CRM for BlackBerry^® & CRM for Windows Mobile^®

Mobilize your sales force by adding your Maximizer CRM records directly onto the latest BlackBerry^® and Windows Mobile^® smartphones with MaxMobile. Empower field sales and service staff to update notes, look-up accounts and leads, access the latest customer service cases, and update their sales forecast - all while they're on the road - with real-time synchronization back to the Maximizer CRM database in the office.

• Read more about MaxMobile for BlackBerry
• Read more about Windows Mobile Smartphones

Desktop and Offline CRM Access

For customer-facing staff in your office, install Maximizer CRM on your Windows workstations for daily, desktop CRM access to the sales and customer service information staff need to service their customers. Install the central corporate database of valuable customer information on-premise, internally, and enable desktop CRM access through your corporate wired or wireless network.

Benefits of Offline CRM Access

• Access and collaborate: Empower all customer-facing staff with on-premise desktop CRM access to all customer and lead information, sales opportunities, customer service cases, marketing campaigns, documents, calendar, tasks, and more.
• Simple administration: Manage security, back-up your database, and manage users through the desktop administration module, accessible by one or more administrators.
• Easy to use: With a simple, intuitive interface that users have chosen for over 20 years, Maximizer CRM boasts a familiar user experience across all access options - starting with Windows, to web, and mobile users.
• Synchronization: Host your valuable customer data on-premise your internal servers, and in addition to your desktop access, enable web, remote, and mobile access for the same staff when they’re on the road or working from home.

Web Based CRM Software

Maximizer CRM’s Web Accessi enables you to keep your information securely on your internal servers, while giving staff web based CRM access to information through a web browser. Use the same interface as the desktop software, so the online CRM experience is continuous and familiar.

Online CRM access maintains continuity for business users

Stay productive and reduce downtime with web based CRM software and online access from wherever you are. Access and update all of your customer information and processes, including:

• Customers
• Leads
• Email (including Outlook/Exchange synchronization)
• Appointments
• Tasks
• Notes
• Documents
• Sales Opportunities
• Customer Service & Support cases
• Reports and Dashboards
• Company Library (document management)
• Administration of system, security/rights, and users

Work efficiently with integrated Microsoft Office^® applications and powerful Web Based CRM features:

• Create documents, letters, faxes and emails for customers, then store under each customer record for easy reference
• Complete integration with Microsoft Word^® performs one-click merge of contact details into documents
• One-click export of contact, task or service case lists to Microsoft Excel
• Advanced export to Excel supports conditional formatting rules and customized graph styles
• Action Plans now available to schedule project or process activities
• Improved integration enables emails to be saved and new records to be easily created from emails
• One-click creation of appointments, tasks and service cases case from an email message
• Personal email templates can be tailored to send professional communications to multiple contacts
• Call logging saves details and comments of calls made or received
• Global editing enables specific field updates to multiple records including service cases
• Improved calendar features include print preview and legend options

A web based CRM means ease of deployment for IT

• Based on the .NET framework, easily customize the Web Access view to make it work for your organization, including custom windows and tabs.

Need Remote Synchronization?

Need Mobile Access?

Remote CRM Data Synchronization

Bring remote office team members into the fold for real-time collaboration with MaxExchangei, the Maximizer CRM data synchronization option that provides online and offline access to remote workers. From the moment a remote team member logs in, MaxExchange automatically uploads that individual’s updates to the main database, and synchronizes the most recent information from headquarters. Staff in the field maintain productivity by doing virtually everything a staff person in the office would do.

Benefits of CRM data synchronization

1. All the Same Data: Remote users have access to all the same data, modules, and processes that Windows desktop users in the office
2. Right Information - Right Person: Distribute opportunities and action items to appropriate team members, chronologically adjusted to account for worldwide locations and time zones
3. Offline Remote Access: Maximize offline productivity by keeping a copy of records locally and synchronizing CRM dataregularly with the central database
4. Reliable & Secure: CRM data and the synchronization process are secured using 128-bit encryption and tracks transfer status so you don’t have to worry about data theft or loss
5. Easy to use: Remote users can rely on automatic or scheduled CRM data synchronization, or sync with the click of a button over the Internet via FTP, using a WAN connection, or over your email system
6. Fast CRM Synchronization: Filter records by owner and documents by age and size to reduce file transfer size

Mobile CRM for Palm^® OS Devices

Stay productive and reduce downtime in the field. With MaxLink, synchronize between Maximizer CRM and your Palm^® device with no extra software to install on your Palm!

Read more about Palm^® Synchronization.

Wireless Web Access

Using virtually any web-enabled smartphone, Maximizer CRM Wireless Web Access allows you to view and update critical customer information in your Maximizer CRM database in real-time, through your smartphone's wireless web browser. Expand the capabilities of your iPhone, HTC Google G1, Nokia or other devices with Mobile CRM and turn yours into a valuable busininess tool when you're on the road.

Read More about Wireless Web Access.

Mobile Outlook^® Synchronization

By synchronizing with Outlook^®, you get access to your Maximizer CRM information on your device. Read more about Outlook Synchronization.