Maximizer CRM

CRM conçu sur mesure pour les conseillers financiers et les conseillers en assurance

Note globale

4,0 /5
(347)
Rapport qualité-prix
3,8/5
Fonctionnalités
3,9/5
Simplicité d'utilisation
3,8/5
Support client
4,0/5

79%
des utilisateurs recommandent cette application
Classer par

Avis clients sur 347

Kevin
Note globale
  • Secteur d'activité: Marketing et publicité
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Maximizer

Publié le 06/11/2018

I am very please with the software. I had a chance a few months back to change CRM's and I...

I am very please with the software. I had a chance a few months back to change CRM's and I actually made that decision to change but after using the other CRM I cancel and went back to Maximizer. So much easier to use.

Avantages

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..

Inconvénients

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.

Cody
Note globale
  • Secteur d'activité: Production alimentaire
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Easy To Customize

Publié le 21/09/2022

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

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

Avantages

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

Inconvénients

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.

Réponse de Maximizer Software

Hello Cody,

First of all, thank you so much for sharing your feedback with us and welcome back to Maximizer — we really value your input and flagging up areas where we can further improve.

We look forward to continuing to work with you to help you enhance your sales process.

The Maximizer Team

Sam
Note globale
  • Secteur d'activité: Assurance
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 4.0 /10

Difficult to set-up, pay as you go support, pieced together from other CRM's

Publié le 31/07/2018

If you are not a savvy database programer or don't have a staff member that is, then you will...

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.

Avantages

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

Inconvénients

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.

Vanessa
Note globale
  • Secteur d'activité: Produits alimentaires
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Maximizer is easy to use

Publié le 01/02/2022

Easy to use when you want to use it. Great way to create lists using filters so you can then create...

Easy to use when you want to use it. Great way to create lists using filters so you can then create targeted emails.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi passer à Maximizer CRM

My last business partner used Maximizer and carried it over with him. I fell in love with it.
Sofia
Note globale
  • Secteur d'activité: Recherche
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 5.0 /10

Robust for a Call sheet

Publié le 25/08/2019

Not great. We had to navigate several levels of customer service and received really high quotes to...

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.

Avantages

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

Inconvénients

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.

Réponse de Maximizer Software

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!

Ralph
Note globale
  • Secteur d'activité: Fabrication électrique/électronique
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 5.0 /10

Long time stand alone user

Publié le 27/11/2018

I am a one man show and have been using several versions of Maximizer since the late 90's. For me,...

I am a one man show and have been using several versions of Maximizer since the late 90's. For me, it was best when it was just on a local drive and did not have to be connected to the cloud. I don't need most of the latest features that keep getting added.

Avantages

My favorite feature is the ease and speed of recalling a contact name and all of the past jobs history when searching a first or second name. I store all notes and contact information which is great for reviewing many years later as an anecdote reminder when my path crosses with an old contact again.

Inconvénients

Since Version 10 which suited my needs, Maximizer has gone to the cloud which is dead slow at times and crashes 2-3 times per session requiring me to log out, then log back in. Too many feature creepers have been added that I don't need, don't want, and they have just slowed the system down at times to a crawl. Having to "renew" a license every couple of years to be able to continue using it is a pain for someone like me who has built a huge data base so am committed to have to stay.

Utilisateur vérifié
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 3.0 /10

not much guidance

Publié le 02/08/2018

not great, lots of money upfront, terrible initial integration with moving minimal data over from...

not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support

Avantages

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

Inconvénients

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

Ted
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Crm

Publié le 04/02/2023

Good

Good

Avantages

Being able to customize my searches when looking for clients.

Inconvénients

Not a smooth integration with Outlook.

Réponse de Maximizer Software

Hi Ted,

Thank you for leaving a review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!

Maximizer Team

Kimberly (Parsons)
Note globale
  • Secteur d'activité: Assurance
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 6.0 /10

Maximizer

Publié le 02/02/2019

Overall, it’s good just frustrating at times.

Overall, it’s good just frustrating at times.

Avantages

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

Inconvénients

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

Andy
Note globale
  • Secteur d'activité: Gestion des investissements
  • Taille de l'entreprise: 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Financial Advisor

Publié le 06/08/2018

Avantages

Action plans, team calendar management, UDFs, dashboards.

