Maximizer CRM Erfahrungen

I like the interface of the Maximizer software make it very easy to sort and find specific clients. I use the Hot-list section on a daily basis and it again makes it very easy to find the clients you need to contact on a specific day..

Some of there add on or third party software partner do not always work properly or I should say work without a lot of effort to get them to work.

Maximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program.

The addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful.

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

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.

I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue.

The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious.

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

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.

Integration with Outlook. Absolutely the best feature of maximizer.

Mobile version is quite weak. I am unable to save any contact or communication such as emails from the mobile version so I just gave up.

Integration with Outlook for saving e-mails.

After a recent update, the system seems much slower and the reporting function does not always work correctly when I try to run reports on the entries of my direst reports.

Its pretty easy to get the basic to work and it's response times are greatly improved. Service is much much better than a few years ago.

templates for notes and sending e-mail confirmations is limited to what you can include. Can't use snipit type programs to copy info to Max files. Organizing notes and files is very awkward so we have resorted to keeping then in client files in BOx.com

- Maximizer has been in business for 25+ years.
- Compare with other newer CRMs these days, the learning curve to this product is lower.
- Email integration is great and speedy.
- nice to see they have tried to upgrade their interface with a more modern looking
- being a smaller CRM player, they are more willing to work with the clients closely.

- lack of language supported (only English)
- Support on Apple is not as good (some features not working)
- Support from Maximizer is good, but it might come with a charge

I like how easy it is to organize different groups of contacts and export information

I do not like how there is a maximum number of characters for an action, and I also don't like how there isn't an easy way to make a recurring action.

We needed a solution to move away from paper / spreadsheets for our customer database and whilst all CRM packages do this Maximizer gave us the bespoke nature to take control and not have an out of the box solution. The opportunity module is by far my favourite feature as now I can provide the Board with snapshots of our entire pipeline, weighted or not, which sector / products and track each opportunity on their own merits and assign the time and resources to achievable projects.

Very busy main screen for some users and dashboard is a tad frustrating sometimes, Insights would be nice but that feature is too expensive.

It is incredibly flexible. Basic programming that comes out of the box is more than what you need because it anticipates that not all advisors operate the same way. We have used it to save ourselves hours of work and redesigned how it works with us rather than us redesigning how we work. Saving of all emails under client file along with relevant notes. Easy tracking of client service work as well as understanding staff workload issues.

Like any CRM it takes time to learn and create new work habits yes you should throw away the paper notes. Regulators expectations are moving the bar upwards. Love to see a system map starting with a contact. How do each of the tabs relate to different functions. Because of its rich customizable capabilities it can be overwhelming even for your help desk.

Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.

The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . .

The embedded template feature is gone and is now attached to MSWord - which is an awkward connection.

Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer.

My favorite feature is the ease and speed of recalling a contact name and all of the past jobs history when searching a first or second name. I store all notes and contact information which is great for reviewing many years later as an anecdote reminder when my path crosses with an old contact again.

Since Version 10 which suited my needs, Maximizer has gone to the cloud which is dead slow at times and crashes 2-3 times per session requiring me to log out, then log back in. Too many feature creepers have been added that I don't need, don't want, and they have just slowed the system down at times to a crawl. Having to "renew" a license every couple of years to be able to continue using it is a pain for someone like me who has built a huge data base so am committed to have to stay.

This software is user friendly and easy to use. We have been using this software since the 1990s. We left for a short period to try something new and quickly realized that Maximizer was better than any other product out there, so we switched back. We don't use all the feature however we learn new ones all the time and try to adopt them one by one. We are able to store all information for each every client, make notes, create documents, send email and assign tasks so our service does not fall through any cracks. It real is a great CRM tool

The only thing I don't like is that if I am at a computer that is not used by me. I can't find what web address I need to login. I have to remember to email the website to myself before I leave the office

I like how I can quickly access all of the information I have gathered on my clients and that it is categorized in easy to see areas.

I find the software a little clunky to use and I often have difficulty editing things how I would like it. For example, I would like to be able to edit some of the drop-down box options to delete options I never use and add things that I would. For example, in the notes section, I would like to have a category in the drop-down box for "withdrawal" but there is no such option and I cannot edit it to add something myself.

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.

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.

I love the ease of use - very simple to train a new employee on how it functions in our day to day tasks. It's critical to our success that we have notes and data available quickly and Maximizer ticks all the boxes. The company is extremely pleased with the purchase thus far.

I feel like the Administration tab could be a bit more user friendly. Had some trouble starting out but the videos on the Youtube channel were helpful. Just time consuming to explain to another member of the team.

- Super easy to use
- Web Access version is really light-weight and as comprehensive as the application
- Helps will efficiency across the business

- The search feature isn't as smart as you'd like it to be

The software allows you to build a very strong relationship management process for your clients. You can customize virtually everything, and there is very little you can't do with the software. It is unlikely you will have a need that it cannot meet.

The software does not come out of the box in a user friendly fashion. It also isn't intuitive to make changes, and in my experience it comes with too many pre-sets which feels overwhelming. It can take quite a long time to get things trimmed down to what you need, and then grow it from there. The dashboard features are also extremely ugly and I have not found much of a use for them.

Ease of use

xxxx

It keeps everything in line for our staff so we are seeing live updates all together

There are too many steps to complete certain tasks.

This is the one and only CRM tool you'll need whether you're running a public office or a private business. Even journalists will find this tool handy for finding the right contacts and quickly putting a story together.

Canadian company but charges US dollars.

Can access online (if using the right browsers) - so don't have to have it installed on your device.
Fairly easy to navigate as a user.

Doesn't work in Safari?
Formatting of emails often goes wrong
Very clunky looking
I only have experience of it as a user though

I see the potential in Maximizer. It has many features that can make your job easier. In the best case scenario, it becomes your go to platform for organizing your priorities, activities and goal setting.

The biggest obstacle for me is the mount of data entry and customization to make it flow for our company. It is labour intensive. Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs. Two main departments use Maximizer and the logistics of making it work seamlessly for both is challenging. I spend a lot of time documenting my concerns in very clear terms in order to work with Maximizer specialists to address our issues. This interferes with my priorities and results in me abandoning my efforts.