Maximizer CRM is a huge time-saver for our organization. Through Workflow Automation, we don't need to baby-sit or manually monitor our sales, marketing, and service processes and daily operations - the system simply does it for us. - Larry McHale, CEO, Staffco
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Maximizer CRM 11 Accounting Link
Designed for use with QuickBooks®
Upgrade from a Previous Version
With this add-on, you can view your customers' important accounting information from one simple interface right in Maximizer CRM Entrepreneur Edition. The Accounting Link gives you quick access to the information you need to focus on creating satisfied customers and increasing your sales.
- View your customers' complete credit history, including 30, 60 and 90-day balances.
- Create invoices and estimates directly from Maximizer CRM and view a history in your customers' record.
- Don't have a copy of QuickBooks installed on your computer? No problem. Simply use the Accounting tab in Maximizer to view the information