8.7
Spot Score
Streamline your sales with Maximizer CRM.
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Starts from $29/User/Month
Maximizer has consistently proven itself as a reliable and versatile CRM solution, particularly for small to medium-sized businesses looking to stay organized and streamline client management. One of its standout features is its ease of use, with an intuitive interface that both long-time users and first-timers have praised. The platform's flexibility in creating ...Read more
User-friendly and intuitive, making it easy for first-time users and requiring little technical expertise.
Robust features for tracking and organizing business tasks, activities, contacts, and client relationships.
Strong customization options, including user-defined fields and personalized workflows, enhancing flexibility for various business needs.
Seamless integration with tools like Microsoft Outlook and MailChimp, improving communication and correspondence management.
Some users find the vast feature set overwhelming, creating a steep learning curve for newcomers.
Occasional performance issues such as platform slowdowns, unexpected logouts, or system shutdowns.
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Showing 201-210 out of 288
UI
User in Business Supplies and Equipment
10/10/18
"Most versatile and user friendly lead management page I have used"
What do you like best? Ease of organizing all the leads into different sections and groups. Easy to manage contacts, separate them in groups to eventually send emails based on different lists. Ability to separate all leads in techniques, applications and other classifications makes Maximizer a top web-page (currently using this) for organization and quick finding.
KH
Kevin H
10/10/18
"A great platform for managing and presenting customer data"
What do you like best? The ease of inputting and importing customer data and the dashboards that can be created provide great value.
ES
Executive Sponsor in Capital Markets
10/10/18
"Great all in one contact solutions provider"
What do you like best? It is online so accessible anywhere. Lots of functionality. Shared database.
AI
Administrator in Investment Management
10/10/18
"Great CRM with many additions"
What do you like best? The integration of different apps and specific version for financial advisors
DD
Danielle D
10/10/18
"Maximizer- A super smart and sales savvy tool!"
What do you like best? I love Maximizer's capabilities for tracking data. It is so handy to be able to click a button and view the historical data that you desire.
UI
User in Financial Services
10/10/18
"Ease of use of Maximizer "
What do you like best? Maximizer is quite easy to use with minimum learning curve. That makes training a breeze. The functionality is wide enough for our purpose.
UI
User in Financial Services
10/10/18
"How Maximizer Ended Our Quest for the Perfect CRM System?"
What do you like best? It is very customizable and easy to use. What do you dislike?
UI
User in Financial Services
10/10/18
"Easy to understand"
What do you like best? lots of options, I can look over what I have done with people in the past year or lifetime.
UI
User in Financial Services
10/10/18
"Excellent Service"
What do you like best? One call and CRM deals with all my problems, great customer service. CRM is great at responding to emails in a timely fashon. I would recommend it to any financial advisor who is looking for a hands on software.
MP
Mike P
10/10/18
"A way to work more efficiently "
What do you like best? The ability to find information by myself as opposed to relying on the boss to have to find it and get back to me.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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