Maximizer CRM Reviews
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356 Reviews
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Maximizer
Reviewed on 2018/11/06
I am very please with the software. I had a chance a few months back to change CRM's and I...
I am very please with the software. I had a chance a few months back to change CRM's and I actually made that decision to change but after using the other CRM I cancel and went back to Maximizer. So much easier to use.
Pros
I like the interface of the Maximizer software make it very easy to sort and find specific clients. I use the Hot-list section on a daily basis and it again makes it very easy to find the clients you need to contact on a specific day..
Cons
Some of there add on or third party software partner do not always work properly or I should say work without a lot of effort to get them to work.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Incredible CRM!
Reviewed on 2022/10/31
Over the last few decades it has help improve my career because of the tracking and flexibility of...
Over the last few decades it has help improve my career because of the tracking and flexibility of the design. I couldn't recommend a better CRM.
Pros
The best feature is that you can design it to work best for your field, the user defined fields are very important in a specialty or unique business.
Cons
I don't have anything bad to say, I've been using this software for over 20 years! it's awesome!
Response from Maximizer Software
Hi Sue Lynn,
Thank you very much for sharing your positive experience with Maximizer over the past 20 years!
We're so happy that our fully customizable fields have made it easy for Maximizer to fit in with your business process.
Looking forward to helping your organization continue to thrive for many more years.
The Maximizer Team
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Difficult to set-up, pay as you go support, pieced together from other CRM's
Reviewed on 2018/07/31
If you are not a savvy database programer or don't have a staff member that is, then you will...
If you are not a savvy database programer or don't have a staff member that is, then you will likely find this CRM to be very difficult to use and customize to your practice. The cost keeps increasing and once you have been using the system, the company knows they have you on the hook and will keep the price increases rolling your way. Using this is like being caught between a rock and a hard place.
Pros
Online access from anywhere.
Dashboard provides a good overview of your business.
Wealth edition has some customization to the financial industry.
Cons
The way it is sold and supported is not CUSTOMER friendly. The resellers charge for everything and don't want to teach you how to be independent of them. They would rather do it for you without educating you. Pretty expensive.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
You will have to buy a second access for your Administrative Support person, which is not the case with all competitor products and seems like a cash grab.
Subscription is paid annually not monthly, so if you don't like it you are out a big chunk of money.
Will not separate out billing for multiple advisors in a firm.
- Industry: Marketing & Advertising
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Long Time Maximizer User
Reviewed on 2022/10/31
I have looked at many different programs but Maximizer keeps winning the discussion for continued...
I have looked at many different programs but Maximizer keeps winning the discussion for continued use. I have been using the program for 30 years now.
Pros
The easy interface is very intuitive and the integration with Microsoft Word and Outlookis flawless.
Cons
I wish that Maximizer had a better interface to use Outlook directly from the program
Alternatives Considered
Dynamics 365Reasons for Switching to Maximizer CRM
Maximizer is way easier to integrate into a daily routine. It does everything I need to keep up to date information on my clients.Response from Maximizer Software
Hi Brian,
Thank you for leaving a 5-Stars review and being a Maximizer customer for the last 30 years.
At Maximizer, we continuously strive to serve you better, and we have several new updates and features coming up soon.
Looking forward to continuing to work with you for many more years!
Maximizer Team
- Industry: Food Production
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easy To Customize
Reviewed on 2022/09/21
We didn't have any 'issues' per se, but Maximizer is just a much better platform and is way easier...
We didn't have any 'issues' per se, but Maximizer is just a much better platform and is way easier to manage and populate.
Pros
The fact that is so easy to customize and train people on, is great.
Cons
It could be better set up to hold sales data and display it to the user. Also the fact that the Last Name is required doesn't fit with our needs and is a bit of a pain.
Response from Maximizer Software
Hello Cody,
First of all, thank you so much for sharing your feedback with us and welcome back to Maximizer — we really value your input and flagging up areas where we can further improve.
We look forward to continuing to work with you to help you enhance your sales process.
The Maximizer Team
- Industry: Electrical/Electronic Manufacturing
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Long time stand alone user
Reviewed on 2018/11/27
I am a one man show and have been using several versions of Maximizer since the late 90's. For me,...
