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Excel & CRM Integration

Effortlessly shift data into …

Effortlessly shift data into a file format you’re more comfortable with, while keeping everything secure. Export to Excel at a click for reports, quoting, record-keeping and sharing.

Quotation management | Excel report templates

Quotation management

Empower your team to beat competitors to cash with fast Excel quoting. Build standardized quote templates and populate them with company, customer and product details. Then sync quoted values with your opportunities module for decisive forecasts.

Excel report templates

Dig deeper into your sales, marketing and customer service 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.

Enhanced import tool | Export to Excel

Enhanced import tool

Update contacts, companies and opportunities by importing data from back office systems without help from IT. Just drag and drop a spreadsheet and let Maximizer hand-hold you through the rest.

Export to Excel

At a click, export data to Excel for deeper analysis and sharing, and control unauthorized extractions with role-based security privileges.

Quote by NICKEY PRINGLE Head Co-ordinator, Avance Carpets

A great example of the increased productivity is the ability to automate once manual reports. In fact, I believe that since implementing Maximizer CRM, our efficiency has more than doubled.

NICKEY PRINGLE Head Co-ordinator, Avance Carpets

All-In-One CRM Software. One Price. Cloud or On-Premise.

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