Maximizer CRM Erfahrungen

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.

Good Update from Past CRM

Kommentare: We switched from Goldmine because of the extreme limitations we were finding with ongoing support and updates. We have been pleasantly surprised with maximizer, but still feel as though there are opportunities for improvement.

Vorteile:

The interface is intuitive and allows for easy access to information that is needed to confidently engage a client across all team members.

Nachteile:

It would be nice to include some type of gant chart to help track projects that are not sales-based.

Clunky, undeveloped; Not useful

Kommentare: It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...”
No customer wants to hear that. They tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...”
Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund.
When I went through their main website again after my experience with Maximizer, I noticed that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth. Any company who can’t be trusted to keep their word on something so simple isn’t reputable.

Vorteile:

The sales team was excellent. Some features work well, but no better than free versions of other softwares.

Nachteile:

This maybe would have been a good CRM in say, 1999. It’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.

Maximizer user since the early 90's

Kommentare: The latest feature that I love is the relation manager it could be a little easier to use. For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred. I can then follow up with the provider to see if they heard from the customer and to make them realize that I'm tracking the precious leads that I send to them.

Vorteile:

Maximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program.

Nachteile:

The addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful.

Maximizer CRM for Financial Advisors

Kommentare: Client relationships are the heart of our business. Maximizer makes the managing of these relationships easy and limits things "falling through the cracks".

Vorteile:

Once we had imported our current clients, Maximizer was incredibly easy to use. It's well laid out, and its simplicity belies an underlying ability to do complex things. I love the fact that it integrates really well with the Microsoft Office suite of programs.

Nachteile:

I can't think of a true "con" for Maximizer. It's always being updated and features added so it's never stale.

User-friendly

Kommentare: The system is great and we are excited to see how it plays a part in our daily lives, but the sales portion could be worked on.

Vorteile:

I like how user-friendly the system is and that they set up team is dedicated to teaching us how to use the back side of the system so we are able to make our own customizations, imports, ect. without having to contact them.

Nachteile:

During the sales portion we were not told all of the fees included in set up in a clear way, the team seemed to work very hard to to maximize what we were paying for the original set up.

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.

Big Maximiser CRM

Kommentare: Am very satisfied with this software. Its ease of access, the best and simplistic data storage method, and the very good customer support it offers make it better and satisfying.
Being able to maintain good relationships with customers is magical.

Vorteile:

I like this software. It allows you to organize yourself, offer good customer service, ensure the future, and therefore manage your time well. Very intuitive and practical, it is easy to use, in this case for the information necessary for communicating with a customer.

Nachteile:

It works very well. Nothing to complain about so far.

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.

Avis maximiser crm

Kommentare: perfect software, intuitive and allows us to have access to information...but it would be better if it helped us to do better housekeeping

Vorteile:

super software that is very intuitive to use also makes it easy to have useful information to communicate with a client

Nachteile:

I have difficulty making households and people within households better.

Robust, but lacking integration

Kommentare: It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.

Vorteile:

I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.

Nachteile:

It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.

WOW! Just get Maximizer! Don't wait!!!

Kommentare: This should say it all again. I said this earlier in the review. I have been legally blind since birth. I have used Maximizer for "30-years!" That should say it all.

Vorteile:

I really like its easy of use. My favorite feature is the Customer Service module. I also like the "Related Entries" option very much. You can't ask for a better product. I'd also like to mention the fantastic technical support team. What a great bunch of people. Lastly, to show you how much I have liked the program, I'll pass on the following. I have used Maximizer for "30-years!" That should say it all.

Nachteile:

Frankly, I don't have any "cons." That is the truth!!!

Perspective from an almost retired user

Vorteile:

The support during the transition from another CRM was exceptional. The training videos and online webinar have been most helpful in the early days of being a user. Office app integration for the most part have been trouble free.

Nachteile:

The interface with the dealer's system (IPC) was way too slow to be of any practical use. It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data directly from the manufacturer's website. A highly desirable feature that motivated me to sign up in the first place ended up being a costly proposition that added no value.

Always breaking down; constant problems and issues

Kommentare: Really tremendously disappointing. Little problems tend to be solved within 3 days but problems come monthly and there are constant problems and issues. Bigger problems have never been solved. Functionality sounds great but doesn't work in reality. I am stuck though so I have to keep fighting with them for repairs.

Vorteile:

If it worked in reality there are some great potential management features - however it constantly breaks down - something as simple as recording birthdates creates ridiculous and tremendous issues. It just doesn't work well - I don't recommend it - once you are over to it you are stuck and although I have requested constant repair to some of the bigger issues nothing has been done.

Nachteile:

At this stage it is just an expensive contact manger and note taking system - not much else works... Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly like Calendly...

