Maximizer CRM Software


 

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud.

Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.

Maximizer CRM’s sales management feature includes sales team monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures. Maximizer CRM also includes business intelligence tools, such as built-in, customizable dashboards, and Excel, Web and SQL reports.

It is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.

 

Maximizer CRM - Address Book
 
  • Maximizer CRM - Address Book
    Address Book
  • Maximizer CRM - Calendar
    Calendar
  • Maximizer CRM - Contact List
    Contact List
  • Maximizer CRM - Hot List
    Hot List
  • Maximizer CRM - Opportunities
    Opportunities
Supported Operating System(s):
Windows 7, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

167 Reviews of Maximizer CRM

 

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Software Advice Reviews (39)
More Reviews (128)

Showing 1-20 of 39

Yazir from Cochez y Cia
Specialty: Retail
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2018

August 2018

Simple and effective

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

It is designed as a B2B solution

Pros

Very easy to use
Lots of features this allows room for further grow of our business
Priced right from our needs

Cons

Needs better integration with other software such as ERPs
Support is pay as you go
Difficult to work directly with its database

Review Source
 
 

Stephen from Stephen Taylor & Associates Ltd.
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Maximizer Makes a Difference

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Used it for years and got great results. Particularly liked the auto-task followup. Found inputting contacts was easy and it had a great UI.

Cons

It became expensive and I switched CRMs. However, I think it's a great CRM for someone who wants a lot of features.

Review Source
 
 

Gavin from Bioscience International
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Really great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I love the integration with Office (Outlook, Word, Excel) and the workflows are really easy to use and customize to your organization's needs.

Cons

They need to document their Office integration much better. For example if you don't use Internet Explorer then you basically can't edit any documents, but they aren't clear on this up-front. Also they say they support 32 and 64 bit versions of Office, but this is not true for the Excel quote plugin (which is not documented anywhere I could find).

Review Source
 
 

Sam from Financial Services
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Pros

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

Cons

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.

Review Source
 
 

Linwood from Lindys Automotive Resources
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Maximizer will not reinstall after support uninstalled my system now i have lost over 10 years of data

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Liked it years ago after updating to the last desk top version it never worked right I really cant think why i liked it

Cons

support has failed me local service sql will not start I have had to start it manually for over a year

Review Source
 
 

Samanth from Moakler Wealth Management
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Great CRM & Easily Customized

Ease-of-use

Functionality

Product Quality

Customer Support

Unfortunately we moved to a different system right when I had it customized to what I wanted so did not get to experience the full potential.

Pros

I worked with Maximizer for 6 months and found I was able to customize it to what I wanted fairly easily and the cost was on point.

Cons

We ended up moving to a different CRM due to lack of integration with other apps and a partnership with a company that used a different CRM.

Review Source
 
 

Lee from Dixie Recruitment
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Would be great if we could link to linked in , PNet , Facebook. Etc.

Pros

Email integration. Simple and easy to use. Can catomise search criteria.
A number of businesses can be recorded

Cons

Not linked to recruitment platforms - would like links to other job portals and platforms and search within attached emails.

Review Source
 
 

Brian from PTEK, Inc
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Easy to use very comprehensive

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Loaded with features. Relatively easy to use. Online and android version works and looks the same as desktop.

Cons

You will continuously lose entire companies from the database, contacts, notes, tickets, etc all randomly disappear at random times. Maximizer support will make the claim you must have inadvertently deleted everything yourself.

Review Source
 
 

Keenan from HollisWealth
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Continued Adaptibility

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Required for Wealth Managers.

Pros

- Very modular
- Super customizable
- Excellent outlook integration
- Searches make sorting the database quite easily

Cons

- Support team can be had to get ahold of
- Certain functionalities are not available
- Very difficult to get a contact back after deleting it

Review Source
 
 

Ray from FMS Inc.
Specialty: Engineering
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Maximizer 12 Milks Your Cash Away

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Don't buy Maximizer products unless you have an IT department internally that is at your beck and call. I am/was a 20 year user at multiple small companies only to be left paying fees every time a Windows operating system change or upgrade was made. Good from afar, but far from good! I will summarize my experience as a "Classic Bait & Switch" business model. Beware.

