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Maximizer CRM vs OfficeTools

Maximizer CRM

4.1 (371)
Learn More

OfficeTools

4.1 (198)
Learn More
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile
OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile

Starting from

US$65.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.1 /5
(371)

Ease of Use

3.9/ 5

Features

3.9/ 5

Customer Service

4.0/ 5

Value for Money

3.8/ 5
Read all reviews

Overall rating

4.1 /5
(198)

Ease of Use

3.7/ 5

Features

3.9/ 5

Customer Service

3.8/ 5

Value for Money

3.7/ 5
Read all reviews

Total features 88

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Workflow
  • Asset Lifecycle Management
  • Audit Trail
  • Automated Routing
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Management
  • Expense Tracking
  • Financial Management
  • For Accountants
  • For CPA Firms
  • For Financial Institutions
  • For Insurance Industry
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For Tax Practices
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Goal Setting/Tracking
  • Hourly Billing
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Multi-Channel Communication
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Payment Processing
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Recurring/Subscription Billing
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Staff Management
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Web Forms
  • Workflow Management

Total features 48

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Workflow
  • Asset Lifecycle Management
  • Audit Trail
  • Automated Routing
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Management
  • Expense Tracking
  • Financial Management
  • For Accountants
  • For CPA Firms
  • For Financial Institutions
  • For Insurance Industry
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For Tax Practices
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Goal Setting/Tracking
  • Hourly Billing
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Multi-Channel Communication
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Payment Processing
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Recurring/Subscription Billing
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Staff Management
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Web Forms
  • Workflow Management
  • APX e-Invoicing
  • Constant Contact
  • Eventbrite
  • Gmail
  • HubSpot CRM
  • Lacerte Tax
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • QuickBooks Online
  • QuickBooks Online Advanced
  • QuoteWerks
  • SurveyMonkey
  • Twilio
  • Typeform
  • Zapier
  • APX e-Invoicing
  • Constant Contact
  • Eventbrite
  • Gmail
  • HubSpot CRM
  • Lacerte Tax
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • QuickBooks Online
  • QuickBooks Online Advanced
  • QuoteWerks
  • SurveyMonkey
  • Twilio
  • Typeform
  • Zapier

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