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.
Melissa from CEPE
Employees number: 11-50 employees
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.
.Clear function bar
.easy to customized
.superior customer services
.add on functions for Word
. 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
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!
Mabs from Dains Accountants
Employees number: 51-200 employees
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.
The ability to tailor the product to our needs and customise the settings.
Not fantastic when it come to reporting as very basic in this area.
For a basic tailor-made system this is great value for money.
Anup from Great Panther Silver Ltd.
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.
Nothing that really bothered me about the product as I enjoyed using most of the features.
The product has easy to use tools, and customize relational info easily to other people in your database.
Michael from Advantage Benefits Plus Inc.
It is good product and deserves consideration. I like the fact that support is in Vancouver.
I am going to have to adapt to it if I adopt it. It does not adopt to me.
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.
Victoria from SPUD.com
It's easy to read notes and find out the status of a client.
It needs a ton of updating! It's useable, but isn't pretty looking.
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.
Casey from Informer Messages on Hold
Date: October 2013
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.
Jim from Independent Sales
Date: September 2013
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.
John from Wealdown
Date: July 2013
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.