Maximizer CRM

Avis maximiser crm

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

Pros:

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

Cons:

I have difficulty making households and people within households better.

Maximizer works.

Comments: The program works well and has been relatively reliable.

Pros:

Ease of use. Simple structure with ability to edit. Cloud based platform.

Cons:

Customer service has been a bit off lately.

Maximizer is useful but intimidating

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

Pros:

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

Cons:

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

Maximizer Review

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

Pros:

organization of information for our clients kept in central files

Cons:

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

Great System, Helpful Staff

Comments: Great option for our team. Have never had any complaints.

Pros:

There are a number of great functions and very customizable. Entire team is able to access information at their finger tips.

Cons:

It took a bit of time to figure out how things can be customized. There are still a number of functions I am sure I am not aware of. I have tried to register for the coursed however, the links never work for me. I am working with our IT department to get this corrected.

A Long Time Maximizer User

Comments: 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.

Pros:

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

Cons:

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

Essential tool

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

Pros:

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.

Cons:

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

Pros:

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.

Cons:

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

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

Pros:

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

Cons:

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.

Comments: 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!

Pros:

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

Cons:

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.

Easy To Customize

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

Pros:

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

Cons:

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.

A well build CRM

Comments: Besides the high price Maximizer CRM is a great tool and really helped our business.

Pros:

The setup was very easy and UI is very intuitive. Customer support is a 5* team, really helpful and easy to talk to. After importing all our contacts we were ready to start working.

Cons:

The price is high for the features it gives.

Maximizer CRM a bit too pricey to compete

Pros:

I liked Maximizer's customer service team and the organized flow of information that it provided.

Cons:

Maximizer was moderately more expensive than its competitors, especially for implementation, which pushed it out of the competition.

Crm

Comments: Good

Pros:

Being able to customize my searches when looking for clients.

Cons:

Not a smooth integration with Outlook.

CRM - A need, not a want!

Comments: We were looking to consolidate our customers into one central location to understand our marketplace better, focus on their needs and wants, which would be accessible to the whole sales team. To turn data into high value information by tracking the opportunities the business attracts and managing prospect’s expectations to convert more opportunities into wins. We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business’s sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. We have now linked our CRM with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.

Pros:

We needed a solution to move away from paper / spreadsheets for our customer database and whilst all CRM packages do this Maximizer gave us the bespoke nature to take control and not have an out of the box solution. The opportunity module is by far my favourite feature as now I can provide the Board with snapshots of our entire pipeline, weighted or not, which sector / products and track each opportunity on their own merits and assign the time and resources to achievable projects.

Cons:

Very busy main screen for some users and dashboard is a tad frustrating sometimes, Insights would be nice but that feature is too expensive.

Wouldn't Have A Growing Business Without It

Comments: 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

Pros:

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.

Cons:

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.

Overall Poor Quality and Poor Service one set up

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

Pros:

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.

Cons:

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

Comments: 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.

Pros:

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.

Cons:

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

Comments: 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.

Pros:

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.

Cons:

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

Comments: 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.

Pros:

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

Cons:

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

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

Pros:

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

Cons:

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

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

Pros:

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

Cons:

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

Max is great!

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

Pros:

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.

Cons:

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

Veterans First

Pros:

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

Cons:

There are too many steps to complete certain tasks.

CEO Evaluation

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

Pros:

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

Cons:

Sales Management Reporting and tracking is very weak.