Inconvénients

It feels like there is a lot of functionality available that we have not yet tapped, it would be nice if there was more sophisticated support available to us.

Craig
Note globale
  • Secteur d'activité: Construction
  • Taille de l'entreprise: 201–500 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

CRM - A need, not a want!

Publié le 13/07/2021

We were looking to consolidate our customers into one central location to understand our marketplace...

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.

Avantages

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.

Inconvénients

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

Utilisateur vérifié
Note globale
  • Secteur d'activité: Gestion des investissements
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Wouldn't Have A Growing Business Without It

Publié le 06/08/2018

I believe the business is better protected. We are more effecient. We have a small team and any one...

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.

Utilisateur vérifié
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Good Overall Solution

Publié le 02/11/2018

Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks...

Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.

Avantages

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.

Inconvénients

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.

JOE
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 2.0 /10

Always breaking down; constant problems and issues

Publié le 20/07/2021

Really tremendously disappointing. Little problems tend to be solved within 3 days but problems...

Really tremendously disappointing. Little problems tend to be solved within 3 days but problems come monthly and there are constant problems and issues. Bigger problems have never been solved. Functionality sounds great but doesn't work in reality. I am stuck though so I have to keep fighting with them for repairs.

Avantages

If it worked in reality there are some great potential management features - however it constantly breaks down - something as simple as recording birthdates creates ridiculous and tremendous issues. It just doesn't work well - I don't recommend it - once you are over to it you are stuck and although I have requested constant repair to some of the bigger issues nothing has been done.

Inconvénients

At this stage it is just an expensive contact manger and note taking system - not much else works... Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly like Calendly...

Paulina
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Maximizer Review

Publié le 02/11/2018

We are able to identify opportunities and keep it at the forefront with this software. All the...

We are able to identify opportunities and keep it at the forefront with this software. All the information we need is at our fingertips on the go.

Avantages

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

Inconvénients

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

David
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Highly recommend Maximizer CRM

Publié le 07/07/2021

The Maximizer platform is great but what is even more important is the customer service team is out...

The Maximizer platform is great but what is even more important is the customer service team is out standing. The customer service team is fast, knowledgeable and friendly. The best.

Avantages

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.

Inconvénients

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

Megan
Note globale
  • Secteur d'activité: Recrutement
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Ease and customization for your unique business

Publié le 16/07/2021

Avantages

This software is easy to understand and become comfortable working in when it comes to contact management and email integration. Maximizer offers many tools to be able to customize your data for your specific business and to continue to build on as your business grows. The ability to set a personalized dashboard to keep targets top of mind is very helpful and is a great way to start the day.

Inconvénients

Having better integrations with other software would make our lives a lot easier. As well as having better duplicate checking for entries would eliminate a lot of work hours used to maintain a clean database.

Alternatives envisagées 

HubSpot CRM
Ryan
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

HMECU - Maximizer CRM Review

Publié le 14/10/2022

It's been fantastic. I don't know how our department functioned without the use of a CRM system but...

It's been fantastic. I don't know how our department functioned without the use of a CRM system but very grateful we are able to utilize Maximizer as it makes tracking things so much easier.

Avantages

I love the ease of use - very simple to train a new employee on how it functions in our day to day tasks. It's critical to our success that we have notes and data available quickly and Maximizer ticks all the boxes. The company is extremely pleased with the purchase thus far.

Inconvénients

I feel like the Administration tab could be a bit more user friendly. Had some trouble starting out but the videos on the Youtube channel were helpful. Just time consuming to explain to another member of the team.

Réponse de Maximizer Software

Hello Ryan,

Thanks for taking the time to share your feedback with us! We're delighted to hear that you and your team find Maximizer easy to use and train new team members on.

Looking forward to helping your organization continue to thrive!

The Maximizer Team

Phil A
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

The Best

Publié le 06/02/2023

Excellent, I will continue to use in my next business adventures.

Excellent, I will continue to use in my next business adventures.

Avantages

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

Inconvénients

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.

Réponse de Maximizer Software

Hello Phil,

Thank you very much for sharing your positive Maximizer experience with us and for being a Maximizer customer for over 30 years!

Looking forward to helping your next business adventure thrive!

The Maximizer Team

Lisa
Note globale
  • Secteur d'activité: Assurance
  • Taille de l'entreprise: 11–50 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

Broken Promises

Publié le 20/07/2021

I spent a lot of time last year vetting CRMs for my company. I needed a product that myself and my...

