Maximizer CRM Erfahrungen

At the time, Maximizer was very easy to use. I downloaded updates on my phone.

It was limited in capacity - this was a while ago,

Once we had imported our current clients, Maximizer was incredibly easy to use. It's well laid out, and its simplicity belies an underlying ability to do complex things. I love the fact that it integrates really well with the Microsoft Office suite of programs.

I can't think of a true "con" for Maximizer. It's always being updated and features added so it's never stale.

Customer support is satisfactory. They are responsive and patient to solve your problems.

The product did not meet my expectations. Insufficient functionality for sales management-customer acquisition that I need.

The best feature is that you can design it to work best for your field, the user defined fields are very important in a specialty or unique business.

I don't have anything bad to say, I've been using this software for over 20 years! it's awesome!

The easy interface is very intuitive and the integration with Microsoft Word and Outlookis flawless.

I wish that Maximizer had a better interface to use Outlook directly from the program

The sales team was excellent. Some features work well, but no better than free versions of other softwares.

This maybe would have been a good CRM in say, 1999. It’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.

The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good.

The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives.

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.

The ability to see and share data is key and the live version allows it to be always up to date

The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know.

If it worked in reality there are some great potential management features - however it constantly breaks down - something as simple as recording birthdates creates ridiculous and tremendous issues. It just doesn't work well - I don't recommend it - once you are over to it you are stuck and although I have requested constant repair to some of the bigger issues nothing has been done.

At this stage it is just an expensive contact manger and note taking system - not much else works... Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly like Calendly...

The interface is intuitive and allows for easy access to information that is needed to confidently engage a client across all team members.

It would be nice to include some type of gant chart to help track projects that are not sales-based.

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.

I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.

It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.

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.

The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.

Integrated apps don’t function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I’ve been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this.

The support during the transition from another CRM was exceptional. The training videos and online webinar have been most helpful in the early days of being a user. Office app integration for the most part have been trouble free.

The interface with the dealer's system (IPC) was way too slow to be of any practical use. It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data directly from the manufacturer's website. A highly desirable feature that motivated me to sign up in the first place ended up being a costly proposition that added no value.

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.

As a former ACT user, I was originally attracted to Maximizer because of it's link at the time to Quickbooks. I stuck with it when that linkage was dropped because it offered so many other features and flexibility than what I had experienced previously. When we moved from Desktop to a Server for remote connections may patience, time and financial resources were stretched to the limit. I was initially dubious about the cloud solution, particularly concerned about reliability. However that has not been an issue. Maximizer has overdelivered. Calls for technical help have been rare.

My learning curve was a challenge (several years ago) in part because the program was so powerful. I think a wider range of tutorials and customized templates have probably improved the startup experience. A major nuisance item is the need to use Internet Explorer in order to take advantage of the link with Word templates.

Good data base and records keeping ... allows instant recall of important information.

THIS IS LUDICROUS ! I really cannot believe you did this in the new version ( cloud ) vs. the old version. USER DEFINED FIELDS ... must be entered for EVERY CONTACT NAME despite the fact they generally remain the same for the ADDRESS ENTRY ! An address entry ( Company ) may have many employees and the UDF for the company remains the same IE customer / supplier / competitor etc. For every contact name you must go in and enter all of the data in UDF for each one. This is a complete time waster ! Once you make a new address entry and then enter contacts under that name, the UDF should remain there unless there is an exception. THIS IS ANNOYING TO THE ULITMATE EXTENT !!!!! Imagine entering a corporation and having to do the UDF for every person ! THE OLD VERSION DID MAINTAIN THIS INFORMATION ... This is the most disturbing time waster in the new software and I have advised our I T supplier of this many times.

The fact that is so easy to customize and train people on, is great.

It could be better set up to hold sales data and display it to the user. Also the fact that the Last Name is required doesn't fit with our needs and is a bit of a pain.

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.

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

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

It mostly allows us to make necessary connections between patients and recipients and to find information we need quickly.

We use the notes for important medical details and it is a challenge to have to dig through the notes with the live version. The recently added 'search' bar in notes is much appreciated and we're hopeful there will be further improvements to scrolling through notes more efficiently.

The possibility of not being able to connect due to a server glitch is very scary to us since we depend on the information relative to providing medication dosage on a daily basis for a medical business. If it goes down we are virtually out of business and unable to provide urgent medical information.