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About Maximizer CRM

Maximizer CRM is a customer relationship management software from Maximizer Software that helps businesses manage customer interactions. It provides features such as contact management, sales tracking, and reporting so organizations can improve customer engagement and make informed decisions. Users benefit from customizable dashboards and mobile access to information. The platform supports team collaboration by allowing real-time updates and notes on client interactions. Key capabilities: contact management sales pipeline management reporting and analytics mobile access collaboration tools Best for: small to medium-sized businesses that need to manage customer relationships effectively.

Maximizer CRM Details

Vendor
Maximizer Software
Year Launched
1988
Location
260 – 60 Smithe St Vancouver, BC, V6B 0P5 Canada
Deployment
cloud, on premise, windows, linux, ios, android
Training Options
documentation, videos, in person
Countries Served
All Countries.
Languages
English, French, German, Dutch, Italian, Spanish, Portuguese, Chinese (Simplified), Chinese (Traditional), Japanese, Korean, Russian
Users
Sales Leaders, Financial Advisors, Insurance Agents, Wealth Managers, Bankers, Investment Bankers, Lending Officers, Tax Professionals, CRM Administrators, Customer Service Teams, Marketing Teams, IT Managers
Industries Served
Financial Services, Insurance, Wealth Management, Banking, Investment Banking, Lending, Tax Firms
Tags
CRM, Financial CRM, Insurance CRM, Knowledge Base, Lead Management, Online CRM, Sales Enablement, Sales Force Automation, Sales Tracking, Small Business CRM

Maximizer CRM's In-App Market Place

Does Maximizer CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), NZD (NZ$), SGD (S$), HKD (HK$).

Pros & Cons

  • Efficient Client Management: Facilitates organized client interactions and collaboration.
  • Highly Customizable: Allows users to tailor the software to their specific needs.
  • Comprehensive Information Database: Provides a central repository for client and sales data.
  • Good for Sales Activity Management: Specifically designed to help sales teams track and achieve targets.
  • Strong on Contact Management: Effective for organizing and maintaining contact information.
  • Good Customer Support: Many users report responsive and helpful support.
  • Integration with Microsoft Office: Beneficial for users who rely on Outlook and Word.
  • Mixed Feelings on Version Updates: While updates offer new features, some users dislike cost increases and loss of functionality.
  • Ease of Use Lower Than Average: Rated lower for ease of use compared to the average CRM.
  • Potential Setup Difficulty: Some users find the initial setup challenging.
  • Search Functionality Lacking (mentioned in reviews): Some users find the search capabilities could be improved.
  • Integration Issues (mentioned in reviews): Some report it doesn't integrate well with other systems.

Maximizer CRM's Support Options

Email Address

info@maximizer.com

Chatbot

Available

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