Maximizer CRM

Por Maximizer Software

¿Quién usa Maximizer CRM?

Maximizer CRM está diseñado para pequeñas y medianas empresas en una amplia gama de sectores.

¿Qué es Maximizer CRM?

Maximizer está diseñado para dar a las empresas el poder de #crecerconconfianza. Desde los CRM personalizados y expertos internos hasta la asistencia al cliente ilimitada con el equipo en Vancouver, BC y las opciones de implementación flexibles, los desarrolladores prometen que tu negocio puede lograr un crecimiento predecible.

Para una mayor tranquilidad, también ofrecen una garantía de devolución de dinero de 60 días. En el improbable caso de que no estés contento en los primeros 60 días de uso de Maximizer, se te otorgará un reembolso gratuito.

Información sobre Maximizer CRM

Maximizer Software

http://www.maximizer.com

Fundada en 1988

Resumen de precios de Maximizer CRM

Maximizer CRM no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de Maximizer CRM está disponible a partir de $29,00/mes.

Vídeo de Maximizer CRM
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Precio inicial

$29,00/mes

Versión gratuita

No

Prueba gratis

Implementación

En la nube, SaaS, web

Móvil: nativo de iOS

Móvil: nativo de Android

Formación

En persona

En directo en línea

Seminarios web

Documentación

Asistencia

Horas laborables

En línea

Funciones de Maximizer CRM

  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios

Lista completa de Software CRM

  • Alertas de cuenta
  • Gestión de clientes potenciales
  • Gestión de marketing
  • Gestión de recursos
  • Gestión de relaciones
  • Gestión del territorio
  • Seguimiento de gastos
  • Seguimiento de hogares
  • Seguimiento de la influencia
  • Tareas del equipo

Lista completa de Software CRM para el sector financiero

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Reseñas de Maximizer CRM

Mostrando 5 de 275 reseñas

En general
4/5
Facilidad de uso
3,7/5
Atención al cliente
3,9/5
Funcionalidades
3,8/5
Relación calidad-precio
3,7/5
Ajbinder S.
President, Chief Investment Officer
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    3/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    9/10
  • Fuente de la reseña 
  • Publicado el 2/8/2018

"Making Maximizer Your Firm's Cornerstone"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 2/8/2018
Sofia G.
Manager
Investigación, 51-200 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    5/5
  • Facilidad de uso
    3/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    2/5
  • Relación calidad-precio
    2/5
  • Probabilidad de recomendación
    5/10
  • Fuente de la reseña 
  • Publicado el 25/8/2019

"Robust for a Call sheet"

Comentarios: 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.

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

Contras: 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.

Respuesta de proveedores

por Maximizer Software el 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!

  • Fuente de la reseña 
  • Publicado el 25/8/2019
Brad M.
Advisor
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    3/5
  • Facilidad de uso
    3/5
  • Características y funcionalidades
    3/5
  • Asistencia técnica
    3/5
  • Relación calidad-precio
    3/5
  • Probabilidad de recomendación
    6/10
  • Fuente de la reseña 
  • Publicado el 5/3/2020

"Max CRM Review"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por Maximizer Software el 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: [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

  • Fuente de la reseña 
  • Publicado el 5/3/2020
Todd I.
Manager
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    4/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    9/10
  • Fuente de la reseña 
  • Publicado el 27/8/2019

"My use of Maximizer"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por Maximizer Software el 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!

  • Fuente de la reseña 
  • Publicado el 27/8/2019
Jacob B.
Associate
Gestión de inversiones, 501-1000 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    4/5
  • Facilidad de uso
    3/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 2/8/2018

"A good piece of CRM Software"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 2/8/2018