Maximizer CRM Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

Value for money compared to Salesforce. Ideally a step up from Microsoft Excel.

Nachteile

Not great. Upgrades not compatible with current data, had to reload info again. Battling with integration.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

Suitable for any business size, meaning small companies can get to grow and still be using it when they are big.
Your entire business performance and history can be found on one platform.
Its compatible with smartphones, meaning one is not limited to work on the computer
CRM allows for sharing of data, hence promoting workplace efficiency

Nachteile

It needs to be upgraded a little to have the updated look of a current software.
The data from way back is hard to track

Vorteile

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.

Nachteile

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

Vorteile

- 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.

Nachteile

- 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

Vorteile

Action plans, team calendar management, UDFs, dashboards.

Nachteile

It feels like there is a lot of functionality available that we have not yet tapped, it would be nice if there was more sophisticated support available to us.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

Customizable to your businesses needs and functions. Organization of all client data and notes. Follow up functionality, and searchable User Defined Fields a huge asset. Access from web/cloud based from anywhere.

Nachteile

Outlook integration compatibility does not work with MacOS which is a huge negative for me. The Windows Outlook & Word compatibility is seamless though.

Vorteile

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.

Nachteile

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.

Vorteile

After many years, we upgraded our on-premise version and the way the tech installed it, it grew out of proportion and blew up our server. After a lot of conversations with their support team, we eventually got things up and running again on a new server and this time it didn't grow so big.

Then we decided to move to the cloud version. While our database wasn't that big, for some reason our files still were. But their conversion team worked wonders and brought it down to a manageable size again so we weren't paying a fortune for data size. The training was better this time as well as the support team.

Nachteile

Can't sort UDFs or search for things that were easier to do with our on-premise version.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.