Frequently Asked Support Questions

If you want to create a bookmark to Maximizer, you must specify the Maximizer URL supplied by your system administrator as the URL for the bookmark. You should not create the bookmark using the URL displayed on the Maximizer login page.

The format of the URL with be this where the alias portion is typically your company name:

https://caw.maximizercrmlive.com/<alias>

Pop-up windows must be enabled for Maximizer in your browser to access its full functionality. You may need to enable pop-up windows for the Maximizer site. If your browser is blocking pop-up windows, you will be prompted with a message at the top of the browser window when you try to access certain commands. The icon and/or message indicates that your browser is preventing Maximizer from opening a pop-up window. Typically most browsers will permit you access to the site. In the event it does not, please consult your browser’s settings to enable pop-ups.

Normally, the Maximizer system administrator sets up the time zone of each user. You can also change the time zone in your preferences at any time.

When you log in to Maximizer, the time zone in your preferences is compared to the time zone set on your computer. If they do not match, a message appears at the top of the Maximizer page, prompting you to change your time zone setting.

• To change the time zone, click Yes, select the time zone, and click Continue. You may need to log out of Maximizer and log in again for the change to take affect.
• To close the message without adjusting the time zone, click No.

After you first log in to Maximizer, you should change your password.

• In the top-right corner of the page, click Preferences.
• Click Password.
• In the Old Password field, enter your current password.
• In the New Password and Confirm New Password fields, enter your new password. Your password must contain at least eight characters including at least one character from three or more of the following groups.
  • Uppercase letters (A-Z).
  • Lowercase letters (a-z).
  • Numbers (0-9).
  • The dollar sign ($), pound (#), or underscore (_) symbol.
• Click OK to close the Change Password dialog box.
• Click Save to save the changes to your preferences.

Use this procedure to delete all Address Book entries in the database. This procedure is intended for sample data only. You should perform this procedure before you add your own entries to the database. All opportunities, customer service cases, and hotlist tasks associated with the entries are also deleted from the database.

Delete All Address Book Entries

• On the Address Book page, select View > All Entries.
• Select Edit > Select All: All entries in the list are selected
• Select Edit > Delete selected entries: A warning message appears confirming the deletion. Enter the word DELETE.
• Click OK to delete all entries.

Delete All Campaigns

• On the Campaigns page, select View > All Campaigns.
  All campaigns in the database are displayed.
• Select Edit > Select All.
  All entries in the list are selected.
• Select Edit > Delete Selected Entries: A warning message appears confirming the deletion. Enter the word DELETE.
• Click OK to delete all entries.

You can access the Maximizer’s Help Center by clicking on the (?) symbol in the upper right corner of your Maximizer screen.

You will need to know the web address / URL for the Maximizer database you are trying to access, as well as your normal login details.

If you use Maximizer Cloud then you should be able to connect via the Log-In link on our website (https://login.maximizer.com/MaxLogin), then gain access using your email address and login details.

If you use Maximizer On-Premise then you will need to have the web access details for Maximizer from your system administrator or Maximizer Business Partner.

Maximizer uses https protocols to encrypt data that is transferred from our Cloud to your Computer’s Web Browser.

If you use our Maximizer On-Premise Software we would recommend that your system administrator set up the access using https, this may well require a digital certificate and some additional cost.

In addition to using https, we would recommend that all browsers used to access Maximizer are up-to-date and that the computer you use to access the CRM database has the latest Anti-Virus software installed.

The latest versions of Maximizer either Cloud or On-Premise provide access for Mobile and Tablet through standard browsers using a slightly different URL to that used on a Laptop or Desktop.

In addition, there is a separate Mobile App that can be installed on your device free of charge from the Apple or Google store. Please ask your administrator or Partner for details.

There are no additional costs for the Mobile Access or Mobile App but you will need a current version of Maximizer.

All the standard and familiar features of Maximizer Web Access, including Reporting and Dashboards, still work just as well remotely as they do in your office environment.

This is pretty straight forward as our On-Premise and Cloud database structure is very similar. If you wish to move to Cloud, our Professional Services team can help with this transition. The move can sometimes be done outside normal working hours and requires a back-up of your existing data which we will then upgrade and transfer.

Give our Support Team or your Business Partner a call right now and we can add new users for very quickly or get additional license keys generated for On-Premise implementations within a few hours. These can usually be installed via remote access or we can talk your admin team through the required steps.

Currently, Maximizer does not offer monthly billing.

Maximizer accepts payment via Visa or Mastercard, cheque or wire transfer. Payment details will be described on your invoice.

Please see our pricing page for details.

Absolutely! Please contact our Sales Team or in the chat at the bottom right of your screen.

Please see our pricing page for details.

Most definitely! Please contact your Renewal team.

Cloud Subscriptions
Access to your Maximizer Cloud account will cease upon subscription expiry and Maximizer will no longer provide support. All and any data held within your database will be deleted 30 days after the Subscription Expiry Date. You may request a copy of your data during this 30-day period which will be made available for download as a SQL database backup (.BAK file). Please contact Maximizer for any additional questions using our contact form or say hello to our chat box at the bottom right corner of your screen.

On-Premises Subscriptions
Access to your Maximizer On-Premise account will cease upon subscription expiry and Maximizer will no longer provide support. All data is held within your SQL server. Please contact Maximizer for any additional questions using our contact form or say hello to our chat box at the bottom right corner of your screen.

Effective September 1, 2017, Maximizer withdrew the option to renew or change the number of licenses on Maintenance Agreements. Should your Maintenance coverage lapse, access to the current version of Maximizer will cease and Maximizer will no longer provide support. You can restore access and support by purchasing one of our subscription plans. For more information on these great value, all-inclusive options give us a call at +1-800-804-6299 and we’ll help you figure it all out.

