TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Fin

    Score8.8 out of 10
    N/AFin is an AI Agent for customer service. It automates complex queries, improves resolution times, and delivers consistently high-quality support at scale.

    $0.99

    one-time fee per outcome

    Maximizer CRM

    Score8.6 out of 10
    N/AMaximizer CRM is a customer relationship management (CRM) software built to maximize sales leads and calls.

    $29

    Per User / Month

    Pricing
    FinMaximizer CRM
    Editions & Modules
    Fin with your current helpdesk
    $0.99
    one-time fee per outcome
    Fin with the Intercom helpdesk
    from $19 + $0.99 per Fin outcome
    per month per seat
    Pro add-on
    from $99
    per month
    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
    FinMaximizer CRM
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup fee$29 per user/Month
    Additional Details90-Day Money-Back Guarantee Fin includes a 90-day money-back guarantee. Customers must use Fin in at least 250 conversations during the first 90 days of their subscription following the trial period. Customers who are not satisfied may request a refund within 90 days of starting their subscription. Eligibility: Available to high-volume customers handling more than 250,000 conversations per month in North America and Europe.All pricing in USD. Monthly no contract subscription option available.
    More Pricing Information
    Community Pulse
    FinMaximizer CRM
    Considered Both Products
    Fin
    No answer on this topic
    Maximizer Services, Inc.
    No answer on this topic
    Key User Insights
    Would buy again
    99%
    Would buy again
    424 Answers
    No answers on this topic
    Delivers good value for the price
    97%
    Delivers good value for the price
    341 Answers
    No answers on this topic
    Happy with the feature set
    98%
    Happy with the feature set
    417 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    94%
    Lived up to sales and marketing promises
    230 Answers
    No answers on this topic
    Implementation went as expected
    93%
    Implementation went as expected
    286 Answers
    No answers on this topic
    Features
    FinMaximizer CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.8
    5 Ratings
    125% 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 Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.1
    4 Ratings
    150% 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 Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.1
    5 Ratings
    150% below category average
    Lead management00 Ratings1.15 Ratings
    Email marketing00 Ratings1.15 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.1
    5 Ratings
    150% 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 Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.1
    5 Ratings
    150% below category average
    Forecasting00 Ratings1.15 Ratings
    Pipeline visualization00 Ratings1.15 Ratings
    Customizable reports00 Ratings1.15 Ratings
    Customization
    Comparison of Customization features of Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.1
    5 Ratings
    150% 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 Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.1
    5 Ratings
    154% 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 Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.1
    3 Ratings
    149% 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 Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.0
    5 Ratings
    153% below category average
    Marketing automation00 Ratings1.05 Ratings
    Compensation management00 Ratings1.04 Ratings
    Platform
    Comparison of Platform features of Fin and Maximizer CRM
    Feature
    Fin
    -
    Ratings
    Maximizer CRM
    1.1
    5 Ratings
    150% below category average
    Mobile access00 Ratings1.15 Ratings
    Best Alternatives
    FinMaximizer CRM
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    Sprinklr Service
    Score7.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FinMaximizer CRM
    Likelihood to Recommend
    8.9
    (490 ratings)
    1.1
    (5 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    10.0
    (1 ratings)
    Usability
    8.3
    (398 ratings)
    1.0
    (1 ratings)
    Availability
    9.1
    (1 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    6.4
    (11 ratings)
    1.0
    (2 ratings)
    Online Training
    7.4
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    6.6
    (5 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    FinMaximizer CRM
    Likelihood to Recommend
    Fin
    I can't think of anything off the top of my head regarding less appropriate. However, this product is very customizable. I think with some improvement in reporting it could be better, however, I would recommend due to these types of things. I love the knowledge base and creating those help centers. I would say that it is fairly easy to set up, but once you set it up, not really knowing all the things, it's hard to go back and change, so it would be nice to have an overall idea of guidance prior to the original setup that can just be improved over time.
    Incentivized
    Read full review
    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.
    Read full review
    Pros
    Fin
    • The AI agent can answer our users' questions accurately based on the information available in our Help Center.
    • Ability to set up workflows and procedures helps our team automate repetitive tasks.
    • The inbox layout is clean and easy to navigate, and we can set views to suit our preferences.
    Incentivized
    Read full review
    Maximizer Services, Inc.
    • Shared Calendar
    • Customer Service cases
    • Common database of customer information
    Incentivized
    Read full review
    Cons
    Fin
    • I wish I could pull reports on the conversations that have been closed.
    • I wish I could tag fin categories in addition to our live help desk conversations so I can get a good read on the types of questions users are asking.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Likelihood to Renew
    Fin
    We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Usability
    Fin
    Intuitive is a very accurate descriptor. Features do not seem to be hidden by poor UI. Things are usually where you would expect them to be, and the UI has been designed to make it pleasant to work within the platform. The platform also scales really well. Both small and large organizations can achieve a great return on investment by using it.
    Read full review
    Maximizer Services, Inc.
    The CRM didn’t have the capability I expected
    Read full review
    Reliability and Availability
    Fin
    always there
    Incentivized
    Read full review
    Maximizer Services, Inc.
    No answers on this topic
    Performance
    Fin
    Fin is super quick and top notch.
    Incentivized
    Read full review
    Maximizer Services, Inc.
    No answers on this topic
    Support Rating
    Fin
    I can get help by asking Fin questions about itself. It answers accurately, citing its own Help Center resources with visuals. It can reason and dialogue well. But when it comes to getting human support for Fin, it is not as quick. It can sometimes take a few days. They are polite and well-meaning. Some things aren't their fault (product limitations), but there was one occasion where something took a long time to resolve with lots of back and forth but it was I who found out the error in the end that they missed, so they didn't really help resolve it.
    Incentivized
    Read full review
    Maximizer Services, Inc.
    The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
    Incentivized
    Read full review
    Online Training
    Fin
    It was great. We were able to walk through step by step and get our questions answered along the way.
    Incentivized
    Read full review
    Maximizer Services, Inc.
    No answers on this topic
    Implementation Rating
    Fin
    The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.
    Incentivized
    Read full review
    Maximizer Services, Inc.
    No answers on this topic
    Alternatives Considered
    Fin
    Fin far surpasses these other options in platform features and capabilities. Fin allows for side-by-side use by both the Marketing and Support teams, while none of the other similar products did that well. Most platforms are designed for one or the other, not both.
    Read full review
    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.
    Incentivized
    Read full review
    Scalability
    Fin
    The product is very scalable and has helped us scale our user base and onboard 10x the users in just one month. We couldn't have done it without Fin
    Incentivized
    Read full review
    Maximizer Services, Inc.
    No answers on this topic
    Return on Investment
    Fin
    • New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
    • Enabling Fin has also reduced our response time and allowed us to meet SLA's.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    ScreenShots

    Fin Screenshots

    Screenshot of Fin handling a complex query. Fin can securely retrieve data and take action in external systems like Shopify, Stripe, and Salesforce.Screenshot of Fin works across phone, email, chat, Slack, and more so every customer receives accurate, personalized responses, wherever they reach out.Screenshot of Procedures to train Fin to handle queries with multiple steps, business logic and third-party systems from start to finish. Natural language instructions can be combined with deterministic controls to create powerful Procedures that follow exact rules when needed.Screenshot of AI powered Insights and QA products, proactively showing you dominant and emergent trends and topics in your customer experience, as well as one-click recommendations to set live and immediately improve Fin's performance.Screenshot of Fin Operator. It spots problems, finds opportunities to improve, and acts on them, for example tuning Fin, keeping knowledge current, and scaling automation as business needs changes.Screenshot of the interface to customize Fin's tone of voice, teach it support knowledge and policies, and configure how it handles complex tasks in over 45 languages.

    Maximizer CRM Screenshots

    Screenshot of Maximizer CRM Logo