Compare Maximizer vs Insightly vs DealerSocket

Maximizer

CRM
 (19)

Insightly

CRM
 (576)
More Information More Information More Information

Crozscore:

85%
what is this?
84%
40%
interest rising

Crozscore:

90%
what is this?
90%
49%
no significant changes

Crozscore:

84%
what is this?
45%
interest falling
Maximizer screenshot view 5 more Insightly screenshot DealerSocket screenshot view 5 more

Software Description:

Maximizer a CRM software, primarily created to maximize sales leads and calls. The platform can be used by organizations of all sizes, across industries, such as manufacturing, financial advisors, higher education, consultants, logistics, public sector, financial services, etc.

This CRM solution implements a central lead management with immediate access to all records of a customer, or a prospect. It provides updated customer history, with a cloud-based access, anytime, and anywhere. Insights can be shared with sales, marketing, and customer service, empowering productivity and efficiency increase.

With Maximizer CRM users will generate more leads, improve customer retention, and leverage marketing automation. The software has an intuitive interface, it is easy to deploy and manage. Integrations with most-used business applications are also available.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Software Description:

DealerSocket offers a CRM solution for Franchise, Independent, and car dealers to handle fresh ups, phone ups and Internet leads all from one central platform. Many businesses spend a lot of time and money to get test drive appointments, and DealerSocket is taking aim at just this problem.

The platform comes with stylish and intuitive design, along with the dashboard that shows the review of the dealers performance. It streamlines car sales and marketing activities with proactive tools to manage leads, inventory, and customer experience.

The marketing automation module of this solution is mainly intended to create profitable opportunities designed to contact the right customer with the right message at the right time. The marketing features include: Multi-step Campaign Management, Email Marketing, Data Mining, MarketPlace, Reporting, and Call Management.

Features:

  • Calendar Management
  • Scheduling
  • Customer Management
  • Lead Scoring
  • Marketing Automation
  • Notifications
  • Google Apps Integration
  • API
  • Data Visualization
  • Data Export
  • Data Import
  • Forecasting
  • External Integrations
  • Contact Management
  • Dashboard
  • Email Integration
  • Lead Management

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Features:

  • Call Tracking
  • Scheduling
  • Lead Management
  • Notifications
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • Marketing Automation
  • Inventory Tracking
  • External Integrations
  • Lead Scoring
  • Dashboard
  • Customer Management

Summary:

  • Account and Contact Management

  • Time Management

  • Task Management and Automation

  • Sales Force Automation

  • Sales Forecasting

  • Email Marketing

  • Business Intelligence

  • Create and Manage Quotes and Orders

  • Track Status of Quotes and Orders

  • Powerful Quota-Based Dashboard Indicators

Summary:

    No key features associated with this application.

Summary:

  • Customer Database

  • Form Printing

  • Lease Management

  • Multi-step Campaign Management

  • Email Marketing

  • Email Marketing

  • MarketPlace

  • Fresh-ups

  • Phone-ups

  • Internet leads

Maximizer CRM

$60.00
1 user(s) / month
Included in plan:
  • All sales, marketing, and customer service modules.
  • Unlimited custom fields.
  • Outlook, Word, and Excel integration.
  • Pre-built and customizable dashboards & reports.
  • Our cloud or your servers.

Financial Advisors

$65.00
1 user(s) / month
Included in plan:
  • Everything in Maximizer CRM, plus these features:
  • Built by advisors, for advisors.
  • Investment account & insurance policy management.
  • Hundreds of industry-specific fields, including KYC.
  • Consolidated household views.
  • Standard business processes & workflows.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with Microsoft products and G Suite.

  • What is this service generally used for?
  • This service is used for customer relationship management.

  • What platforms does this service support?
  • Maximiser offers two deployment options: on-cloud or on-premise.

  • Does this service offer an API?
  • Yes, it offers an API.

  • Does this service integrate with any other apps?
  • Integrations: Customer Thermometer, PUBLITRAC, Microsoft, MailChimp, HubSpot, Vineyardsoft, Advisor, WebsitesTM, Gmail, Outlook, Quickbooks, Word, Excel, Zapier.

  • Does this service offer guides, tutorials and or customer support?
  • Support: User Guide, Webinars, Videos, Community, FAQs, Phone Suport.

  • Who are the main user groups of this service?
  • Main users of Maximizer CRM are financial, insurance and group benefits advisors, as well as wealth managers.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • Yes, it offers API.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: Auto/Mate, AutoStar, Autosoft, CDK Digital Marketing, FEX DMS, DealerTrack, Reynolds & Reynolds, Quorum, MyDealerLot.

  • What is this service generally used for?
  • This service is generally used for CRM, marketing automation, and sales management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Live Support, Email Support, Phone Support.

  • What platforms does this service support?
  • This is a web-based software, with Android and iOS native apps offered.

  • Who are the main user groups of this service?
  • DealerSocket is used by more than 100,000 users at over 3800 auto dealerships throughout the U.S., Canada, and Australia.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
3.49k

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
35.1k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Maximizer
  • Freelance
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses DealerSocket
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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