Maximizer CRM vs. vCita

Maximizer CRM is a great tool for customer relationship management. I would like to see more integration with other CRM programs to allow existing data to be easily imported. I would like to see an expanded calendar with better visibility to different users. For the price, it is a very powerful tool that we use daily.

Incentivized

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• Their sales team is engaging

• Very easy implementation of a contact/scheduling widget.
• Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
• Managing communication between individual clients is easy as well.

Incentivized

• The integration into email could be smoother
• It is could use a better database for tracking installed equipment
• The import of contacts is clunky

Incentivized

• Syncing with our google calendars has some flaws or is just not clear
• Messages show unread when they have been read

Incentivized

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

The CRM didn’t have the capability I expected

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

Incentivized

The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.

Incentivized

I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

Incentivized

I’d definitely rate them the lowest, simply for the fact that their final interactions with me were far from professional. I was genuinely stunned at [what seemed to me like] this company’s arrogance and unwillingness to look at my issues from my company’s perspective. Over a little money, they made a dissatisfied customer out of me.

vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. With OnCall we had trouble onboarding people, difficulty with the app they used going down, etc. We also had expectations about progress with Forms that we unmet.

Incentivized

• Worth it for the money you put in.
• Though there are more popular CRM's, they all come with a high cost for something we actually don't use much.
• Maximizer should collaborate with more products.

Incentivized

• The initial cost was high compared to other options but the features in the base level allowed even the smallest of business to grow into the paid version of the service.
• The time saved with self service bookings and profile management for customers has been a big plus and made the purchase of the service worthwhile.
• The constant improvements to the platform have been enough to continue to use the service as it develops into a competent CRM.

Incentivized