Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Smarty is a comprehensive business platform designed to help entrepreneurs and small teams automate operations and accelerate growth using AI and integrated tools. It combines powerful AI features with essential business management functions, allowing users to handle lead generation, communication, and bookings from one place. The platform automates repetitive tasks such as follow-ups, messaging, and customer inquiries through voice and text-based AI systems. Smarty also consolidates multiple tools into a single dashboard, including CRM, content creation, scheduling, and marketing features. This eliminates the need to switch between different platforms, improving efficiency and saving valuable time. The platform offers additional capabilities like funnel building, blogging, and SEO tools to support business growth. Users benefit from a dedicated account manager who helps with setup, strategy, and ongoing optimization. Smarty is designed to be user-friendly, making it accessible even for those with limited technical experience. Its dual approach of AI automation and core business tools allows businesses to scale without increasing complexity. By simplifying workflows and reducing manual effort, Smarty helps entrepreneurs focus on closing deals and growing their business. Ultimately, it transforms how small businesses manage operations and customer engagement.
API Access
Has API
No
API Access
Has API
No
Integrations
Bing Maps
Yes
Codeless Platforms BPA Platform
Yes
Facebook
No
FuelPHP
No
Gmail
Yes
Google Calendar
No
Google Drive
Yes
Hotjar
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Integrations
Bing Maps
No
Codeless Platforms BPA Platform
No
Facebook
Yes
FuelPHP
Yes
Gmail
No
Google Calendar
Yes
Google Drive
No
Hotjar
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
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.
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
Yes
Free Version
No
Pricing Details
£349/month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Maximizer Software
Founded
1987
Country
Canada
Website
www.maximizer.com
Vendor Details
Company Name
Smarty Software
Founded
2013
Country
United Kingdom
Website
smartysoftware.co.uk
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
No
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
No
Search / Filter
No
Segmentation
No
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
No
Drip Campaigns
No
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
No
Subscriber Management
No
Template Management
No
WYSIWYG Email Editor
No
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Sales Intelligence
CRM Integration
No
Data Cleaning
No
Data Enrichment
No
Data Import/Export
No
Data Mining
No
Data Verification
No
Email Integration
No
Lead Scoring
No
List Building
No
Performance Management
No
Pipeline Management
No
Predictive Modeling/Analytics
No
Prospecting Tools
No
Reporting/Analytics
No
Sales Forecasting
No
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
No
Email Marketing
Yes
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
No
Customer Surveys
Yes
Drip Campaigns
No
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
No
Website Visitor Tracking
Yes