Maximizer CRM reviews

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

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.

I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue.

The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious.

my tech guy (that i had to pay) had more success than i did with them.

I am a busy professional (CPA, CA) in the business for almost 25 years and used Janna and Act in the past and found Maximizer not well suited for me to get up and running. It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version

Organization of clients and accounts. It’s great to separate accounts and see what’s currently being worked on.

It’s slow, I’m always waiting. It needs to update its speed.

I really like its easy of use. My favorite feature is the Customer Service module. I also like the "Related Entries" option very much. You can't ask for a better product. I'd also like to mention the fantastic technical support team. What a great bunch of people. Lastly, to show you how much I have liked the program, I'll pass on the following. I have used Maximizer for "30-years!" That should say it all.

Frankly, I don't have any "cons." That is the truth!!!

The support during the transition from another CRM was exceptional. The training videos and online webinar have been most helpful in the early days of being a user. Office app integration for the most part have been trouble free.

The interface with the dealer's system (IPC) was way too slow to be of any practical use. It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data directly from the manufacturer's website. A highly desirable feature that motivated me to sign up in the first place ended up being a costly proposition that added no value.

This software is user friendly and easy to use. We have been using this software since the 1990s. We left for a short period to try something new and quickly realized that Maximizer was better than any other product out there, so we switched back. We don't use all the feature however we learn new ones all the time and try to adopt them one by one. We are able to store all information for each every client, make notes, create documents, send email and assign tasks so our service does not fall through any cracks. It real is a great CRM tool

The only thing I don't like is that if I am at a computer that is not used by me. I can't find what web address I need to login. I have to remember to email the website to myself before I leave the office

I certainly can manage a few clients, however for enough suspects/customers to be successful, having a Customer Management System (Maximizer CRM) gives me a means to succeed.

Annual subscription vs previous versions (DOS and Windows) which I could purchase and use until I wanted to upgrade to the new version

I have been working with Maximizer for over 8 years. Since then, Maximizer has evolved and I can now update records and email from anywhere and anytime from my laptop, tablet or cell phone. Lists can be imported and exported in Excel. Maximizer offers webinar training, customer support and a user guide.
Maximizer provides templates for building email campaigns.

A wish list-A more user friendly campaign builder for large communication marketing via emails which creates records of clientele who visit promotional material sent to them, unsubscribe, email bounce. Maximizer has synchronized our records with Mailchimp but there is an additional cost for Mailchimp for maintaining the list of subscribers.

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.

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

The ability to see and share data is key and the live version allows it to be always up to date

The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know.

Over the 30+ years, I have used MaximizerThey always delivered more than I could have possibly wanted.Just excellent.

Sometimes it required, more set up than I had time to give it.But, I should have used more of what it had to give.

Value for money compared to Salesforce. Ideally a step up from Microsoft Excel.

Not great. Upgrades not compatible with current data, had to reload info again. Battling with integration.

Integration with Outlook for saving e-mails.

After a recent update, the system seems much slower and the reporting function does not always work correctly when I try to run reports on the entries of my direst reports.

Navigation through the database is simple and easy. It has a lot of features that do not exist in CRM that are beneficial for advisors and their support staff. I really like the "Schedule an Action Plan". I have an appreciation for the online courses and webinars that Maximizer holds. I find something new about the system anytime I participate.

Sometimes it is very slow when I track any emails and update my contacts. It will freeze up and boot me out so I have to sig back in. Not too sure if this may be a connection problem or a problem with the system itself.

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.

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.