Crm Reports & Dashboards

Improve decision-making…

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.

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Get richer data ..

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…

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.

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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.

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Discover, explore, and take action with analytics…

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.

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With Maximizer, at any given time…

“

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 WILHELM Communications & Marketing, Roberts Onsite

”

All-Inclusive CRM Software. One Simple Price.

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