Maximizer CRM reviews

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.

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.

organization of information for our clients kept in central files

It does take some time to get used to using the system

It works but has not adapted to new systems and teck

old outdated procedures and lack of fluid connection to other software - VOIP, mail chimp etc. started to integrate but long way off

Easy to apply advanced filters, allowing easy maintenance of distribution lists.

Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first.

I like how user-friendly the system is and that they set up team is dedicated to teaching us how to use the back side of the system so we are able to make our own customizations, imports, ect. without having to contact them.

During the sales portion we were not told all of the fees included in set up in a clear way, the team seemed to work very hard to to maximize what we were paying for the original set up.

I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue.

The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious.

The best feature is that you can design it to work best for your field, the user defined fields are very important in a specialty or unique business.

I don't have anything bad to say, I've been using this software for over 20 years! it's awesome!

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.

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

The fact that is so easy to customize and train people on, is great.

It could be better set up to hold sales data and display it to the user. Also the fact that the Last Name is required doesn't fit with our needs and is a bit of a pain.

Feature rich and ease of use and customization.

Some cloud featurs not available in mobile app.

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.

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.

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.

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.

I like that we have one place to look for information on our clients. We have saved a lot of trees because of this feature. I don't use a lot of the features available through Maximizer, but this one is critical.

I would like to be able to send out appointment invites. I really would like a search option so we can find files saved under each client easier. This one would save us a lot of time.

The product out of the box works for what we need, I have the advisor template on mine and it still has the design on selling, and the sales process. This inst the focus of the average advisor. This does the basic features required. however it certainly isn't what it could be.

It doesn't have the ability to track products well. It took leads tab and renamed it opportunities and felt that was a improvement. it wasn't. We end up using a global note to record and track all items a client has with us.

The fact that we can sort on all kinds of UDFs and export the results. Also, great for keeping track of customers and prospects.

We could not get the Dashboard to work as we wanted it to.

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

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

Ease of morphing to our needs to keep us in the know about our daily routine, as well as the ability to source our data.

Inability to change color scheme, with that being such an easy remedy, wish that was a priority for Max.

It keeps everything in line for our staff so we are seeing live updates all together

There are too many steps to complete certain tasks.

Ease of use, contact detail, uploading data, notes, sending ToDo's

Sales Management Reporting and tracking is very weak.

The software is user-friendly once you know how to use it. The mobile app is great for simple tasks while on the go. It is nice to see frequent updates to keep up to date, and the fact that it is web-based is always a positive.

It would be nice to segregate notes for contacts in a cleaner fashion.