Time Management with Maximizer CRM

Schedule appointments, meetings and your work and personal time effectively with Maximizer CRM's integrated business calendar. Time management has never been easier for small to medium sized businesses.

• Schedule and view your upcoming appointments at a glance using daily, weekly, and monthly views
• Set meetings with colleagues and customers using the multi-user, multi-contact calendar
• View colleagues’ appointments to book time in busy schedules
• Track and report on time spent by product or service, to report on billable hours and measure sales time effectiveness
• Set flexible work hours in your calendar
• Sync with your calendar in Outlook and then to your mobile device to always have your next appointment details available at your fingertips
• Print your schedule to your daytimer
• Leave it to Maximizer to prompt you before appointments with alarms and snoozing in the intervals you choose

Task Management

Manage daily tasks effectively to ensure all action items and deliverables are completed on schedule with Maximizer CRM. Set-up follow-up to-do’s with staff and clients, whether it be making the next call, completing a proposal, or sending a follow-up email.

• Manage your tasks effectively and ensure nothing is missed
• View your upcoming activities at a glance with more flexibility to see and prioritize tasks as you like
• View account or lead information related to the task to sort as you like (i.e. sort by zip, phone or stat to prioritize calling by time zone)
• Work effectively with colleagues and assistants by assigning tasks to others
• Plan a series of tasks with Action Plans to a consistent set of best practices and ensure nothing slips through the cracks
• Use Action Plan templates to manage projects, sales activities, or lead follow-up processes
• Synchronize with your task list in Outlook and then to your mobile device
• Print your daily task list to your daytimer
• Leave it to Maximizer to prompt you about task deadlines

Accounting Integration

Accounting Linkⁱ for Intuit QuickBooks^® or Microsoft Dynamics GP^® provides accounting integration with Maximizer CRM for a holistic view of your customers, enabling you and your staff to better service their accounts. Your staff will save time, working more efficiently by accessing information through one easy-to-use interface.

• View your customers’ accounting information from one simple interface in Maximizer CRM with Accounting Link for QuickBooks or Accounting Link for Dynamics GPⁱ.
  
  
• See credit limit, balance, and overdue accounts at a glance, saving time and better serving customers.
  
  
• Create invoices and estimates directly from Maximizer, save it in QuickBooks or Dynamics GP, and send it to the customer.
  
  
• Maximizer CRM pulls product list items, prices and important client financial details from your QuickBooks or Dynamics GPⁱⁱ.

Email Management with Maximizer CRM

Email management is powerful and efficient with Maximizer CRM.

• Save emails under each contact record for easy reference in the future
• Preview all your email messages within the email window, then save to the contact record that Maximizer automatically matches to
• Compose emails in text and HTML formats, and manage signatures
• Email multiple documents & collateral to customers directly from the Company Library
• Integration with Microsoft Outlook and other email clients allows you to:
  
  
  • Access Outlook contacts while you’re emailing from Maximizer to copy colleagues or others on messages
  • Read Outlook email directly in Maximizer and save important messages to client records
  • Directly from Outlook, click to view related records in Maximizer, save emails and create new contacts into Maximizer

Microsoft Office^®, Outlook^® & SharePoint^® Integration

Maximizer CRM allows you to communicate more effectively and easily with seamless integration with Microsoft applications including Outlook, Office and SharePoint!

Microsoft Outlook and SharePoint Integration

• Outlook Email Integration: View your Outlook messages inside Maximizer CRM and automatically, then save to customer records - no copying and pasting
• CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of emails to customer records in Maximizer CRM
• Access & Synchronize Contacts: Use email addresses from both Maximizer CRM & Outlook address books for email distribution. Synchronize contacts to Outlook and vice-versa to store a subset of customer records
• SharePoint Integration: Look up Maximizer CRM customer information seamlessly through your Microsoft SharePoint portal
• Synchronize Calendars and Tasks: Stay on track with two-way synchronization of Maximizer CRM & Outlook calendar and task modules
• MaxSync for Microsoft Exchangeⁱ: Set-up meetings and keep track of appointments when some people work in Maximizer CRM and others work in Microsoft Outlook & Exchange

Microsoft Office and Dynamics GP Integration

• Microsoft Word: Personalize proposals, letters, and faxes with any field from your Maximizer CRM customer data
• Microsoft Excel^®: Instantly export data and reports to Excel, and import lists from Excel
• Share Office documents: Save Microsoft Office documents in customer records for electronic history of proposals, quotes and other communications Store other documents in a central repository for staff to reference and email
• Microsoft Dynamics GP: Integration providedwith Accounting Link for Dynamics GPⁱ, provides a 360° customer view that pulls transactions, invoices, quotes, purchase orders directly into Maximizer CRM

Integrate with the Power of Microsoft Technology

• Web Access: Access customer information online with real-time access to Maximizer CRM through Internet Explorer
• Windows Mobile Access: Maintain productivity of remote staff through Windows Mobile smartphones and Wireless Access, for real-time access to Maximizer CRM

Document Management with Maximizer CRM

Document management is easy with Maximizer CRM. Archive, update and share important documents, using one central repository.

• Store and share all your collateral & important documents in a central location for easy access
• Email multiple brochures and literature directly to clients from the Company Library
• Create folders to organize documents and see a preview
• When adding a document into the documents window, specify a category for simple document searching later on
• Search documents by name, author, archived date or last modified date for fast retrieval
• Compatible with virtually any file format