Maximizer CRM Review 2020: A Robust CRM Platform Software?

Maximizer isn’t just another CRM software — it’s a fully-fledged platform with over 3 decades of experience.

The question is…

What makes Maximizer different from other CRM software on the market?

To learn more, take a look through our in-depth review of Maximizer CRM: a simple yet robust CRM that is suitable for organizations of all sizes.

Let’s take a quick look at what makes Maximizer invincible.

Complete CRM module (sales, marketing and customer service + third party integrations) — all in one monthly subscription.
Only CRM that offers both cloud CRM solutions and on-premise solutions.
Features mobile-friendly CRM to access dashboard on the go using mobile apps and the web.

Going through the complete review, you’ll discover if Maximizer CRM is the perfect solution for your business.

Let’s dive in with our Maximizer review.

Maximizer CRM Overview

Maximizer CRM is one of the oldest players in CRM — it has been in the market for more than 25 years and has been used by both small businesses and larger enterprises. It’s the only CRM that offers both cloud CRM solutions and a self-hosted, on-premise CRM option.

Maximizer CRM is a flexible customer relationship management software that comes with a variety of notable features. It provides specific solutions for sales management, marketing automation, customer service and support.

This CRM software seamlessly integrates with other productivity tools like MS Word, Excel, Outlook and SharePoint. It also provides fast mobile CRM with every paid plan.

The Maximizer CRM all-access license provides a complete up-to-date customer history. All customer activity and history are easily accessible anytime through your desktop, mobile device and the web.

Customer information can also be shared across three platforms (sales, marketing and customer service) to help you boost productivity and efficiency. Getting started with Maximizer CRM is straightforward and it can be easily configured to meet specific business requirements.

On the CRM dashboard, you can get detailed insights into your business performance with visual reports.

Maximizer CRM’s database resides in-house, which indicates that your data is secure and can be accessed with ease.

Maximizer CRM Features and Benefits

Maximizer CRM provides easy-to-use features for sales, marketing and customer service and support. After using and reviewing many CRMs, we have determined that while most CRMs offer reliable sales and marketing features, they are lacking when it comes to customer support and services. Luckily, Maximizer CRM comes fully loaded with features for one all-inclusive price.

In addition to advanced features, they also offer Wealth Manager CRM, which is expertly designed for financial advisors.

Let’s take a look at the features that Maximizer CRM offers.

For Sales Team Module

Maximizer CRM is exclusively built to empower your sales force, featuring one of the most in-depth sales modules we have ever used and reviewed. Maximizer CRM takes a different approach to sales teams, managing and storing all your customers’ information in a handy, easy-to-use workspace.

To easily manage your sales process, you can virtually do anything — sales force automation, forecasting, lead management and opportunity management. You can even delve into entire sales pipelines and revenues.

Key Features of Sales Module:

Sales Pipeline Management

Now you can shorten the sales cycle with the proactive management of your sales pipeline. This feature allows you to personalize each stage and add the specific steps that you want. In this way, you can see your entire pipeline process at a glance.

Contact Management

The feature allows you to organize all of your contacts, notes and key documents in one place. You can also perform quick searches by case number or the company’s affiliation. It even allows you to recall all of your favorite searches in one click.

Sales Forecasting

The sales forecasting feature allows you to consume sales information with an intuitive sales report. You can easily track critical metrics — such as the probability of close — and perform both weighted and unweighted forecasts.

Sales Goal Tracking

This enables you to track your top performers so that you can make more informed sales strategies. You can enable the KPI, which includes quota progress and probability of close. Also, you can create intuitive graphs and reports to share with your teams to provide better insights.

Email Integration

Maximizer CRM integrates with other email services and lets you track your campaigns. You can be more productive and accurate by tracking all of your contacts and email communications on the go.

Marketing Team Module

Maximizer CRM helps you generate more leads and improve your campaign tracking. The powerful marketing module allows you to manage all your prospect’s interactions in one single place.

The marketing automation solution application comes with integrated campaign planning, marketing analytics and email campaigns. You can target leads and customers using the list of management capabilities to search and filter the custom data.

The marketing software helps you create automated campaigns, track results and get an overview of your ROI using their ROI calculator.

