRM

4.0 3 years ago

Comments: 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.

Pros:

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

Cons:

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

Maximizer Software Response

3 years ago

Hello Adam, Thanks for taking the time to share your feedback with us! We're delighted to hear that you Maximizer easy to use and intuitive. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team

Andrew
Engineer in US
Electrical/Electronic Manufacturing, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Maximizer makes my life better

5.0 2 years ago

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

Pros:

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

Cons:

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

Maximizer Software Response

2 years ago

Hi Andrew, First of all, thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team

Robert
President in Canada
Information Technology & Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Maximizer Review

5.0 last year

Comments: Great pricing, ease of learning and ease of scalability.

Pros:

Feature rich and ease of use and customization.

Cons:

Some cloud featurs not available in mobile app.

Maximizer Software Response

12 months ago

Hi Robert, Thank you for leaving a 5-Star review. At Maximizer, we continuously strive to serve you better. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team

LeeAnne
Constituent Assistant in Canada
Government Administration, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Easy User Software

4.0 2 years ago

Comments: This has been the best experience using a new software program that I have had in my entire career.

Pros:

This software features the greatest ability to retrieve.

Cons:

I have not found anything about this software that I did not like.

Maximizer Software Response

2 years ago

Hi LeeAnne, Thank you for sharing your experience! We're so happy to hear that you're enjoying Maximizer! Maximizer Team

Chrissy
Client Services Coordinator in Canada
Financial Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Great Product to Keep Your Business Running Smoothly

5.0 3 years ago

Comments: Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track.

Pros:

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

Cons:

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

Maximizer Software Response

3 years ago

Hi Chrissy, Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you! Maximizer Team

Ray
Owner in Canada
Real Estate, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Ray's Review

5.0 2 years ago

Comments: There are too many problems it solves to list, but suffice it to say, I could not run my business without a CRM and a Case Management system which Maximizer does very well!

Pros:

The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good.

Cons:

The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives.

Maximizer Software Response

2 years ago

Hi Ray, Thank you very much for sharing your positive Maximizer experience. We're happy that you've found our product easy to use. We certainly value your business and hope to retain you as a client. Still, we also believe in the value of our product and try to add the most value for our customers by reinvesting back into Maximizer and its processes. We hope you appreciate the value of our service in terms of customer experience, user interface, and product features. We hope to continue to serve you and help your organization thrive. The Maximizer Team

Mark
Salesperson in US
Automotive, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

"Maximizer Lite"

5.0 4 years ago

Comments: I think I have been using them for 25 to 30 years? Phone support was great.

Pros:

I needed a simple flexible software to keep track of customers, what they bought and be able to produce letters and emails to keep in touch.

Cons:

The high price with ALL these features that I didn't use, until they brought out "Maximizer Lite." They cut many of the unwanted features and the price, but no phone support. For a newbie, phone support would be good

Josh
CEO
Computer Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Robust, but lacking integration

4.0 8 years ago

Comments: It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.

Pros:

I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.

Cons:

It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.

John
Manager in Canada
Computer Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

CESCO MAXIMIZER REVIEW

5.0 4 years ago

Pros:

Good data base and records keeping ... allows instant recall of important information.

Cons:

THIS IS LUDICROUS ! I really cannot believe you did this in the new version ( cloud ) vs. the old version. USER DEFINED FIELDS ... must be entered for EVERY CONTACT NAME despite the fact they generally remain the same for the ADDRESS ENTRY ! An address entry ( Company ) may have many employees and the UDF for the company remains the same IE customer / supplier / competitor etc. For every contact name you must go in and enter all of the data in UDF for each one. This is a complete time waster ! Once you make a new address entry and then enter contacts under that name, the UDF should remain there unless there is an exception. THIS IS ANNOYING TO THE ULITMATE EXTENT !!!!! Imagine entering a corporation and having to do the UDF for every person ! THE OLD VERSION DID MAINTAIN THIS INFORMATION ... This is the most disturbing time waster in the new software and I have advised our I T supplier of this many times.

Verified Reviewer
Verified LinkedIn User
Financial Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Daily necessity of my business

5.0 6 years ago

Comments: 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.

Pros:

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.

Cons:

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

Maximizer Software Response

6 years ago

Thank you for taking the time to post a review. We're happy to hear Maximizer is having such a positive impact on your business, and want to assure you we are working on improving the Outlook MacOS integration.

Verified Reviewer
Verified LinkedIn User
Education Management, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Upgrades

5.0 7 years ago

Pros:

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.

Cons:

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

Ajbinder
Ajbinder
President, Chief Investment Officer in Canada
Verified LinkedIn User
Financial Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Making Maximizer Your Firm's Cornerstone

5.0 7 years ago

Comments: 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.

Pros:

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.

Cons:

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.

Verified Reviewer
Verified LinkedIn User
Financial Services, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

not much guidance

3.0 7 years ago

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

Pros:

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

Cons:

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

Megan
Consultant in Canada
Staffing & Recruiting, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

Ease and customization for your unique business

4.0 4 years ago

Pros:

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.

Cons:

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.

Shelley
Owner in Canada
Financial Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Review

5.0 3 years ago

Comments: Have used for over 10+ years have been very pleased no reason to change

Pros:

Cloud based … confident in their security features

Cons:

Price for smaller offices

Maximizer Software Response

3 years ago

Hi Shelley, Thank you very much for sharing your Maximizer experience with us! We look forward to continue to work with your organization. The Maximizer Team