Empower your Customer Service and Support Teams with everything they need to effectively track, manage and resolve issues quickly and easily — including technical support, billing and returns.Stand out from the pack with customer service that leaves your customers smiling, and your competitors envious.
CUSTOMER SERVICE CRM SOFTWARE
Resolve Cases Faster
Reach new levels of service productivity with every communication neatly organized in one place.
Case management
Master your daily influx of support and service requests. Create and manage a case with instant notifications. Track trouble tickets ranked by urgency and severity — and prioritize agent workloads with queuing and routing tools.
Knowledge base
Resolve cases faster with instant access to records of how agents solved similar cases. Quickly and painlessly recall other critical information including notes, forms, manuals, FAQs and SLAs while in the field or on the phone.
Track all interactions
Store all your contacts, notes and key documents in one place, and never waste time hunting down a communication again. Perform quick searches by company affiliation or case number while on the phone, and recall your favorite searches at a click.
Access all key info in a single screen
Slim your interface to what you want to see and crush employee learning curves. Add new fields and name them with your terminology to ensure capture of important data points. Personalize who can see what with role-based security privileges.
Improve Service Team Productivity
Empower your team to deliver service excellence in the office or on the fly.
Standardize Multi-step Solutions
Standardize your processes and promote best practices with re-usable task list templates. Customize an activity plan with unlimited appointments and reminders — and then apply it 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. And you can save favorite searches for quick recall.
Email Integrations
Drive productivity and success by tracking all your contacts and email communications inside a single application. Sync Maximizer with Outlook and Gmail in almost no time using our popular 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 office wherever you go with a feature-rich mobile-friendly CRM. Field agents can manage calendars, prepare for meetings — get 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 important events and what your team is doing. Trigger notifications on data capture fields. Know the moment you land a big opportunity — or when a VIP service case gets escalated. Never forget a birthday, anniversary or policy expiration date.
Task Management
Enhance your team productivity and responsiveness with dynamic task management tools. Filter your task lists by priority and urgency to see what’s coming up — and easily shift low-priority tasks to a colleague or another day to balance workloads.
Mass Email
Manage email campaigns and announcements straight from the campaign module. Target a contact or contact list, and insert custom fields to personalize the messaging to each recipient for higher open and click-through rates.
Email Templates
Elevate the professionalism of your communications and save time with branded email templates for simple announcements or campaigns. Include signatures and custom fields, and insert headers and footers to reinforce your corporate story.
Track & optimize performance
Achieve a 360-view of service performance to drive agent efficiency and customer success.
Customer Service Dashboards
Get snapshots of your service responsiveness with graphical dashboards and reports. Quickly survey ticket resolution times, outstanding cases, and customer success across teams, agents and departments — and optimize your operation for high efficiency.
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 notes that are searchable by keyword.
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
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
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
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
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
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 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