Keeping Your Business Moving With CRM

Maximizer is here to ensure you keep track of everything, even on the go, and seamlessly continue operations as usual.

Communicate Seamlessly

No matter where the day takes you, be able to quickly view the latest updates on any contacts. Keep all your customer activity and communications in one place, visible by your whole team.

  • Read Your Colleague’s Notes
  • Open Recent Documents or Invoices
  • Access Shared Email Templates
Customer journey through Maximizer - screenshot.
Maximizer Mobile App Screenshots

Keep Up With Your Daily Work

Work from anywhere and still stay organized. Continue to provide your customers exceptional experiences with every interaction with clever automated tasks and hotlists.

  • Schedule To Dos And Set Reminders
  • Include Video Conferencing Links and Meeting Agendas
  • Assign Tasks To Your Colleagues

Your Inbox Is No Place For Task Management

Use Maximizer as your own personal assistant. Never miss a follow up, even when you are out and about or stuck at home watching daytime TV.

  • Keep Track Of Everybody’s Workload
  • View Your Tasks or Assign To Colleagues
  • Plan Your Day Or Look Forward By Months
Maximizer Mobile App
Reports Dashboard

Get The Full Picture Even Out Of Office

Do more than just update and access contact records from home. With CRM Live, you can track your pipeline, view and build robust reports. Share your team’s successes and identify potential wins to drive your teams’ performance.

  • Build Dynamic Reports That Update Automatically
  • Share Dashboards So Everyone Is In The Loop
  • See Opportunity Progress In Your Pipeline

Keep It Consistent

Access to email templates and document library mean that everyone can keep consistent, proactive communications, without having to host an on-site meeting.

  • Save Time With Shared Email Templates
  • Access Sales Collateral Saved In Your Document Library
  • Open Recent Invoices & Proposals Associated With A Contact
Business Screenshot

Stay Ahead of The Curve

Whether you are new to remote working, or are looking of ways to be more efficient, our team is on hand to help you transition to a more flexible and collaborative way of working.

In this Guide, we’ll show you best practices that can help keep your team productive, organized and effective. Anywhere, anytime.

Click to Expand for Answers to FAQ's on Remote Working

The latest versions of Maximizer either CRM Live (Cloud) or CRM (On Premise) provide access for Mobile and Tablet through standard browsers using a slightly different URL to that used on a Laptop or Desktop.

In addition, there is a separate Mobile App that can be installed on your device free of charge from the Apple or Google store. Please ask your administrator or Partner for details.

There are no additional costs for the Mobile Access or Mobile App but you will need a current version of Maximizer.

All the standard and familiar features of Maximizer Web Access, including Reporting and Dashboards, still work just as well remotely as they do in your office environment.

This is pretty straight forward as our On-Premise and Cloud database structure is very similar. If you wish to move to CRM Live (Cloud) we have professional services specifically to help with this transition. The move can sometimes be done outside normal working hours and requires a back-up of your existing data which we will then upgrade and transfer.

Give our Support Team or your Business Partner a call right now and we can add new users for CRM Live very quickly or get additional license keys generated for On-Premise implementations within a few hours. These can usually be installed via remote access or we can talk your admin team through the required steps.

In theory, no additional licensing is required to access your Maximizer CRM database from home. If you have the Maximizer CRM Live (Cloud) version or an up-to-date Maximizer CRM On-Premise version installed on a server that is set-up to allow access from outside your company, then you should be able to work from home already. 
However, if you have a legacy On-Premise version of Maximizer this may need to be updated to a newer version, or the database transferred to our CRM Live (Cloud) version to enable remote access.

You will need to know the web address / URL for the Maximizer CRM database you are trying to access, as well as your normal login details.

If you use Maximizer CRM Live (Cloud) then you should be able to connect via the Log-In link on our website (https://login.maximizer.com/MaxLogin), then gain access using your email address and login details.

If you use Maximizer CRM (On Premise) then you will need to have the web access details for Maximizer from your system administrator or Maximizer Business Partner.

Maximizer CRM Live uses https protocols to encrypt data that is transferred from our Cloud to your Computer’s Web Browser.

If you use our Maximizer CRM On-Premise Software we would recommend that your system administrator set up the access using https, this may well require a digital certificate and some additional cost.

In addition to using https, we would recommend that all browsers used to access Maximizer are up-to-date and that the computer you use to access the CRM database has the latest Anti-Virus software installed.