Everything you need to track, manage, and resolve customer service issues quickly and easily. Your team and your customers will thank you.
Make your customers wonder how
you got to be so good
Resolve Cases Faster
Reach new levels of service productivity with every communication neatly organized in one place.
Case management
Master the daily influx of support and service requests. Create and manage a case with instant notifications. Track trouble tickets by urgency and severity. Prioritize agent workloads with queuing and routing tools.
Knowledge base
Resolve cases faster with instant access to similar case resolution info. Recall other critical information, including notes, forms, manuals, FAQs, and SLAs while in the field or on the phone.
Track interactions
Store contact info, notes, and documents in one place for easy access at any time. Do a quick search by company while on the phone, and recall favorite searches at a click.
Single screen view
See only what you need to see. Add and customize new fields to capture critical data points. Personalize who can see what with role-based security privileges.
Improve Team Productivity
Empower your team to deliver service excellence in the office or on the fly.
Standardize Multi-step Solutions
Standardize processes and promote best practices with customized action plan templates. Apply to any user, opportunity, or service case.
Powerful search & filters
Shrink your data mountain to a molehill with our wide-ranging search criteria and filters designed for sales, marketing, service, and support. Save favorite searches for quick recall.
Email Integrations
Drive productivity and success by tracking contacts and email communications inside a single application. Sync Maximizer CRM with Outlook and Gmail using our pre-built integrations.
File Attachments
Find a specific document related to a record without searching your entire library. Attach a file to an address book contact for easy retrieval — or hyperlink to articles stored in the cloud.
Mobile CRM
Take your sales data wherever you go. Field agents can manage calendars, prepare for meetings with a graphical dashboard view of chosen metrics — and much more, in the palm of their hand.
Increase Customer Retention
Boost customer loyalty with efficient & timely resolution of every case.
Alerts & Notifications
Stay on top of your team with trigger notifications on data capture fields. Know the moment you land an opportunity or when an account changes territories. Never forget a birthday, anniversary, or follow-up call.
Task Management
Enhance team productivity and responsiveness with dynamic task management tools. Filter tasks by priority and shift less urgent tasks to balance workloads.
Email Automation
Manage email campaigns and announcements from the campaign module. Send to one person or your entire list. Personalize messaging for higher open and click-through rates.
Email Templates
Look pro and save time with branded email templates for simple announcements or whole campaigns. Include signatures and custom fields. Insert headers and footers to customize your brand’s look and feel.
Drive agent efficiency & customer success
Achieve a 360-view of service performance to drive agent efficiency and customer success.
Customer Service Dashboards
Get snapshots of service responsiveness with graphical dashboards and reports. See ticket resolution times, outstanding cases, and customer success across teams, agents, and departments.
Call Logging
Identify top performers and those in need of coaching with automatic call logging. See who your reps called, along with call date, time, and length at a glance. Plus, capture call details in keyword-searchable notes.
Maximizer is the sales and operations backbone of our company that’s enabling us to provide a seamless experience to our clients throughout each of their life stages.
Matt Welykholowa
Thrive Wealth Management
VP Operations
Maximizer was a perfect fit for our organisation as we could customise it easily using User Defined Fields (UDFs), without needing specialist technical knowledge.
Ryan Lee Ashbaugh
Rome Business School
Head of Admissions
We now have a process for tracking every detail of our guests’ stay, along with their personal preferences, ensuring each client receives a high level of communication and service.
Scott Mehlenbacher
Langara Fishing Adventures
Chief Financial Officer
Every time I call Maximizer support we have an awesome experience. Thank you for being professional at what you do! I cannot say enough good things about your support staff.
Adam Zarzyski
Great American Tent & Party
Maximizer has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.
Graham Cording
Smart Presentations Ltd
Managing Director
Maximizer CRM has helped us map our sales process from lead capture to opportunity level for the most targeted follow-up activities that consistently bring in sale after sale.
Marc Allard
Processia Solutions
Chief Executive Officer
Without Maximizer, we wouldn’t have been able to grow our database as quickly as we have done. There is no way that you can run a company like ours without a tool like Maximizer.
Charity Holden
Hub Exhibitions
Business Development Manager
