Maximizer CRM

外部

Maximizer CRM is a highly adaptable customer relationship management platform that empowers businesses with AI-powered insights, dynamic pipelines, and seamless Microsoft 365 integration. Trusted by over 120,000 teams worldwide, it excels in contact management, lead handling, and customizable reporting, helping sales leaders and financial services professionals streamline workflows and drive growth. Available as cloud or on-premise solutions, Maximizer delivers scalable performance tailored for small to mid-sized businesses seeking robust functionality without complexity.

料金
最低料金 USD65/yr料金を見る
カテゴリBusiness Management
Maximizer CRM

説明

Maximizer CRM is a highly adaptable customer relationship management platform that empowers businesses with AI-powered insights, dynamic pipelines, and seamless Microsoft 365 integration. Trusted by over 120,000 teams worldwide, it excels in contact management, lead handling, and customizable reporting, helping sales leaders and financial services professionals streamline workflows and drive growth. Available as cloud or on-premise solutions, Maximizer delivers scalable performance tailored for small to mid-sized businesses seeking robust functionality without complexity.

主な機能

  • AI-powered insights and activity timeline summaries
  • Microsoft 365, Outlook, and calendar synchronization
  • Configurable dynamic pipelines and lead handling
  • Cloud subscription or on-premise deployment
  • Customizable CRM database management

主な用途

  1. 1.Financial services client portfolio and compliance management
  2. 2.Sales pipeline optimization for leaders
  3. 3.Microsoft 365-enhanced team collaboration and contact management

Maximizer CRM はあなたに合っていますか？

おすすめの用途

  • Small to mid-sized businesses needing scalable, customizable CRM
  • Financial services professionals with compliance workflows
  • Sales teams relying on Microsoft tools

向いていない用途

  • Very small companies due to high upfront and per-user costs
  • Teams needing Google or Quickbooks integration
  • Marketing-heavy teams requiring advanced email automation

際立った特徴

  • Activity timeline with AI summaries
  • Email and calendar sync
  • Lead handling separating leads from deals
  • Reports and analytics dashboards
  • Highly customizable fields, dashboards, and pipelines

料金プラン

For Sales Leaders

USD 79/年

On-Premise

USD 79/年

For Financial Services

USD 79/年

Base

USD 65/年

ユーザーフィードバックのハイライト

最も高く評価された点

  • Highly customizable fields, dashboards, and pipelines
  • Strong contact and client management with interaction history
  • Effective Microsoft integrations
  • Responsive customer support and resources
  • Scalable with mobile access for SMBs

よくある不満

  • Data migration and implementation can be tricky and costly
  • Mass email formatting issues
  • Outdated and non-intuitive interface
  • High costs especially for small teams
  • Limited native integrations beyond Microsoft