I spent a lot of time last year vetting CRMs for my company. I needed a product that myself and my account managers could use for both sales and client management. I was very very specific with Maximizer in what I needed from them. One MAJOR component was that I needed to have my client invoicing automated, and gave the Sales Rep from Maximizer the criteria for the development of the invoices. He said that he would take it to the development team and see if it was possible. He then emailed me and assured me that it would be no problem at all. Between the product initiation costs, training costs, and costs for 15 seats, I spent almost $12,000 to implement this software program. I'm locked in to a one year agreement. The purchase took place in December 2020 and almost 9 months later I still have not been able to do any client invoicing. They have my money but no support or follow up whatsoever. If I need something I need to initiate the call. This is no way to do business. As an example, three weeks ago we did a call with one of the trainers. He had absolutely no idea that Maximizer had agreed to create the invoice templates for us and was trying to train us on how to create the templates ourselves. When we explained this to him he said he'd get with the developers and get back to us. It's been 3 weeks and we've heard absolutely nothing from them. Beyond frustrating, and at this point I want my money back.

Avantages

After using it for a while, I cannot find anything I like about it.

Inconvénients

Finding data, TMI, too cluttered, company did not deliver the product they promised

Sofia
Note globale
  • Secteur d'activité: Divertissement
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 6.0 /10

Problematic for old licenses, but the new portal is great

Publié le 30/10/2018

It's great. We have a lot of information to track and maintain, many many contacts, and we love...

It's great. We have a lot of information to track and maintain, many many contacts, and we love using Maximizer.

Avantages

It's great! It's always easy to log in, simple to navigate, customizable... Love it!

Inconvénients

We had an old license prior to cloud computing, with a previous version of Maximizer that was installed into a PC. When we had to migrate to the could version, we were frequently told by Maximizer customer service that migration wouldn't work and we would need to be charged $500+ for migration services (manual entry). Eventually they figured out a way to do it for us, but it took around 6-8 months of insisting. Once on the new cloud portal, everything works great.

Bill
Note globale
  • Taille de l'entreprise: 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Ease of Use

Publié le 10/02/2017

I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your...

I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your customized needs. You are able to select what you want viable and what you want to be implemented. There is also easy to use the filing system that allows the reduction of paper files. There is a learning curve involved when you first start using it but once you work past that it is easy to use and figure out new features. I would recommend this product for small to medium size companies. They also have great customer support if you ever have any problems or questions, they will also assist you in tailoring the program to your company's needs. There are training videos available to assist in the learning process that I found extremely helpful when starting to use Maximizer CRM live.

Avantages

Ease of use

Inconvénients

xxxx

john
Note globale
  • Secteur d'activité: Administration publique
  • Taille de l'entreprise: 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Veterans First

Publié le 07/11/2022

Avantages

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

Inconvénients

There are too many steps to complete certain tasks.

Réponse de Maximizer Software

Hi John,

Thank you very much for sharing your positive Maximizer experience with us!

There are many ways to customize your process in Maximizer. Please do reach out to our support team and we will be happy to help you streamline certain tasks. Please visit https://www.maximizer.com/support/ to speak to one of our support team members.

Looking forward to helping your organization continue to thrive!

The Maximizer Team\

Robert
Note globale
  • Secteur d'activité: Impression
  • Taille de l'entreprise: 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Maximizer makes data handy.

Publié le 30/10/2018

Maximizer has helped me maintain regular contact with quality customers and recognize opportunity...

Maximizer has helped me maintain regular contact with quality customers and recognize opportunity with new potential clients.

Avantages

Our database of customer information does not translate well to laptop and mobile device use, so Maximizer is the best way to keep up to date. Finding customer listings and adding notes, leads and details specific to each is easy and thorough.
The process also prompts the user to follow up and make use of the wealth of capability in the software.

Inconvénients

Manipulating the various types of lists and producing reports is sometimes not as intuitive as one would like.

Frank
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

I’ve been using Maximizer for over six years and it’s my whole world I work on an on the daily...

Publié le 25/10/2022

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

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

Avantages

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

Inconvénients

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

Réponse de Maximizer Software

Hi Frank,

Thank you very much for sharing your positive Maximizer experience with us! Looking forward to helping your organization continue to thrive!

The Maximizer Team