Maximizer CRM Reviews in July 2025: User Ratings, Pros & Cons

"Positive, helps to keep our office organized. "

What do you like best? Primary program we use for client scheduling and tasks all in one convenient place. Helps to keep office organized and connected without the use of emails or timely face-to-face conversations.

"Very easy to keep track of day to day tasks relating to client management"

What do you like best? I enjoy the user friendly platform as well as the organization - I am able to keep track of daily tasks via "hotlist" and reminders. All information pertaining to clients, even incoming and outgoing emails can be track all under the client's household. The platform allows up-to-date client information to be stored for upcoming meetings so you don't miss out on any pertinent information. Great product, would recommend to friends and other businesses. The customer ...

"Super useful!"

What do you like best? I love all the features available, and I love the fact that Max is always being updated to help suit our needs. They take feedback really well and have fantastic customer service. Despite the steep learning curve, they provide multiple resources to help make Max less intimidating such as training videos, online classes, and small meet n' greets. I've never waited more than a few hours for a response from their team for any of my questions, no matter how trivial, and ...

"My Maximizer Experience"

What do you like best? I like the ability to be able to have it link with other programs like outlook, word and excel. I find it easier to use then the previous version we had. it allows us to use outlook as usual and be able to save emails directly into the customer.

"good solid workhorse for running your business"

What do you like best? Easy access layout, customizable format and features to help manage information and relationships

"Great Software"

What do you like best? Love the kind customer service. I like the fact that you can log everything from tasks to documents, notes and emails! I love the simplicity of this program, Contact management, simplicity of keeping sufficient records, I love the ease of being able to locate client records or pull up notes while on the phone with the client....not having to search in their physical file for information.

"This CRM is very user friendly. "

What do you like best? My daily routine is more organized and I love the follow up activity functionality.

"Hard to decipher what to do but once you understand it’s easy"

What do you like best? Ease of finding clients contact information What do you dislike?

"Great CRM tool, but lacks workflow "

What do you like best? Details in each record and customization of fields based on the needs for my business

"Cloud versus Stand alone version"

What do you like best? Access has become easier since you use your browser settings, however the security is different in the cloud version as appose to the Stand alone version.