I am a one man show and have been using several versions of Maximizer since the late 90's. For me, it was best when it was just on a local drive and did not have to be connected to the cloud. I don't need most of the latest features that keep getting added.
Pros
My favorite feature is the ease and speed of recalling a contact name and all of the past jobs history when searching a first or second name. I store all notes and contact information which is great for reviewing many years later as an anecdote reminder when my path crosses with an old contact again.
Cons
Since Version 10 which suited my needs, Maximizer has gone to the cloud which is dead slow at times and crashes 2-3 times per session requiring me to log out, then log back in. Too many feature creepers have been added that I don't need, don't want, and they have just slowed the system down at times to a crawl. Having to "renew" a license every couple of years to be able to continue using it is a pain for someone like me who has built a huge data base so am committed to have to stay.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Maximizer CRM
Reviewed on 2019/03/18
Maximizer CRM really helps sort and store all our contacts in a central location, making life very...
Maximizer CRM really helps sort and store all our contacts in a central location, making life very easy for all users. Finding someone's details is a few clicks away.
Pros
- Super easy to use
- Web Access version is really light-weight and as comprehensive as the application
- Helps will efficiency across the business
Cons
- The search feature isn't as smart as you'd like it to be
Response from Maximizer Software
Hello Clint, thank you for taking the time to write a review and share your thoughts.
We're happy to hear your business is benefiting from using Maximizer. I can assure you we are always working on ways to improve the functionality of the software.
I have passed your feedback regarding the search feature to our product development team to look into.
Best regards,
Michael
- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 3.0 /10
not much guidance
Reviewed on 2018/08/02
not great, lots of money upfront, terrible initial integration with moving minimal data over from...
not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support
Pros
my tech guy (that i had to pay) had more success than i did with them.
Cons
I am a busy professional (CPA, CA) in the business for almost 25 years and used Janna and Act in the past and found Maximizer not well suited for me to get up and running. It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Maximizer
Reviewed on 2019/02/02
Overall, it’s good just frustrating at times.
Overall, it’s good just frustrating at times.
Pros
Organization of clients and accounts. It’s great to separate accounts and see what’s currently being worked on.
Cons
It’s slow, I’m always waiting. It needs to update its speed.
- Industry: Investment Management
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Financial Advisor
Reviewed on 2018/08/06
Pros
Action plans, team calendar management, UDFs, dashboards.
Cons
It feels like there is a lot of functionality available that we have not yet tapped, it would be nice if there was more sophisticated support available to us.
- Industry: Research
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Robust for a Call sheet
Reviewed on 2019/08/25
Not great. We had to navigate several levels of customer service and received really high quotes to...
Not great. We had to navigate several levels of customer service and received really high quotes to finally figure out that our old database that lived in an old license of Maximizer wasn’t compatible or transferable to the new.
Pros
Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.
Cons
Not very mobile friendly, and the current version is 100% incompatible with older licenses (such as desktop versions) which are islands. So transferring an old database to the new version was virtually impossible.
Response from Maximizer Software
Hi Sofia,
Thanks for submitting your review. I wanted to let you know that our app is under constant upgrades for improvement and we have some amazing things coming down the line!
Thanks again!
- Industry: Newspapers
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
A well build CRM
Reviewed on 2024/03/20
Besides the high price Maximizer CRM is a great tool and really helped our business.
Besides the high price Maximizer CRM is a great tool and really helped our business.
Pros
The setup was very easy and UI is very intuitive. Customer support is a 5* team, really helpful and easy to talk to. After importing all our contacts we were ready to start working.
Cons
The price is high for the features it gives.
Response from Maximizer Software
Hi Haba,
Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that our customer support team has been helpful to you. Looking forward to helping your organization continue to thrive!
The Maximizer Team
- Industry: Investment Management
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Wouldn't Have A Growing Business Without It
Reviewed on 2018/08/06
I believe the business is better protected. We are more effecient. We have a small team and any one...
