Maximizer CRM Integrations

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We’re Well Connected

Maximizer collaborates with technology companies across the globe to expand the platforms, applications and tools available to our customers, and increase the ROI of your relationship management solution.



Maximizer’s relationship management solutions are built on Microsoft’s technology platform to provide the rapid deployment, configurability and low total cost of ownership needed by small and medium-sized businesses. Maximizer CRM integrates with Microsoft applications including Word, Excel, and Outlook.



More than 8 million people and businesses around the world use MailChimp to send marketing emails, automated messages, and targeted campaigns. Maximizer Connect for MailChimp helps you keep marketing campaign data and contacts in sync, and delivers visibility into MailChimp campaign results within Maximizer.

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Zapier® moves info between your web apps automatically. Maximizer Connect for use with Zapier® directly connects 500+ applications to Maximizer CRM, making it easier to pass data from your web apps into Maximizer. No programming required – just a few clicks to create a Zap.

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Maximizer Connect for use with Gmail, created by Maximizer Technology Partner Trujay Group, allows users to automatically synchronize business contacts, store and track email by contact and thread, and save email attachments. Available for cloud and on-premise versions of Maximizer CRM, Maximizer Connect for use with Gmail supports Gmail basic and G Suite business accounts.

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Advisor WebsitesTM

Advisor Websites is a leader in website software for the financial and insurance industries. Maximizer has partnered with Advisor to help independent Wealth Management and other financial services professionals automatically funnel leads from their website into Maximizer, so they don’t miss a beat while growing their book of business.

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