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monday sales CRM vs Maximizer CRM

Last Updated: November 18th, 2024

Our analysts compared monday sales CRM vs Maximizer CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.

It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.

Maximizer CRM is a sales and marketing solution that provides functionalities such as client management, a sales pipeline, customer support, campaign management, marketing automation and more. With about 90% customer satisfaction, it offers insights for business growth. A custom API and integration options add value to processes.

It helps increase sales, build relationships, provide customer support and fit business needs with different deployment options based on requirements. Users can access it on mobile devices to access information and send updates on the go.

$12/User, Monthly, Freemium

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$65 Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

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Android

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Cloud

On-Premise

Mobile

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Mobile

Product Assistance

Documentation

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Live Online

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Documentation

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Videos

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Phone

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Knowledge Base

24/7 Live Support

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Product Insights

Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.

Enhanced Customer Relationships: Maximizer CRM enables businesses to track customer interactions and preferences, fostering stronger, more personalized relationships.
Improved Sales Efficiency: By automating routine tasks and providing sales teams with detailed customer insights, Maximizer CRM helps close deals faster and more effectively.
Centralized Data Management: All customer information is stored in a single, easily accessible location, reducing data silos and improving data accuracy.
Better Decision Making: With robust analytics and reporting tools, Maximizer CRM provides actionable insights that help businesses make informed decisions.
Increased Productivity: Task automation and streamlined workflows free up time for employees to focus on high-value activities, boosting overall productivity.
Enhanced Collaboration: Team members can easily share information and collaborate on projects, leading to more cohesive and efficient teamwork.
Scalability: Maximizer CRM grows with your business, offering flexible solutions that can be tailored to meet evolving needs without significant disruptions.
Customer Retention: By tracking customer satisfaction and proactively addressing issues, businesses can improve retention rates and foster long-term loyalty.
Cost Savings: Automating manual processes reduces operational costs and minimizes the need for additional resources, leading to significant savings over time.
Regulatory Compliance: Maximizer CRM helps businesses adhere to industry regulations by maintaining accurate records and providing audit trails.
Mobile Accessibility: With mobile access, sales and support teams can manage customer relationships and tasks from anywhere, ensuring continuity and responsiveness.
Customizable Dashboards: Users can create personalized dashboards that display the most relevant information, enhancing focus and efficiency.
Lead Management: Maximizer CRM helps track and nurture leads through the sales funnel, increasing the likelihood of conversion.
Customer Segmentation: Businesses can segment their customer base for targeted marketing campaigns, improving engagement and response rates.
Integration Capabilities: Seamless integration with other business tools and applications ensures a cohesive and efficient workflow across the organization.

Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities.
Email: Manage email communications within the system by syncing with Gmail and Outlook.
- Set up automated alerts to receive notifications when a prospect opens or replies to emails.
- Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information.
- Automatically save all emails as drafts to prevent data loss.
Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee.
Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system.
Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
- Set up automated reminders for upcoming deadlines.
- Automatically route leads to the right sales rep.
- Instantly receive notifications after task completion.
- Automatically send emails on the due date.
Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub.
Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space.
- Communicate directly on files and tasks to speed up work and avoid constant back and forth.
- Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.
- Secure data by setting up user access and permissions.
- Automate project workflows to keep everyone in the loop.
- Plan projects and centralize communication via kanban boards and Gantt charts.
Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results.

Customer Insights: Gain access to dynamic dashboards, built-in templates, click-through records, visual reports, goal tracking views, exporting capabilities and more to monitor and boost team performance.
Sales Management: Provides unified, easy-to-use sales tools that can be customized as per requirements. Manage accounts, route leads, collaborate sales opportunities and gain visibility into sales pipeline and revenue.

Sales Pipeline Management: Offers proactive sales management along with a collective view of the sales process, making it easy to carry out internal and external sales activities.
Contact Management: Displays contacts, notes and key documents in a unified dashboard. Includes quick search capabilities, company affiliation and a search recall feature.
Pipeline Visibility: Access sales reports, personalized dashboard, forecasts, critical metrics, goal tracking and alert notifications for sales processes.
Partner Relationship Management: Grow a channel partner network, assign partners, track performance and manage campaigns through a partner portal.

Marketing Automation: Drive leads, improve campaign tracking, manage prospect interactions, automate campaigns, track results and calculate marketing ROI, all on one platform.
Third-Party Integration: Provides native third-party integrations that boost productivity, provide deeper customer insights and more. Also offers custom integrations and API for easy business functionality.
Mobile App: Offers pipeline visibility, quick access, key information edits, connectivity, calendar access and more, all on the go.
Deployment Options: Gives the option for both cloud and on-premise deployment so businesses can choose what fits best for them. It also offers data security.

Product Ranking

#54

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#48

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Analyst Rating Summary

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User Sentiment Summary

92%

of users recommend this product

monday sales CRM has a 'excellent' User Satisfaction Rating of 92% when considering 1296 user reviews from 4 recognized software review sites.

79%

of users recommend this product

Maximizer CRM has a 'good' User Satisfaction Rating of 79% when considering 1054 user reviews from 6 recognized software review sites.

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5.0 (11)

4.6 (768)

3.9 (425)

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4.7 (390)

4.0 (275)

4.1 (7)

4.3 (6)

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4.0 (10)

Awards

Synopsis of User Ratings and Reviews

Easy-To-Use: Users mentioned the solution was user friendly and easy to deploy and set up.

Customization: Creating customizable workflows and automations that are adaptable as the business grows was a plus for users.

Dashboard and Reports: Reviewers appreciated teh real time updates to customizable dashboards and simple reporting.

Easy to Use: Of all the users mentioning the platform’s usability, 66% say that it’s robust, easy to adapt to and very intuitive.

Customization: The software is highly customizable and fits well for each business solution, according to 75% of users reviewing this feature.

Lags: Users mentioned that the system would occasionally lag and load slowly.

Learning Curve: To fully utilize the system, reviewers mentioned a need for time and program knowledge.

Integrations: According to reviewers the APIs needed needed finetuning and doesn’t integrate with some products.

Customer Support: Customer service takes a long time to respond and offers a poor response, suggest 66% of users referencing support.

Maximizer Response: Customer support response time is under 3 minutes online and within 5 minutes via telephone support.

Integration: The system lacks proper email integration functionality and offers minimal integration with other technology, a downside according to 75% of users reviewing integrations.

Maximizer Response: Maximizer integrates with Outlook and through Zapier, we integrate with thousands of other applications.

User Interface: The UI is outdated and could use some updates, in the opinion of 75% of users reviewing this capability.

Maximizer Response: Our Business Intelligence tool: Insights is actuallly one of the industry leaders in UI/UX.

monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.

Maximizer CRM empowers companies with a number of features such as contact management, lead management, customer service, business analytics and more. It’s highly customizable and easy to use. However, the UI is a little outdated and could use some improvement. The platform also needs more integrations to be able to work seamlessly, and reviewers report that customer support could be quicker and more helpful. Large and mid-size organizations looking for customized marketing and sales may find it to be a decent choice.

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