Microsoft Outlook for Desktop

Communication

Maximizer CRM and Microsoft Outlook integration is a powerful tool that enables users to save time and improve efficiency. With this integration, you can easily create Address Book entries, customer service cases, and Hotlist tasks in Maximizer directly from Microsoft Outlook. You can also view an Address Book entry from Outlook and track an email thread in Maximizer, that gives you a complete overview of your interactions with customers all in one place. This integration allows you to create Address Book entries from Outlook contacts or email messages, create customer service cases from email messages, and even create new Hotlist tasks directly from email messages in Outlook. Moreover, you can send email messages to Maximizer Address Book entries, regardless of whether they have related contact records in Outlook. With Maximizer CRM and Microsoft Outlook integration, you can streamline your workflows and maximize your productivity, make informed decisions with the most up-to-date information available and provide excellent customer service, and focus on what really matters – growing your business.

Set Up

Highlights:

Create Address Book entries directly from Outlook contacts or email messages, making it easy to keep your contact information up-to-date and accurate.
Create customer service cases in Maximizer from email messages in Microsoft Outlook, allowing you to streamline your customer service process and ensure that all issues are promptly addressed.
Create new Hotlist tasks in Maximizer from email messages in Microsoft Outlook, ensuring that important tasks are not forgotten or overlooked.
Use Microsoft Outlook to send email messages to Maximizer Address Book entries, even if the Address Book entries do not have related contact records in Outlook.