Key Features of Marketing Module:

Email Marketing

The marketing software features in SmarterMail boost conversions easily with email marketing. You can easily send promotions or reach out to a specific targeted list and even create a multiphase drip campaign. It also comes with built-in templates so you can start your campaigns right away.

Campaign Management

The marketing software comes with automated campaign management that tracks click-throughs and conversions of your email campaigns. You can track customer behavior with analytics, alerts and notifications. Also, you can flag unassigned leads or opportunities and active automated followups on emails and events.

Web Form Builder

The marketing platform comes with a built-in web form builder. Using the web-based form builder, you can create responsive forms and capture leads on autopilot. You can generate forms using an HTML form and embed it into any website.

Customer Service & Support Module

The powerful customer service and support module makes Maximizer CRM a complete CRM. You can effectively track, manage and resolve customer support issues quickly and easily. It lets both your team and customers raise customer issue tickets.

The customer service platform is powerful and allows you to route requests and set alerts for certain types of requests. It also helps you automatically create cases from the incoming email queries.

Key Features of the Customer Service Module:

Case Management:

This feature enables you to manage your support and service requests effectively. You can create and manage a case efficiently with instant notifications. You can track trouble tickets based on various factors, such as urgency and much more.

Access Customers’ Info in a Single Screen

You can slim your interface by storing all of your contacts, notes and key documents in one place, allowing you to access anything hassle-free. Using this feature, you can make a quick search for any record you want to pull and get instant results.

Customer Service Dashboard

Get a quick overview of your customer service in an intuitive interface, including a visual dashboard and reports. From the dashboard, you can survey ticket resolution times and pending cases. You can even check the customer success for your teams, agents and departments.

Call Logging

The logging feature lets you identify your top performer. You can check who your representatives called, along with the call date, duration and time. You can capture the call details in notes that are searchable by keywords.

Mobile CRM

Maximizer CRM stands apart from competitors by providing a feature-rich, mobile-friendly CRM. It enables your team to manage calendars, prepare for meetings and more.

You can access your CRM anywhere and anytime using their feature-rich mobile apps for Android and web browsers.

Get quick access to key information, notes, details and more. Maximizer CRM’s mobile app allows you to:

Check pipeline visibility
Update key information
Access your calendar
Get remote access to Maximizer CRM

If you’d like to learn more about Maximizer CRM’s features, you can check the complete list of features on their official website.

Maximizer CRM Pricing

The pricing plans offered by Maximizer are flexible and affordable. The best part: they offer a 30-day free trial. The free trial doesn’t require a credit card and comes with no restrictions, meaning that you can try the fully-paid version for free.

Once you’ve decided that Maximizer CRM is the right choice, upgrade the free trial to a paid subscription with no data loss. Their paid plans are backed by a money-back guarantee.

Maximizer CRM offers three plans:

On-Premise CRM (self-hosted on your server): This plan costs $40/monthly per user and comes with 75 GB of storage. The plan includes all other premium features. You can try this plan for free here.
CRM Live (Maximizer CRM’s cloud): The CRM Live plan costs $65/monthly per user and offers unlimited storage. This plan includes all other pro features offered by Maximizer CRM.
CRM for Financial Advisors: The CRM for Financial Advisors plan costs $70/monthly per user and comes with 75 GB of storage. This version includes all of Maximizer CRM’s basic features. It includes additional separate features, such as:

All three of Maximizer CRM’s plans come with:

Sales team module
Marketing module
Customer service module
Third party integrations
CRM access from any device
Personalized onboarding
Live support
Extensive resource library

The Financial Advisor plan includes:

KYC Files
Insurance policy management
Investment account management
Industry processes & workflows
Consolidated household view

If you’re just getting started with Maximizer CRM, make sure you use the 30-day free trial. The plan has no restrictions, which means that you get to try all features for free.

Who is Maximizer CRM Best Suited For?

Maximizer CRM is suitable for organizations of all sizes across various industries. Maximizer CRM has now been in the industry for more than 25 years and has helped both smaller and bigger corporations to build strong customer relationships.

If you’re looking for a simple yet powerful customer relationship management software, Maximizer CRM is worth your try. It can be deployed in the cloud and on-premise as well.

Maximizer CRM also provides a feature-rich, mobile-friendly CRM that enables you to get access to your CRM on the go. It enables your team to manage calendars, prepare for meetings and more.

