MaxCustomRecord links Maximizer client records to additional fields in Maximizer's custom database. This allows a one-to-many relationship between Maximizer Company and Individual records such equipment details, software details, assets etc.

Provides address validation by allowing quick address entry using data from the royal mail Postal Address File (UK only); enable accurate address checking on re-entry; offer Street Level or Property address validation.

Often the User-defined Fields in Maximizer are only at Company level. This is undesirable when searches for marketing campaigns want to return Contacts and Individuals. This utility searches through your database and copies any User-defined fields from the Company level to Contact level, so searches become more useful. It excludes email, web site and any table UDFs that already exist at Contact level. The utility should be run before launching any search for an Email Marketing Campaign, to ensure the data is as complete as possible (it updated 10,000 records in our database!).

Duplicate contacts are the bane of any database. Especially when importing data, duplicate contact names are often created, one or more times. Going through manually to remove these is time-consuming and tedious, and the job often simply doesn't get done. This utility searches through all companies, finds duplicate names within that company, copies any notes and documents to the name first created, then deletes the duplicates. It doesn't delete duplicates at Company level (you may need to relax the ActiveX security on your web browser for this utility to download).

Importation of older ACT! databases sometimes brings corrupted files in to Maximizer. This results in MaxExchange not being able to syncrhonise correctly. To avoid corrupted files being imported, just the address details of an ACT! database can be imported, with the notes transferred later, using this utility.

As a data import and de-duplication add-on, Max Feed is the ideal way to import and merge data from bought-in mailing lists with an existing Maximizer database; import data from other corporate databases to an existing Maximizer database where a high overlap exists between the companies in each source; regularly feed new data to categories/UDFs of existing clients and contacts using soft matching; build new Maximizer databases from mailing lists or other sources; quickly remove/identify duplicate companies in Maximizer.

Now you can create accurate and professional quotes quickly, easily and straight from Maximizer. If you regularly provide clients and prospects with quotes and proposals, you can't afford not to use this product. "

MaxTimeBilling allows you to time and cost services provided. Default hourly costs are associated with the Maximizer User login. Filter reports by User, Customer, Dates and Subject. Allocate Billing details against a client so you can analyse performance. "

The leading sales quoting solution that helps companies of all sizes and industries better and more powerfully prepare, manage, track, and report on their sales quotes and estimates while automating and integrating the sales quoting process with Maximizer. Features of the QuoteWerks integration include: automatically pull Maximizer contact information into the quote; create QuoteWerks document links in Maximizer; pull other information stored in Maximizer into the quote such as customer specific sales tax rates and customer terms; print information from Maximizer custom fields in the quote; log emails sent from QuoteWerks directly into Maximizer history.

MaxToMYOB allows you use Maximizer's powerful CRM functionality combined with your MYOB accounting software. Now your Sales and Marketing staff have access to critical financial data, item sales history and invoice sales history without the need to open MYOB. You can generate personalised reminder letters from Maximizer based on MYOB balances. You can create MYOB cards from Maximizer with the click of a button.

MaxAttach automatically updates data between your accounting systems, and other external databases, and Maximizer. User-defined fields are created which then allow you to act on various accounting results.

Enhanced integration for Microsoft Word and Maximizer

Ideal way to prepare Seminar or Conference delegate badges direct from your Maximizer database.

Simple to use tool to manage and report sales opportunities and pipeline

Designed for insurance and financial-services representatives in Canada, Max4Advisors adds industry-specific functionality to Maximizer CRM. If you're a financial services rep who also sells insurance, Max4Advisors' policy tracking functionality allows you to track every policy you sell from proposal to in force -- whether you sell ten policies a year or a thousand! If your clients have off-book business -- GIC's for example-- Max4Advisors works with your back-office systems to provide tracking with maturity dates so you can gather those assets when they come due. You can also track RRSP and RESP contributions. Together, Max4Advisors and Maximizer CRM enables you to provide excellent client service. And happy clients are loyal clients!

Easily allows extra modules to be added into Maximizer. Quickly create basic additional modules as well as providing a solid platform for meeting more complicated customization requirements cost effectively.

MaxSMS is an innovative method of easily transmitting and tracking the delivery of SMS messages, either to a single recipient or many thousands of recipients as a bulk message.