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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 22 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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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 Jenesis Agency Management?

Jenesis is an online agency management software designed to assist insurance agents in effectively overseeing current clients, reaching out to new prospects, enhancing operational efficiency and client retention, as well as managing sales activities. This user-friendly and cost-effective solution boasts numerous features such as a client portal, email integration, ACORD forms, carrier downloads, credit card processing, rating capabilities, invoicing, and much more. Utilizing the Jenesis Agency Management System not only helps you optimize your time but also empowers you to expand your revenue opportunities. With its comprehensive tools, Jenesis can transform the way you manage your agency and foster business growth.

Media

Media

Integrations Supported

Bing Maps
CANDDi
GeoMaps
Gmail
Google Drive
HubSpot Customer Platform
IPFingerprint
Mailchimp
Microsoft Excel
Microsoft OneDrive
Motileo
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
Xinix
Zoom Phone

Integrations Supported

Formstack
RingCentral Automatic Call Recording
TurboRater
WeSignature

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

$60/month/user
There are two different packages to choose from based on feature needs.

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

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

Webinars
Online Training

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Company Facts

Organization Name

Jenesis Software

Date Founded

1999

Company Location

United States

Company Website

www.jenesissoftware.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

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
Reporting

Insurance CRM

Not specified

Insurance Policy

Not specified

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management

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