Time Management and Project Management

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

Benefits of time management software

• Schedule and view your upcoming appointments at a glance using daily, weekly, or monthly views
• Set meetings with colleagues and customers using the multi-user, multi-contact calendar
• View colleagues’ schedules to find available 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
• Synchronize with your Outlook calendar and then to your mobile smartphone so you always have your appointment details available at your fingertips
• Leave it to Maximizer to prompt you before appointments with alarms in the intervals you choose

Task Management with Maximizer CRM 11 Entrepreneur Edition

Manage daily tasks effectively to ensure all action items and deliverables are completed on schedule with Maximizer CRM's task management. 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.

• View your upcoming activities at a glance with more flexibility to see and prioritize tasks as you like
• See 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
• 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 CRM to prompt you before task deadlines

Email Management Tools

Maximizer CRM contains powerful email management tools that allow you to:

• Save and manage emails under each contact record for easy reference in the future
• Preview all of 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 and 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 CRM to copy colleagues or others on messages
  • Read Outlook email directly in Maximizer CRM 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 CRM.

Microsoft Office Contact Management Integration

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

• Create documents, letters, faxes and emails for customers, then store under each customer record for easy reference.
• Access Microsoft Word from within Maximizer to write personalized letters and faxes using merge fields.
• Export your data to an Excel spreadsheet for analysis in a familiar environment.
• Link your phone to Maximizer CRM for quick and easy direct dialing and caller ID pop-up - improving call productivity and accuracyⁱ.
• Track time and notes from calls directly to client records to keep a complete history of communications that everyone in your office can access.

Document Management

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

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

Accounting Integration

Accounting Link for QuickBooks^® 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 within Maximizer CRM with Accounting Link for QuickBooksi
• View credit limits, balances, and overdue accounts at a glance, saving time to better serve your customers
• Extract product list items, prices and important client financial details from QuickBooksⁱⁱ
• Create invoices and estimates directly from within Maximizer CRM, save them in QuickBooks, and send to customers.

Reporting

Instantly run reports to view a snapshot of the status of your business using the powerful reporting tools built into Maximizer CRM.

• Create on-the-fly reports with an unlimited number of columns
  
  
• Instantly export data (customers, opportunity lists and reports) to Excel^® with one-click for further analysis in a familiar environment
  
  
• Includes Crystal Reports^® templates—the world’s industry standard reporting format
  
  
• Includes over 100 pre-built reports, including task lists, account activities, phone logs, sales pipeline and win/loss analysis
  
  
• One-click access to organizational chart report to see who’s who with your customers and prospects