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What is Voiie?

Our all-inclusive management platform features tools for handling tasks, scheduling appointments, SMS messaging, email communication, and payment processing, all aimed at streamlining the management of your contacts. Organizations that operate as non-profits or rely on memberships can significantly enhance their communication and manage recurring payments effectively. You have the ability to efficiently structure, supervise, and track every aspect of your customer or contact base. The system offers a variety of tools, including intake forms, web forms, management of quotes, invoicing, policy tracking, sales tracking, and payment processing options via ACH and credit or debit cards. Moreover, appointment reminders are dispatched through SMS and email, ensuring that you remain informed about critical meetings. You can categorize different types of contacts, allowing for easy grouping, and create tailored contact lists for mass email or SMS outreach campaigns, thereby improving your marketing efforts. In addition, this powerful system alleviates the burden of administrative tasks that can take up precious time, allowing you to concentrate more on achieving your primary mission or business goals. This comprehensive approach ensures that your organization can operate more efficiently and effectively in today's competitive landscape.

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.

Media

Media

Integrations Supported

Integrations Supported

Bing Maps
CANDDi
Codeless Platforms BPA Platform
GeoMaps
Gmail
HubSpot Customer Platform
IPFingerprint
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Motileo
QuickBooks Online Advanced
Wufoo
Xinix
Zapier
Zoom Phone

API Availability

API Availability

Pricing Information

$9.99/month/user
Please check our website for package pricing and details

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?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Voiie

Date Founded

2013

Company Location

United States

Company Website

voiie.com

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Categories and Features

Contact Management

Not specified

CRM

Not specified

Insurance CRM

Not specified

Marketing Automation

Dynamic Content
Lead Scoring

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

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