Maximizer CRM

von Maximizer Software

Wer verwendet Maximizer CRM?

Maximizer has the capabilities to serve clients looking to get started, get growing or get strategic. Wether you're looking to move away from Excel spread sheets or drill down on data, we can help.

Was ist Maximizer CRM?

With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line.

Maximizer CRM comes loaded with features, and includes modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial and live human support!

Maximizer CRM – Details

Maximizer Software

http://www.maximizer.com

Gegründet 1988

Kundenbetreuung

  • Support während der Geschäftszeiten
  • Online

Einsatz

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • Persönlich
  • Live Online
  • Webinare
  • Dokumentation
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Maximizer CRM – Preisübersicht

Maximizer CRM bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von Maximizer CRM ist ab 29,00 $/Monat verfügbar.


Startpreis

29,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Ja

Maximizer CRM Funktionen

  • Beziehungs-Nachverfolgung
  • Einfluss-Nachverfolgung
  • Gebietsmanagement
  • Haushalts-Nachverfolgung
  • Konto-Benachrichtigungen
  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Management
  • Team-Aufgaben
  • Vermögensverwaltung

Siehe die vollständige CRM Software für Banken & Finanzdienstleister Liste

  • Angebote / Vorschläge
  • Aufgabenmanagement
  • Dokumentenspeicher
  • E-Mail Marketing
  • Gebietsmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Lead Scoring
  • Lead-Generierung
  • Marketing-Automatisierung-Integration
  • Mobiler Zugriff
  • Segmentierung
  • Social-Media-Integration

Siehe die vollständige CRM-Systeme Liste

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Maximizer CRM – Nutzerbewertungen

Zeigt 5 von 275 Nutzerbewertungen

Gesamt
4/5
Benutzerfreundlichkeit
3,7/5
Kundenservice
3,9/5
Funktionen
3,8/5
Preis-Leistungs-Verhältnis
3,7/5
Ajbinder S.
President, Chief Investment Officer
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 2.8.2018

"Making Maximizer Your Firm's Cornerstone"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 2.8.2018
Sofia G.
Manager
Forschung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    2/5
  • Preis-Leistungs-Verhältnis
    2/5
  • Wahrscheinlichkeit der Weiterempfehlung
    5/10
  • Quelle des Nutzers 
  • Bewertet am 25.8.2019

"Robust for a Call sheet"

Kommentare: 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.

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

Nachteile: 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.

Antwort des Softwareanbieters

von Maximizer Software an 10.9.2019

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!

  • Quelle des Nutzers 
  • Bewertet am 25.8.2019
Brad M.
Advisor
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    3/5
  • Wahrscheinlichkeit der Weiterempfehlung
    6/10
  • Quelle des Nutzers 
  • Bewertet am 5.3.2020

"Max CRM Review"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Maximizer Software an 16.3.2020

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

  • Quelle des Nutzers 
  • Bewertet am 5.3.2020
Todd I.
Manager
Informationstechnologie & -dienste, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 27.8.2019

"My use of Maximizer"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Maximizer Software an 10.9.2019

Hi Todd,

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

Thanks again!

  • Quelle des Nutzers 
  • Bewertet am 27.8.2019
Jacob B.
Associate
Vermögensverwaltung, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    7/10
  • Quelle des Nutzers 
  • Bewertet am 2.8.2018

"A good piece of CRM Software"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 2.8.2018