Maximizer CRM Integrations

We’re well connected

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

Outlook CRM integration


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

Gmail CRM integration


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

Quickbooks CRM integration


Get a clear view of customer payment history right inside Maximizer, and never waste time looking for an invoice again.

Microsoft Word CRM integration

Microsoft Word


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.

Excel CRM integration


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

Zapier CRM integration


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

MailChimp CRM integration


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

Advisor Website CRM integration

Advisor Websites


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

VOIP & Telephony CRM integration

VOIP & Telephony


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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