Maximizer CRM for Advisors vs Financial Services Creatio

Starting Price

$65.00/month/user

Not provided by vendor

Best For

Maximizer CRM is designed for small and medium sized businesses across a range of sectors.

Highly customizable and user-friendly, bpm'online application helps companies to manage customer-facing operations in retail and corporate banking.

Rating


4 / 5
(272)
Read All Reviews
(0)

Ideal number of Users

2 - 499

50 - 1000+

Ease of Use


3.7 / 5


  • "Friendly GUI, Administrator functions, amazing support through YouTube videos, self explanatory fields and ease of use."

  • "Maximizer is so user friendly that regardless of your experience using software like this it is very easy to master."



Customer Support


3.9 / 5


  • "It's been excellent, the customer service is great and the program is overall very easy to use."

  • "The Maximizer customer service is great which is so needed with their system."



Features & Functionality


3.8 / 5


  • "They have gone above and beyond in providing OUTSTANDING CUSTOMER SERVICE that is QUICK and EASY TO ACCESS."

  • "Excellent Dashboard wizard, easy to interpret statistics and very easy to make graphs/charts/visual aids for the data you want to present."



Value for Money


3.7 / 5


  • "Ease of use and value for the money. Web interface works flawlessly."

  • "As a small magazine publisher I've used Maximizer to manage ad sales, subscriptions and distribution as well as basic contact management."



Product Features

  • check Account Alerts
  • check Asset Management
  • close Expense Tracking
  • check Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • check Household Tracking
  • check Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management

Screenshots

View 3 screenshots 153619 thumb
View 5 screenshots 80242 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Maximizer CRM for Advisors vs Financial Services Creatio

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