8.7
Spot Score
Streamline your sales with Maximizer CRM.
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Starts from $29/User/Month
Maximizer has consistently proven itself as a reliable and versatile CRM solution, particularly for small to medium-sized businesses looking to stay organized and streamline client management. One of its standout features is its ease of use, with an intuitive interface that both long-time users and first-timers have praised. The platform's flexibility in creating ...Read more
User-friendly and intuitive, making it easy for first-time users and requiring little technical expertise.
Robust features for tracking and organizing business tasks, activities, contacts, and client relationships.
Strong customization options, including user-defined fields and personalized workflows, enhancing flexibility for various business needs.
Seamless integration with tools like Microsoft Outlook and MailChimp, improving communication and correspondence management.
Some users find the vast feature set overwhelming, creating a steep learning curve for newcomers.
Occasional performance issues such as platform slowdowns, unexpected logouts, or system shutdowns.
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Showing 71-80 out of 288
UI
User in Financial Services
12/12/18
"Wealth Management CRM"
What do you like best? It is visually appealing and ease of use ranks high. What do you dislike?
UI
User in Financial Services
12/11/18
"Maximizer for Advisors"
What do you like best? Tracking client files and detailed contact notes all in one place. Sending mass emails to clients
CC
Christine C
12/11/18
"Awesome & Organized!"
What do you like best? I absolutely love the fact that I can have all my client info in one place without having to keep So much paper in the office! I enjoy the fact that our team can keep fully up to date in all of our daily business tasks. After using this program for just a short while, I don't know what I would do without it.
UI
User in Financial Services
12/11/18
"Gets the Job done."
What do you like best? The fact that this is data driven, It has all the features you could ever need. From this standpoint Maximizer is one of the best CRM's out in the market.
UI
User in Construction
12/11/18
"Love it! very handy for our work."
What do you like best? Maximizer is very user friendly! It is like having a day timer but so much more! There is many uses for it in the line of work that we do! I never have to stress about memorizing everyone or everything because I can put it into Maxi.
AI
Administrator in Oil & Energy
12/11/18
"Initial look and training. System to go live very soon."
What do you like best? I do like the flow to the system. Very user friendly. What do you dislike?
UI
User in Wholesale
12/11/18
"Safety Sales Area"
What do you like best? Product is quite powerful when you want it to be. Love that it logs in all emails, when needed, and can do mass emails and mailings.
UI
User in Financial Services
12/11/18
"Easy to use, good outlook integration, but needs better automation"
What do you like best? Maximizer is very clear to use for the basics. Lots of basic customizations can be made to the layout of contact entries and user-defined fields. Integrates well with Outlook. Very easy to save record of emails with respective client accounts. Very quick customer support.
AK
Anthony K
12/11/18
"It's not bad but not modern"
What do you like best? It s very nice intro to using a CRM, but there are deficiencies with some of the reports and formatting. Adding a contact is an argious process.
UI
User in Investment Management
12/11/18
"Good CRM"
What do you like best? I like that the software is user friendly, and the support is pretty good. I like the ability to make notes under each contact, set activities for each contact, and link appointments.
