Maximizer CRM

Find the right plan to help you get growing.

4 /5 (275 avaliações) Escreva uma avaliação!

Resumo do Maximizer CRM

O que é o Maximizer CRM?

Maximizer CRM has offices in Canada, England, and Australia, as well as Certified Business Partners in the United States, and around the world. Maximizer is accessible and committed to helping companies grow, and has helped over 120,000 companies increase sales, build relationships, and boost their bottom line over the past 28 years.

Maximizer CRM's new tiered pricing model has allowed it to become more accessible, user friendly and versatile thereby expanding to serve a new more sophisticated market. Wether you are at the beginning of your contact management journey looking to move away from Excel spread sheets or are ready to start drilling down on your data and utilizing the incredible business intelligence capabilities of Insights, Maximizer has the tools to support you.

With both cloud based and on-premise deployment options, as well as Canadian and UK data centers, integration with Outlook, Word and Excel and hundreds of apps through its Zapier connector, Maximizer CRM has the capabilities to cater to any size business across most industries - from manufacturing and logistics, to sports, medical providers, and financial advisors.

Resumo do Maximizer CRM

Preços

A partir de
US$ 29,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Small Office
$29 USD/mo – billed annually
$39 USD/mo – billed monthly

Business Plus
$49 USD/mo – billed annually
$59 USD/mo – billed monthly

Insights
$89 USD/mo – billed annually
$109 USD/mo – billed monthly

On Premise (Self-hosted)
Business Plus: $49 USD/mo – billed annually (No User Limits)
Insights: $89 USD/mo – billed annually (50 User Minimum)


Recursos do Maximizer CRM

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália
Idiomas
Inglês, Francês

Mídias

Maximizer CRM dashboards
Maximizer CRM administrator preferences
Maximizer CRM customer service
Maximizer CRM contact management
Maximizer CRM - Vídeo Captura de tela do Maximizer CRM: Maximizer CRM dashboards Captura de tela do Maximizer CRM: Maximizer CRM administrator preferences Captura de tela do Maximizer CRM: Maximizer CRM customer service Captura de tela do Maximizer CRM: Maximizer CRM contact management

Maximizer CRM - Avaliações

Maximizer CRM - Avaliações

Classificação geral
4
/
5
Excelente
81

Muito bom
132

Regular
43

Ruim
12

Péssimo
7

Relação qualidade/preço
3,7
Recursos
3,8
Praticidade
3,7
Suporte ao cliente
3,9
77% dos usuários recomendam este app
Ajbinder S.

Making Maximizer Your Firm's Cornerstone

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.


Traduzir com Google
Sofia G.

Robust for a Call sheet

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.


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Brad M.

Max CRM Review

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.


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Todd I.

My use of Maximizer

Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.


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Jacob B.

A good piece of CRM Software

Overall experience is quite positive from an administrator end, from a user perspective I have & have helped people who have had problems navigating and using Maximzier to its fullest potential when they are brand new to the platform.


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Ajbinder S.
Setor: Serviços financeiros
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Making Maximizer Your Firm's Cornerstone

Usado Diariamente durante Mais de dois anos
Avaliado em 02/08/2018
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Sofia G.
Setor: Pesquisa
Porte da empresa: 51-200 funcionários
Traduzido para o Português
Traduzido para o Português

Robust for a Call sheet

Usado Semanal durante Mais de um ano
Avaliado em 25/08/2019
Fonte da avaliação: Capterra

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.

Vantagens

Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.

Desvantagens

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.

Traduzido para o Português

Resposta do Maximizer Software

Hi Sofia,

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!

Thanks again!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 5.0/10

Brad M.
Setor: Serviços financeiros
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Max CRM Review

Usado Diariamente durante Mais de um ano
Avaliado em 05/03/2020
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Traduzido para o Português

Resposta do Maximizer Software

Hi Brad,

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!

Best regards,

Adam Wilson
Head of Customer Success

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 6.0/10

Todd I.
Setor: Serviços e tecnologia da informação
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

My use of Maximizer

Usado Diariamente durante Mais de dois anos
Avaliado em 27/08/2019
Fonte da avaliação: Capterra

Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.

Vantagens

I have used Maximizer since the early 2000's. It is my MAIN source of CRM. I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.

Desvantagens

Originally, I didn't like the cost of the product, but as it became more mainstream the price dropped. The features increased and their negatives turned into positives. SO I don't have any cons to discuss at this time.

Traduzido para o Português

Resposta do Maximizer Software

Hi Todd,

Thank you for the wonderful review! We look forward to helping you build on your already solid client relationships.

Thanks again!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Jacob B.
Setor: Gestão de investimentos
Porte da empresa: 501-1.000 funcionários
Traduzido para o Português
Traduzido para o Português

A good piece of CRM Software

Usado Diariamente durante Mais de um ano
Avaliado em 02/08/2018
Fonte da avaliação: Capterra

Overall experience is quite positive from an administrator end, from a user perspective I have & have helped people who have had problems navigating and using Maximzier to its fullest potential when they are brand new to the platform.

Vantagens

Maximizer in comparison to some of it's competitors runs a very light & simplistic method of storing data. This is mainly in respect to have to act as the admin for the data, but Maximizer exports and imports quite nicely from most data subsets which makes maintaining data on a day to day that much easier.

