Maximizer CRM

Maximizer CRM

von Maximizer Software

4/5 (275) Eine Bewertung schreiben

Wer verwendet Maximizer CRM?

Maximizer CRM is designed for small and medium sized businesses across a range of sectors.

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

Maximizer CRM – Kostenübersicht

Maximizer CRM bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von Maximizer CRM ist ab 40,00 $/Monat verfügbar.

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Startpreis

40,00 $/Monat

Preisinformationen

On-Premise version. Cloud CRM starts at $65/ month, per user.

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Maximizer CRM Funktionen

CRM Software für Banken & Finanzdienstleister
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
Marketing-Automatisierung-Integration
Mobiler Zugriff
Segmentierung
Social-Media-Integration
Siehe die vollständige CRM-Systeme Liste

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
Eine Bewertung schreiben Alle 275 Nutzerbewertungen lesen
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: support@maximizer.com 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
Hilary C.
Loans administrator
Bankwesen, 10.001+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 9.3.2020

"Maximizer CRM"

Kommentare: I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.

Vorteile: Suitable for any business size, meaning small companies can get to grow and still be using it when they are big.
Your entire business performance and history can be found on one platform.
Its compatible with smartphones, meaning one is not limited to work on the computer
CRM allows for sharing of data, hence promoting workplace efficiency

Nachteile: It needs to be upgraded a little to have the updated look of a current software.
The data from way back is hard to track

Antwort des Softwareanbieters

von Maximizer Software an 16.3.2020

Hi Hilary,

Thank you for the kind review. We pride ourselves on Customer Experience here at Maximizer and love to hear these amazing comments!

Enjoy using Maximizer!

Adam Wilson
Head of Customer Success

  • Quelle des Nutzers 
  • Bewertet am 9.3.2020
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
Alle 275 Nutzerbewertungen lesen