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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 CloudYogi CRM?

Cloud Yogi CRM simplifies customer and sales management through its intuitive interface, making it easier for businesses to operate effectively. This innovative platform offers a wide range of benefits by automating and optimizing essential functions, such as project management, vendor relations, client interactions, sales monitoring, issue resolution, inventory management, and more. It is particularly well-suited for small to medium-sized businesses, adapting effortlessly to various operational settings. Additionally, the mobile app ensures users stay connected, no matter where they are. The system is designed for straightforward implementation, requiring no client software installation, allowing users to access their information from any location with an internet connection. Its cloud-based architecture guarantees that data is protected, secure, and always accessible. Furthermore, it easily integrates with numerous third-party applications, broadening its functionality. Extensive documentation is provided, and while the Target Integration team offers training sessions, Cloud Yogi also supplies video tutorials and written guides to help users maximize their CRM experience. This comprehensive support not only streamlines the onboarding process but also boosts user confidence in managing their business operations effectively. As a result, organizations can expect improved efficiency and productivity as they leverage the full potential of the Cloud Yogi CRM.

Media

Media

Integrations Supported

Bing Maps
Codeless Platforms BPA Platform
GeoMaps
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Insider One
Mailchimp
Microsoft OneDrive
Microsoft Outlook
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
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Company Facts

Organization Name

Target Integration

Date Founded

2008

Company Location

Ireland

Company Website

targetintegration.com/products/cloud-yogi-crm/

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
Social Media Integration
Task Management
Territory Management

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