A capacidade de ver o histórico de transações. Registro das vendas diárias. Armazenamento de informações de conta facilita a navegação. A opção de perfil é uma boa ideia para ver um resumo das lojas para as quais vendemos produtos.

I like how the calandar function and how it is easy to schedule meetings and reminders

I enjoy the user friendly platform as well as the organization - I am able to keep track of daily tasks via "hotlist" and reminders. All information pertaining to clients, even incoming and outgoing emails can be track all under the client's household. The platform allows up-to-date client information to be stored for upcoming meetings so you don't miss out on any pertinent information. Great product, would recommend to friends and other businesses. The customer service and ease of help is wonderful. Anytime I have had to contact support, its been simple and easy. Maximizer has a wonderful support team, very responsive, knowledgeable and organized. I use the system to mostly communicate client interactions with the rest of the administrative team and our advisors. Since everything can be saved in the one space its easy to pick up where another co-worker leaves off. The video tutorials provide great access to a wealth of knowledge and are very helpful. The calendar is a wonder feature as well.