I like the newer CRM task tracking features in Maximizer because they really help our admin team work together efficiently, especially since we work remotely across 2 offices. Review collected by and hosted on G2.com.
I find the process of inputting people a bit cumbersome. There seem to be more categories than necessary, specifically with things like the type of client designation and active/inactive categories. It could be streamlined to make it easier to add new people efficiently. Review collected by and hosted on G2.com.
Great to hear IQ Boost is pulling its weight on meeting prep and follow-up. That is the time it is meant to hand back to you before and after every client conversation.
Thanks too for noticing the recent visual updates. We will keep them coming, as asked. An updated review like yours is one of the clearest signals we get about what is landing, so we appreciate you taking the time twice.