Maximizer CRM Integrations

We’re well connected

Boost productivity and get deeper customer insights with Maximizer’s helpful ecosystem of pre-built integrations.

Microsoft Outlook

  Free

Sync your contacts and communications. Set up sales opportunities and tasks in Maximizer from Outlook.

Gmail

  Free

Store and track every Gmail contact and email without switching apps. Track by contact or thread — save attachments directly to Maximizer.

Microsoft Word

  Free

Save on typing. Create Word templates and apply them to contacts for emails, invoices and proposals. Merge contact details back into a World file at a click.

Microsoft Excel

  Free

Effortlessly shift CRM data into Excel for reports, quoting, record-keeping and sharing, while blocking unauthorized extractions.

Zapier

  Free

Zapier helps 500+ applications talk to Maximizer CRM, making it easy to bring documents, forms, contacts, tickets and files across.

MailChimp

  Paid

Keep marketing campaign data and contacts in sync, and view campaign results right from within Maximizer.

Advisor Websites

  Free

Automatically funnel leads from your website into Maximizer, so you don’t miss a beat while growing your book of business.

VOIP & Telephony

  Free

Start a call from a dropdown menu inside Maximizer and automatically log recipient, date, time & duration.

Maximizer API

Build your own Integration using
Maximizer APIs.
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The integration into our job-costing package has just made it so much easier and so much less time consuming to track all our paperwork. It’s an integral part of business.

STEPHEN PINKNEYManaging Director, CCI Technology Solutions

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