Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Act! Reviews & Ratings
    554 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • Creatio Reviews & Ratings
    589 Ratings
    Company Website
  • Coevera Reviews & Ratings
    753 Ratings
    Company Website
  • QuickApps Reviews & Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,126 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    196 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    90 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website

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 Apex 72?

Monitor your sales performance closely to guarantee that you are on track to meet your objectives. Tailored features that cater to your specific business requirements are readily accessible. With the appealing client experience provided by Apex 72, you can securely gather personal information from clients while offering them a unique and customized interaction. The integrated dashboard from APEX 72 enables managers to stay informed through viewing and reporting capabilities. Improve the client discovery stage with our cutting-edge and immediate fact-finding tool. Provide sales leaders with detailed reports covering activity, marketing tactics, scheduled events, and process management. Cultivate a culture of virtual transparency within your team. It's essential to recognize that effective technology plays a crucial role in allowing you to focus on the core elements of your business. Embracing technology not only enhances sales productivity but also remains a significant challenge for enterprises in various industries. The appropriate tools can empower teams to navigate these challenges and achieve enduring success, fostering a culture of continuous improvement and adaptation to market demands.

Media

Media

Integrations Supported

CANDDi
Codeless Platforms BPA Platform
Cyclr
Gmail
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Wufoo
Xinix
Zapier
Zoom Phone

Integrations Supported

API Availability

API Availability

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

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Supported Platforms

SaaS

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

Not specified

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Company Facts

Organization Name

Apex 72

Date Founded

2020

Company Location

United States

Company Website

apex72.io

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

Financial CRM

Not specified

Sales Coaching

Not specified

Sales Tracking

Not specified

Popular Alternatives

SAM Service Manager Reviews & Ratings

SAM Service Manager

SAM Software Solutions

Popular Alternatives

monday CRM Reviews & Ratings

monday CRM

monday.com
Freshsales Reviews & Ratings

Freshsales

Freshworks