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What is Maximizer CRM?
Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind.
Who Uses Maximizer CRM?
Maximizer is a CRM tool for sales leaders. With a centralized view of all data and sales rep activity, managers can better monitor the team, analyze metrics, predict outcomes and influence results.
Where can Maximizer CRM be deployed?
About the vendor
- Maximizer Software
- Located in Vancouver, Canada
- Founded in 1988
Maximizer CRM support
- Phone Support
- Chat
Languages
English
Maximizer CRM pricing
Starting Price:
- Yes, has free trial
- No free version
Maximizer CRM does not have a free version but does offer a free trial. Maximizer CRM paid version starts at US$65.00/month.
Pricing plansAbout the vendor
- Maximizer Software
- Located in Vancouver, Canada
- Founded in 1988
Maximizer CRM support
- Phone Support
- Chat
Languages
English
Maximizer CRM videos and images
Features of Maximizer CRM
Alternatives to Maximizer CRM
Reviews of Maximizer CRM
Avis maximiser crm
Comments: perfect software, intuitive and allows us to have access to information...but it would be better if it helped us to do better housekeeping
Pros:
super software that is very intuitive to use also makes it easy to have useful information to communicate with a client
Cons:
I have difficulty making households and people within households better.
Maximizer Software Response
last year
Hello Abel, Thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team
Great System, Helpful Staff
Comments: Great option for our team. Have never had any complaints.
Pros:
There are a number of great functions and very customizable. Entire team is able to access information at their finger tips.
Cons:
It took a bit of time to figure out how things can be customized. There are still a number of functions I am sure I am not aware of. I have tried to register for the coursed however, the links never work for me. I am working with our IT department to get this corrected.
Maximizer is useful but intimidating
Comments: I started using it for a bit, but it seems like a lot of extra work to insert contacts.
Pros:
It is a useful tool, that can help offices run more smoothly. I can keep track of contacts and to do lists
Cons:
it feels scary to use and it is not super straightforward.
Executive Wealth Advisors - Barrie
Comments: Our overall experience has been quite positive when it comes to daily execution of various tasks within the Maximizer CRM
Pros:
The ease of executing numerous activities and the increased transparency among team members.
Cons:
The failure of automatically logging client calls due to an inability to connect to our phone system.
A Long Time Maximizer User
Comments: I have used this program for over 30 years and tried most competitors in that time frame. I have always come back to Maximizer for it's ease of use.
Pros:
A simple layout that does not overcomplicate what a salesperson really needs to do. I've often thought this program was built for Salespeople and not Management
Cons:
It's integration with the newest version of Outlook is still lacking
