Maximizer Contact Management

Maximizer keeps all your contact information in one place and makes it easy for you and your team to focus on customers needs.

Address book

You can store all your contacts, documents, and notes in one place, ensuring that you never miss out on vital communications or waste time trying to find information. With maximizer CRM you can Perform quick searches by company, contact, or case number whilst communicating on the phone with a customer.

Automate your processes

Automate your processes quickly and painlessly without calling technical support, you can tailor the built-in workflows to your suit the operations of your organisation. No matter what’s the size of your organisation, whether you’re a large corporate, a small business, or a charity, Maximizer can help drive consistency and productivity.

Security Levels

Protect your database and your customer information, Maximizer allows you to tailor user privileges to suit your business hierarchy. You can manage who can view and edit individual data capture fields.

With the flexible security structure of Maximizer you can Limit access to accounts, contacts, modules, and features. There is no limit to the number of security roles that can be created.

logs

maximizer keeps a log of all changes, these logs can be exported to Excel for compact storage. You can troubleshoot with a filterable history of changes to the address book fields, notes, and documents.

Calendar

You can quickly add events and tasks to Maximizer, scheduled follow-ups phone calls, or meeting deadlines. The maximizer calendar is easy to use and can be run from anywhere on your mobile tablet or pc. Check work colleague’s calendars, schedule appointments for yourself or others. Change and re-assign tasks to another user or change the date.

Easily Find Contacts, and Communications

Maximizer CRM Address Book

Increase productivity, capture details of every contact, and maintain in a single searchable location.

Control the size of your data with wide-ranging search criteria & filters built for sales, marketing, service, and support.

Automatically track emails

Drive productivity and success by tracking all your contacts and email communications inside a single application. Sync Maximizer with Outlook and Gmail in almost no time using our pre-built integrations.

Call logging

Identify your best customers and those in need of coaching with automatic call logging. See at a glance who your sales team is talking to, along with call dates, time, and length at a glance. Plus capture call details in notes that are searchable by keyword.

Attach files to contacts and companies

Find a specific document related to a record without searching your entire library. Attach a file to an address book contact for easy retrieval — or hyperlink to articles stored in the cloud.

Maximizer CRM Features Summary

Maximizer Customer Relationship Management (CRM) is an ‘out-of-the-box’ CRM solution that can be adapted to the way you work. With a choice of editions and deployment options, it is equally suitable to small and large businesses alike. Maximizer is built to encompass the whole organisatipn, its not just a sales and marketing tool, Maximizer CRM operates company-wide, it helps to unite teams across the organisation and share data to create a better understanding of every prospect and customer. With Maximizer CRM software, the needs of every departments can be catered for and everyone’s role can be made easier From senior management reporting to sales pipeline building from marketing campaigns to customer service case history and much more, Maximixer CRM builds the complete business picture ensuring every department has access to up-to-the-minute information – no-one need ever be uninformed again.

  • Access options: the Web and mobile devices
  • Account and contact management
  • Business Intelligence
  • Create and manage quotes and orders
  • Create powerful quota-based dashboard indicators
  • Customer service management
  • Email marketing
  • Import lead lists from virtually any file format
  • Microsoft Office integration –
    Outlook and Word
  • Mobile access
  • Sales force automation
  • Sales forecasting
  • Task management and automation
  • Time management
  • Track status of quotes and orders