Maximizer CRM

Avis maximiser crm

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

Avantages :

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

Inconvénients :

I have difficulty making households and people within households better.

Maximizer Review

Commentaires : We started using the program the beginning of 2024 and it has changed the way we do our tasks and follow up

Avantages :

organization of information for our clients kept in central files

Inconvénients :

It does take some time to get used to using the system

Maximizer is useful but intimidating

Commentaires : I started using it for a bit, but it seems like a lot of extra work to insert contacts.

Avantages :

It is a useful tool, that can help offices run more smoothly. I can keep track of contacts and to do lists

Inconvénients :

it feels scary to use and it is not super straightforward.

A Long Time Maximizer User

Commentaires : I have used this program for over 30 years and tried most competitors in that time frame. I have always come back to Maximizer for it's ease of use.

Avantages :

A simple layout that does not overcomplicate what a salesperson really needs to do. I've often thought this program was built for Salespeople and not Management

Inconvénients :

It's integration with the newest version of Outlook is still lacking

Essential tool

Commentaires : essential to my work. I often joke if max was no longer available I quit.

Avantages :

Maximizer CRM is the essential tool for organizing my customer base, activities, and communications. It allows me to keep everything in one place, streamlining my workflow and ensuring that all important information is easily accessible. One of its standout features is its ability to share this information with other team members, promoting collaboration and efficiency within the company. Additionally, Maximizer CRM offers robust access control, allowing me to determine who can view and edit specific information, thereby maintaining data security and integrity.

Inconvénients :

Maximizer offers so much but there could be more tutorials for the sales team and not just the team managers.

Great Customization with Room for Improvement

Avantages :

I like Maximizer for its high level of customizability, allowing me to tailor fields, dashboards, and modules to fit my specific needs. Its comprehensive contact management system is very helpful in my role, as it enables detailed tracking of customer interactions, history, and preferences. The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency, making it easier to manage customer relationships and streamline day-to-day tasks. I also enjoy the addition of the Maximizer Bot "Assisto" as its a great way to ask quick questions about where to find or how to do something new.

Inconvénients :

The mass email feature in Maximizer CRM can be frustrating, as formatting often appears fine during drafting but looks misaligned or unprofessional once sent, which impacts the customer experience. The email feature on Maximizer as a whole feels quite outdated. Additionally, managing and splitting household contacts, while not a frequent task, is time-consuming and inconvenient when it does come up.

Our irreplaceable business partner

Commentaires : Have used for over 20 yrs. It is a great program

Avantages :

Ease of use. I also like how you can tailor it to fit your needs

Inconvénients :

When it goes offline. We’ve become so dependent on it that when we cannot use it, it is difficult

Good, but room for improvement.

Commentaires : Good, but it could be better. I would have preferred more time to use the tool with our firm's data before being asked many times how my experience has been. But once I got going using it, doing the data imports etc the use has been great!

Avantages :

I love the flexibility aspect that allows us to customize the tool to our unique goals.

Inconvénients :

I did not enjoy the implementation. It took a while to implement, the instructions were not always clear, and the training sessions felt rushed sometimes.

Long-term user of Maximizer CRM

Commentaires : Long-time user of Maximizer back in the desktop era, and then cloud-based product. Responsive service team and relevant updates for end-users.

Avantages :

Keeps organized and detailed client file, with good tools for efficient business use.

Inconvénients :

Inability to share certain Account features/tools with other team members

Executive Wealth Advisors - Barrie

Commentaires : Our overall experience has been quite positive when it comes to daily execution of various tasks within the Maximizer CRM

Avantages :

The ease of executing numerous activities and the increased transparency among team members.

Inconvénients :

The failure of automatically logging client calls due to an inability to connect to our phone system.

Maximizer CRM for Financial Advisors

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

Avantages :

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.

Inconvénients :

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

Easy To Customize

Commentaires : We didn't have any 'issues' per se, but Maximizer is just a much better platform and is way easier to manage and populate.

Avantages :

The fact that is so easy to customize and train people on, is great.

Inconvénients :

It could be better set up to hold sales data and display it to the user. Also the fact that the Last Name is required doesn't fit with our needs and is a bit of a pain.

