Applied TAM vs. Maximizer CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Applied TAM
Score 8.0 out of 10
N/A
With Applied TAM, an insurance agent can automate operations and manage client relationships. Applied TAM offers greater visibility into clients and day-to-day operations. Reduce time and expenses spent on administrative tasks and better respond to client needs.N/A
Maximizer CRM
Score 5.0 out of 10
N/A
Maximizer CRM is a customer relationship management (CRM) software built to maximize sales leads and calls.
$29
Per User / Month
Pricing
Applied TAMMaximizer CRM
Editions & Modules
No answers on this topic
Small Office
$29
Per User / Month
Business Plus
$49
Per User / Month
Business Plus
$49
Per User / Month
Insights
$89
Per User / Month
Insights
$89
Per User / Month
Offerings
Pricing Offerings
Applied TAMMaximizer CRM
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$29 per user/Month
Additional DetailsAll pricing in USD. Monthly no contract subscription option available.
More Pricing Information
Community Pulse
Applied TAMMaximizer CRM
Top Pros
Top Cons
Features
Applied TAMMaximizer CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.8
5 Ratings
124% below category average
Customer data management / contact management00 Ratings1.15 Ratings
Workflow management00 Ratings1.14 Ratings
Territory management00 Ratings1.14 Ratings
Opportunity management00 Ratings1.15 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings1.14 Ratings
Contract management00 Ratings3.14 Ratings
Quote & order management00 Ratings1.13 Ratings
Interaction tracking00 Ratings4.05 Ratings
Channel / partner relationship management00 Ratings2.15 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.1
4 Ratings
149% below category average
Case management00 Ratings1.14 Ratings
Call center management00 Ratings1.13 Ratings
Help desk management00 Ratings1.13 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.1
5 Ratings
149% below category average
Lead management00 Ratings1.15 Ratings
Email marketing00 Ratings1.15 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.1
5 Ratings
149% below category average
Task management00 Ratings1.15 Ratings
Billing and invoicing management00 Ratings1.13 Ratings
Reporting00 Ratings1.14 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.1
5 Ratings
149% below category average
Forecasting00 Ratings1.15 Ratings
Pipeline visualization00 Ratings1.15 Ratings
Customizable reports00 Ratings1.15 Ratings
Customization
Comparison of Customization features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.1
5 Ratings
149% below category average
Custom fields00 Ratings1.15 Ratings
Custom objects00 Ratings1.04 Ratings
Scripting environment00 Ratings1.15 Ratings
API for custom integration00 Ratings1.15 Ratings
Security
Comparison of Security features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.1
5 Ratings
153% below category average
Single sign-on capability00 Ratings1.13 Ratings
Role-based user permissions00 Ratings1.14 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.1
3 Ratings
147% below category average
Social data00 Ratings1.13 Ratings
Social engagement00 Ratings1.13 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.0
5 Ratings
151% below category average
Marketing automation00 Ratings1.05 Ratings
Compensation management00 Ratings1.04 Ratings
Platform
Comparison of Platform features of Product A and Product B
Applied TAM
-
Ratings
Maximizer CRM
1.1
5 Ratings
149% below category average
Mobile access00 Ratings1.15 Ratings
Best Alternatives
Applied TAMMaximizer CRM
Small Businesses

No answers on this topic

Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
Enterprises

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Applied TAMMaximizer CRM
Likelihood to Recommend
10.0
(1 ratings)
1.1
(5 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(1 ratings)
Usability
-
(0 ratings)
1.0
(1 ratings)
Support Rating
-
(0 ratings)
1.0
(2 ratings)
User Testimonials
Applied TAMMaximizer CRM
Likelihood to Recommend
Applied Systems
A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.
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Maximizer Services, Inc.
It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet [I think they] aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...” No customer wants to hear that. [I feel] they tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...” Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund. When I went through their main website again after my experience with Maximizer, I [felt] that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth [in my experience]. This maybe would have been a good CRM in say, 1999. [I think] it’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.
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Pros
Applied Systems
  • TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time.
  • I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients.
  • Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention.
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Maximizer Services, Inc.
  • Shared Calendar
  • Customer Service cases
  • Common database of customer information
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Cons
Applied Systems
  • After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience.
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Maximizer Services, Inc.
  • Handling large data. Maximizer needs to improve on this.
  • Add additional user-friendly shortcuts for the most frequently used functions in the web version.
  • There is no mark for deletion option. They need to provide a way to delete without physically deleting records.
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Likelihood to Renew
Applied Systems
No answers on this topic
Maximizer Services, Inc.
We are heavily entrenched in Maximizer and trying to pull our data out and into another CRM, with the same amount of customization and workflow would take a lot of effort.
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Usability
Applied Systems
No answers on this topic
Maximizer Services, Inc.
The CRM didn’t have the capability I expected
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Support Rating
Applied Systems
No answers on this topic
Maximizer Services, Inc.
The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
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Alternatives Considered
Applied Systems
I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.
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Maximizer Services, Inc.
We chose to go with Microsoft Dynamics CRM over Maximizer because of the customization and marketing options that were associated with Dynamics. The ease of use with Maximizer, however, was far better than that of Microsoft Dynamics.
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Return on Investment
Applied Systems
No answers on this topic
Maximizer Services, Inc.
  • It allows us to maximize our service billing
  • It is easy to generate service quotes
  • It is easy to follow up on leads.
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ScreenShots

Maximizer CRM Screenshots

Screenshot of Maximizer CRM Logo