Ajbinder S. Especialidade: Serviços financeiros Número de funcionários: 2-10 funcionários
We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch.
Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer.
Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up.
Sofia G. Especialidade: Pesquisa Número de funcionários: 51-200 funcionários
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.
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.
Resposta: Maximizer Software 10/09/2019
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!
Avaliador Verificado Especialidade: Editoras Número de funcionários: 51-200 funcionários
I have used it personally for 25 years. I saw them migrate to the cloud and enjoy using at home, office and from my phone.
It is a nice software solution with typical contact management features. Add contacts, set follow-ups, track opportunities, send e-mails.
It does what I need it to do. The license fee is much lower than Salesforce, which we also use for other groups in the company.
Brad M. Especialidade: Serviços financeiros Número de funcionários: 2-10 funcionários
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.
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.
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.
Resposta: Maximizer Software 16/03/2020
Thank you for leaving a review of Maximizer. It's always great to hear feedback from our customers and gauge where we can improve.
If there is something we aren't doing well to fit into your workflow I would love to discuss.
I feel that you have had somewhat of an off-putting experience due to particular charges, perhaps changes in your software?
I would love to discuss and help design a workflow that benefits you.
Please reach out to: [email protected] and let them know you would like to discuss the set-up of your Maximizer CRM and we will get a Customer Success Manager on a call to discuss and plan a path forward.
We look forward to hearing from you!
Head of Customer Success
Graham J. Especialidade: Alimentação e bebidas Número de funcionários: 2-10 funcionários
The ease of usage is great. Tracking and closing of task remains top of mind
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.