I believe the business is better protected. We are more effecient. We have a small team and any one of us can take a phone call from a client and within seconds understand any history to do with a client issue. It might be something very simple or complex but because I can call up notes from others on the team and access all emails between us and the client and our back office it saves a tremendous amount of time. I think it also gives the client confidence that we know what we are doing because they don't have to explain an issue all over again
Pros
It is incredibly flexible. Basic programming that comes out of the box is more than what you need because it anticipates that not all advisors operate the same way. We have used it to save ourselves hours of work and redesigned how it works with us rather than us redesigning how we work. Saving of all emails under client file along with relevant notes. Easy tracking of client service work as well as understanding staff workload issues.
Cons
Like any CRM it takes time to learn and create new work habits yes you should throw away the paper notes. Regulators expectations are moving the bar upwards. Love to see a system map starting with a contact. How do each of the tabs relate to different functions. Because of its rich customizable capabilities it can be overwhelming even for your help desk.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Good Overall Solution
Reviewed on 2018/11/02
Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks...
Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.
Pros
Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.
Cons
The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . .
The embedded template feature is gone and is now attached to MSWord - which is an awkward connection.
Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Always breaking down; constant problems and issues
Reviewed on 2021/07/20
Really tremendously disappointing. Little problems tend to be solved within 3 days but problems...
Really tremendously disappointing. Little problems tend to be solved within 3 days but problems come monthly and there are constant problems and issues. Bigger problems have never been solved. Functionality sounds great but doesn't work in reality. I am stuck though so I have to keep fighting with them for repairs.
Pros
If it worked in reality there are some great potential management features - however it constantly breaks down - something as simple as recording birthdates creates ridiculous and tremendous issues. It just doesn't work well - I don't recommend it - once you are over to it you are stuck and although I have requested constant repair to some of the bigger issues nothing has been done.
Cons
At this stage it is just an expensive contact manger and note taking system - not much else works... Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly like Calendly...
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great Product to Keep Your Business Running Smoothly
Reviewed on 2022/07/27
Maximizer is a very important part of our day, we check it to see what tasks we have coming up,...
Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track.
Pros
The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.
Cons
There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.
Response from Maximizer Software
Hi Chrissy,
Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!
Maximizer Team
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Maximizer review
Reviewed on 2018/10/30
Maximizer really helps me to keep track of all the important personal and relevant business...
Maximizer really helps me to keep track of all the important personal and relevant business information for my clients and I can easily reference this information when I am talking with my clients. It's a great place to store my notes and I always quickly look over my client information on Maximizer before any client meeting to refresh my memory on everything I know about them.
Pros
I like how I can quickly access all of the information I have gathered on my clients and that it is categorized in easy to see areas.
Cons
I find the software a little clunky to use and I often have difficulty editing things how I would like it. For example, I would like to be able to edit some of the drop-down box options to delete options I never use and add things that I would. For example, in the notes section, I would like to have a category in the drop-down box for "withdrawal" but there is no such option and I cannot edit it to add something myself.
- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Long time customer -Book Wholesaler-Store and Publisher (Indigenous)
Reviewed on 2018/08/10
One stop shop for sharing information in the office including an appointment calendar, notes and a...
One stop shop for sharing information in the office including an appointment calendar, notes and a company library.
Pros
I have been working with Maximizer for over 8 years. Since then, Maximizer has evolved and I can now update records and email from anywhere and anytime from my laptop, tablet or cell phone. Lists can be imported and exported in Excel. Maximizer offers webinar training, customer support and a user guide.
Maximizer provides templates for building email campaigns.
Cons
A wish list-A more user friendly campaign builder for large communication marketing via emails which creates records of clientele who visit promotional material sent to them, unsubscribe, email bounce. Maximizer has synchronized our records with Mailchimp but there is an additional cost for Mailchimp for maintaining the list of subscribers.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Review
Reviewed on 2022/07/28
Have used for over 10+ years have been very pleased no reason to change
Have used for over 10+ years have been very pleased no reason to change
Pros
Cloud based … confident in their security features
Cons
Price for smaller offices
Response from Maximizer Software
Hi Shelley,
Thank you very much for sharing your Maximizer experience with us! We look forward to continue to work with your organization.
