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.