SERVICE BUSINESS CRM

Maximize the Services Your Business Delivers

Service providers are more dependent on satisfied customers and their recommendations than possibly any other industry. Customers are more likely to remain loyal to the provider who best meets their needs.

With Maximizer CRM, at any given time our managers can just click a button to see the key metrics they need, as opposed to someone manually creating graphs and charts that could take days. Maximizer CRM also allows us to see and monitor what our project managers are sending to customers to ensure that standards are met and information is accurate.

BARB WILHELM Communications & Marketing, Roberts Onsite Inc

Business Intelligence

Access timely, accurate insights through visual dashboards, in-depth metrics, and reports. View the sales, marketing and customer service information you need to manage day-to-day operations, refine processes, resolve potential issues and leverage opportunities.

Two people discussing points from a piece of paper
Business Services Screenshot

Action Plans

Action plans allow repeat processes to be easily set up, such as follow-up appointments and tasks with automatic reminders sent to the right people at the right time.

Microsoft Integration

Ensure that your sales team has access to all the customer information they need on their mobile device, anywhere they go, at any time. Store photos and voice recording to the Maximizer contact record, to provide background details for those who need them.

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