Maximizer CRM

Maximizer CRM

CRM conçu sur mesure pour les conseillers financiers et les conseillers en assurance

4/5 (266 avis)

Maximizer CRM - Présentation

Maximizer CRM Wealth Manager est un logiciel de gestion de la relation client spécialement conçu pour les conseillers en matière de finance, d'assurances et de avantages collectifs et les gestionnaires de patrimoine. Développé en partenariat avec des conseillers du Canada et des États-Unis, Maximizer CRM Wealth Manager associe la connaissance du secteur à une expérience de plus de 28 ans dans les logiciels CRM. Il permet à ses utilisateurs d'optimiser l'une de leurs ressources les plus précieuses – le temps – en s'organisant, en restant conforme, en fournissant un service client supérieur et en préparant la relève.

Maximizer CRM Wealth Manager a été conçu dans un souci de flexibilité et intègre des processus et flux de travail standard du secteur, des plans d'action, des tableaux de bord personnalisables et un module de gestion des comptes d'investissement et des polices d'assurance.

Avec des options de déploiement sur site et basé sur le cloud, un centre de données canadien, une intégration à Outlook, Word et Excel et des centaines d'applications via leur connecteur Zapier, Maximizer CRM Wealth Manager est suffisamment flexible pour répondre aux besoins des entreprises de toutes tailles.

Prix

À partir de
65,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Royaume-Uni, États-Unis

Langues

anglais

Maximizer CRM - Avis

Note globale
4/5
78% d'avis positifs
77
Excellent
131
Très bien
39
Moyen
12
Médiocre
7
Horrible
Josh T.
Traduire avec Google Translate

Robust, but lacking integration

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 11/07/2017
Provenance de l'avis : SoftwareAdvice

It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.

Avantages

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.

Inconvénients

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.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit

5.0/10
Traduire avec Google Translate

Wouldn't Have A Growing Business Without It

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 06/08/2018
Provenance de l'avis : Capterra

I believe the business is better protected. We are more effecient. We have a small team and any one of us can take a phone call from a client and within seconds understand any history to do with a client issue. It might be something very simple or complex but because I can call up notes from others on the team and access all emails between us and the client and our back office it saves a tremendous amount of time. I think it also gives the client confidence that we know what we are doing because they don't have to explain an issue all over again

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Mark C.
Traduire avec Google Translate

Maximized for small companies

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 02/08/2018
Provenance de l'avis : Capterra

I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it’s what I’ve used for years. It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

4.0/10
Sam S.
Traduire avec Google Translate

Difficult to set-up, pay as you go support, pieced together from other CRM's

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 31/07/2018
Provenance de l'avis : SoftwareAdvice

If you are not a savvy database programer or don't have a staff member that is, then you will likely find this CRM to be very difficult to use and customize to your practice. The cost keeps increasing and once you have been using the system, the company knows they have you on the hook and will keep the price increases rolling your way. Using this is like being caught between a rock and a hard place.

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

4.0/10
Traduire avec Google Translate

Good Overall Solution

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 02/11/2018
Provenance de l'avis : Capterra

Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10

Maximizer CRM - Prix

À partir de
65,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Maximizer CRM - Fonctionnalités


  • API
  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rappels automatiques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

Maximizer CRM - FAQ

Voici quelques-unes des questions fréquentes sur Maximizer CRM.

Q. Quels sont les types de licence disponibles pour Maximizer CRM ?

Types de licences disponibles pour Maximizer CRM :

À partir de: 65,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Maximizer CRM ?

Nous n'avons pas d'informations sur les fonctionnalités de Maximizer CRM.

Q. Qui utilise Maximizer CRM ?

Utilisateurs habituels du logiciel Maximizer CRM :

Grandes entreprises, Entreprises de taille moyenne, Non Profit, PME

Q. Dans quelles langues Maximizer CRM est-il disponible ?

Langues dans lesquelles Maximizer CRM est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Maximizer CRM ?

Types de licences disponibles pour Maximizer CRM:

Abonnement

Q. Maximizer CRM prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Maximizer CRM.

Q. Avec quelles applications Maximizer CRM peut-il s'intégrer ?

Applications s'intégrant à Maximizer CRM :

BlackCurve, Customer Thermometer, PUBLITRAC

Q. Quelles sont les ressources d'aide disponibles pour Maximizer CRM ?

Ressources d'aide disponibles pour Maximizer CRM :

FAQ, Support en ligne, Support téléphonique, Tutoriels vidéo