Maximizer Software Simply Successful CRM

Mobile CRM for BlackBerry, Windows Mobile,
iPhone, Google G1, Nokia & Palm

Mobile CRM for BlackBerry, Windows Mobile, iPhone, Nokia and other mobile devices
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"Having customer information available at our fingertips, whether it be through a laptop or a BlackBerry, provides our people with the information they need exactly when they need it." - Faron G. Thompson, Managing Director, Income Property Finance Division, Primary Capital Advisors

Today's workforce is more mobile than ever. To reduce sales downtime, increase customer face time and win more deals, you need mobile CRM to move your business forward while team members are on the road. Maximizer's Mobile CRM options provide more than just email and scheduling capabilities: access sales forecasts, customer service cases and customer notes and documents. Maximizer Mobile CRM offers several options for today's mobile devices and smartphones, including MaxMobile for BlackBerry®, MaxMobile for Windows Mobile®, Wireless Web Access for iPhoneTM , HTC Google G1TM and Nokia®, and MaxLink for Palm®.

MaxMobile for BlackBerry & Windows Mobile Smartphones


Mobilize your sales force by adding your Maximizer CRM records directly onto the latest BlackBerry and Windows Mobile smartphones with MaxMobilei. 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.

  • Install MaxMobile on the latest BlackBerry devices including the BoldTM and StormTM ii, and Windows Mobile Pocket PC & Windows Mobile Smartphonei devices.
  • Deploy MaxMobile wirelessly on BlackBerry devices via email push to staffii
  • Upload your contacts and leads (including custom fields), appointments, tasks, notes, sales opportunities and service cases onto your smartphone by synchronizing with your Maximizer CRM database
  • Access and update customer records on-the-fly, with automatic or manual synchronization with your Maximizer CRM database
  • Create new contacts, opportunities and cases in MaxMobile from BlackBerry emailsii, address book entries and phone records
  • Log incoming and outbound calls to and from your smartphone to client records
  • Access records in your corporate CRM database that have not been synchronized and stored on your smartphone with Maximizer CRM Wireless Web Accessiii, for real-time access through your smartphone's web browser
  • Gain immediate insight into your business and team performance at a glance, with Mobile Dashboards and reports, accessed through your smartphone's web browser.iii
  • One-click access to maps and directions from customer records
  • Increase your BlackBerry's data capacity with Secure Digital (SD) card storage
  • Access the online document library to send brochures, quotes and other documents to customers and prospects on-the-fly from your smartphone
  • Supports wirelessiv or wired (USB) synchronization.
  • Click here for supported devices: BlackBerry & Windows Mobile Devices

Compare MaxMobile vs MaxMobile Lite go

Wireless Web Access:
Mobile CRM for iPhone, HTC Google G1, Nokia & others

Real-time access for virtually any web browser-enabled smartphone

Wireless Web
Mobile CRM for iPhone
Mobile CRM for iPhone, HTC Google G1
and Nokia smartphones

Using virtually any web-enabled smartphone, Maximizer CRM Wireless Web Accessiii 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.

  • Real-time access and updates to your Maximizer CRM contacts, tasks, calendar, sales opportunities and customer service cases on-the-fly from your mobile smartphone's wireless web browser
  • Monitor key business KPIs in real-time from any location with Mobile Dashboards and take immediate action.
  • One-click access to maps and directions from customer records
  • No synchronization, local data or extra software to install on your device
  • Maximizer CRM Wireless Web Access is included when you purchase either Web Access or MaxMobile
  • Click here for a list of supported wireless devices and browsers

Mobile CRM for Palm OS Devices

Mobile CRM for Palm OSStay productive and reduce downtime in the field. With MaxLinkv, synchronize between Maximizer CRM and your Palm device with no extra software to install on your Palm!

Access customer information, take notes at meetings, or update your schedule.

  • Accurate two-way synchronization through the HotSync button ensures information on your device and your desktop is always the most current
  • Automatically matches between your Address Book, Calendar, Hotlist, Notes, Journal and User-Defined Fields with the modules already on your Palm device: Phone List, Date Book, To Do's, Memo Pad and four custom fields
  • Click here for a list of supported Palm OS devices, including, Handspring, Sony and Samsung devices

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Mobile Outlook® Synchronization

Mobile CRM through synchronizationBy synchronizing with Outlook, you get access to your Maximizer CRM information on your device.

  • Synchronize calendar appointments, tasks, and contacts from Maximizer CRM to Outlook, to your smartphone
  • Look up and update information while on the road, and synchronize back to Outlook then to Maximizer CRM
i MaxMobile for BlackBerry, Windows Mobile Pocket PC, and Windows Mobile Smartphones is an add-on product available for Group, Professional and Enterprise editions of Maximizer CRM. MaxMobile Lite is available for Entrepreneur Edition. Additional fees apply. MaxMobile requires at least one Windows Desktop, Web Access, or Dual Access license. IIS server required.
ii Supported with Maximizer CRM 10.5 Freedom release
iii Requires Maximizer CRM Wireless Web Access, which is included with a MaxMobile license, Web Access, or Dual Access license.
iv MaxMobile Wireless Synchronization Server is required for wireless synchronization. BlackBerry Enterprise Server is not required but will work in conjunction with MaxMobile Wireless Synchronization Server
v MaxLink is included with any Maximizer CRM license.

Phone 1-800-804-6299 or e-mail for more information or to request a demonstration.

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