
Maximizer CRM
En savoir plus sur Maximizer CRM
Maximizer CRM Wealth Manager est un logiciel de gestion de la relation client spécialement conçu pour les conseillers en matière de finance, d'assurances et de avantages collectifs et les gestionnaires de patrimoine. Développé en partenariat avec des conseillers du Canada et des États-Unis, Maximizer CRM Wealth Manager associe la connaissance du secteur à une expérience de plus de 28 ans dans les logiciels CRM. Il permet à ses utilisateurs d'optimiser l'une de leurs ressources les plus précieuses – le temps – en s'organisant, en restant conforme, en fournissant un service client supérieur et en préparant la relève.
Maximizer CRM Wealth Manager a été conçu dans un souci de flexibilité et intègre des processus et flux de travail standard du secteur, des plans d'action, des tableaux de bord personnalisables et un module de gestion des comptes d'investissement et des polices d'assurance.
Avec des options de déploiement sur site et basé sur le cloud, un centre de données canadien, une intégration à Outlook, Word et Excel et des centaines d'applications via leur connecteur Zapier, Maximizer CRM Wealth Manager est suffisamment flexible pour répondre aux besoins des entreprises de toutes tailles.
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Avis
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Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

- 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.
- Secteur d'activité: Construction
- 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
Maximizer user since the early 90's
Publié le 07/07/2021
The latest feature that I love is the relation manager it could be a little easier to use. For...
The latest feature that I love is the relation manager it could be a little easier to use. For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred. I can then follow up with the provider to see if they heard from the customer and to make them realize that I'm tracking the precious leads that I send to them.
Avantages
Maximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program.
Inconvénients
The addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful.
Pourquoi passer à Maximizer CRM
I had not upgraded my software with Maximizer for several years and did not realize all the fabulous new features that had been added. Probably my biggest stumbling block was at the time my company relied upon the ability to have the integration with QuickBooks. I did not want to go to the online version of QB to have this integration. Our company moved away from needing this feature but now that we are doing more online sales I think it would be instrumental. Although I have heard that the online version of QB is not a good idea. Wish there was a way to integrate the online version of Max with the desktop version of QB.- 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.
- 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 CloudPourquoi passer à Maximizer CRM
My last business partner used Maximizer and carried it over with him. I fell in love with it.- 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!
Maximizer CRM - FAQ
Voici quelques-unes des questions fréquentes sur Maximizer CRM.Q. Quels sont les types de licence disponibles pour Maximizer CRM ?
Types de licences disponibles pour Maximizer CRM :
- À partir de: 55,00 $US/mois
- Type de licence: Abonnement
- Essai gratuit: Disponible
Q. Qui utilise Maximizer CRM ?
Utilisateurs habituels du logiciel Maximizer CRM :
2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000
Q. Dans quelles langues Maximizer CRM est-il disponible ?
Langues dans lesquelles Maximizer CRM est disponible :
anglais
Q. Maximizer CRM prend-il en charge les appareils mobiles ?
Appareils pris en charge par Maximizer CRM :
Android (mobile), iPhone (mobile), iPad (mobile)
Q. Avec quelles applications Maximizer CRM peut-il s'intégrer ?
Applications s'intégrant à Maximizer CRM :
Constant Contact, Contacts+, Eventbrite, Gmail, HubSpot CRM, Mailchimp, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, Microsoft Word, QuickBooks Online Advanced, Quickbooks Online, QuoteWerks, SurveyMonkey, Twilio, Typeform, Zapier
Q. Quelles sont les ressources d'aide disponibles pour Maximizer CRM ?
Ressources d'aide disponibles pour Maximizer CRM :
Service client/e-mail, FAQ/forums, Support téléphonique, Chat
Catégories connexes
Consultez toutes les catégories de logiciels trouvées pour Maximizer CRM.
- Logiciels de CRM
- Logiciels de gestion de contacts
- Logiciels de SFA (Sales Force Automation)
- Logiciels de lead management
- Logiciels de CRM pour le secteur financier
- Logiciels de bases de connaissances
- Logiciels de suivi commercial
- Logiciels CRM en ligne
- Logiciels d'aide à la vente
- Logiciels de CRM pour assureurs