Your sales process + our platform = pipeline perfection

At-a-glance account management and sales oversight mean no more dropped leads and less time spent on tasks that don’t make your business money.

Customer Journey

Optimize each stage & drive opportunities

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 want.

Contact Management

Store customer info, notes, and documents in one place for easy access at any time. Do a quick search by company while on the phone, and recall favorite searches with a click.

Action Plans

Standardize your process and promote best practices with customized action plan templates. Apply to any user or opportunity.

Partner Relationship Management

Use the partner portal to grow your channel partner network. Assign partners to an opportunity, track performance, and inform them about new campaigns and more.

Track sales progress with full visibility

Get a complete overview of your sales stages and your team’s progress towards their goals.

Reports

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

Dashboards

View and analyze sales info through a graphical dashboard personalized with your chosen metrics. Compare wins and losses. Monitor team performance.

Forecasting

Personalize how you consume sales info with intuitive reports. Track metrics like the probability of close. Perform weighted and unweighted forecasts. Anticipate revenues based on team, territory, channel, or rep.

Goal Tracking

See who your top performers are and plan effective sales strategies. Follow key indicators, including progress to quota and probability of close. Create intuitive graphics to motivate your team.

Alerts & Notifications

Stay on top of your team with trigger notifications on data capture fields. Know the moment you land an opportunity or when an account changes territories. Never forget a birthday, anniversary, or follow-up call.

Improve team productivity

Empower your sales team with more selling time and eliminate non-revenue generating tasks.

Email Integration

Drive productivity and success by tracking contacts and email communications inside a single application. Sync Maximizer CRM with Outlook and Gmail using our pre-built integrations.

Mobile CRM Access

Take your sales data wherever you go. Field agents can manage calendars, prepare for meetings with a graphical dashboard view of chosen metrics — and much more, in the palm of their hand.

Document Templates

Standardize processes and promote best practices with customized action plan templates. Apply to any user or opportunity.

Task Management

Enhance team productivity and responsiveness with dynamic task management tools. Filter tasks by priority and shift less urgent tasks to balance workloads.

Document Library

Save time finding and sending collateral. Keep every piece of campaign material organized inside the CRM library—and send documents to any contact straight from the interface.

Quotation Management

Beat competitors to cash with fast Excel quoting. Build standardized templates and populate them with company, customer, and product details. Sync quoted values with your opportunities module for decisive forecasts.

Get and close more leads

Track every critical bit of lead information and reach leads while they’re still hot.

Lead Management

Eliminate lost opportunities with automated lead management. Track the status and source of every lead. Route leads by territory or agent while the prospect is still interested.

Email Automation

Manage email campaigns and announcements from the campaign module. Send to one person or your entire list. Personalize messaging for higher open and click-through rates.