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?