Capitalize on the wealth of information stored in your accounting system – whether you use Intuit QuickBooks or Microsoft Dynamics GP. Maximize customer satisfaction, and the productivity of your staff with access to customer financial data directly through an interface they are comfortable with—Maximizer™ CRM .

With Accounting Linkⁱ, link customer records with QuickBooks or Dynamics GP to reduce redundancies, provide a 360° view of customer information, get faster access to financial data.

Service customers efficiently
and effectively

• Look up a customer’s credit limit, balance, quotes and past invoices within Maximizer CRM.
• Create quotes and orders from inside Maximizer CRM, saving all transactions to customer’s record.
• Retrieve up-to-date prices and inventory levels for accurate orders.
• Set security rights for individuals that allow viewing but not creating transactions.
• Match and link customer records to QuickBooks or Dynamics GP with one click.
• Integrate with other accounting applications with the accounting API with the Customization Suiteⁱⁱ.

Contact us at 1-800-804-6299 or e-mail us to request further information or a demonstration.