Maximizer CRM

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 est disponible à partir de 65,00 $US/mois. Maximizer CRM n'est pas disponible en version gratuite mais propose un essai gratuit. Voir plus d'informations concernant le prix de Maximizer CRM ci-dessous.

À partir de

65,00 $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

Logiciels de CRM
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
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
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

Avis sur Maximizer CRM

Afficher 5 avis sur 272

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

Making Maximizer Your Firm's Cornerstone

Publié le 02/08/2018
Ajbinder S.
President, Chief Investment Officer
Services financiers, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
4/5
Fonctionnalités
3/5
Support client
4/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

Robust for a Call sheet

Publié le 25/08/2019
Sofia G.
Manager
Recherche, 51-200 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
3/5
Facilité d'utilisation
4/5
Fonctionnalités
2/5
Support client
2/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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!

My use of Maximizer

Publié le 27/08/2019
Todd I.
Manager
Services et technologies de l'information, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
4/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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!

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

Publié le 31/07/2018
Sam S.
Director
Assurance, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
Source : SoftwareAdvice
3/5
Note globale
2/5
Facilité d'utilisation
3/5
Fonctionnalités
1/5
Support client
3/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

A good piece of CRM Software

Publié le 02/08/2018
Jacob B.
Associate
Gestion des investissements, 501-1 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
3/5
Facilité d'utilisation
4/5
Fonctionnalités
4/5
Support client
4/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.