CRM Sales Software

Take sales to the next level. Store all your customer information in one convenient, action-oriented workspace easily tailored to match your sales process. Manage accounts, route leads effectively, collaborate on sales opportunities, and get visibility into your sales pipeline and revenue.

Sales Automation Report in Maximizer CRM

Close more deals

Optimize each stage of your sales process to drive opportunities through your pipeline.

Sales pipeline management

Shorten the sales cycle with proactive management of your entire sales pipeline. Personalize each stage in moments and add as many steps as you want — and see your entire pipeline process at a glance.

Contact management

Have all your contacts, notes and key documents in one place, and never waste time hunting down a record again. Perform quick searches by company affiliation or case number while on the phone. And recall your favorite searches at a click.

Action plans

Standardize your process and promote best practices with re-usable action plan templates. Customize a template with unlimited appointments and reminders — and then apply it to any user or opportunity.

Partner relationship management

Grow your channel partner network through Maximizer’s partner portal. Assign partners to an opportunity or territory, track their performance, and keep them informed about new marketing campaigns, promotions and more.

Get pipeline visibility

Get a complete overview of your sales stages and your team’s progress towards their goals.

Sales reports

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.

Sales dashboards

View and digest sales information through a graphical dashboard personalized with your chosen metrics. Compare won and lost opportunities, and monitor rep performance, with every important detail available at a glance.

Sales forecasting

Personalize the way you consume sales information with intuitive sales reports. Track critical metrics like probability of close. Perform weighted and unweighted forecasts, and anticipate revenues based on team, territory, channel or rep.

Sales goal tracking

See who your top performers are and plan effective sales strategies. Follow key indicators including progress to quota and probability of close — and create intuitive graphs and charts you can use to motivate your team.

Alerts & notifications

Stay on top of important events and what your team is doing. Trigger notifications on data capture fields. Know the moment you land a big opportunity — or when an account changes territories. Never forget a birthday, anniversary or follow-up call.

Improve sales productivity

Empower your team with more selling time and eliminate non-revenue generating tasks.

Email integration

Drive productivity and success by tracking all your contacts and email communications inside a single application. Sync Maximizer with Outlook and Gmail in almost no time using our pre-built integrations.

Mobile CRM

Take your sales data wherever you go with a feature-rich mobile app. Field agents can manage calendars, prepare for meetings — get a graphical dashboard view of chosen metrics — and much more, in the palm of their hand.

Document templates

Elevate the professionalism of your communications and save time with branded email templates for simple announcements or campaigns. Insert headers and footers to reinforce your corporate story. Include signatures and custom fields.

Task management

Enhance your team productivity and responsiveness with dynamic task management tools. Filter your task lists by priority and urgency to see what’s coming up — and easily shift low-priority tasks to a colleague or another day to balance workloads.

Document library

Eliminate time spent retrieving and sending collateral. Keep every piece of campaign material clearly organized inside your CRM library, and send documents to a contact straight from within the interface.

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.

Generate more leads

Track every critical bit of lead information and reach leads while they’re still hot.

Lead management

Ensure no sales opportunity goes to waste with automated lead management. Track the status and source of every lead — and route leads by specific territory or agent while the prospect is still interested.

Mass email

Manage email campaigns and announcements straight from the campaign module. Target a contact or contact list, and insert custom fields to personalize the messaging to each recipient for higher open and click-through rates.

Maximizer CRM has helped us optimally map our sales process from lead capture to opportunity level for the most targeted follow-up activities that consistently bring in sale after sale.

MARC ALLARDCEO, Processia Solutions

Get organized, improve visibility, and grow sales

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