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What Is Maximizer CRM?

Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind.

Who Uses Maximizer CRM?

Maximizer is the ultimate CRM for Sales Leaders. With a centralized view of all data and sales rep activity, you can better monitor your team, analyze metrics, predict outcomes, & influence results.

Maximizer CRM Software - Activity Tracker enables Sales Leaders to see a real-time list of their company's communication activities.
Maximizer CRM Software - Our feature-rich mobile app allows you to manage your schedule, update your pipeline, and connect with customers while on the go!
Maximizer CRM Software - Opportunities Viewer shows all opportunities in the company funnel, dives into pipeline activity and progress for individual reps, and continually fine-tunes strategic direction based on trends.
Maximizer CRM Software - Set quotas to support your financial targets and break it down by sales representative/time interval
Maximizer CRM Software - The value of Leading Indicators is that Sales Leaders can use these metrics to not only better predict outcomes but also take advanced action toward better outcomes.

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Reviews of Maximizer CRM

Average score

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

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
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 6 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.

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 2 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

2 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

Javier
Development Director in US
Financial Services, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

Clunky, undeveloped; Not useful

1.0 3 years ago

Comments: 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.

Pros:

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

Cons:

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.

Ella
Administrative Assistant in Canada
Financial Services, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

User-friendly

4.0 4 months ago

Comments: The system is great and we are excited to see how it plays a part in our daily lives, but the sales portion could be worked on.

Pros:

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.

Cons:

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.

Maximizer Software Response

4 months ago

Hi Ella, 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 team to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team

Kathy-Rae
President in US
Construction, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

Maximizer user since the early 90's

5.0 3 years ago

Comments: The latest feature that I love is the relation manager it could be a little easier to use. For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred. I can then follow up with the provider to see if they heard from the customer and to make them realize that I'm tracking the precious leads that I send to them.

Pros:

Maximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program.

Cons:

The addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful.