Pour qui ?

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

Notes moyennes

266 avis
  • Note globale 4 / 5
  • Facilité d'utilisation 3.5 / 5
  • Service client 4 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 4 / 5

Informations sur le produit

  • À partir de 65,00 $US/mois
    Consulter les tarifs
  • Version gratuite Non
  • Version d'essai gratuite Oui, obtenez un essai gratuit
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Maximizer Software
  • http://www.maximizer.com/your-industry/wealth-manager-crm/
  • Fondé en 1988

En savoir plus sur 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.

Maximizer CRM - Fonctionnalités

  • 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 les plus utiles sur Maximizer CRM

Robust, but lacking integration

Publié le 11/07/2017
Josh T.
Logiciels, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
Source : SoftwareAdvice
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Wouldn't Have A Growing Business Without It

Publié le 06/08/2018
Managing Director
Gestion des investissements, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
Note globale
3 / 5
Facilité d'utilisation
5 / 5
3 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I believe the business is better protected. We are more effecient. We have a small team and any one of us can take a phone call from a client and within seconds understand any history to do with a client issue. It might be something very simple or complex but because I can call up notes from others on the team and access all emails between us and the client and our back office it saves a tremendous amount of time. I think it also gives the client confidence that we know what we are doing because they don't have to explain an issue all over again

Avantages: It is incredibly flexible. Basic programming that comes out of the box is more than what you need because it anticipates that not all advisors operate the same way. We have used it to save ourselves hours of work and redesigned how it works with us rather than us redesigning how we work. Saving of all emails under client file along with relevant notes. Easy tracking of client service work as well as understanding staff workload issues.

Inconvénients: Like any CRM it takes time to learn and create new work habits yes you should throw away the paper notes. Regulators expectations are moving the bar upwards. Love to see a system map starting with a contact. How do each of the tabs relate to different functions. Because of its rich customizable capabilities it can be overwhelming even for your help desk.

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