Maximizer Software Simply Successful CRM

Customize and Integrate with Maximizer CRM

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“We wanted a system that was intuitive and as easy to use as possible. Maximizer CRM appealed to us because we could easily customize an array of screens. We like it because we can modify it down the road as our team becomes more confident with the system. This bottom up design is essential to the success of our CRM rollout because it gets the users involved in future customizations.” - Jack Guidry, VP & National Sales Manager, W&O Supply

In today’s dynamic world, your business needs to stay agile to succeed. Maximizer CRM grows as your business grows, and expands functionality through customization and integration when you need it. Leverage web services, industry standards, and an interface customization utility to create the right environment to drive CRM and business success.

Take Advantage of Industry Standards

  • Web services
  • Visual Studio.NET
  • Visual Basic® and Visual Basic .NET
  • SP.NET, Java, Java Script, C#
  • Access, Delphi and Visual C++®
  • XML for seamless data transfer
  • Use direct, native SQL updates for industry-standard coding and faster customization
  • COM library with over 35 objects, 900 functions, and data streams that open up the full power of Maximizer Enterprise to other applications>
  • ODBC driver to maintain data integrity even with remote users
  • .NET Assembly
  • OLE and ActiveX®
  • DDE to transfer data to applications such as Word, Excel or WinFax

CRM Designed from the Ground Up for Customization

With Maximizer CRM Customization Suite, IT professionals have everything they need to integrate, customize and extend the power of Maximizer CRM – whether for web or Windows desktop users.

  • Web Services: for standardized integration over HTTP
  • Interface Customization Utility: easily change system field labels to support your own processes, naming, and industry (for example, change Company to Hospital for all records)
  • Documentation: Detailed documentation, including data and table structures
  • Code examples: VB.NET and C# examples for creating custom program behaviors, windows, and integrating with other applications
  • Hooks & Triggers: Hooks to the Address Book, Calendar, Customer Service, Notes, Opportunities, Phone and User-Defined Fields

Model Business Best Practices

  • Integrate and Add Windows: Create additional windows to display information from other applications (such as accounting, inventory). Use the Accounting API to integrate with other accounting programs
  • Custom Tabs & Actions: Add custom tabs and action menu items to existing dialog boxes; customize menu items, toolbar and window captions
  • Wizard Tools: Use step-by-step wizards to create unique data entry forms with custom fields

Integrate CRM With Front and Back-Office Applications

  • Synchronize: Using XML, synchronize data from other applications in real time or at regularly scheduled intervals, such as nightly or weekly
  • Automate Data Transfers: Schedule triggered data transfers with Workflow Automation powered by Knowledgesync to monitor for critical activities
  • Wizard Tools: Use step-by-step wizards to create unique data entry forms with custom fields

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

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