SHAREPOINT CRM INTEGRATION

By centralizing document storage onto one platform, user can easily share documents with other users who are not using Maximizer. User will also be able to enjoy the benefits of SharePoint’s powerful functionalities such as Searching, Workflow, and Document Versioning.

Store CRM Documents in SharePoint.

Uploading Documents

Allows uploading new documents into SharePoint or adding existing SharePoint documents.

Supports Address Book module and Opportunity module.

Organized Documents

Uploaded Documents are automatically organized by company or contact name.

Web Based User Interface

User edits Office documents directly in Office web-based user interface without the trouble of re-uploading documents.