Maximizer Connect for use with Gmail, created by Maximizer Technology Partner Trujay Group, allows you to easily track customer and prospect interaction without switching between your CRM and email platforms. Now, you can automatically synchronize Gmail contacts, store and track email by contact and thread, and save email attachments within Maximizer CRM.
Gmail CRM Integration Features:
Contact Sync – one-way synchronization of selected Maximizer Address Book Contacts to Google Gmail Contacts
Track Email by Contact – tag the Google Contacts you want to track and all associated email will automatically be saved to the related Maximizer Address Book Contact
Track Email by Thread – tag emails you want to track and all messages in the email thread will be automatically saved to the related Maximizer Contact
Save Gmail Attachments to Maximizer – when an email with an attachment is exchanged with a tracked Google Contact, or within a tracked thread, the attached file (<4MB) is automatically saved to the related Maximizer Contact record.
Available for Maximizer CRM Live and Maximizer CRM Wealth Manager Live, Maximizer Connect for use with Gmail supports free Gmail accounts and Gmail accounts associated with Google Apps for Work/Unlimited accounts.