The Maximizer Team
- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Upgrades
Reviewed on 2018/08/02
Pros
After many years, we upgraded our on-premise version and the way the tech installed it, it grew out of proportion and blew up our server. After a lot of conversations with their support team, we eventually got things up and running again on a new server and this time it didn't grow so big.
Then we decided to move to the cloud version. While our database wasn't that big, for some reason our files still were. But their conversion team worked wonders and brought it down to a manageable size again so we weren't paying a fortune for data size. The training was better this time as well as the support team.
Cons
Can't sort UDFs or search for things that were easier to do with our on-premise version.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Maximizer is a great CRM and helps to pay for itself in time management and efficiency
Reviewed on 2022/09/27
VERY robust program with great capabilities. Maximizes efficiency in the office allowing the whole...
VERY robust program with great capabilities. Maximizes efficiency in the office allowing the whole team to stay up to date on all clients, no matter who deals with them each interaction.
Pros
Activities tracker as well as being able to create customizable Activity plans for each client
Cons
There can be issues when importing data from other sources and the client information gets mixed up
Response from Maximizer Software
Hi Wendy,
Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!
Maximizer Team
- Industry: Chemicals
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
A good online CRM system with some nice features.
Reviewed on 2022/08/05
It's a good system. I've used Salesforce at a previous company. I prefer Maximizer.
It's a good system. I've used Salesforce at a previous company. I prefer Maximizer.
Pros
Sync to Outlook is very helpful to pull in emails. Sync to Word is also good for samples.
Cons
I think I liked it better when email sync went to documents instead of "Interactions". Now I have to click on an extra tab each time to get both documents and emails.
Response from Maximizer Software
Hello Adam,
Thank you so much for sharing your feedback with uswe really value your input and flagging up areas where we can further improve.
I have shared your feedback re: your preference for email sync directly with our Product Manager. We look forward to continuing to work with you to help you enhance your sales process.
The Maximizer Team
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Ease of Use
Reviewed on 2017/02/10
I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your...
I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your customized needs. You are able to select what you want viable and what you want to be implemented. There is also easy to use the filing system that allows the reduction of paper files. There is a learning curve involved when you first start using it but once you work past that it is easy to use and figure out new features. I would recommend this product for small to medium size companies. They also have great customer support if you ever have any problems or questions, they will also assist you in tailoring the program to your company's needs. There are training videos available to assist in the learning process that I found extremely helpful when starting to use Maximizer CRM live.
Pros
Ease of use
Cons
xxxx
- Industry: Packaging & Containers
- Company size: 2–10 Employees
- Used for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Maximizer Review
Reviewed on 2018/10/30
I ended up going back to my old version of Maximizer as I found it a lot more effective and user...
I ended up going back to my old version of Maximizer as I found it a lot more effective and user friendly. I informed Maximizer that I was dong this and asked for someone to provide me with a copy of my information from the latest Maximizer system. This they would only do if I paid them additional money to do this. I also contacted technical support to explain my annoyance. No-one responded. So I sent an e-mail to the supervisor as shown below. I did not get any response back from them on that. I would not consider using Maximizer again. I had been a loyal customer for over 20 years.
Hello Supervisor,
Just wanted to pass on my comment. Your team are not responding to my last 2 e-mails. I do find that disappointing.
I have been a customer upgrading my programs as they came available for over 20 years.
I chose not to upgrade as I am not as happy with the latest cloud version of Maximizer.
I have gone back to using my older Maximizer CRM 12 that I found was better and easier to use for my needs.
Should I be forced to upgrade when my computer will need to be upgraded then your service response makes me question whether I will consider Maximizer.
Pros
I found it took too much time to get training on this system.
Cons
It was not an easy transition from my previous Maximizer. I found it difficult to use and even the technical support people could not always answer questions that I had.
- Industry: Media Production
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Solid CRM tool
Reviewed on 2022/11/29
Pros
This is the one and only CRM tool you'll need whether you're running a public office or a private business. Even journalists will find this tool handy for finding the right contacts and quickly putting a story together.
Cons
Canadian company but charges US dollars.
Alternatives Considered
BasecampResponse from Maximizer Software
Hi Alex,
Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!
Maximizer Team