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All Maximizer CRM features

Feature list

Feature list
Mobile CRM Smartphones (iPhone, Android and Blackberry)
Tablets (iPad, Android, and Blackberry Playbook)
Contact management Action plans
Address book
Alerts & notifications
Audit log
Calendar
Call logging
Data import & export
Data management, field requirements, business rules
Document library
Duplicate record checking
Email integration
Email templates (with merge fields)
Excel templates (with merge fields)
File attachments, document management
Mass editing of records
Process automation
Role-based security
Search & filters, list management
Task management
Timeline (at a glance history of all communications)
Word document templates (with merge fields)
Sales automation Lead management
Mass email
Opportunity monitoring & alerts
Partner relationship management
Quote management
Sales action plan
Sales dashboards
Sales forecasting
Sales goal tracker
Sales pipeline management
Sales reports
Territory management
Customer service Call logging
Case management
Case monitoring & alerts
Customer service dashboards
Customer service reports
Knowledge base
Marketing Campaign management
Campaign monitoring & alerts
Email marketing (with tracking & anti-spam functionality)
Email templates (with merge fields)
List management & segmentation
Web forms
Reports & dashboards Analytics
Dashboards
Reporting
Cloud & on-premise CRM Enterprise-grade security
On our cloud
On-premise
Setup & onboarding Consulting services
Development services
Fast & simple setup
Implementation services
Simple & easy to learn
Training (private)
Training webinars (free)
Customization Multilingual & multi-currency
Page layouts
Personalize the interface
Process customization
Unlimited custom fields
Integrations Excel
Gmail
MailChimp
Maximizer API
Outlook
QuickBooks
VOIP & telephony
Word
Zapier

All-In-One CRM Software. One Price. Cloud or On-Premise.

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