Maximizer CRM Wealth Manager is CRM software tailored specifically for financial, insurance and group benefits advisors and wealth managers. Developed in partnership with advisors from across Canada and the U.S., Maximizer CRM Wealth Manager combines industry insight with over 28 years of expertise in CRM software. It enables it’s users to optimize one of their most precious resources - time - through being organized, remaining compliant, providing superior client service and preparing for succession.
Maximizer CRM Wealth Manager has been built with flexibility in mind and features industry standard business processes and workflows, action plans, customizable dashboards and investment account and insurance policy management module.
With cloud based and on-premise deployment options, Canadian data centre, integration with Outlook, Word and Excel and hundreds of apps through our Zapier connector, Maximizer CRM Wealth Manager is flexible enough to cater to a business of any size.
It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.
I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.
It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.
Likelihood to recommend
Don't buy Maximizer products unless you have an IT department internally that is at your beck and call. I am/was a 20 year user at multiple small companies only to be left paying fees every time a Windows operating system change or upgrade was made. Good from afar, but far from good! I will summarize my experience as a "Classic Bait & Switch" business model. Beware.
Good looking GUI, after you train yourself thoroughly it becomes a decent contact database, and they have a really convincing sales pitch.
After the sale, the glow fades quickly. Any support is costly in either your time, loss of functionality, or the fees and charges needed to solve issues. You need to expect to explain your issues repeatedly and pay out of pocket for any help. Software regularly has failures that cannot be corrected by the average user.
I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your customized needs. You are able to select what you want viable and what you want to be implemented. There is also easy to use the filing system that allows the reduction of paper files. There is a learning curve involved when you first start using it but once you work past that it is easy to use and figure out new features. I would recommend this product for small to medium size companies. They also have great customer support if you ever have any problems or questions, they will also assist you in tailoring the program to your company's needs. There are training videos available to assist in the learning process that I found extremely helpful when starting to use Maximizer CRM live.
Ease of use
Likelihood to recommend
I have been using Maximizer for many years now. I have incorporated it in the sales and service teams several of the companies I have worked for. The program is easy to use and the fact that it easily integrates with Outlook and other e-mail programs, helps early user adoption. We actively track all our interactions with the various end-users we have as well as our reps and distributors on a worldwide basis.
Easy to use and very intuitive. Has most features/modules needed for tracking projects and the sales pipeline.
Could benefit from a integrated quoting/part configurator program.
Likelihood to recommend
Maximizer software is at the center of my business. It keeps us on track and ensures all deadlines are met. It allows us to track opportunities and drive sales through the CRM process.
Maximizer is easy to use. The intuitive setup makes training new employees a cinch.
We have the downloaded version of the software, and it can sometimes stall between operations.
Likelihood to recommend
• Pre-defined and customizable action plan workflows, ensuring that whether you’re onboarding a new client or setting up a new policy or investment your processes are consistent, efficient and recorded.
• Team based task creation ensures that your whole team follows a consistent and standardized process.
• Seamless integration with Outlook, Word and Excel so that what happens outside of Maximizer CRM Wealth Manager happens on the inside.
• Automatically save all client interactions, whether by phone or email, providing a detailed audit trail.
• Up to date accounts with a history or all correspondence, transactions communications and review.
• Implement consistent, standardized processes that can be followed by your whole team.
Providing Superior Client Engagement
• Household structure allows for quick and accurate recall of your client's household information.
• Hundreds of industry specific fields ensure that you capture all of the information you need.
• 75+ pre-defined searches allow you to quickly and easily segment your client data.
• Easy to use dashboards provide you with the business intelligence you need - displaying what you need to do next and when.
Preparing for succession
• Using Maximizer CRM Wealth Manager enables you to build a quantifiable, verifiable book of business.
• The use of embedded workflows provides the foundations of processes that are engrained, consistent and recorded.
• Systematized and organized structure facilitates future expansion and growth.
Below are some frequently asked questions for Maximizer CRM.
Maximizer CRM offers the following pricing plans:
Starting from: $60/month
Pricing model: Subscription
Free Trial: Available
Maximizer CRM offers the following features:
Maximizer CRM has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Maximizer CRM supports the following languages:
Maximizer CRM has the following pricing plans:
We do not have any information about what devices Maximizer CRM supports
Maximizer CRM integrates with the following applications:
Customer Thermometer, PUBLITRAC
Maximizer CRM offers the following support options:
FAQs, Online Support, Phone Support, Video Tutorials