Pros

Good looking GUI, after you train yourself thoroughly it becomes a decent contact database, and they have a really convincing sales pitch.

Cons

After the sale, the glow fades quickly. Any support is costly in either your time, loss of functionality, or the fees and charges needed to solve issues. You need to expect to explain your issues repeatedly and pay out of pocket for any help. Software regularly has failures that cannot be corrected by the average user.

Review Source
 
 

Josh from Ron Turley Associates, Inc.
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Robust, but lacking integration

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.

Pros

I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.

Cons

It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.

 
 

Mike from Mike Cannon Agency
Specialty: Insurance
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

I have used Maximizer for 0ver 24 years and wouldn't use any other CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like the way I can view and sort my contacts and have several databases for various customer types. I use it for mailings a lot and it is so easy to print one label or several hundred.

Cons

I have the last disc version that I know of that is stored on my computer, the cloud version is far out of my price range.

 
 

AROOP from Central Equity Ltd
Specialty: Other services
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Simple but powerful CRM for Small-to-Medium business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Was having problems while handling huge picklist in web version, but excellent customer support

Pros

Simple to use, Easy to Install, User friendly, Flexible - the user defined fields are not limited and can be easily added, modified and deleted. Has taken care of all the business process possibilities.

Cons

Slow in handling huge data, decision to stop Desktop version without replicating all the advantages specially, data entry, should be reconsidered.

 
 

Doris from PressureWasher.net
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Maximizer CRM Excellent

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I am new to any CRM software. I have found Maximizer to be powerful and intuitive to use. l love the many functions readily available, without having to purchase each function as many of the other CRM's that I've researched. The staff and training are excellent with video tutorials to supplement and refresh training.

Pros

Intuitive and easy to navigate. User defined fields are easy to set up. Training is excellent, professional and readily available via scheduled webinar or via video. Excellent value for the cost. Powerful - will do all that I need for marketing and sales, plus more.

Cons

Interface with MSOutlook on Windows10 has not allowed integration on network workstations.

Advice to Others

Try the free trial - You'll like what you see.

 
 

Myron from Manulife Securities
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Going forward with Maximizer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Maximizer CRM a great product, easy to use and functional for my business.

Pros

Ease of use.

Cons

Some tasks are a bit of a process.

Advice to Others

Maximizer is the best CRM for the money.

 
 

Eric from Enertechnix Process Sensors Inc.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Maximizer CRM used in manufacturing is a great tool.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been using Maximizer for many years now. I have incorporated it in the sales and service teams several of the companies I have worked for. The program is easy to use and the fact that it easily integrates with Outlook and other e-mail programs, helps early user adoption. We actively track all our interactions with the various end-users we have as well as our reps and distributors on a worldwide basis.

Pros

Easy to use and very intuitive. Has most features/modules needed for tracking projects and the sales pipeline.

Cons

Could benefit from a integrated quoting/part configurator program.

Advice to Others

I strongly recommend Maximizer CRM. The company is continuously improving their software and is very responsive to user input and requests.

 
 

Tyla from BDM IT Solutions
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Easy to use, good search tools

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

The search tools provided in Maximizer CRM are excellent: flexible and powerful. The tool has good functionality for setting reminders, sending information to customers, and maintaining an internally and externally accessible knowledge base. The tool is superior to other products I have used in the past for accomplishing the same goals.

Pros

Excellent search tools, good audit control, excellent filtering of audit events. Very customizable.

Cons

Many features require use of, or integration with Microsoft Office.

 
 

Bill from Bill Clarke Insurance and Financial Services Inc.
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Ease of Use

Ease-of-use

Functionality

Product Quality

Customer Support

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.

Pros

Ease of use

Cons

xxxx

 
 

Keenan from HollisWealth
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Maximizer is the Best CRM Out There

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Maximizer is the best of class for CRMs. With a quick and clean interface to manage client info, notes, and files; along with an upgraded calendar and endless customization Maximizer can suitably fit anyone's practice. That being said - time needs to be carefully put into the program to ensure its efficiency.

