Maximizer is a CRM tool ideal for businesses in the financial, manufacturing, and insurance industries. It enables users to perform various tasks such as contact management, lead and pipeline tracking, sales automation, and reporting. We compiled Maximizer CRM reviews from around the web and found that it has mainly positive ratings. We also shared its available subscription options.
Summary of Maximizer CRM User Reviews
What Maximizer CRM does well:
Users who recommended Maximizer CRM said that it is great in managing both customer and supplier information. They also said that the privately hosted version is high performing. Great program customizability was also cited.
What Maximizer CRM does not do well:
Users who gave Maximizer CRM negative reviews said that the cloud version is oftentimes slow to load. They said that third party integrations can also be improved.
Most Helpful Positive User Review:
A user who left a positive review of Maximizer CRM on G2 Crowd said that the software allows them to efficiently manage all their customer and supplier contact information in a centralized system. He shared that the program is also great in helping them keep track of customer quotations, track customer service requests, and do job scheduling. He concluded that it would be difficult for their staff to manage their workload without Maximizer CRM.
Most Helpful Negative User Review:
A user who left a negative review of Maximizer CRM on G2 Crowd said that they recently upgraded to the cloud version and found that it is slow to load most of the time. He also said that it is not as user-friendly as the other CRM tools in the market and mentioned that it lacks a lead scoring mechanism that allows them to qualify leads as they go through the lifecycle funnel.
Maximizer CRM Pricing
Maximizer CRM has three subscription options billed every two years. The On-Premise plan costs $40/month, Maximizer CRM Live costs $55/month, and the plan designed for financial advisors costs $60/month. The main differences between the plans are the number of users, server location, and access to premium features such as unlimited leads, contacts, and opportunities.
|CRM for Financial Advisors|
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Maximizer CRM Features
Check out the list below of some of Maximizer CRM’s features.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Contact Management: lets users organize a directory of all their business contacts including their profile and contact information.
- Marketing Automation: allows users to perform and automate repetitive tasks related to marketing such as sending email newsletters and managing social media.
- Sales Reporting: lets users analyze sales growth within an identified timeframe based on their average business performance.
- Mobile Access: allows users to manage their CRM functions on the go using their smartphones.
- Third Party Integrations: lets users seamlessly integrate other apps they use such as marketing automation, ecommerce, file management, social media, among others.
Useful Maximizer CRM Resources
The 6 Best CRM Software for Small Business in 2018 — Read our buyer’s guide for the top six CRM for small businesses. We looked at the most popular options and rising stars that cover the range of options for small businesses in terms of price, features, and integrations.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Best Mobile CRM App for 2019: ProsperWorks vs. PipeDrive vs. Other Top Options — Mobile CRM apps allow sales teams to manage customer relationships on the go. In this article, we looked at the most popular options, the rising stars, and the selected six that suit the range of small business needs.
Maximizer CRM Overview Video
This video provides an overview on how Maximizer CRM can help users improve their relationships with their clients using its different functionalities.
When choosing a CRM, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Maximizer CRM’s popular integrations.