Desvantagens

The site is very dated (especially before the reskin of 2017), and this causes user intuitiveness of finding things were one expects them to be quite difficult. At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Recomendação do usuário
7,5/10
Baseado em 275 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Maximizer CRM

Preço do Maximizer CRM

A partir de
US$ 29,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

Small Office
$29 USD/mo – billed annually
$39 USD/mo – billed monthly

Business Plus
$49 USD/mo – billed annually
$59 USD/mo – billed monthly

Insights
$89 USD/mo – billed annually
$109 USD/mo – billed monthly

On Premise (Self-hosted)
Business Plus: $49 USD/mo – billed annually (No User Limits)
Insights: $89 USD/mo – billed annually (50 User Minimum)

Small Office
$29 USD/mo – billed annually
$39 USD/mo – billed monthly

Business Plus
$49 USD/mo – billed annually
$59 USD/mo – billed monthly

Insights
$89 USD/mo – billed annually
$109 USD/mo – billed monthly

On Premise (Self-hosted)
Business Plus: $49 USD/mo – billed annually (No User Limits)
Insights: $89 USD/mo – billed annually (50 User Minimum)

Relação qualidade/preço
3,7/5
Baseado em 275 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Maximizer CRM

Recursos do Maximizer CRM

API
Acompanhamento de atividades
Banco de dados de contatos
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Gerenciamento de contatos
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Lembretes
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Questionários e feedback
Relatórios e estatística
Recursos
3,8/5
Baseado em 275 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Mais informações sobre Maximizer CRM

Mais informações sobre Maximizer CRM

Principais recursos do Maximizer CRM

  • Access options: the Web and mobile devices
  • Account and contact management
  • Business Intelligence
  • Create and manage quotes and orders
  • Create powerful quota-based dashboard indicators
  • Customer service management
  • Email marketing
  • Import lead lists from virtually any file format
  • Microsoft® Office® integration – Outlook® and Word®
  • Mobile access
  • Sales force automation
  • Sales forecasting
  • Task management and automation
  • Time management
  • Track status of quotes and orders

Vantagens

- Find the opportunities in your data using Insights faster than any other CRM.
- View and analyse sales KPI's through a graphical dashboard personalized with your chosen metrics.
- Access your data anywhere, and on almost any connected device with our Mobile CRM for Sales app.
- Create automated campaigns, and track your results and return on investment with our ROI calculator.
- Boost productivity and get deeper customer insights with Maximizer’s extensive ecosystem of 3rd party integrations.
- Master your daily influx of support and service requests. Create and manage a case with instant notifications.

Perguntas frequentes sobre o Maximizer CRM

Perguntas frequentes sobre o Maximizer CRM

Abaixo estão algumas perguntas frequentes sobre o Maximizer CRM.

P: Que tipo de planos o Maximizer CRM oferece?

O Maximizer CRM oferece os seguintes planos de pagamento:

A partir de: US$ 29,00/mês

Modelo de preços: Assinatura

Teste Grátis: Disponível

Small Office $29 USD/mo – billed annually $39 USD/mo – billed monthly Business Plus $49 USD/mo – billed annually $59 USD/mo – billed monthly Insights $89 USD/mo – billed annually $109 USD/mo – billed monthly On Premise (Self-hosted) Business Plus: $49 USD/mo – billed annually (No User Limits) Insights: $89 USD/mo – billed annually (50 User Minimum)

P: Quais são os principais recursos do Maximizer CRM?

O Maximizer CRM oferece os seguintes recursos:

  • Access options: the Web and mobile devices
  • Account and contact management
  • Business Intelligence
  • Create and manage quotes and orders
  • Create powerful quota-based dashboard indicators
  • Customer service management
  • Email marketing
  • Import lead lists from virtually any file format
  • Microsoft® Office® integration – Outlook® and Word®
  • Mobile access
  • Sales force automation
  • Sales forecasting
  • Task management and automation
  • Time management
  • Track status of quotes and orders

P: Quem costuma usar o Maximizer CRM?

Os clientes habituais do Maximizer CRM são:

Pequenas empresas, Grandes empresas, Sem fins lucrativos, Empresas de médio porte

P: Em que idioma o Maximizer CRM está?

O Maximizer CRM está nos seguintes idiomas:

Inglês, Francês

P: Que tipo de planos o Maximizer CRM oferece?

O Maximizer CRM tem os seguintes planos de preços:

Assinatura

P: O Maximizer CRM é compatível com disponíveis móveis?

O Maximizer CRM é compatível com os seguintes dispositivos:

Android, iPhone, iPad

P: O Maximizer CRM se integra com quais outros aplicativos?

O Maximizer CRM se integra com os seguintes aplicativos:

BlackCurve, Constant Contact, Customer Thermometer, Mailchimp, PUBLITRAC, QuickBooks Online, QuoteWerks, SharePoint, SurveyMonkey, Twilio

P: Que nível de suporte o Maximizer CRM oferece?

O Maximizer CRM oferece as seguintes opções de suporte:

Tutoriais em vídeo, Suporte online, Suporte por telefone, FAQs