Think beyond the product with a CRM for manufacturers. Empower staff to deliver personalized service anywhere, anytime. Build better relationships with vendors, distributors and retailers. Leverage real-time manufacturing dashboards, plus accurate forecasts, and sync production with demand.
Get a clear view of your extended value chain and revenues, and identify new opportunities. Increase your cross-sell and up-sell.
Pipeline management | Sales forecasting
Shorten the sales cycle with proactive management of your entire sales pipeline. Drive consistency and transparency. Personalize each pipeline stage in moments, and review your entire pipeline process at a glance.
Get a clear view of customer payment history inside Maximizer. See what customers have paid and when at a glance. Quickly call up detailed PDF invoices and send them to customers in seconds straight from the interface.
Beat competitors to cash with fast Excel quoting. Leverage quote templates and a product catalog to quickly send estimates to customers. Then sync quoted values with your opportunities module for decisive forecasts.
Engage vendors and distributors with automated campaigns you can personalize to each recipient.
Mass email | Email templates
Manage email campaigns and announcements straight from the campaign module. Target a contact or contact list. Insert custom fields for personalized messaging. Easily manage opt-outs and unsubscribes. Plus, track opens, click-throughs and conversions.
Deepen customer relationships with service that leaves them smiling. Manage support, billing and returns on one easy-to-use platform.
Case management | Call logging
Master your daily influx of support and service requests. Create and manage a case with instant notifications. Track trouble tickets ranked by urgency and severity — and prioritize rep workloads with queuing and routing tools.
Identify top performers and those in need of coaching with automatic call logging. See who your reps called, along with call date, time and length at a glance. Plus capture call details in notes that are searchable by keyword.
Resolve cases faster with instant access to records of how reps solved similar cases. Quickly and painlessly recall other critical information including notes, forms, manuals, FAQs and contracts while in the field or on the phone.
Stay on top of important events and what your team is doing. Trigger notifications on data capture fields. Know the moment a VIP support case gets escalated. Never forget a follow-up call or policy expiration date.
Get real-time visibility into performance across service, sales and support.
Business dashboards | Customer service dashboard
Experience the same clarity you expect on the production floor across your business using pre-built dashboards for sales, service, marketing and support. Personalize your display with saved searches and hand-picked indicators.
View real-time snapshots of your service responsiveness. Quickly survey ticket resolution times, outstanding cases, and customer success across teams, reps and departments — and optimize your operation for high efficiency.
Easily 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.
Empower your team with complete access to CRM on the fly, including all your customer data, entitlement documents and forms.
Mobile-friendly CRM | 2 deployment options
Get the tools to deliver personalized service at scale from your smartphone or tablet. Have field reps update forms and access case critical contracts; balance workloads and set up reminders; view dashboards, accounts and more.
Experience more choice and control with two flexible deployment options. Install on your server or cloud — or get seamless access to every new feature with our cloud service, CRM Live. Have us handle updates and infrastructure, and protect your customer records inside our Tier IV-certified data centers.