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ease
features
design
support

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Description

AllClients serves as a comprehensive CRM and marketing solution designed specifically for small businesses. Enhance your customer engagements, streamline your processes, and increase your revenue through functionalities such as email campaigns, customized landing pages, and automated workflows. Best of all, you don’t need any technical expertise to get started with these powerful tools. This platform empowers you to focus on what truly matters—growing your business.

Description

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Zapier
Bing Maps
Codeless Platforms BPA Platform
Cyclr
Gmail
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Kixie PowerCall & SMS
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Xinix

Integrations

Zapier
Bing Maps
Codeless Platforms BPA Platform
Cyclr
Gmail
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Kixie PowerCall & SMS
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Xinix

Pricing Details

$24 per month
Pricing Plans

Select:
- $24/month, billed annually.
- 1 User, 1,500 Contacts
- Basic CRM, Email Marketing, and File Attachments

Premium:
- $48/month, billed annually.
- 2 Users, 5,000 Contacts
- Advanced CRM, Email Marketing, Marketing Automation, and more

Elite:
- $96/month, billed annually.
- 5 Users, 15,000 Contacts
- Premium CRM, Email Marketing, Marketing Automation, and Dedicated Account Manager

Customizable Plans:
- Additional Contacts: $20/month per 5,000
- Additional Users: $15/month per user
- Additional Email Credits: $10/month per 1,000
- SMS and Telephone: $20/month + usage
Free Trial
Free Version

Pricing Details

$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
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AllClients

Founded

2004

Country

United States

Website

www.allclients.com

Vendor Details

Company Name

Maximizer Software

Founded

1987

Country

Canada

Website

www.maximizer.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

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

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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