Pros

The customization

Cons

Dashboards are difficult to get into.

Advice to Others

If you have the time - start your Maximizer from scratch. You will be able to build your Maximizer exactly how you want it without the hassle of deleting existing fields that you do not need. Other than that - color code!

 
 

Angela from The Mortgage Centre - Your Island Mortgage Team
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Couldn't live without it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Maximizer software is at the center of my business. It keeps us on track and ensures all deadlines are met. It allows us to track opportunities and drive sales through the CRM process.

Pros

Maximizer is easy to use. The intuitive setup makes training new employees a cinch.

Cons

We have the downloaded version of the software, and it can sometimes stall between operations.

Advice to Others

The sales team at Maximizer is very helpful at determining the version of the software that will meet your business needs. The installation process was seamless.

 
 
 
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Showing 1-20 of 128

Bonny from Shaganappi GM
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Maximizer CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy access to different screens, easily able to find customers. Tracking customer info and notes is easy to locate. Great software for automotive industry.

Cons

There is nothing so far that I do not like about this software.

Review Source: Capterra
 


September 2018

September 2018

Maximizer CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We recently upgraded to maximizer 2018 from one of the really older versions and it is has so many extra features and is incredible flexible.

One of my favourite additions to the version is the dashboards and it allows for a real insight on all sales opportunities and allows you to see what has been won and abandoned etc.

Cons

Like all CRM software it takes a while to learn how to use all the features and use them efficiently. It does sometimes crash and run slow but I believe this is a server issue on our side and you can have it hosted in the cloud if you wish but this is much more expensive.

Review Source: Capterra
 

Chris from LifeWay Christian Resources
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2018

August 2018

Easy to use

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Overall a great tool for organizing my contacts from a sales standpoint.

Pros

I like the integration of multiple apps like gmail and calendar functions to help organize my contacts. Also there is a very easy way to format maximizer to my use. Youtube tutorials were a major help when it came time to constructing my maximizer.

Cons

Color scheme is kind of ugly. Layout is a little fuzzy at first.

Review Source: Capterra
 

Brody from LifeWay Christian Resources
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2018

August 2018

It's okay depending on what you need

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

There is a high level of customization if you take the time to learn how

Cons

Not the most user friendly and other options which do the same thing better

Review Source: Capterra
 

Nancy from Legacies Financial Group
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Satisfied Customer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The product is easy to understand and easy to use, no really need for a training session

Cons

Some limitations, for example searching for past appointments

Review Source: Capterra
 

Scott from Kewcorp Financial Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Maximizer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use to save emails and integration with outlook.

Cons

Having to use Internet Explorer for things when Chrome is the recommended.

Review Source: Capterra
 

Rob from Technical Training Consultant
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Good product, great support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Too soon to comment yet

Pros

Have used it before and find it has many new features. Very good support from their team.

Cons

I would like to have it for free!! No cons that I've found so far.

Review Source: Capterra
 

ginette from GoodMinds.com
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Long time customer -Book Wholesaler-Store and Publisher (Indigenous)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

One stop shop for sharing information in the office including an appointment calendar, notes and a company library.

Pros

I have been working with Maximizer for over 8 years. Since then, Maximizer has evolved and I can now update records and email from anywhere and anytime from my laptop, tablet or cell phone. Lists can be imported and exported in Excel. Maximizer offers webinar training, customer support and a user guide.
Maximizer provides templates for building email campaigns.

Cons

A wish list-A more user friendly campaign builder for large communication marketing via emails which creates records of clientele who visit promotional material sent to them, unsubscribe, email bounce. Maximizer has synchronized our records with Mailchimp but there is an additional cost for Mailchimp for maintaining the list of subscribers.

Review Source: Capterra
 

Scott from AB Airbags
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

New user finds Maximizer CRM very easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

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

I am able to create and maintain a Favorites list to keep the hottest prospects on the same page. It was so easy, I taught myself in about 30 minutes!