Maximizer Review

Kommentare: We are able to identify opportunities and keep it at the forefront with this software. All the information we need is at our fingertips on the go.

Vorteile:

This software is user friendly and easy to use. We have been using this software since the 1990s. We left for a short period to try something new and quickly realized that Maximizer was better than any other product out there, so we switched back. We don't use all the feature however we learn new ones all the time and try to adopt them one by one. We are able to store all information for each every client, make notes, create documents, send email and assign tasks so our service does not fall through any cracks. It real is a great CRM tool

Nachteile:

The only thing I don't like is that if I am at a computer that is not used by me. I can't find what web address I need to login. I have to remember to email the website to myself before I leave the office

Longterm Maximizer Client

Kommentare: Started with DOS versions (1987), and have upgraded, and utilized this program every year!

Vorteile:

I certainly can manage a few clients, however for enough suspects/customers to be successful, having a Customer Management System (Maximizer CRM) gives me a means to succeed.

Nachteile:

Annual subscription vs previous versions (DOS and Windows) which I could purchase and use until I wanted to upgrade to the new version

Ease and customization for your unique business

Vorteile:

This software is easy to understand and become comfortable working in when it comes to contact management and email integration. Maximizer offers many tools to be able to customize your data for your specific business and to continue to build on as your business grows. The ability to set a personalized dashboard to keep targets top of mind is very helpful and is a great way to start the day.

Nachteile:

Having better integrations with other software would make our lives a lot easier. As well as having better duplicate checking for entries would eliminate a lot of work hours used to maintain a clean database.

Not the product I was looking for.

Vorteile:

Customer support is satisfactory. They are responsive and patient to solve your problems.

Nachteile:

The product did not meet my expectations. Insufficient functionality for sales management-customer acquisition that I need.

Using for 20+ years!

Vorteile:

The ability to see and share data is key and the live version allows it to be always up to date

Nachteile:

The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know.

The Best

Kommentare: Excellent, I will continue to use in my next business adventures.

Vorteile:

Over the 30+ years, I have used MaximizerThey always delivered more than I could have possibly wanted.Just excellent.

Nachteile:

Sometimes it required, more set up than I had time to give it.But, I should have used more of what it had to give.

Investor business review

Kommentare: Overall experience has been excellent. I can't imagine doing business without it.

Vorteile:

I really like the client data base features. It allows easy access to all our client information. The outlook integration is an excellent feature, and we can save all our correspondence to the data base. We send a newsletter to all our clients through maximizer which is very easy to do.

Nachteile:

The only struggle I've had is reading the manual when trying to trouble shoot as it doesn't always list the steps as clearly as I would like. For instance when adding a field. I do finally get there and when I've run into problems the support team have been excellent.

Flexible, but can be time consuming to set up

Kommentare: My overall experience has been good with Maximizer. Now that it is set up the way I want, I have little to complain about, but I would suggest that they should have a very basic initial set up, with users adding fields as needed. What I found was that there were 1000's of fields to choose your set up from, and I ended up deleting a lot of them just to reduce clutter.

Vorteile:

The software allows you to build a very strong relationship management process for your clients. You can customize virtually everything, and there is very little you can't do with the software. It is unlikely you will have a need that it cannot meet.

Nachteile:

The software does not come out of the box in a user friendly fashion. It also isn't intuitive to make changes, and in my experience it comes with too many pre-sets which feels overwhelming. It can take quite a long time to get things trimmed down to what you need, and then grow it from there. The dashboard features are also extremely ugly and I have not found much of a use for them.

One of the best technical support in the industry

Kommentare: I have been using Maximizer , on & off, since its inception in the 90's. The off period was mainly due to its lack of affordable & efficient technical support. This year I have been blown away by the dedication, expertise, follow-up and care of the technical support agents. Truly some of the best I have even experienced.

Vorteile:

Integration with Outlook. Absolutely the best feature of maximizer.

Nachteile:

Mobile version is quite weak. I am unable to save any contact or communication such as emails from the mobile version so I just gave up.

Review

Vorteile:

Integration with Outlook for saving e-mails.

Nachteile:

After a recent update, the system seems much slower and the reporting function does not always work correctly when I try to run reports on the entries of my direst reports.

Maximizer Overview

Kommentare: My overall experience has been amazing. If I have any problems your website is easy to navigate through to find help or even contacting maximize support has done wonders for me.

Vorteile:

Navigation through the database is simple and easy. It has a lot of features that do not exist in CRM that are beneficial for advisors and their support staff. I really like the "Schedule an Action Plan". I have an appreciation for the online courses and webinars that Maximizer holds. I find something new about the system anytime I participate.

Nachteile:

Sometimes it is very slow when I track any emails and update my contacts. It will freeze up and boot me out so I have to sig back in. Not too sure if this may be a connection problem or a problem with the system itself.