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Effective Contact Managment Software for Small Business

As an enterprise, small business owner or sales professional, contact management software enables you to succeed by effectively managing your time, customers, and sales. With Maximizer CRM Entrepreneur, manage all your customer & prospect communications and interactions from one centralized hub.


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Account & Contact Management

Account & Contact Management ACCOUNT & CONTACT MANAGEMENT  

Maximizer contact management software gives you a 360-degree view of customer interactions including emails, phone calls, notes, and product purchase history.

  • Manage an unlimited number of contacts
  • Find the information you need faster with the ability to create column setups, favorite lists, and saved searches
  • Share, update and archive important documents and collateral in one central location for easy access or save to a contact record or sales opportunity
  • Email brochures and sales literature directly to customers from the company document library
  • Create customized fields specific to your business
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Sales Tools & Opportunity Management

Sales Tools & Opportunity ManagementSALES TOOLS & OPPORTUNITY MANAGEMENT  

Stay on top of your sales progress and take proactive measures to ensure you hit revenue targets.

  • Easily monitor sales progress with an accurate view into your pipeline and individual or team performance to ensure you hit your revenue targets
  • Manage territories more effectively and allocate appropriate resources with the ability to assign multiple account managers to the same territory
  • Create HTML email templates and merge with customer information to send professional personalized emails
  • Track status of quotes and orders, responses and fulfillments, through to shipping and payment with built-in order desk functionality
  • Pre-authorize, capture payments, or process refunds in real-time with the credit card transaction processing gateway
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Time & Task Management

Time & Task ManagementTIME & TASK MANAGEMENT  

Manage your time and tasks more effectively to optimize productivity and profitability.

  • Stay on schedule and collaborate on projects by adding tasks and action plans to yourself or assigning them to others
  • Manage your appointments and prioritize activities at-a-glance using customizable views and a color-coded multi-user calendar
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Gain Key Insights with Reporting

ReportingREPORTING  

Gain key insights with reports that give you an instant snapshot of your business to help you make informed decisions.

  • Make swift, effective business decisions, seize opportunities and refine processes with real-time key performance metrics and status reports
  • Easily forecast your sales, monitor your pipeline, and analyze your win/loss using graphical sales reports, including the sales pipeline funnel
  • Effectively manage resources and monitor time spent on calls with insight from Incoming vs. Outgoing Call reports
  • Customize your own reports with leading business intelligence tools including Crystal Reports® and Microsoft SSRS, or utilize over 100 pre-formatted reports
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Seamless Integration with Microsoft applications

Microsoft IntegrationMICROSOFT OFFICE INTEGRATION  

Enhance the level of communications and reporting with seamless integration with Microsoft applications including Word®, Excel® and Outlook®.

  • Communicate more effectively with personalized letters and faxes using merge fields in Microsoft® Word®
  • Attach documents to individual contact records for easy reference
  • Easily synchronize email, contacts, calendars, and tasks between Maximizer and Outlook®
  • Instantly export data to Excel® with one-click for further analysis
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Administration & SecurityADMINISTRATION & SECURITY  

Ensure customer information and corporate assets are kept secure and apply access rights based on individual or team needs.

  • Protect your customer information by enabling distinct rights for transferring, importing, and exporting data
  • Choose the information you want to share or keep private, and the level of access by applying read-only or full access to lists, search catalogs, and views
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BlackBerry CRM

MaxMobile for BlackBerry®MAXMOBILE FOR BLACKBERRY  

With real-time access to your entire contact management database the MaxMobile for BlackBerry® add-on product allows you to work effectively anywhere, anytime.

  • Stay on top of critical customer and prospect information, including sales opportunities, no matter where you are
  • Improve productivity in the field by viewing, creating and editing new documents
  • Enable collaboration among team members on the road with the ability to set up multi-user appointments, assign tasks and update sales opportunities
  • Add video, voice and image capture to contacts
  • Plan your day of appointments and activities by mapping multiple customers to your BlackBerry® GPS to get turn-by-turn directions
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