G2 Vendor Directory

360 View CRM vs. Maximizer

A side-by-side comparison based on G2 review data.

Metric360 View CRM

by Abrigo

Maximizer

by Maximizer Software

Overall rating4.44.0
Review count12670
Ease of use8.38.2
Ease of setup4.38.1
Quality of support8.88.4
Meets requirements8.88.6
NPS58.33333328.28125
Small Business25.0%74.9%
Mid-Market58.3%18.9%
Enterprise16.7%6.2%
Total page views861,494
Total LLM citations2771,617

360 View CRM

Abrigo's Banking CRM Platform is powered by the 360 View CRM suite, combining CRM, marketing automation, customer analytics, profitability measurement, and goals and incentives management into one unified solution purpose-built for community banks and credit unions.

Pros

    Maximizer

    Maximizer is a customer relationship management (CRM) solution specifically designed for financial advisors and their support teams. This platform consolidates every aspect of client interactions—such as conversations, documents, and compliance details—into a single, comprehensive record. With the integration of artificial intelligence, Maximizer enhances meeting preparation by providing AI-generated summaries, ensuring that advisors are well-prepared for client discussions. The financial services sector faces unique challenges when it comes to client management.

    Pros

    • Ease of Use
    • Task Management
    • Organization Efficiency
    • Customer Management
    • Lead Management
    • Customer Support