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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 Claritysoft?

Clarity CRM, the premier offering from Claritysoft, seamlessly blends simplicity, usefulness, and adaptability. This platform provides robust tools for marketing automation, sales management, and customer support, all within an intuitive and fully customizable interface. With a keen emphasis on user experience, Clarity CRM aims to enhance user engagement and boost overall satisfaction. Notably, it delivers enterprise-level capabilities and features without the hefty price tag typically associated with such powerful software. As a result, businesses of all sizes can leverage its advantages to drive growth and efficiency.

Media

Media

Integrations Supported

Gmail
Kixie PowerCall & SMS
Microsoft Outlook
QuickBooks Online
Codeless Platforms BPA Platform
GeoMaps
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Insider One
Microsoft Excel
Microsoft OneDrive
QuickBooks Online Advanced
QuoteWerks
Wufoo
Xinix
Zapier

Integrations Supported

Gmail
Kixie PowerCall & SMS
Microsoft Outlook
QuickBooks Online
AllayPay
Kuebix

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

$39.00/month/user
$39 Standard per user per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

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

Claritysoft

Date Founded

2010

Company Location

United States

Company Website

www.claritysoft.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Insurance CRM

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Not specified

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