Maximizer CRM Reviews - Page 5

Maximizer is intuitive and makes it easy for users to find what they're looking for without sending out a search party. Creating contacts, adding notes and tasks is simple. The integration with Outlook make life even easier as the correspondence with customers is captured without any hassle.

I can't think of anything specific that I don't like about the software.

The product is easy to understand and easy to use, no really need for a training session

Some limitations, for example searching for past appointments

Quoting functions and follow up tools on sales leads

Its sometimes a bit glitchy and needs to occasionally fixed

Flexibility we like the tool it helps us to enter notes in a logical way

Why are the clients separate when the household is together is what we wonder

Ive been using maximizer since it started - 20 + years it gets the job done

two many quirks - I liked the old desk top version way better

what Maximizer offers that our current CRM does not is notes and contact info on potential clients, whereas our other CRM products only allow storage and information for existing clients

Maximizer can sometimes get a little messy with all of functionality. Some of the features are not completely intuitive and can take some digging to access.

I use the files and notes section most often.

The View could be friendlier, such as colors functions.

I never miss anything & it is very easy to use

I would like to be able to change the page colors

A fair amount of customization is available

Lack of integration with email campaign manager

I like that we can personalize it to our business

I found it hard to learn all the ins and outs

cloud accessibility, good customer support, software always uptodate

a little more color & contrast between sections may be helpful

Integration with outlook allows for linking of emails to specific client

creating new clients is cumbersome and not user friendly

I like that you can customize your user defined feels to personalize your needs.

I find it a bit hard to navigate and that the steps for setting up user defined fields are a bit lengthy

The Microsoft office integration with internet explorer.

I wish Maxmizer had the Microsoft office integration with google chrome.

I love the hotlist feature is something I utilize everyday.

That certain features won't work in Chrome, but work in Explorer.

Complete feature set out of the box. Easy to deploy (we did on our own)

Complex synchronization for remote users. But that's typical as it is complex!

Record keeping, exporting to Excel, team scheduling

Email HTML difficulties, sharing free time in calendar with clients

customed user-defined field, able to add items according to our needs

cannot drag and drop attachment to an email

The customization

The dashboards

quite user friendly, the support team is always helpful and is very responsive

sales support is poor, we've had three sales support and they are very difficult to get answers from by phone or email

I like how easy is it to customize all the fields. And really tailor it to fit our business needs.

I would say the look could be updated a bit, certain features look outdated. No that I am using those features but maybe I would be more inclined if they were updated,

Ease of use.

Some tasks are a bit of a process.

Ease of use, online version allow access from many devices

Some areas require additional time to learn