Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
As customer expectations continue to rise, banks must swiftly identify and understand these needs, aligning them with their own business goals more effectively than their competitors. With rising acquisition costs, it becomes crucial for banks to maximize profitability from their existing clientele, leading to enhanced business performance through more strategic decision-making. A well-structured approach to customer relationship management is essential, encompassing the design, execution, and oversight of strategies. Furthermore, support for cross-selling and up-selling should be informed by careful analysis of customer behavior, allowing banks to tailor their offerings. Importantly, there are no restrictions on the number of users or the volume of decisions and workflows that can be processed, providing banks with the flexibility to scale their operations efficiently.
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
Integrations
Bing Maps
CANDDi
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Excel
Integrations
Bing Maps
CANDDi
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29.00/month/user
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
Scorto
Founded
2001
Country
United States
Website
www.scorto.com
Vendor Details
Company Name
Maximizer Software
Founded
1987
Country
Canada
Website
www.maximizer.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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