Maximizer Reviews & Product Details - Page 2

One of my favorite things about Maximizer includes the ability to change input needs to collect certain data. We are able to modify input areas very easily, allowing us to mold the platform to our needs. The ability to run reports helps our team collect the data we need in order to run committees and figure out where our clients are in the process. The ease of adding documents to each client's case makes organization super easy. As a daily user of Maximizer, it's also helpful to have direct communiucation with their customer support team, where they are quick responders when we have questions or need assistance. Review collected by and hosted on G2.com.

Some downsides include when the emails don't send to clients or when Maximizer is completely down. Review collected by and hosted on G2.com.

Maximizer has the ability to keep track all communication history in one place, which helps to help keep strong customer relationship. It is very easy to pick up conversations without forgetting important details because of the ability to track interactions over time. Second, the reminders that it provides already eliminates the need for follow ups by giving me the ability to have them in the system. Contact management is structured well, so we can easily split customers into engagement level to inform how we prioritize outreach. Review collected by and hosted on G2.com.

Maximizer is pretty good overall but doing work on several contacts in same play can feel a little sluggish. It isn’t as seamless to move between different customer profile as I’d like to, and especially if I was reviewing multiple interactions quickly. Also, Updating customer details, which needs extra confirmation, makes repetitive tasks take longer. These are not big problems but does take a bit of time to get this worked out. Review collected by and hosted on G2.com.

The Outlook and Word integration is seamless. It's a program that I use daily to complete tasks and organize client data in a way that makes sense. Maximizer gives me and my organization the ability to organize important client data to store for future use and prospecting. Things such as client personal info, any files I want to attach to a client's profile, pipeline opportunities, referrals and referral sources can all be tracked. Review collected by and hosted on G2.com.

It looks a little dated and can be difficult to navigate through some of the advanced search features as the location of certain tabs aren't necessarily intuitive. It often takes a long time to load through any amount of content on different dashboards. Updates that go live while using the program require a complete exit and re-entrance of the application to see them. Review collected by and hosted on G2.com.

It does more than just whats is on the Tin...

Maximizer CRM combines multiple tools/resources into the one platform to ensure best practice and management of all Sales/Marketing activities from prospecting to lead, to Oppertunity and Customer management.

The functions right across the platform allows for better activitie management and planning, manging the differnt workflow process needed to be ahead of the game Review collected by and hosted on G2.com.

From my experiance none, it is the perfect tools Review collected by and hosted on G2.com.

The level of insight you can get, as well as the customization aspect. You can cater the program to fit your specialized business needs. Review collected by and hosted on G2.com.

Last time I checked, it is not compatible with the newest version of Microsoft Outlook, so our company is restricted to using an older version of Outlook to ensure that Maximizer is connected and can properly store our client correspondence. Review collected by and hosted on G2.com.

Maximizer is virtually unlimited. It has built in features that meet most needs and customizable for those that are specific to my business. Maximizer is open all day and is the center of my business. Review collected by and hosted on G2.com.

The file system is chronological. It would be nice to group related files together like a regular files system. Review collected by and hosted on G2.com.

The best thing about Maximizer is it makes communication with clients much more from the stream side. It records everything in a clear, organized way and it feels more efficient to follow up with customers. I also like their reminder system, as it keeps me in try of my most important follow ups even though I don’t need to keep checking my calendar. It’s helped me to organize my day so I never miss a time to meet with clients. Review collected by and hosted on G2.com.

I’ve realised that Maximizer’s task management tool isn’t as flexible as I’d like it to be. Even the reminders and alerts don’t correlate with the way I like to organize my tasks. For instance, I might be alerted to tasks that are not urgent, and important tasks might not jump out, whereas both of those might be. The thing is it does the job, but I wish that tasks and reminders were more customizable so that they suit my personal workflow. Review collected by and hosted on G2.com.

Maximizer is just wonderful keeping us organized and focused on top priorities. I like that it breaks tasks into incremental steps, and keeps us in the loop so we know when to do what for the client. It works well for team collaboration, as everyone can know what work needs to be done, and can collaborate on goals with little confusion about what is actually being worked on. These features make it so that keeping our projects running as smoothly as possible has become so much easier. Review collected by and hosted on G2.com.

One issue with Maximizer is that some tools appear too rigid and are not easily fit to your organisation’s workflow. Sometimes, it feels like the system has us fit into rather than adapting to. But adoption can also be slow if your product hasn’t yet rolled out as an app or when you have an interface that’s too technical for some less tech sophisticated users. In day to day use these issues create friction that create more time being spent in some tasks than is necessary. Review collected by and hosted on G2.com.

Maximizer really grabs me because it provides an organized bottom line when it comes to tasks and makes sure nothing gets lost or ignored. Highly recommneded are the reminders, follow up notifications to keep us on schedule. Further, I like that it’s flexible to use, to grab and shove things in whatever task order I need in that moment. Being able to organize our workflow around how it works for us as a team helps keep us in our flow and enable us to work more productively. Review collected by and hosted on G2.com.

However, there is one aspect that seems to somewhat annoying when working with Maximizer - the lack of options for modifying the work flow. At other times, it is a little frustrating that one cannot easily switch how work is allocated or reorganise the scheme without some level of inconvenience. It is rather effective although it may yield a slower process than anticipated in changing specific routine tasks and avenis at times interferes with our usual flow. Review collected by and hosted on G2.com.

The way I am able to track clients accounts from start to finish is beneficial. I love that I can set tasks for annual reviews and renewals and be notified when these are to happen. The staff are great and very willing to help! Review collected by and hosted on G2.com.

The interface could use a facelift, and would love email push notifications! Review collected by and hosted on G2.com.