Maximizer Reports & Dashboards

Build & save a report in minutes

Maximizer CRM Reporting

Shrink your data mountain to a molehill with wide-ranging search criteria and filters built for sales, marketing, service, and support. Save favorite searches and integrate them into dashboards and reports.

Export Data into Excel templates

Effortlessly shift CRM data into a file format you’re comfortable with. Export to Excel at a click for reports, quoting, record-keeping and sharing. Block unauthorised extractions with role-based security privileges.

Sales reports

Dig deeper into your sales data with interactive Excel reports. Choose from our built-in library of popular report templates or upload your own, and populate it with your favorite data points at a click.

Sales forecasting

Personalise the way you consume sales information. Track every important detail including the probability of close. Perform weighted and unweighted forecasts, and anticipate revenues based on team, territory, channel, or rep.

Build Your Own Dashboards

Personalise your display with a user-friendly dashboard wizard. Hand-pick indicators and apply them to saved searches of contacts, opportunities and more — and change indicator size and appearance.

Sales dashboards

See all your important sales indicators in a single place. Check progress towards your goals. Compare won and lost opportunities at a glance. Quickly identify your top performers according to their sales success, call frequency, and call duration.

Customer service dashboards

Get snapshots of your service responsiveness. Quickly survey ticket resolution times, outstanding cases, and customer success across teams, agents, and departments — and optimise your operation for high efficiency.

Marketing Dashboards

Gain a deeper understanding of your prospects and campaign performance, and improve your segmentation. Compare email open and conversion rates. Show customer profiles by industry, geography, revenue, and more.

Business Dashboards

Achieve a single view of your performance across your business. Choose indicators from marketing analytics, service case reports, sales trends, and customer profiles. Quickly generate graphs and charts to share at meetings.

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

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