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587 out of 588 Total Reviews for Maximizer
Overall Review Sentiment for Maximizer
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The ability to personalize user views through color-coding features and alerts, add and remove data fields easily, and move around seamlessly makes Maximizer a functional tool to actively work within on a daily basis. Review collected by and hosted on G2.com.
Maximizer tends to need refreshing and re-selecting of some views in order for all data to show (i.e. contact list requires all entries to be selected almost every time). The upload process does not allow blanks of a spreadsheet to be uploaded and would not allow zeros which made the input process very lengthy to account for all the different pieces of missing information. Review collected by and hosted on G2.com.
Easy scheduling, hot list task sorting/ability to export, reporting, customizable client fields, use of action plans, outlook integration Review collected by and hosted on G2.com.
While we utilize the action plans feature, the inability to have the next task be automatically created/set upon completion of the previous one hinders our process somewhat. The current procedure of all tasks being set at once doesn't quite do what we want it to - though you can set task dates as dependant so that later completion of a task in sequence (i.e., 2 days after due date) will defer the rest of the tasks by the same time frame (2 days), this has led to tasks being rescheduled PAST a meeting/other important event so we have to monitor this closely. Review collected by and hosted on G2.com.
Maximizer has the options to be customizable which is helpful to all users. Review collected by and hosted on G2.com.
The most frustrating for my team is when our database drags and causes Maximizer to freeze. With today's technology there should be no dragging in a database. Review collected by and hosted on G2.com.
My favourite thing about Maximizer is its complete and total customer relationship management. It’s the platform’s ability to centralize customer data that gives us a complete view of interactions, helping us be more efficient as a team. I also like the ability to have customizable dashboards that give us at a glance what the key performance indicators are. That helps us make an informed decision quickly. It integrates very easily with email and calendar tools, making the process of communication and follow ups with clients go a smooth ride. Review collected by and hosted on G2.com.
Initial setup has been a little cumbersome. It took longer configuration to get all the necessary features configured to fit my process. Also the search functionality should be improved, as it can be troublesome to get to some specific records quickly with a big dataset. Review collected by and hosted on G2.com.
Maximizer certainly keeps all the information about my clients but beyond that, Cleint emails are saved in interactions, no more looking for emails. Documents are all save in maximizer allows me to work from anyware. Keeping opportunities and customer service cases organized. Maximizer has allowed me to work with a zero inbox and have full control of my client communications. Review collected by and hosted on G2.com.
I wish I could same Excel sheet to maximizer instead of saving them to my desk top then moving them in. Review collected by and hosted on G2.com.
The functions of Maximizer are best appreciated in tools for managing customer relationships and selling, with features that involve automation and the reports. The linkage with CRM and e-mail marketing tools enables more efficient cooperation by the team in reaching out to clients. I find it particularly useful that the dashboards can be adjusted, and contain relevant, easy to interpret values and tendencies that are important for making decisions. Review collected by and hosted on G2.com.
One weakness that I have observed within Maximizer is that a number of times, the user interface can be complex and becomes difficult to shift from one area to another within the features being explored. It takes some work to get established and connected to other tools and applications and while it can connect and share data the process sometimes takes some effort. Sometimes, the updates were applied occur with some latency in update synchronization between the platforms. Review collected by and hosted on G2.com.
Pros:
Easy to Use:
Maximizer CRM is super user-friendly. Even if you’re not great with tech, you can figure it out quickly. The design is clear and straightforward, so you don’t have to spend a lot of time learning how to use it.
Saves Time with Data Management:
One of the best things about Maximizer is that it automatically updates and manages client data. When a new client comes on board, the system takes care of entering their information, which means you don’t have to spend time doing it manually.
Good Workflow:
The CRM helps keep things organized by managing client interactions, scheduling tasks, and tracking communications. This makes sure you don’t miss any important details and keeps everything running smoothly. Review collected by and hosted on G2.com.
Cons:
No Real-Time Rate Integration:
One major downside is that Maximizer doesn’t connect with real-time rate data. For businesses that need up-to-date financial information its a little sad for us. Without this feature, it’s hard to get the latest data you need for serving clients.
No WhatsApp or Chat Integration:
Another issue is that Maximizer doesn’t work with popular chat services like WhatsApp. Many businesses use these apps to talk to clients quickly and easily, so not having this integration means you have to use separate tools, which can be a hassle.
Ps. if there are a number of these features that are actually available but just not in the tier we have, my apologies haha. Review collected by and hosted on G2.com.
The aspect of Maximizer that is most satisfying to me is the easily understandable dashboard that integrates all activity, related to customers. After implementing it for our sales department, it has been a great boon to help us track our leads through the pipeline. Synchronization with my email and calendar is perfect as I get to set follow ups swiftly with no misses. I also like the flexibility as it is possible to adjust the platform to our requirements and working processes, thus increasing productivity. Review collected by and hosted on G2.com.
The only major problem with Maximizer is that I find that, at times, it has a very busy looking interface. This makes it a bit difficult for users to locate some or most of the features and this may sometimes cause a lot of inconveniences in the enhancement of our work. Furthermore, I have observed most of the enhanced features are not properly described, thus creating confusion to members of the team. In turn, we end up spending a lot of time addressing issues that crop up rather than selling our products. Review collected by and hosted on G2.com.
Having all of my clients contact and information in one spot. Being able to assign tasks and future actions. The ability to see an overview in the Dashboard. Review collected by and hosted on G2.com.
Not being able to duplicate the fields that I need. In the case of insurance clients can have multiple policies, corporate and personal. It would be nice to be able to duplicate the process with ease. Review collected by and hosted on G2.com.
The enhanced contact management is a huge selling point for Maximizer. With the help of CRM application, I can store not only customer data but also another important piece of information, such as sales history, upcoming deals, and follow up dates. Due to the rich functionality, including the reporting tools, it is possible to obtain a clear vision of the sales picture and future prospects. It is a strong resource used daily to drive our business, so maintaining an active flow is critical for the sales funnel. Review collected by and hosted on G2.com.
It is important to note that the mobile application of Maximizer could be enhanced, as it lacks some functions that are available in the desktop version, and it does not work as a fast as it should. It becomes worse for our sales team especially when they are out in the field trying to get quick information on the customer. Another irritating one is the data points that require a manual refresh and occasionally, create problems and slows up the pace of work. Review collected by and hosted on G2.com.