Cons

I would like to be able to combine the company and individuals better.

Review Source: Capterra
 


August 2018

August 2018

Maximizer Functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Maximizer has lots of functionality and it can be customized.

Cons

Maximizer is not intuitively obvious to use. It takes training to be able to take advantage of the functionality. One big area where Maximizer can improve is formatting of e-mails. E-mails sent from Maximizer are hard to format as I want them to look. The editor needs to be improved.

Review Source: Capterra
 

isabella from Hollis Wealth
Number of employees: 10,000+ employees Employees number: 10,000+ employees

August 2018

August 2018

Maximizer Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

good

Pros

The Microsoft office integration with internet explorer.

Cons

I wish Maxmizer had the Microsoft office integration with google chrome.

Review Source: Capterra
 

Sarah from HollisWealth
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Good, functional CRM system

Ease-of-use

Functionality

Product Quality

Customer Support

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

It has all the basic functionalities you need in a CRM system, it's reliable, and has a good team of support staff that are available to assist you in any way they can.

Cons

It is definitely customizable, but it's not the most intuitive to figure out how to do it. Mobile CRM application is also not the smoothest/most seamless. It works, but not as many features as the Desktop version and again not as intuitive.

Review Source: Capterra
 

Linda from WE Benefits & Consulting Services Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Maximizer CRM

Ease-of-use

Functionality

Product Quality

Customer Support

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

Insurance details and renewals are easy to find.
Disability case management has everything in one place for easy access by all members of the team.

Pros

Easy to use once you go through the learning curve, everyone involved in a particular file can update it as needed and view the most up to date information.

Cons

- Household contacts should be grouped with the household.
- when you have multiple contacts within a company, the address to be completed should show at the top instead of having to scroll down all the way to the bottom of all the addresses to add the latest one.

Review Source: Capterra
 

Glenn from The door company of Ohio
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Not the Most user friendly software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

training employees to input more details in notes for each opportunity created. Employees are learning to use and track a sales order from start to finish, using software designed for that purpose.
My suggestion would to be to work with more service oriented companies. To design the software to track/ create in the field quotes and inventory control features so technicians can verify inventory on hand to complete service calls.

Pros

It does not crash daily but freezes often. Tracking progress of opportunities is easy as long as employees keep them up to date.

Cons

Compatibility with all the different software we use on a daily basis. Takes longer to look at documents or notes in maximize, then it does looking up an email and using a virtual drive on your server. Would benefit a start up company who are not service oriented with their sales.

Review Source: Capterra
 

Melinda from Abbott wealth
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Maximizer review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great software. And easy to get support

Pros

Hotlist task availability- it makes it easy to delegate tasks for each individual.

Cons

Search- you need to type while name. I wish you could
Type
First few letters of name

Review Source: Capterra
 

Rosanna from HollisWealth
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Maximizer CRM

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

The software is very user-friendly. I especially like the integration with Outlook so that we can save all in-coming and out-going emails to the client's profile. This allows us to have a permanent record of all communications in one location.

Cons

I don't have any concerns with the software.

Review Source: Capterra
 

Connie from Vanrooy Mills and Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Administration assistant review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Appreciate the ease of customization. Also the Outlook integration.

Cons

There is no folder filing system. Our client files are complex and it would be helpful if we could have files within folders.

Review Source: Capterra
 

Susanne from Wilmotf Financial Services Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Financial Services user

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The software has a lot of different options so you can customize it to suit your practice

Cons

Some features like Word integration doesn't work the best and the need for a client online scheduling integration is really important

Review Source: Capterra
 

Debbie from Harvest Wealth Management
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Maximizer review Aug 2018

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I like having all the info on basically one page for the client.

Cons

I can only manually insert clients policy information

Review Source: Capterra
 

Benjamin from Webconvert Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

MAX works!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Sales Opportunities and leading tracking. Year over year dashboards and trending.

Pros

Ease of use and configurable to my needs.

Cons

Their standard forms are not applicable to my business.
Customer support needs to have greater urgency solving technical issues.

Review Source: Capterra
 
 
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