Small Business CRM - Maximizer CRM

Crm For Small Business

Win and keep more…

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.

Small Business CRM displayed on laptop

Get organized…

Get organized

Manage contacts. Track everything from previous emails to calls. Get the tools to speed you up and grow your business.

Contact management | Action plans

Contact management

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.

Action plans

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.

VOIP & Telephony integration

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.

Win more deals

Win more deals

Manage your pipeline and perform rock-solid forecasts — while ensuring no lead slips through the cracks.

Sales pipeline management | Notifications & alerts

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 need — and see your entire pipeline process at a glance.

Notifications & alerts

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.

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Screenshot of Maximizer Small Business CRM software

Sales forecasting | Lead management

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.

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 warm.

Create outstanding campaigns

Create outstanding campaigns

Inspire with personalized campaigns. Identify your best leads and generate new insights to optimize your outreach.

Marketing automation | Web forms

Marketing automation

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.

Web forms

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.

Email marketing | MailChimp integration

Email marketing

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.

MailChimp integration

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.

Deliver customer service excellence

Deliver customer service excellence

Get everything you need to track, manage and resolve issues — from technical support to billing and returns.

Case management | Accelerate service delivery

Case management

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.

Accelerate service delivery

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.

Knowledge base | QuickBooks integration

Knowledge base

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.

QuickBooks integration

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.

Get visibility into your performance

Get visibility into your performance

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.

Discover, explore, and take action with analytics

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.

Automate reporting

Automate reporting

Dig deeper into your customer data with interactive Excel reports. Choose from a built-in library of popular report templates or upload your own, and populate it with data points at a click.

Anytime, anywhere CRM

Anytime, anywhere CRM

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

Mobile CRM

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.

2 flexible deployment options

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.

manufacturing-mobile image & Personalized assistance

Personalized assistance

Get the support you need to maximize your ROI.

Get set up quickly | Free live training webinars

Get set up quickly

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.

Free live training webinars

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.

On-time, on-budget custom development

On-time, on-budget custom development

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.

picture-testimonial, Doug Roche RTR Advisory Group

Now we are able to respond rapidly because every order, every instruction and every document related to a client is stored in one spot and is readily accessible — in Maximizer CRM.

Doug Roche RTR Advisory Group

Get organized, improve visibility, and grow sales

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