Maximizer CRM

par Maximizer Software

Qui utilise Maximizer CRM ?

Maximizer CRM est conçu pour les petites et moyennes entreprises de divers secteurs.

Description de Maximizer CRM

Maximizer est conçu pour donner aux entreprises le pouvoir de #GrowWithConfidence (se développer en toute confiance). Avec un CRM personnalisé, des spécialistes en interne, un support client illimité dont le service est assuré par une équipe basée à Vancouver et des options de déploiement flexibles, l'éditeur promet à votre entreprise de réaliser une croissance prévisible.

Pour plus de tranquillité, l'éditeur offre également une garantie de remboursement de 60 jours. Dans le cas peu probable où vous ne seriez pas satisfait au cours des 60 premiers jours d'utilisation de Maximizer, l'éditeur vous rembourse gratuitement.

Informations sur Maximizer CRM

Maximizer Software

http://www.maximizer.com

Fondé en 1988

Prix de Maximizer CRM

Maximizer CRM n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Maximizer CRM est disponible à partir de 29,00 $US/mois.

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À partir de

29,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Maximizer CRM - Fonctionnalités

  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Génération de leads
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing

Logiciels de CRM : afficher la liste complète

  • Affectations d'équipe
  • Alertes de compte
  • Gestion des leads
  • Gestion des ressources
  • Gestion du marketing
  • Gestion du territoire
  • Suivi de l'influence
  • Suivi des frais
  • Suivi des ménages
  • Suivi des relations

Logiciels de CRM pour le secteur financier : afficher la liste complète

Maximizer CRM - Logiciels similaires

Plus d'alternatives à Maximizer CRM

Avis sur Maximizer CRM

Afficher 5 avis sur 275

Note globale
4/5
Facilité d'utilisation
3,7/5
Service client
3,9/5
Fonctionnalités
3,8/5
Rapport qualité-prix
3,7/5
Ajbinder S.
President, Chief Investment Officer
Services financiers, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    3/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 02/08/2018

"Making Maximizer Your Firm's Cornerstone"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 02/08/2018
Sofia G.
Manager
Recherche, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    4/5
  • Support client
    2/5
  • Rapport qualité-prix
    2/5
  • Probabilité de recommander le produit
    5/10
  • Source de l'avis 
  • Publié le 25/08/2019

"Robust for a Call sheet"

Commentaires: 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.

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

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Maximizer Software le 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!

  • Source de l'avis 
  • Publié le 25/08/2019
Brad M.
Advisor
Services financiers, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    3/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    6/10
  • Source de l'avis 
  • Publié le 05/03/2020

"Max CRM Review"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Maximizer Software le 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

  • Source de l'avis 
  • Publié le 05/03/2020
Todd I.
Manager
Services et technologies de l'information, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 27/08/2019

"My use of Maximizer"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Maximizer Software le 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!

  • Source de l'avis 
  • Publié le 27/08/2019
Jacob B.
Associate
Gestion des investissements, 501-1 000 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 02/08/2018

"A good piece of CRM Software"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 02/08/2018