Home > CRM Software > Insightly > Insightly vs Maximizer CRM

Insightly vs Maximizer CRM

Last Updated:

Our analysts compared Insightly vs Maximizer CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Insightly Software Tool
Maximizer CRM Software Tool
Get Free Demo Demo    Request Pricing Pricing
Get Free Demo Demo    Request Pricing Pricing

Product Basics

Analyst Rating

70 Detailed Analysis

User Sentiment

Great User Sentiment (1732 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Good User Sentiment (1054 Reviews)
Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
read more...
Maximizer CRM is a sales and marketing solution that provides functionalities such as client management, a sales pipeline, customer support, campaign management, marketing automation and more. With about 90% customer satisfaction, it offers insights for business growth. A custom API and integration options add value to processes.

It helps increase sales, build relationships, provide customer support and fit business needs with different deployment options based on requirements. Users can access it on mobile devices to access information and send updates on the go.
read more...
$29/User, Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
$65 Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports. 
  • Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero. 
  • Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in. 
  • Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations. 
  • Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab. 
  • Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion. 
  • Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync. 
read more...
  • Enhanced Customer Relationships: Maximizer CRM enables businesses to track customer interactions and preferences, fostering stronger, more personalized relationships.
  • Improved Sales Efficiency: By automating routine tasks and providing sales teams with detailed customer insights, Maximizer CRM helps close deals faster and more effectively.
  • Centralized Data Management: All customer information is stored in a single, easily accessible location, reducing data silos and improving data accuracy.
  • Better Decision Making: With robust analytics and reporting tools, Maximizer CRM provides actionable insights that help businesses make informed decisions.
  • Increased Productivity: Task automation and streamlined workflows free up time for employees to focus on high-value activities, boosting overall productivity.
  • Enhanced Collaboration: Team members can easily share information and collaborate on projects, leading to more cohesive and efficient teamwork.
  • Scalability: Maximizer CRM grows with your business, offering flexible solutions that can be tailored to meet evolving needs without significant disruptions.
  • Customer Retention: By tracking customer satisfaction and proactively addressing issues, businesses can improve retention rates and foster long-term loyalty.
  • Cost Savings: Automating manual processes reduces operational costs and minimizes the need for additional resources, leading to significant savings over time.
  • Regulatory Compliance: Maximizer CRM helps businesses adhere to industry regulations by maintaining accurate records and providing audit trails.
  • Mobile Accessibility: With mobile access, sales and support teams can manage customer relationships and tasks from anywhere, ensuring continuity and responsiveness.
  • Customizable Dashboards: Users can create personalized dashboards that display the most relevant information, enhancing focus and efficiency.
  • Lead Management: Maximizer CRM helps track and nurture leads through the sales funnel, increasing the likelihood of conversion.
  • Customer Segmentation: Businesses can segment their customer base for targeted marketing campaigns, improving engagement and response rates.
  • Integration Capabilities: Seamless integration with other business tools and applications ensures a cohesive and efficient workflow across the organization.
read more...
  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
read more...
  • Customer Insights: Gain access to dynamic dashboards, built-in templates, click-through records, visual reports, goal tracking views, exporting capabilities and more to monitor and boost team performance. 
  • Sales Management: Provides unified, easy-to-use sales tools that can be customized as per requirements. Manage accounts, route leads, collaborate sales opportunities and gain visibility into sales pipeline and revenue. 
    • Sales Pipeline Management: Offers proactive sales management along with a collective view of the sales process, making it easy to carry out internal and external sales activities. 
    • Contact Management: Displays contacts, notes and key documents in a unified dashboard. Includes quick search capabilities, company affiliation and a search recall feature. 
    • Pipeline Visibility: Access sales reports, personalized dashboard, forecasts, critical metrics, goal tracking and alert notifications for sales processes. 
    • Partner Relationship Management: Grow a channel partner network, assign partners, track performance and manage campaigns through a partner portal. 
  • Marketing Automation: Drive leads, improve campaign tracking, manage prospect interactions, automate campaigns, track results and calculate marketing ROI, all on one platform. 
  • Third-Party Integration: Provides native third-party integrations that boost productivity, provide deeper customer insights and more. Also offers custom integrations and API for easy business functionality. 
  • Mobile App: Offers pipeline visibility, quick access, key information edits, connectivity, calendar access and more, all on the go. 
  • Deployment Options: Gives the option for both cloud and on-premise deployment so businesses can choose what fits best for them. It also offers data security. 
read more...

Product Ranking

#12

among all
CRM Software

#48

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

70
we're gathering data
74
we're gathering data
81
we're gathering data
100
we're gathering data
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
Maximizer CRM
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 0 25 50 75 100
71%
0%
29%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
69%
8%
23%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
40%
40%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
57%
0%
43%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
43%
0%
57%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
63%
13%
24%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
0%
0%
100%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
10%
23%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
33%
11%
56%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
38%
0%
62%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
50%
0%
50%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
0%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

User Sentiment Summary

Great User Sentiment 1732 reviews
Good User Sentiment 1054 reviews
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

79%
of users recommend this product

Maximizer CRM has a 'good' User Satisfaction Rating of 79% when considering 1054 user reviews from 6 recognized software review sites.

