Maximizer CRM Review 2024: Cost, Features and Advantages
My Verdict
- Customized pricing plans for businesses
- Streamlines and optimizes the sales process
- Customer Service
- Pricey
- The only billing option is annually
- There is no free plan option
- No mobile app
Pricing
Base
Sales Leader
Integrations
Recommended by our experts
What Does Maximizer Do?
Maximizer is a CRM tool that helps companies make more informed sales decisions by utilizing valuable insights. It is an ideal tool for businesses looking to elevate the overall performance of their sales teams through the customization and configuration of unique profiles.
The Maximizer CRM data and in-depth insights help set informed targets relevant to the business targets and the sales forecast. Companies track and monitor sales activities, getting real-time updates from the CRM’s analytics tools.
Maximizer’s advanced reporting makes it easier for managers to achieve consistent, high-performing sales from the teams. Explore Maximizer in my expert review and learn how the tool can enhance business operations.
Key Features Of Maximizer
Maximizer focuses more on the sales teams and their performance, creating a more reliable customer experience through an optimized sales process. The system has various critical features and functions that ensure enhanced operations.
Retaining Customers
Maximizer offers customer engagement from opportunity and prospect to conversion and renewal. Communication is well-synchronized and centralized, enhancing productivity.
Case management is made faster by mastering the daily influx of information tied to service and support requests. The team can prioritize the agent workloads using rooting and queuing tools so that customers get services on a first-come-first-served basis.
This CRM also helps track interactions by storing all the information about the customer. Automated reminders, alerts, and data capture fields ensure that the managers are updated on account changes and customer data. Communication is elevated by the use of personalized email messaging, which increases email opening and click-through rates.
Activity Tracker
Maximizer helps managers track sales processes and performance. Proactive management of the sales pipeline using the CRM shortens the sales process. Every stage is customized, and relevant and optimized steps are included to hasten conversion.
Managers get timely notifications and alerts on any changes in the sales process. Customizing sales information using intuitive sales reports makes tracking critical factors like lead conversion easy.
Managers can perform weighted and unweighted sales forecasts using Maximizer and predict how much revenue to expect based on the sales rep, team, territory, and channel. The automated lead management feature helps maximize every sales opportunity.
It also tracks the source of every lead and routes the lead to the relevant agent or territory. Managers can match their sales processes to the ones provided by Maximizer for more synchronized and consistent productivity.
The data collected from activity tracking helps managers determine the best strategies to implement to enhance productivity. Additionally, the personalized dashboard helps create reports that indicate the critical pipeline indicators and their status.
Available Integrations
Maximizer has various integrations that sales leaders can utilize. The applications are divided into the following categories:
- Communication: Facebook Messenger, Zoom, Twilio, Microsoft Outlook, Front, etc.
- Commerce: WooCommerce, Shopify, eBay, QuickBooks Commerce, etc.
- Content and Files: PandaDoc, DocuSign, Microsoft SharePoint, Google Drive, etc.
- Forms and Survey: Google Forms, Unbounce, Gravity Forms, Survey Mechanics, Ninja Forms, etc.
- Location: Bing Maps Connector and Open StreetMap.
- Marketing: Marketo, Instagram Lead Ads, Facebook Lead Ads, Leadinfo, etc.
- Productivity: OpenAI, Zendesk, Zapier, Chili Piper, Help Scout, etc.
Pricing Plan
Maximizer uses a per-user subscription model that is billed annually. There are two primary editions: Basic Edition and Sales Leader Edition. Additionally, there are two pre-configured versions: Financial and Insurance Advisors editions.
| Base Edition ($65 Per User or Month) | Sales Leader Edition ($79 Per User or Month) |
| Increase prospect engagement with an advanced contact management systemStandardize the sales process with powerful lead & opportunity management toolsImprove deal velocity by owning the sales pipeline to close the deals that matterMinimum of 3 usersUp to 100,000 contacts; expand your network with additional contact packs Up to 100Gb Database size; scale your system with additional database packs.Build and deliver enhanced reports and dashboards with our optional custom data visualization builder. | Track & monitor sales teams in a Kanban Board to easily see all deals in the pipeline.Deliver enhanced insight into productivity and revenue with new out-of-the-box data visualizations.Forecast with confidence and set realistic quotas with sales teamsMinimum of 5 usersUp to 100,000 contacts; expand your network with additional contact packs Up to 100Gb Database size; scale your system with additional database packs. |
The billing option is annually. Currently, the CRM system isn’t offering any discounts on its pricing. There are no free plans.
The two primary editions are suitable for various businesses; however, Maximizer provides a scalability option by providing customized plans to meet the business’s CRM needs.
Due to its strict annual billing policy, it will not benefit businesses looking for a flexible billing option like monthly, which they can easily cancel or upgrade.
Is Maximizer CRM Easy To Use?
Maximizer CRM is a reliable tool for sales managers. The user interface is simple, with various navigation tabs. The home page features a solutions tab that directs customers to the various Maximizer solutions based on their profession (renewal managers, sales and revenue leaders, financial and insurance advisors).
Key tabs like products, pricing, resources, and company are accessible from every webpage of the CRM. The system has integrations with various applications, elevating the overall functionality of Maximizer.
The product tours feature provides potential customers with an overview of the various Maximizer editions. The Customer Support section provides the latest product updates and help articles. The customer stories section provides a detailed explanation of how various businesses are using Maximizer to elevate their sales performance.
Which Companies Work With Maximizer CRM?
Maximizer has an impressive client list; some of the top companies using CRM include:
- South Carolina Department of Commerce
- University of Cambridge
- Legislative Assembly of Ontario
- Raymond James
Last Thoughts
The various Maximizer tools and functions provide detailed insights into the sales process and performance metrics. Thus, it’s easy for sales managers to identify the areas of weakness that need extra coaching, as well as the strengths, of their sales strategies.