Get the information at your fingertips
Integrate Sage accounts with Maximizer CRM and see a 360° view of all your customers
Empower Account Managers with financial information
Self serve enquiries usually made to the Accounts Department
Identify top customers by spend
Notification of customers placed on hold
Enhanced customer service
Credit Control notes visible to all / some users
Less interruptions from colleagues with financial queries
Pipeline analysis
Customer profiling
360 degree view on customer financials in CRM
Performance management
True financial figures and analysis
Ability to dashboard financial information