Base Edition is $ 55 USD/user/month, billed annually, with a 3-user minimum. Sales Leader Edition is $75 USD/user/month, billed annually, with a 5-user minimum.

Please visit our How to Buy page on our website for more information: Buy the Best CRM Software – Maximizer

During your free trial, per your request, we can enable either Maximizer Base Edition or Sales Leader Edition so you can experience all the capabilities that Maximizer has to offer.

We are here to help you maximize the value of your investment. With Base Edition or Sales Leader Edition, we offer email support, live chat and real human support for how-to questions and technical issues during normal business hours.

Maximizer stores data in the Microsoft Azure network in both North America and the UK where we are fully GDPR compliant.

To get started with Maximizer, you can start a free trial  and convert it to a paid subscription, or contact Maximizer to talk to one of our CRM Solution Specialists about licensing for an on-premise installation.

The data limit for for either Base Edition and Sales Leader Edition is 10,000 contacts and 100Gb database size.

You have the option to expand your network and scale your system at any point and without any service interruption. Please contact Maximizer for any additional questions using our contact form or say hello to our chat box at the bottom right corner of your screen.

• Microsoft Outlook, Word, Excel 2016*, 2019, 2021
• Microsoft Outlook, Word, Excel for Office 365 (Desktop Version)
• Microsoft Outlook for Office 365 (Web Version)**

It’s recommended to install the latest updates for Microsoft Office.

Word support requires Maximizer Word Integration Add-on.

Outlook support requires Maximizer Outlook Integration Add-on.

Outlook integration on macOS is supported using the Microsoft Office 365 | Outlook Integration for Maximizer only.

Excel 2016 and later is required to use Maximizer Connect for Excel Quote.

*Integrations are not supported with Office 2016 Microsoft store version.

**Integration is through the Microsoft Office 365 | Outlook Integration for Maximizer. An Office 365 email account is required. Office 365 ProPlus is not supported.

• Google Chrome for Windows and macOS
• Mozilla Firefox for Windows and macOS
• Microsoft Edge for Windows and macOS

• iPhone, iPad, iPod Touch (Supported iOS 13 and later)
• Android devices (Supported Android 10 and later)

• Microsoft Outlook Contacts
• XLSX, XLS, CSV and Tab-delimited

The following products/features are no longer supported:

• Internet Explorer 11
• Phone notes, email notes and logging notes for activity creation, modification and deletion
• History following tab
• Consolidated Activity Report and Incoming vs Outgoing Call Report
• Legacy import functions

• Windows 10/11
• macOS*

*Microsoft Word Integration is not supported on macOS.

• Microsoft Windows Server 2022
• Microsoft Windows Server 2019
• Microsoft Windows Server 2016 Standard, Essentials, and Datacenter
• Microsoft Internet Information Server 10.0 (Windows Server 2016, 2019, 2022)
• Ubuntu Linux 20.04 or higher*

It’s recommended that you install the latest updates for the operating systems.

*Required for MS Word Add-On.

• Microsoft SQL Server 2022
• Microsoft SQL Server 2019
• Microsoft SQL Server 2017
• Microsoft SQL Server 2016
• Microsoft SQL Server 2014 (not recommended for new installations)

It’s recommended to install the latest updates for the database applications. Maximizer On-Premise is not compatible with the Express edition of the SQL Server.

• Microsoft Outlook, Word, Excel 2016*, 2019, 2021
• Microsoft Outlook, Word, Excel for Office 365 (Desktop Version)
• Microsoft Outlook for Office 365 (Web Version)**

It’s recommended to install the latest updates for Microsoft Office.

Word support requires Maximizer Word Integration Add-on.

Outlook support requires Maximizer Outlook Integration Add-on.

Outlook integration on macOS is supported using the Microsoft Office 365 | Outlook Integration for Maximizer only.

Excel 2016 and later is required to use Maximizer Connect for Excel Quote.

*Integrations are not supported with Office 2016 Microsoft store version.

**Integration is through the Microsoft Office 365 | Outlook Integration for Maximizer. An Office 365 email account is required. Office 365 ProPlus is not supported.

• Google Chrome for Windows and macOS
• Mozilla Firefox for Windows and macOS
• Microsoft Edge for Windows and macOS

• iPhone, iPad, iPod Touch (Supported iOS 13 and later)*
• Android devices (Supported Android 10 and later)*

*For Maximizer 2020 R1 and later.

Legacy Products:

• Maximizer Enterprise/Maximizer (Pervasive) 7.0 and above
• Maximizer Enterprise (SQL) 7/8/9
• Maximizer 10/11/12/2015/2016/2017/2018/2019

Active & Supported Products:

• Maximizer 2020/2021/2023

NOTE: Maximizer 2020, 2021, and 2023 are the only supported On-Premise versions. Maximizer 2019 and earlier are no longer supported.

If you are upgrading from a product earlier than Maximizer 2019, please fill out this form. 

Maximizer 2019 and earlier are no longer supported.

The following products/features are discontinued in Maximizer 2023.1 and are no longer supported:

• FILESTREAM (SQL Server)*
• The History tab.
• Consolidated Activities Report and Incoming vs Outgoing Call Report. They are replaced by the Consolidated Timeline Report.
• Searching by text in documents.
• View Menu > Phone Log.

*The SQL Server FILESTREAM feature needs to be removed prior to upgrading to Maximizer 2023.1. Here is a link to help with the removal process: Removing Filestream from your Maximizer Database – HelpDocs