Avis clients sur Maximizer CRM

I like the interface of the Maximizer software make it very easy to sort and find specific clients. I use the Hot-list section on a daily basis and it again makes it very easy to find the clients you need to contact on a specific day..

Some of there add on or third party software partner do not always work properly or I should say work without a lot of effort to get them to work.

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.

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.

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.

The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good.

The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives.

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

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.

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.

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.

At the time, Maximizer was very easy to use. I downloaded updates on my phone.

It was limited in capacity - this was a while ago,

Its pretty easy to get the basic to work and it's response times are greatly improved. Service is much much better than a few years ago.

templates for notes and sending e-mail confirmations is limited to what you can include. Can't use snipit type programs to copy info to Max files. Organizing notes and files is very awkward so we have resorted to keeping then in client files in BOx.com

Simple to keep records of contacts and conversations

Didn't use this app for too long as the organization I was working with was shifting to try another. However I felt it suited what we needed at the time

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.

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.

Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.

The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . .

The embedded template feature is gone and is now attached to MSWord - which is an awkward connection.

Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer.

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

I'm in sales. Having a CRM is critical. Being able to track and store documents and emails to clients and prospects keeps me organized. We started scanning in 2007 and today I can see and work on any clients file from any where I have WIFI. All our scanning is in Maximizer. All important documents are in Maximizer. All important emails are attached in Maximizer. Customer service cases are attached in Maximizer with notifications. Our business depends on Maximizer and it has grown with us. Love the software.

I only wish I could save excel files directly to Maximizer without having to save to the desk top first.

Customizable to your businesses needs and functions. Organization of all client data and notes. Follow up functionality, and searchable User Defined Fields a huge asset. Access from web/cloud based from anywhere.

Outlook integration compatibility does not work with MacOS which is a huge negative for me. The Windows Outlook & Word compatibility is seamless though.

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.

- Super easy to use
- Web Access version is really light-weight and as comprehensive as the application
- Helps will efficiency across the business

- The search feature isn't as smart as you'd like it to be

The software allows you to build a very strong relationship management process for your clients. You can customize virtually everything, and there is very little you can't do with the software. It is unlikely you will have a need that it cannot meet.

The software does not come out of the box in a user friendly fashion. It also isn't intuitive to make changes, and in my experience it comes with too many pre-sets which feels overwhelming. It can take quite a long time to get things trimmed down to what you need, and then grow it from there. The dashboard features are also extremely ugly and I have not found much of a use for them.

Integration with Outlook. Absolutely the best feature of maximizer.

Mobile version is quite weak. I am unable to save any contact or communication such as emails from the mobile version so I just gave up.

Easy to use and very intuitive. Has most features/modules needed for tracking projects and the sales pipeline.

Could benefit from a integrated quoting/part configurator program.

This is the one and only CRM tool you'll need whether you're running a public office or a private business. Even journalists will find this tool handy for finding the right contacts and quickly putting a story together.

Canadian company but charges US dollars.

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

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

The ease of ,customizing the product to meet your needs - adaptable.

The odd way of creating reports. Not always easy for the user.

Very easy to use & can do basic customization for companies needs. Takes very little training to get new employees to be able to use the database.

The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade. Would be great to be able to customize the database through the back end ourselves rather than having to pay Maximizer to create add-ons

Suitable for any business size, meaning small companies can get to grow and still be using it when they are big.
Your entire business performance and history can be found on one platform.
Its compatible with smartphones, meaning one is not limited to work on the computer
CRM allows for sharing of data, hence promoting workplace efficiency

It needs to be upgraded a little to have the updated look of a current software.
The data from way back is hard to track