Maximizer CRM


Logotipo do Maximizer CRM

 

275 avaliações (4/5)
 

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud.

Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.

Maximizer CRM’s sales management feature includes sales team monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures. Maximizer CRM also includes business intelligence tools, such as built-in, customizable dashboards, and Excel, Web and SQL reports.

It is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.

 

Maximizer CRM - Address Book
 
  • Maximizer CRM - Address Book
    Address Book
  • Maximizer CRM - Calendar
    Calendar
  • Maximizer CRM - Contact List
    Contact List
  • Maximizer CRM - Hot List
    Hot List
  • Maximizer CRM - Opportunities
    Opportunities
Sistemas operacionais compatíveis:
Windows 7, Mac OS, Navegador web (independente o SO), Windows 8, Windows 10

275 avaliações do Maximizer CRM

 

Ajbinder S. Especialidade: Serviços financeiros Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

02/08/2018

02/08/2018

Fonte da avaliação: Capterra

Making Maximizer Your Firm's Cornerstone

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We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch.

Vantagens

Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer.

Desvantagens

Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up.

Sofia G. Especialidade: Pesquisa Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

25/08/2019

25/08/2019

Fonte da avaliação: Capterra

Robust for a Call sheet

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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.

Vantagens

Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.

Desvantagens

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.

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Resposta: Maximizer Software 10/09/2019

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!

Brad M. Especialidade: Serviços financeiros Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

05/03/2020

05/03/2020

Fonte da avaliação: Capterra

Max CRM Review

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Its ok. What really put me off is every time you need some assistance they turn it into a huge billable hour exercise. Talk about ripping off your customers.

Vantagens

The product out of the box works for what we need, I have the advisor template on mine and it still has the design on selling, and the sales process. This inst the focus of the average advisor. This does the basic features required. however it certainly isn't what it could be.

Desvantagens

It doesn't have the ability to track products well. It took leads tab and renamed it opportunities and felt that was a improvement. it wasn't. We end up using a global note to record and track all items a client has with us.

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Resposta: Maximizer Software 16/03/2020

Hi Brad,

Thank you for leaving a review of Maximizer. It's always great to hear feedback from our customers and gauge where we can improve.

If there is something we aren't doing well to fit into your workflow I would love to discuss.

I feel that you have had somewhat of an off-putting experience due to particular charges, perhaps changes in your software?

I would love to discuss and help design a workflow that benefits you.

Please reach out to: [email protected] and let them know you would like to discuss the set-up of your Maximizer CRM and we will get a Customer Success Manager on a call to discuss and plan a path forward.

We look forward to hearing from you!

Best regards,

Adam Wilson
Head of Customer Success

Todd I. Especialidade: Serviços e tecnologia da informação Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

27/08/2019

27/08/2019

Fonte da avaliação: Capterra

My use of Maximizer

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Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.

Vantagens

I have used Maximizer since the early 2000's. It is my MAIN source of CRM. I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.

Desvantagens

Originally, I didn't like the cost of the product, but as it became more mainstream the price dropped. The features increased and their negatives turned into positives. SO I don't have any cons to discuss at this time.

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Resposta: Maximizer Software 10/09/2019

Hi Todd,

Thank you for the wonderful review! We look forward to helping you build on your already solid client relationships.

Thanks again!

Jacob B. Especialidade: Gestão de investimentos Número de funcionários:  501-1.000 funcionários Número de funcionários:  501-1.000 funcionários

02/08/2018

02/08/2018

Fonte da avaliação: Capterra

A good piece of CRM Software

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Overall experience is quite positive from an administrator end, from a user perspective I have & have helped people who have had problems navigating and using Maximzier to its fullest potential when they are brand new to the platform.

Vantagens

Maximizer in comparison to some of it's competitors runs a very light & simplistic method of storing data. This is mainly in respect to have to act as the admin for the data, but Maximizer exports and imports quite nicely from most data subsets which makes maintaining data on a day to day that much easier.

Desvantagens

The site is very dated (especially before the reskin of 2017), and this causes user intuitiveness of finding things were one expects them to be quite difficult. At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.