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What is Maximizer CRM?

Maximizer CRM Software boasts an array of features designed to enhance client management effectiveness! With your monthly subscription, you gain access to modules focused on Sales Management, Marketing Automation, Customer Service, and the ability to integrate with various third-party applications. What sets Maximizer apart is its dual offering of a cloud-based CRM solution alongside an on-premise, self-hosted alternative—allowing you to select the option that best fits your needs. This user-friendly platform is essential for maintaining strong relationships with your customers! The Maximizer CRM Wealth Management system serves as a comprehensive customer relationship management solution suitable for organizations of all sizes. It can be deployed either in the cloud or on-premise, providing flexibility to suit different operational needs. Key features of Maximizer CRM encompass sales automation, marketing automation, and customer support, alongside various business productivity tools. Additionally, it offers compatibility with popular tools like Excel, SharePoint, and Outlook, ensuring seamless integration into existing workflows. Users can also benefit from its business analytics capabilities, which include customizable dashboards to track performance metrics effectively.

What is AllClients?

AllClients serves as a comprehensive CRM and marketing solution tailored for small businesses, offering a robust set of features. By leveraging tools like email marketing, landing pages, and workflow automation, users can streamline customer engagement, enhance operational efficiency, and increase sales without needing any technical expertise. This user-friendly platform empowers small business owners to focus on growth and customer satisfaction.

Media

Media

Integrations Supported

Zapier
CANDDi
Codeless Platforms BPA Platform
GeoMaps
Gmail
Google Drive
HubSpot Customer Platform
IPFingerprint
Kixie PowerCall & SMS
Mailchimp
Microsoft Excel
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
Wufoo
Xinix
Zoom Phone

Integrations Supported

Zapier

API Availability

API Availability

Has API

Pricing Information

$29.00/month/user
Small Office: $29/User
For the small office with one person keeping track of it all.

Business Plus: $49/User
For small teams to maximize efficiency & productivity to drive revenue growth.

Insights: $89/User
Complete business oversight to unleash your team’s full potential.
Free Trial Offered?

Pricing Information

$24 per month
Pricing Plans

Select:
- $24/month, billed annually.
- 1 User, 1,500 Contacts
- Basic CRM, Email Marketing, and File Attachments

Premium:
- $48/month, billed annually.
- 2 Users, 5,000 Contacts
- Advanced CRM, Email Marketing, Marketing Automation, and more

Elite:
- $96/month, billed annually.
- 5 Users, 15,000 Contacts
- Premium CRM, Email Marketing, Marketing Automation, and Dedicated Account Manager

Customizable Plans:
- Additional Contacts: $20/month per 5,000
- Additional Users: $15/month per user
- Additional Email Credits: $10/month per 1,000
- SMS and Telephone: $20/month + usage
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Company Facts

Organization Name

AllClients

Date Founded

2004

Company Location

United States

Company Website

www.allclients.com

Categories and Features

Contact Management

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

Not specified

Financial CRM

Account Alerts
Asset Management
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Insurance CRM

Not specified

Sales Intelligence

Not specified

Sales Tracking

Not specified

Categories and Features

Contact Management

Not specified

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Marketing Automation Integration
Mobile Access
Segmentation
Task Management
Territory Management

Email Marketing

Not specified

Insurance CRM

Not specified

Lead Capture

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Online Forms

Marketing Automation

Not specified

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