In summary, Maximizer CRM is the best choice for SMBs, as it includes an array of notable features to meet all of your requirements. It can still be suitable for larger corporations, but lacks in the flexibility of a few advanced features.

For SMBs or medium-sized businesses, Maximizer CRM is the best choice. They offer a 30-day free trial that you can sign up for without any credit card and there are no limitations in the features and usage. Go give it a try!

What Problems Can Maximizer CRM Solve?

Let’s have a quick look at what problems Maximizer CRM can address.

Note: This list is based on our experience with Maximizer CRM. Keep in mind that Maximizer CRM comes with a variety of superb features that can solve numerous problems in your business.

Customer Retention

Getting a new customer costs much more than simply retaining a potential paying customer. Nowadays, most businesses aren’t focused on keeping their existing clients happy. Thankfully, Maximizer CRM comes with a complete CRM solution that will help you nurture your leads and existing customers with ease.

Features that help: Contact Management, Email Integrations, Customer Services Tools, Reporting.

Marketing Automation

As a business owner, you know that as your business grows, your client base grows too and becomes quite complex to manage. We need to provide them a better customer experience and better engagement to help build customer relationships.

Luckily, Maximizer CRM comes equipped with marketing automation functionality to create a smoother workflow. The automated features help manage customers and uncover more opportunities for your sales teams.

Features that help: Forecasting, Reporting, Marketing Automation and Email Integration.

Generating More Leads

Did you know that many companies miss out on huge sales opportunities by not collecting leads? If you get started with Maximizer CRM, you’ll never miss any lead, as it helps your collect and nurture leads with ease. With this CRM, you can manage client relationships and marketing communications and grab data points that you need to score more leads.

Features that help: Lead Tracking & Management, Mobile CRM, Sales Process, Calendar Sync.

Maximizer CRM Customer Support

The customer support offered by Maximizer is fast and responsive. When trying out Maximizer CRM and encountering a problem, we contacted the support team and the issue was solved quickly and easily.

They offer reliable email and phone support to their customers. The phone-based support for UK customers is between 9:00 AM to 5:30 PM, Monday through Friday. For less urgent inquiries they offer email and call-back support.

In addition to the customer support, Maximizer CRM comes with many online resources, including tutorials, user and admin guides, documentation, CRM resources and more.

Maximizer CRM even has a community forum where you can ask questions and get fast help by posting questions and following discussions.

You can also try their free live training webinars six times a week to master Maximizer CRM.

Pros & Cons of Maximizer CRM

Pros:

Offers 30-day free trial
Can be deployed both as cloud or on-premise
Offers multilevel security with Tier IV data center partner
Fully-accessible CRM from the web and mobile devices
Provides in-depth reports with data and visual graphs
Allows you to configure powerful campaigns with the easily-configured wizard
Seamlessly integrates with Microsoft products such as Excel, Word, etc.
Comprehensive, highly-customizable and complete solution with three modules — sales, marketing and customer service
Integrates with MailChimp, Gmail, Outlook and other power pre-built integrations
Give a complete view of your customer activity and history including contacts, documents, communications and more

Cons:

A bit expensive compared to others, but fully-loaded with advanced features
The mobile CRM App lags slightly when you try to gain remote access to Maximizer

Maximizer CRM Review: in Conclusion

Maximizer CRM is undoubtedly the best choice available for small- and medium-sized businesses (SMBs). For over three decades, Maximizer CRM has been the CRM of choice for thousands of businesses across the globe. Maximizer CRM offers a simple, accessible and powerful CRM solution with a heap of superb features.

The dashboard is intuitive and easy to use, allowing you to manage every aspect of your business on a single screen. The best part: it comes with a unique and powerful list-based approach for displaying your data, so you can access and understand all data with ease.

Maximizer CRM is simple and quick to get started and maintain. They offer a huge range of online support resources and quick customer support in the form of email and phone support. What’s more: they offer a feature-rich, mobile-friendly option where you can get access to your CRM anywhere and anytime.

On top of that, Maximizer CRM offers a 30-day free trial (no credit card required and no feature limitations). Give it a shot!

Have you tried Maximizer CRM or any other CRM software? Feel free to comment below and share your experience — we would love to hear from you.

We hope our Maximizer CRM helped provide you with details and insight about Maximizer CRM.

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