Get organized with every contact, communication and document associated with a record in a single accessible location. Track calls and correspondence, and locate what you need in seconds using wide-ranging search criteria and filters.
Keep sales, marketing, service and support on the same page with a complete history of each interaction related to a contact at a glance. Quickly recall emails, notes, and other correspondence — and deliver personalized service across every touch-point.
Automatically record emails
Have every piece of email correspondence captured inside your CRM. Quickly sync Outlook and Gmail with Maximizer using pre-built integrations. Track emails individually or by thread.
Keep track of all files..
Keep track of all files
Find a specific document related to a record without searching your entire library. Attach a file to an address book contact for easy retrieval and hyperlink to articles stored in the cloud.
Automatically log calls
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.
Track connections between entities…
Track connections between entities
See household structure, subcontractors, distributors, subsidiaries and more related to a contact at a glance. Get 3 types of records — company, contact and individual — out of the box. Easily tailor the Address Book to add more relationships.
Automatically track last contact date
Personalize how your data is updated by quickly creating data capture fields and specifying mandatory fields. Then recall important information at a click with saved searches and filters based on wide-ranging criteria.
Match your user privileges to your business hierarchy. Control who can view and edit individual data capture fields. Limit access to specific contacts. Create unlimited security roles and assign them to as many new users as you want.
Expedite troubleshooting with a filterable history of changes to address book fields, notes and documents. Keep your logs tidy by purging them by date or date range — and export old logs to Excel for compact storage.
I can see our entire history at a glance and pick up…
I can see our entire history at a glance and pick up where we left off, including being able to (appear to) remember details about trips, promotions, children’s achievements and other personal client data culled from prior contact with them.
President, Creative Organizational Design