CRM Reports & Dashboards

Improve decision-making and collaboration with Maximizer’s powerful dashboards & reports. Personalize your view of key indicators and spot trends at a glance. Easily generate custom reports drilling as deeply as you need — and take action with dashboard alarms and automated activity plans.

Get richer data insights and visibility

Maximizer empowers you to create accurate, detailed and up-to-date reports in a fraction of the time.

Automate your reporting

Dig deeper into your customer data with interactive Excel reports. Choose from a built-in library of popular report templates or upload your own, and populate it with data points at a click.

Get informed at a glance

See what’s going on in each of your departments with dashboards for sales, marketing, service and support. Personalize your dashboards based on saved searches and favorite indicators.

Discover, explore, and take action with analytics

Find out what’s behind your dashboard numbers at a click with drilldown reports. Share your dashboard view by email or embed it in a presentation. Set a dashboard alarm for when an indicator passes a specific mark.

With Maximizer, at any given time our managers can just click a button to see the key metrics they need, as opposed to someone manually creating graphs and charts that could take days.

BARB WILHELMCommunications & Marketing, Roberts Onsite

Get organized, improve visibility, and grow sales

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