Win and keep more customers with a CRM designed for small business, at one simple price. Automate marketing and sales, manage customer service, track emails, and much more — from your desktop, smartphone or tablet. Plus, easily connect with your other business critical apps.
Manage contacts. Track everything from previous emails to calls. Get the tools to speed you up and grow your business.
Contact management | Action plans
Store all your contacts, notes and key documents in one place — and never waste time hunting down a communication again. Perform quick searches by company affiliation or case number while on the phone. And recall favorite searches at a click.
Automate your processes and promote best practices with re-usable task list templates. Customize an activity plan with unlimited appointments and reminders — and then apply it to any user, opportunity or service case.
Gmail and Outlook integration | VOIP & Telephony integration
Gmail and Outlook integration
Drive productivity and success by tracking all your contacts and email communications inside a single application. Have Maximizer sync with Outlook or Gmail at no added cost with our pre-built integrations.
Speed up responses with call functions embedded in Maximizer. Take, start and transfer calls from your CRM. Quickly review records related to a call. Automatically track call date, time and duration, and record call notes in a pop-up window.
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.
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.
Inspire with personalized campaigns. Identify your best leads and generate new insights to optimize your outreach.
Marketing automation | Web forms
Ensure consistent execution with automated campaign management. Track customer behavior with analytics. Flag unassigned leads and opportunities using notifications. And activate automated follow-ups on emails or events.
Put your lead capture on auto-pilot using a powerful “web-to-lead” form builder. Without any coding, you can generate an html form, embed it in a website and have new contacts automatically recorded in your CRM.
Boost conversions with smarter email. Whether you want to send a promotion to a precisely targeted list or automate a multi-phase drip campaign — Maximizer does it all. Track click-through and conversion. Effortlessly manage opt-in, opt-out and unsubscribes.
Align your contacts and get visibility into your marketing campaign statistics, including successful deliveries, opens, clicks and bounces. Sync Maximizer with MailChimp in almost no time using our pre-built integration.
Get everything you need to track, manage and resolve issues — from technical support to billing and returns.
Case management | Accelerate service delivery
Master your small business’s daily influx of support and service requests. Create and manage a case with instant notifications. Track trouble tickets ranked by urgency and severity — and prioritze workloads with queuing and routing tools.
Slim your interface to just what you need to see and deliver fast, effective service. Add new fields and name them with your terminology to ensure capture of important data points. Personalize who can see what with role-based security privileges.
Resolve similar issues quickly with instant access to records of how you solved past cases. Easily recall other case-critical information while on the phone — including notes, forms, manuals and contracts.
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 estimates. Send them to customers in seconds straight from the interface.
Leverage powerful dashboards and reports personalized to your small business needs.
Dashboards for any sized business | Discover, explore, and take action with analytics
Dashboards for any sized business
Combine real-time data and analytics, and make better decisions. See what’s going on across your business with pre-built dashboards for sales, marketing, service and support you can personalize using your saved searches and favorite indicators.
Find out what’s behind your dashboard numbers at a click with drilldown reports. Share your dashboard view by email or embed it in a presentation. Set a dashboard alarm for when an indicator passes a specific mark.
Take your small business wherever you go by leveraging Maximizer’s feature-rich mobile app and secure Cloud CRM option.
Mobile CRM | 2 flexible deployment options
Arm your team with full remote access to your CRM and keep everyone on the same page. 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.
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.
Experience a fast, pain-free deployment with pre-configured software you can easily set up yourself — or save time by letting our professionals handle installation, data-migration, customization and on-boarding.
Ensure adoption across your team and have them get the most value from your investment. Crush learning curves with our live training webinars six times a week, full customer support and tailored lesson plans.
Save on expensive third-party consultants. Instead, get cost-effective customization from someone you can count on. Our in-house development team are experienced across a full range of integrations and industries.