Maximizer CRM Software


 

Maximizer CRM Wealth Manager is software that helps Financial Advisors, Insurance Agents, Mortgage and Securities Brokers and other financial services planners streamline their sales, marketing, and management challenges. The system works with both B2C and B2B companies.

Maximizer CRM Wealth Manager offers sales automation, customer service and support, knowledge management, call center functionality, and more. The system allows users to keep all client data in one place including client investment objectives, financial history, risk tolerance level, communication and documentation. The system’s other functionalities include web self-service, help desk, channel management, email marketing, and more.

Maximizer CRM Wealth Manager can deployed on the web so client data can be accessed from anywhere at anytime on any device. It can also be deployed on-premise for clients that want a system that is available offline.

The software is compatible with Mac and Windows operating systems and works on tablets or mobile devices.

 

Maximizer CRM - Accounts Module
 
  • Maximizer CRM - Accounts Module
    Accounts Module
  • Maximizer CRM - Action Plans
    Action Plans
  • Maximizer CRM - Household View
    Household View
  • Maximizer CRM - Key Fields
    Key Fields
  • Maximizer CRM - iPad Screen
    iPad Screen
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

13 Reviews of Maximizer CRM

 
Software Advice Reviews (8)
More Reviews (5)

Showing 1-8 of 8

from CEPE
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

It could be done more than that

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Maximizer CRM provides our company with a big picture of software. It enhances the capacity of our data and it is very functional. It is not a typical software for university management, however, it is very suitable for clients management for small-median business. You can create whatever you want for fields(information) and there are many customized bars that you could easily get access to.

Pros

.Clear function bar
.easy to customized
.superior customer services
.add on functions for Word

Cons

. Sometimes confused with Applications and Clients
.some functions are barely used
. Email template is easy to get confused when saving them
.Override data should be able to differentiate date for each time

Advice to Others

Read instructions and watch videos, take their tutorial because it is very helpful
if you have more questions, you can also call customer services
people are very professional and nice!

 
 

from Dains Accountants
Specialty: Accounting
Number of employees: 51-200 employees Employees number: 51-200 employees

Maximizer CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

My firm have been using Maximizer CRM for over a decade now within a small sales team of 5-6 individuals based in remote offices. It helps us to coordinate and share activities and contacts and is extremely easy to use. With great reminders and task management facilities we are able to track each and every prospect helping us to convert into valuable future business for the firm.

Pros

The ability to tailor the product to our needs and customise the settings.

Cons

Not fantastic when it come to reporting as very basic in this area.

Advice to Others

For a basic tailor-made system this is great value for money.

 
 

from Great Panther Silver Ltd.
Specialty: Other

Great product

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

it knows the business, hands down the best product in the field. The feature set is amazing and you can track yours customer very easily.

Likes Least

Nothing that really bothered me about the product as I enjoyed using most of the features.

Recommendations

The product has easy to use tools, and customize relational info easily to other people in your database.

 
 

from Advantage Benefits Plus Inc.
Specialty: Insurance

Still using Maximizer 10.5

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

It is good product and deserves consideration. I like the fact that support is in Vancouver.

Likes Least

I am going to have to adapt to it if I adopt it. It does not adopt to me.

Recommendations

Check the competitors. When you learned the strengths of what they can all do, which is a little different with each, it will help you to know the limitations of what you choose in the end.

 
 

from SPUD.com
Specialty: Retail

Needs a lot of improving

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

It's easy to read notes and find out the status of a client.

Likes Least

It needs a ton of updating! It's useable, but isn't pretty looking.

Recommendations

When implementing a new system, I shortlisted it down to 5 software products I liked with the help of Software Advice then did demos on all of them rating them as I went on my must haves and like to have features.

 
 

from Informer Messages on Hold

Ease-of-use

Ease-of-use

 
Functionality

Functionality

 
Product Quality

Product Quality

 
Customer Support

Customer Support

 

I've used Maximizer for over a decade. The current version has "anti-piracy" measures that have cost me dozens of hours and several hundred dollars in tech support trying to "activate" the program again and again. I keep getting locked out of the system because of this bug. Whenever I call Maximizer for support, they send me to independent developers. They're good, but the security on the product makes it very frustrating.

When it's running, I like it. It's not much different from previous versions, and I've learned to be very efficient with it.

I bought the program 2+ years ago and still struggle just to open the program and load my data. I have a problems with it every few months.

I'm thinking about switching from Maximizer CRM. Why? It has nothing to do with the program. It's because their security bug wont let me use the program.

 

from Independent Sales

Ease-of-use

Ease-of-use

 
Functionality

Functionality

 
Product Quality

Product Quality

 
Customer Support

Customer Support

 

I have been using Maximizer for many years. Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high.

Maximizer gives my organization all the functionality and capability of a more complicated system without all the headaches that come with it. If you are considering a sales automation system or a lead manager, Maximizer should be on your list as a strong consideration.

 

from Wealdown

Ease-of-use

Ease-of-use

 
Functionality

Functionality

 
Product Quality

Product Quality

 
Customer Support

Customer Support

 

As a small organization with only a 2 seat requirement, I updated from Max 6. I was shown a new 12 version at a local business exhibition and told about all the wonderful additions - which as I pointed out existed in Max 6 apart, from a few items of tidying up. I only really felt the need to upgrade because my Max 6 would not work with windows 7 64 bit. The supposed seamless integration came apart, support was lacking. Having been a Maximizer user for some years, I already knew that most faults would be with the installation bugs which Maximizer is reluctant to assist with, and so I started to work through them. Some are now fixed, but the forums are sometimes helpful.

Having got it working, you find that there is pretty much the same background as there was in Max 6; it is now harder to do simple searches as most shortcuts have either been changed or are a lot harder to get to. The new "office style ribbons" at the top are just as lacking as the ones in most office products, in terms of relativity. Other than the issue with 64 bit I would not have bothered upgrading.

 
 
Write a Review