Get richer insights into your data faster with automated reporting and interactive report templates. Generate accurate, detailed and up-to-date reports in a fraction of the time. Plus, freely move your data into and out of file formats you’re comfortable working with.
Shrink your data mountain to a molehill with wide-ranging search criteria and filters built for sales, marketing, service and support. Save favorite searches and integrate them into dashboards and reports.
Export data directly into your Excel templates
Effortlessly shift CRM data into a file format you’re comfortable with. Export to Excel at a click for reports, quoting, record-keeping and sharing. Block unauthorized extractions with role-based security privileges.
Dirty data is a real headache for forecasting and reports — forcing you to check entries by hand. Thankfully, Maximizer simplifies data management. Check for duplicate entries at a click and specify mandatory fields, for accurate reports every time.
Match your user privileges to your business hierarchy. Control who can view and edit individual data capture fields. Limit access to accounts, contacts, modules and features. Create unlimited security roles and assign them to as many new users as you want.
Dig deeper into your sales data with interactive Excel reports. Choose from our built-in library of popular report templates or upload your own, and populate it with your favorite data points at a click.
Personalize the way you consume sales information. Track every important detail including probability of close. Perform weighted and unweighted forecasts, and anticipate revenues based on team, territory, channel or rep.