Maximizer

Maximizer stands out by positioning itself between basic entry-level CRMs and premium enterprise solutions like Salesforce. This middle-ground approach makes it particularly attractive to small and mid-sized businesses that need solid functionality without the enterprise price tag.

According to Software Reviews' data, Maximizer holds a strong position in the CRM category, with users especially appreciating its customization capabilities and Microsoft ecosystem integration.

Maximizer's 2025 pricing comes in several tiers tailored to different business needs:

• Base Edition: $65/user/month (minimum 3 users)
• Sales Leader Edition: $79/user/month (minimum 5 users)
• Financial Advisor Edition: $79/user/month
• Small Office Edition: $29/user/month
• Business Plus Edition: $49/user/month
• Insights Edition: $89/user/month

All plans require annual billing by default, though monthly options exist at higher rates.

Compared to competitors, Maximizer costs significantly less than Salesforce while offering similar functionality for many business needs. As one user noted, Maximizer is "far and away the best product for the price" and "a fraction of the cost of programs like Salesforce."

The platform scores a 78 for "Satisfaction of Cost Relative to Value" in industry surveys, indicating most users find decent value for their money. Some customers mention extra costs for support and customization beyond the base subscription.

Using Maximizer CRM can help businesses stay organized, boost productivity, and improve customer relationships. It’s designed to streamline sales processes, centralize data, and support smarter decision-making. Here are some of the key benefits users can expect from the platform:

Low-Code Customization

With Maximizer CRM in 2025, businesses can customize the platform without technical skills. This reduces implementation costs and speeds up time-to-value compared to more complex CRM systems.

Microsoft 365 Integration

The Microsoft 365 integration lets teams work in familiar tools like Outlook and Teams while capturing customer data. Sales teams can manage leads and track conversations without switching between apps, naturally boosting productivity.

Streamlined Customer Service

Customer service teams benefit from the integrated ticketing system that automates issue assignment and tracking. The platform adapts to your workflows rather than forcing you to adapt—a key advantage highlighted by customers who value this flexibility.

Balanced Functionality

This balance of functionality and simplicity makes Maximizer ideal for organizations needing substantial CRM capabilities but preferring quick setup over enterprise complexity.

Maximizer covers contact management, lead and opportunity handling, task management, Microsoft Outlook integration, sales intelligence reports, pipeline management, activity tracking, and revenue targets. Let's look at some standout areas in more detail.

Functionality and Ease of Use

At its core, Maximizer offers an integrated ticketing system that streamlines issue management. The system routes tickets automatically, tracks resolution progress, and maintains complete communication histories.

The AI-powered sales intelligence helps teams focus on leads with the highest conversion potential and forecast sales more accurately. Teams can monitor revenue targets, track activities, and measure performance through analytics dashboards.

The system's power comes with some complexity. Multiple users report that "new users need extensive training because the platform presents them with an initial challenging learning experience," according to feedback from software review sites. The M3 2025 release aims to address this with an onboarding checklist for new users.

Some users note that the interface "appears behind contemporary CRM interfaces." However, once users overcome the initial learning curve, they typically appreciate the system's capabilities.

Integration Capabilities

Maximizer's deep Microsoft 365 integration is one of its strongest selling points. Users can manage leads, track conversations, and handle tasks without leaving their familiar Microsoft environment.

The integration enables specific workflows:

• Syncing appointments between Outlook and Maximizer automatically

• Creating accounts and tasks from emails with a single click

• Collaborating on opportunities in real-time within Microsoft Teams

• Analyzing CRM data through Power BI connections

The SendGrid integration powers email marketing campaigns with a 97% deliverability rate and built-in GDPR compliance. The SurveyMonkey integration feeds survey responses directly into CRM fields, eliminating manual data entry.

These integrations make Maximizer a central hub for customer data, connecting with hundreds of tools businesses already use daily.

Customization Options

Maximizer prides itself on being a "completely customizable CRM" that businesses can configure without technical expertise. Field customization lets teams add, remove, or modify fields to capture data specific to their unique requirements.

Custom dashboards allow each user to see information most relevant to their role, whether that's sales pipelines, customer service metrics, or marketing campaign performance.

The M3 2025 release introduced dynamic workflows that show or hide fields based on defined rules, reducing visual clutter. Advanced user permissions provide granular control over access at both module and field levels.

As one customer explained, "Our company likes the ability to add or remove many of the fields so that we can better customize the design to suit our needs. We are a very niche market so this is important."

While cloud users have access to all customization features, some implementations might need help from Maximizer's Professional Services team, especially for complex workflows or integrations.

Beyond Microsoft 365 integration, Maximizer's ecosystem creates a unified business solution without data silos. This connected approach delivers several benefits:

Teams work uninterrupted in familiar interfaces, reducing context switching and boosting productivity. Coordination through Microsoft Teams enables real-time collaboration on opportunities and customer issues.

Tracking customer interactions across channels provides deeper insights into behavior and preferences. Marketing and sales teams can fine-tune campaigns based on integrated data from email marketing, surveys, and sales activities.

According to Maximizer's customer stories, businesses using the full integration ecosystem see significant improvements in team coordination and customer response times.

The M3 2025 release continues this integration strategy, deepening connections with tools that businesses already use for feedback collection and data analysis.

Maximizer's security features include GDPR compliance through SendGrid integration with a 97% deliverability rate, showing attention to regulatory requirements for email communications.

The advanced user permissions system enhances data security by controlling access at granular levels—administrators can restrict sensitive information to specific roles or individuals.

For industries with specific compliance needs, particularly financial services, Maximizer's customization helps meet regulatory demands through custom fields, specialized workflows, and detailed audit trails.

Organizations with specific security or compliance concerns should contact Maximizer directly for current information on certifications, data protection measures, and compliance capabilities for their industry.

User feedback on Maximizer's support shows mixed experiences. Many customers praise the knowledgeable, responsive support during implementation and customization. The training resources receive generally positive feedback for helping teams adapt the software to specific business requirements.

However, some users report that "after the sale, the glow fades quickly" and that "any support is costly in either your time, loss of functionality, or the fees and charges needed to solve issues," according to collected customer feedback.

Despite these support challenges, Maximizer maintains a high Net Emotional Footprint of +69, a "Likeliness to Recommend" score of 74, and a "Plan to Renew" score of 90, suggesting most users find enough value to continue their subscriptions.

Support services in paid plans include phone support, email assistance, knowledge base access, and forum/community resources. The research doesn't specifically address the quality of self-service options.

Maximizer CRM offers several compelling advantages:

1. Deep Microsoft 365 integration allows seamless work within familiar tools.
2. Highly customizable without requiring IT resources.
3. Cost-effective compared to enterprise solutions like Salesforce.
4. Strong automation capabilities, including AI-driven insights for sales opportunities.
5. Integrated ticketing system that streamlines customer support.
6. Advanced email marketing through SendGrid integration with high deliverability rates.
7. Native survey capabilities via SurveyMonkey integration.
8. Mobile capabilities for managing contacts and activities on the go.
9. Flexibility for businesses of various sizes.
10. High renewal intention rate (90%), showing strong user satisfaction.

Maximizer has some limitations:

Initial learning curve requiring extensive training for new users.

Interface described as "behind contemporary CRM interfaces" by some users.

Inconsistent mobile experience with disparity in app ratings between iOS (4.3) and Android (2.2).

Technical glitches that some users report having to accept.

Post-sale support quality concerns, with reports of additional costs.

Minimum user requirements (3-5 users depending on plan), limiting suitability for very small teams.

Some features only available for cloud users.

Long-term users expressing disappointment with certain aspects of newer versions.