It is really important to me to have a sustainable long term historical record of client interactions and Maximizer does that for me.
My needs and software in general has developed over the years and Maximizer is helping me keep up without having to start over. Review collected by and hosted on G2.com.
The ability to extract data. For example, in one day there are 15 transactions in 3 different products. Tasks, activities and notes are created and UDFs are updated. At the end of the month I would like to check if I have missed something. To bad - I cannot extract a report that tells me what I have done this month. I also dislike that the functionality of maintaining lists and column setups. Keeping an order in activities is non-functional at times. Review collected by and hosted on G2.com.
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You can deploy and ramp up as your needs evolve and change
585 out of 586 Total Reviews for Maximizer
Overall Review Sentiment for Maximizer
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The ease of use and the number of great features. The ability to drag and drop into the files sections. I love how easy it is to modify files and notes and log interactions. With over 700 clients in our database it has really allowed us to be more organized and ensure compliance requirements are being met. Review collected by and hosted on G2.com.
I don't love the office 365 integration app. I find I have to go to my sent folder to save an email, it's not a deal breaker or anything, just an extra step. Review collected by and hosted on G2.com.
Maximizer's CRM system provides an intuitive interface which enables users to control their customer relations as well as sales pipeline activities. Through the dashboard I gain visibility into active activities which enables me to set task priorities. The platform displays all upcoming meetings along with follow-ups and pending deals within a single view. I can generate customized reports through the system and the mobile application maintains my connection to work activities while I am away from my desk. Review collected by and hosted on G2.com.
Beginning users particularly face long setup times when first starting the system. Additional support for new users at the onboarding process would be beneficial. Users struggle with the high learning curve of the software because additional training materials would make mastering all features and customization options simpler. The integration of third-party applications should be improved because it would minimize the requirement for manual configuration. Review collected by and hosted on G2.com.
Maximizer's integration with a number of tools is seamless. The best part of it is it syncs with the calendar, emails and tasks and I never miss a beat. CRM has a great feature with the monitoring of client interaction and utilizing of leads. For example, I can log emails, calls and meetings in one easy way to follow through. Secondly, it has great customizable dashboards as I can set my view up to show what’s most important to me, as in upcoming deadlines or status of clients. Review collected by and hosted on G2.com.
It can be steep for new users as well, especially if they do not have a familiarity with CRM systems. But the interface can be quite powerful at the price of overwhelming. Furthermore, the reporting tools are comprehensive but do need time to learn. The system can be slow to respond sometimes, especially when the times are at a peak. While these problems are small compared to the real benefits Maximizer offers, they don’t exist, thankfully. Review collected by and hosted on G2.com.
The ability to customize Maximizer CRM systems brings exceptional value by allowing users to configure the system according to their business needs. Automated follow-ups and task reminder functions in Maximizer simplify our operations. Lead management benefits from automated email communication that our sales team creates through Maximizer which allows us to focus on essential activities. Our CRM system provides excellent performance analytics because its analytical tools help us monitor market trends and develop strategic business choices. Review collected by and hosted on G2.com.
New users struggle to learn how to use the platform since it includes numerous features. The platform requires a more efficient onboarding system to achieve better results. The user interfaces operate properly but the system maintains outdated design elements combined with complex interfaces. Users need to refer to manuals because the platform contains many features to learn. The mobile application requires better functionality and enhanced user experience for its users. Review collected by and hosted on G2.com.
I like that Maximizer does a good job of keeping track of client interactions. Rather than reading through emails or notes, I can jump to past conversations, upcoming meetings and even past deals at any given point in time. When working with long term clients, this is especially useful as I never have to rely on memory alone. The reminders for follow ups help not to miss any potential opportunities and have really helped in maintaining the strong business relationship. Review collected by and hosted on G2.com.
Maximizer is helpful, but sometimes it takes more effort than I expect to get to the information I need. Some of the actions need multiple steps, and in some cases the system does not respond immediately. Although, it still does what I need it to, the extra time spent digging my way through other sections can be very annoying. It ‘s not enough to stop me using the software, but there’s some things that aren’t totally necessary. Review collected by and hosted on G2.com.
The best part about Maximizer is the ability to import Leads and spreadsheets or potential customers. Super easy to link the columns in excel to the right fields in Maximizer and you decide if you want them imported as leads, or companies with contacts or just companies. Review collected by and hosted on G2.com.
I wish that once you emailed a person and tied that person back to maximizer that it was done forever without having to click and connect it each time. I know we can save and track but with multiple people emailing the same customer if someone forgets this then the email isn't saved. Review collected by and hosted on G2.com.
It make it a lot easier to keep track of our clients information and is simple to import new information once you get used to it. Review collected by and hosted on G2.com.
There were too many feilds to search though when trying to find where to upload the information. As a result, I deleted many of the fields and just created my own. This has caused issues with producing reports because i am unable to use the feilds that I created as a source of information for those reports.
This is not a large issue, but it would have been nice to know before I deleted the fields needed to produce the reports, or if there was a way to fix it after the point. Review collected by and hosted on G2.com.
Maximizer delivers exceptional contact management and sales automation functions that stand out in the market. The system simplifies our sales process through effective tracking of potential client interactions. The customizable dashboard together with reporting features reduces our work time by three hours weekly since they enable efficient sales tracking and problem identification. The system integrates with our existing tools to establish automatic data transfer which eliminates manual entry mistakes and reduces data entry workload. Review collected by and hosted on G2.com.
The strong capabilities of Maximizer as a tool are offset by occasional minor performance issues which become annoying. The device synchronization process sometimes required extended time which resulted in temporary work delays. Review collected by and hosted on G2.com.
For us, maximizer’s sales management tools are a game changer. It has greatly improved how our sales people can track and analyze customer interactions in real time. On the other end of the spectrum, their robust marketing automation features have saved us minimum 3 hours a week so we could basically concentrate more on the strategy and less than on the manual tasks. And last, their customizable reports, they give us valuable insights that help us in our decision made. Review collected by and hosted on G2.com.
Maximizer is overall good, but there are a few things missing here and there. One such example is when their mobile app can possibly do with a redesign - it's not the most navigable. Also, some third party apps integrate quite finicky and it takes minor syncing delays. Review collected by and hosted on G2.com.
