Maximizer CRM review 2020

By Rob Binns | Senior Writer | 17 June, 2019

Minimise the hassle of managing customer relationships, and drive more sales and engagement from your clients

maximizer crm reviews

Maximizer CRM review

Ease of use
Help and support
Customer satisfaction
Reviewed by: Expert Market19/06/2019


  • 30-day free trial and 60-day money back guarantee available
  • Excellent online customer support resources
  • Flexible options for deployment
  • Highly scalable

X Cons:

  • Interface looks a bit dated
  • Can take a while to get up to speed with its features
  • Online customer approval ratings could be better
In a nutshell: It’s not winning any beauty contests, but Maximizer is highly functional, scalable, and versatile (if a little pricey!) CRM software, for small and medium-sized businesses alike.
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What is Maximizer CRM?

With offices in England, Australia, and Canada, Maximizer has been powering the growth of businesses around the world for over 30 years. Maximizer currently provides intuitive, reliable Customer Relationship Management (CRM) software for over 120,000 companies globally.

With specific solutions for sales, marketing, and customer service, Maximizer CRM is a dynamic, flexible way of managing your customer relationships. It’ll help you find, engage, and convert new leads and opportunities, and conjure up marketing campaigns that deliver the goods.

So what else does Maximizer do, and how can it benefit your business? Let’s take a look.

Maximizer features and benefits

For sales teams

maximizer sales crm software

Pipeline and deal management

With a slick, personalised pipeline view, Maximizer empowers your team to drive more value from leads and clients, throughout the entire sales process. View all of your contacts and deals in a single glance, and be quicker to jump on opportunities as they crop up.

Sales forecasting

Maximizer allows you to stay on top of key metrics relating to your team and prospects, such as probability of close figures for all the deals in your pipeline.

Generate reports that’ll help predict future revenue based on rep, channel, or territory, and make decisions that will grow your business.

Email integration

Maximizer syncs with the applications your business uses every day, including big email providers like Gmail and Outlook. Get all the communications and contact info you need in a single, handy hub, which is accessible across all of your devices.

For marketing teams

maximizer marketing crm software

Campaign management

Maximizer offers a whole host of intelligent analytical features to help you stay on top of your marketing campaigns. Track customer behaviour and engagement with your emails and ads, and leverage this data to optimise for success in future campaigns.

Email marketing

Maximizer CRM integrates with MailChimp to provide simple yet eye-catching email templates to boost your marketing efforts.

Create professional emails with ease, send them in bulk, then track every step of the process – from creation to clicks, all the way to (hopefully!) conversions.

Webform builder

And if email marketing isn’t really your style, Maximizer’s webform builder lets you take a more ‘hands-off’ approach to attracting new leads. Create a ‘web-to-lead’ form and embed it in your website, all with no technical knowledge or coding required.

Then just sit back, put the kettle on, and wait for the fresh leads to start flowing into your CRM.

For customer service teams

maximizer customer service crm software

Case management

When it comes to dealing with complaints, quicker is almost always better. Thankfully, Maximizer instantly notifies you about any  new service or support requests. You can prioritise cases by their severity, and make sure all issues are tackled with the urgency they deserve.

Automatic call logging

Which members of your customer service team are excelling, and who needs to up their call count? Maximizer automatically logs the time, date, and length of your reps’ phone conversations. You can then use this information to see where your staff can improve, and provide extra training if needed.

Knowledge base

As Francis Bacon once put it, “knowledge is power”. And with Maximizer, it is – power to learn from past issues, and to resolve new customer service cases with brevity and ease.

Maximizer’s knowledge base allows your team to tap into useful historical records, such as notes, manuals, and forms from past complaints. This helps them to develop quicker, more informed responses to similar issues in the present, and makes for happier customers, too.

Maximizer pricing plans

On-premise CRM

CRM Live

CRM for Financial Advisors

£30 per user, per month£38 per user, per month

£42 per user, per month

All three of Maximizer’s pricing plans come with the key features you’d expect from a top CRM supplier, including:

  • Sales, marketing, and customer service modules
  • Access via any mobile device
  • A range of email and third party app integrations
  • Personalised onboarding, and access to live support
  • Advanced applications for monitoring and planning activities, accounts, daily tasks, and contacts
  • Total sales, marketing and workflow automation

Extra features you’ll get with the CRM for Financial Advisors plan include:

  • Investment account management
  • Consolidated household views
  • Insurance policy management
  • Industry processes and workflows

Which option is right for your business?


The CRM Live and CRM for Financial Advisors options are both hosted in Maximizer’s ‘cloud’ – a highly secure data storage centre in the UK.

This approach provides speed and convenience, but is less customisable than the on-premise solution. However, if you have limited IT bandwidth or can’t guarantee reliable conditions for data storage, this option is your best (and safest) bet.


If you choose Maximizer’s on-premise CRM plan, you’ll be responsible for storing data on your own internal servers. This option is cheaper, and data storage is limited only by your what your own systems can handle – but it’s also harder to maintain and upgrade.

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Maximizer customer support

Maximizer offers phone-based support for its UK customers between the hours of 9am and 5:30pm, Monday to Friday.

For less urgent enquiries, there’s email support, plus an enquiry form you can fill in on its website to get a call back. Maximizer’s website boasts an impressive array of online resources, too, including straightforward guides to help you get to grips with the software.

Maximizer also offers free live training webinars six times a week, as well as an online community forum. Here you can post all your CRM questions, and get answers in real-time from other Maximizer customers.

Maximizer case studies

West Coast Environmental Law (WCEL)

Canadian environmental law nonprofit WCEL used Maximizer to help with donor management, and to give the charity more insight into the effectiveness of its marketing campaigns.

Using Maximizer also helped WCEL reduce paper-based admin, and ensure a standardised process for dealing with client information.

Sait Polytechnic

Educational institute Sait Polytechnic adopted Maximizer as a scalable, cost-effective CRM solution to boost sales.

As well as the above, Maximizer gave Sait more visibility into client communications, plus improved budget and sales forecasting.

Expert verdict

Maximizer CRM does a lot of things well. With a huge range of online support resources and three decades of experience, it knows how to help keep your business ticking along. It’s flexible in its deployment, full of features, and offers a decent level of integrations, too.

The downside? Well, its interface does look a little dated when compared with some of the more vibrant, colourful dashboards of Zoho or Freshsales. Also, Maximizer’s pricing plans (starting at £30) are static, and the relatively high costs might overwhelm the budgets of smaller businesses.

Whether or not you like the sound of Maximizer, there are still plenty of other CRM suppliers on the market. And with our webform, it’s now easier than ever to compare them. Click here to enter some quick details about your business, and you’ll receive quotes from industry-leading CRM suppliers.

It takes less than a minute, and it’s free.

Rob Binns Expert Market
Rob Binns Senior Writer

Rob writes mainly about the payments industry, but also brings industry-specific knowledge of CRM software, social media monitoring, and invoice finance. When not exasperating his editor with bad puns, he can be found relaxing in a sunny corner, with a beer and a battered copy of Dostoevsky.

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