4.6 (14)
5.0 (11)
4.1 (550)
3.9 (425)
4.0 (481)
4.0 (327)
n/a
4.0 (275)
4.6 (73)
4.3 (6)
4.0 (614)
4.0 (10)

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
Show more
Easy to Use: Of all the users mentioning the platform’s usability, 66% say that it’s robust, easy to adapt to and very intuitive.
Customization: The software is highly customizable and fits well for each business solution, according to 75% of users reviewing this feature.
Show more
Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
Show more
Customer Support: Customer service takes a long time to respond and offers a poor response, suggest 66% of users referencing support.
Maximizer Response: Customer support response time is under 3 minutes online and within 5 minutes via telephone support.
Integration: The system lacks proper email integration functionality and offers minimal integration with other technology, a downside according to 75% of users reviewing integrations.
Maximizer Response: Maximizer integrates with Outlook and through Zapier, we integrate with thousands of other applications.
User Interface: The UI is outdated and could use some updates, in the opinion of 75% of users reviewing this capability.
Maximizer Response: Our Business Intelligence tool: Insights is actuallly one of the industry leaders in UI/UX.
Show more

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

Show more

Maximizer CRM empowers companies with a number of features such as contact management, lead management, customer service, business analytics and more. It’s highly customizable and easy to use. However, the UI is a little outdated and could use some improvement. The platform also needs more integrations to be able to work seamlessly, and reviewers report that customer support could be quicker and more helpful. Large and mid-size organizations looking for customized marketing and sales may find it to be a decent choice.

Show more

Screenshots

Top Alternatives in CRM Software

Copper CRM
Creatio
Dynamics 365 Sales
Freshsales
HubSpot Sales
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Sugar Sell
Zendesk Sell
Zoho CRM

Related Categories

Accounting CRM Software
Android CRM Software
Automotive CRM Software
Casino CRM Software
Channel Management Software
Church CRM Software
Cloud CRM Software
Complaint Management Software
Construction CRM Software
CRM For Commercial Real Estate
CRM For Consulting
CRM For Macs
CRM Insurance
CRM Software For Project Management
Custom CRM Software
Customer Analytics Software
Customer Data Platforms
Customer Database Software
Customer Engagement Platforms
Customer Journey Mapping Software
Customer Profile Software
Customer Retention Software
Customer Success Software
Distribution CRM Software
Ecommerce CRM Software
Email Tracking Software
Financial Services CRM Software
Fundraising CRM Software
Higher Education CRM Software
Hotel CRM Software
Influencer Marketing Software
IT Ticketing Systems
Knowledge Base Software
Lead Management Software
Legal CRM Software
Market Intelligence Software
Marketing Agency Software
Marketing Analytics Software Tools
Marketing Attribution Software
Marketing Automation Software
Marketing Resource Management Software
Mortgage CRM Software
Nonprofit CRM Software
Online CRM Software
Pharmaceutical CRM Software
Press Release Distribution Software
Restaurant CRM Software
Retail CRM Software
Sales Force Automation Software
Sales Management Software
Sales Mapping Software
Travel Agency Software
Venue Management Software
Show more
Accounting CRM Software
Android CRM Software
Automotive CRM Software
Casino CRM Software
Channel Management Software
Church CRM Software
Cloud CRM Software
Complaint Management Software
Construction CRM Software
Contact Management Software
CRM For Commercial Real Estate
CRM For Consulting
CRM For Macs
CRM Insurance
CRM Software For Project Management
Custom CRM Software
Customer Analytics Software
Customer Data Platforms
Customer Database Software
Customer Engagement Platforms
Customer Journey Mapping Software
Customer Profile Software
Customer Retention Software
Customer Success Software
Distribution CRM Software
Ecommerce CRM Software
Email Tracking Software
Financial Services CRM Software
Fundraising CRM Software
Higher Education CRM Software
Hotel CRM Software
Influencer Marketing Software
IT Ticketing Systems
Knowledge Base Software
Lead Generation Software
Lead Management Software
Legal CRM Software
Market Intelligence Software
Marketing Agency Software
Marketing Analytics Software Tools
Marketing Attribution Software
Marketing Automation Software
Marketing Resource Management Software
Mortgage CRM Software
Online CRM Software
Pharmaceutical CRM Software
Press Release Distribution Software
Restaurant CRM Software
Retail CRM Software
Sales Acceleration Software
Sales Enablement Software
Sales Force Automation Software
Sales Management Software
Sales Mapping Software
Sales Software
Travel Agency Software
Venue Management Software
Show more

Head-to-Head Comparison

Insightly VS Copper CRM
Insightly VS Creatio
Insightly VS Dynamics 365 Sales
Insightly VS EngageBay
Insightly VS Freshsales
Insightly VS HubSpot Sales
Insightly VS Infor CloudSuite CRM
Insightly VS Nimble CRM
Insightly VS Oracle Sales Cloud

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics
Build Your Requirements
SelectHub Products Cost and Pricing Guide
Get Your Free Comparison Report
Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
    Table settings