Maximizer Review

Commentaires : Great pricing, ease of learning and ease of scalability.

Avantages :

Feature rich and ease of use and customization.

Inconvénients :

Some cloud featurs not available in mobile app.

Easy User Software

Commentaires : This has been the best experience using a new software program that I have had in my entire career.

Avantages :

This software features the greatest ability to retrieve.

Inconvénients :

I have not found anything about this software that I did not like.

Great Product to Keep Your Business Running Smoothly

Commentaires : Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track.

Avantages :

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

Inconvénients :

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

Ray's Review

Commentaires : There are too many problems it solves to list, but suffice it to say, I could not run my business without a CRM and a Case Management system which Maximizer does very well!

Avantages :

The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good.

Inconvénients :

The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives.

Overall Poor Quality and Poor Service one set up

Commentaires : Overall experience was very poor. I would recommend going with a different CRM software solution.

Avantages :

The software is easy to alter to fit specific processes. They have doe a good job in making the software easy to change without having to hire a tach support team to make the changes.

Inconvénients :

The software is VERY basic and doesn't have the ability to sync with multiple email addresses, link emails to the software after they have been sent, there is no email automation to speak of, you have to click multiple times to link every single email to Maximizer. I came over from Salesforce and should have just bit the bullet and paid the extra set up costs. You better hope you don't have a technical problem as you will have to follow up with them multiple times over the course of several weeks to get the problem fixed all the while your functionality is at a stand still.

Maximzer

Commentaires : Overall, it works for what we use. I have been with Maximizer for over 25 years. The cost continues to increase and of course that is a factor.

Avantages :

I like that we have one place to look for information on our clients. We have saved a lot of trees because of this feature. I don't use a lot of the features available through Maximizer, but this one is critical.

Inconvénients :

I would like to be able to send out appointment invites. I really would like a search option so we can find files saved under each client easier. This one would save us a lot of time.

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.

Difficult to set-up, pay as you go support, pieced together from other CRM's

Commentaires : If you are not a savvy database programer or don't have a staff member that is, then you will likely find this CRM to be very difficult to use and customize to your practice. The cost keeps increasing and once you have been using the system, the company knows they have you on the hook and will keep the price increases rolling your way. Using this is like being caught between a rock and a hard place.

Avantages :

Online access from anywhere. Dashboard provides a good overview of your business. Wealth edition has some customization to the financial industry.

Inconvénients :

The way it is sold and supported is not CUSTOMER friendly. The resellers charge for everything and don't want to teach you how to be independent of them. They would rather do it for you without educating you. Pretty expensive. The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves. You will have to buy a second access for your Administrative Support person, which is not the case with all competitor products and seems like a cash grab. Subscription is paid annually not monthly, so if you don't like it you are out a big chunk of money. Will not separate out billing for multiple advisors in a firm.

Maximizer great for lead management

Commentaires : Overall, generally happy with the product. Service is good as well.

Avantages :

The fact that we can sort on all kinds of UDFs and export the results. Also, great for keeping track of customers and prospects.

Inconvénients :

We could not get the Dashboard to work as we wanted it to.

I’ve been using Maximizer for over six years and it’s my whole world I work on an on the daily hourl

Commentaires : Maximizer is a tool that can really build your business and my experience has been 10+

Avantages :

I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the best tool I’ve ever use far is working with clients

Inconvénients :

It’s a little tough learning the program once you learned it open up the world of possibilities

Max is great!

Commentaires : Since we have been a user of this product for MANY years, I think that speaks for itself. :)

Avantages :

Ease of morphing to our needs to keep us in the know about our daily routine, as well as the ability to source our data.

Inconvénients :

Inability to change color scheme, with that being such an easy remedy, wish that was a priority for Max.

Veterans First

Avantages :

It keeps everything in line for our staff so we are seeing live updates all together

Inconvénients :

There are too many steps to complete certain tasks.

CEO Evaluation

Commentaires : Maintainance of Sales contacts, history, etc. Reducing the gap between sales people.

Avantages :

Ease of use, contact detail, uploading data, notes, sending ToDo's

Inconvénients :

Sales Management Reporting and tracking is very weak.