Ratings and Reviews 125 Ratings

Total
ease
features
design
support

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

  • Coevera Reviews & Ratings
    753 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • Creatio Reviews & Ratings
    589 Ratings
    Company Website
  • Act! Reviews & Ratings
    555 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,823 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,126 Ratings
    Company Website
  • ActiveCampaign Reviews & Ratings
    17,400 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website

What is Zoho CRM?

Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.

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

CANDDi
Cyclr
Gmail
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
SurveyMonkey
Xinix
Zapier
Zoom Phone
Inksprout
Summit

Integrations Supported

CANDDi
Cyclr
Gmail
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
SurveyMonkey
Xinix
Zapier
Zoom Phone

API Availability

Has API

API Availability

Pricing Information

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Version
Free Trial Offered?

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
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/crm/

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

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

Insurance CRM

Not specified

Lead Management

Campaign Management
Lead Capture
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Quote-to-Cash

Not specified

RFM Analysis

Not specified

Sales Force Automation

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

Sales Gamification

Not specified

Sales Performance Management

Predictive Sales Analytics
Reporting / Analytics
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Not specified

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

Popular Alternatives

Popular Alternatives

SAM Service Manager Reviews & Ratings

SAM Service Manager

SAM Software Solutions
HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot