Likelihood to Recommend Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
Read full review 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 Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money. Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease. The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement! Read full review Shared Calendar Customer Service cases Common database of customer information Len Masek Client Services, Mission Critical Solutions
Read full review Cons Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times. Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year. I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market. Read full review 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. Read full review Likelihood to Renew Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
Read full review 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.
Read full review Usability The CRM didn’t have the capability I expected
Read full review Support Rating The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
Read full review Alternatives Considered I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
Read full review 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.
Read full review Return on Investment It has saved time by automatically capturing emails. It has created efficiency from having to keep track of tasks manually or keeping power documents around. It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful! Read full review It allows us to maximize our service billing It is easy to generate service quotes It is easy to follow up on leads. Len Masek Client Services, Mission Critical Solutions
Read full review ScreenShots Maximizer CRM Screenshots