Frequently Asked Questions

Browse our FAQ topics

Group Edition Discontinuation

With all the exciting new features introduced over the last year, and with the release of Maximizer CRM 2018, we took a close look at how we packaged our product.

We decided we’d take the next step in our evolution towards being the top CRM provider for the SMB market. Discontinuing Group Edition, which has limitations, will allow us to fully embrace some exciting new technologies and build you an even better product integrating with many commonly used business applications. We are excited to announce our commitment to developing your Maximizer into an all-round solution for your needs.

Subscription customers can request an upgrade to Maximizer CRM 2018 from our website. We’ll send you your licenses for Enterprise Edition plus installation instructions. Your price will stay exactly the same!

Perpetual customers with a maintenance agreement can request a complimentary upgrade from our website and we’ll send you your licenses for Enterprise Edition, plus installation instructions. Your pricing will change at your next renewal to reflect the Maintenance cost per license per year for our Enterprise Edition, subject to our usual minimum payment threshold.

The installation process is similar to the process for installing Group Edition. Details are provided in the upgrade package.

No, your data will remain unchanged. You will use the product the same way as before.

You’ll gain access to enterprise-level features, including territory management and advanced security settings, plus the ability to scale up as you grow. Additionally, you’ll get cutting edge connectivity, with Maximizer CRM 2018’s new App Directory, Import and Global Edit tools helping you bring together people, systems and data, and generate collective intelligence on customer behavior.

All upgrade requests are fulfilled with Enterprise Edition, with shipping commencing from November 1st, 2017.

Maintenance Renewal

Currently Maximizer does not offer monthly billing. All Renewal invoices are payable in full in advance.

Maximizer accepts payment via Visa or Mastercard, cheque or wire transfer. Please let us know if you require bank details to send payment to us. To pay via Credit Card in North America, please call our Finance Team on 604 601 8051. Please have your invoice number available.

What is included in my Maintenance Agreement?

  • Free upgrades to your Maximizer Software – any time Maximizer release any software upgrades, including a Major release, you are entitled to down load these upgrades for free.
  • Access to Technical Support – Unlimited customer support for Maximizer by Maximizer is included with our Gold maintenance package, 5 customer support incidents (1 hour/incident) included for Silver members*.
  • Discounts on additional latest release licenses – 10% discount for Gold members, 5% discount for Silver members.

* Does not include individual / bespoke training, or installation, customization, and configuration of your environment.

Yes, you can amend your license count at the renewal of your annual Maintenance. Please email renewals@maximizer.com with the required change.

Effective September 1, 2017, Maximizer withdrew the option to renew a lapsed Maintenance Agreement. Should your Maintenance cover lapse, access to the current version of Maximizer CRM, along with complimentary training and support will require a subscription to one of our cloud editions. For more information on these great value, all-inclusive options give us a call at +1-800-804-6299 and we’ll help you figure it all out.

As long as your Maintenance Agreement is current you can contact Maximizer for assistance with tech support issues and how to questions etc. However, if your version is classed as “not supported” it does mean that we cannot guarantee a resolution to any tech support requests, and that these will be investigated under a “best effort” basis. Of course, as long as you are a current Maintenance customer you are entitled to upgrade to any supported edition at anytime.

Maximizer CRM Live Subscription

Currently Maximizer does not offer monthly billing. All Subscriptions are payable in full in advance.

Maximizer accepts payment via Visa or Mastercard, cheque or wire transfer. Please let us know if you require bank details to send payment to us. To pay via Credit Card in North America, please call our Finance Team on 604 601 8051. Please have your invoice number available.

Please see our pricing page for details.

Access to your account will be withdrawn upon subscription expiry. All and any data held within your database will be deleted 30 days after the Subscription Expiry Date. You may request a copy of your data during this 30 day period which will be made available for download as a .BAK file. You can find more information in our Subscription Agreement.

Maximizer CRM Pricing

All per user subscription licenses are billed via an annual subscription in advance. You can pay by credit card or be invoiced. Once payment has cleared, implementation of your new Maximizer CRM software and training will begin.

Maximizer CRM can be deployed in Our Cloud or Your Cloud. Choose Our Cloud and your data is hosted in one of our highly secure data centers in either Canada or the UK. Both data centers meet stringent standards for fault-tolerance and redundancy of power and cooling systems. Host Maximizer CRM on-premise in Your Cloud, and your data is stored on your own internal servers. Alternatively, you can host Maximizer CRM with a third party of your choosing or a Maximizer Certified Solution Partner.

It depends on the needs of your organization. If you have minimal IT bandwidth, leveraging Maximizer’s cloud makes life simple, with fast deployment and no server/software maintenance or upgrade worries, because it’s all taken care of for you. On-premise installation allows you to extensively customize the solution to match your needs, but this option typically requires your own data security management, ongoing maintenance and makes upgrades to new releases more difficult.

Yes. Your valuable customer data belongs only to you and can be exported from Our Cloud at any time. If you are using a third party cloud provider, we strongly advise that you confirm your software and data ownership terms directly with your chosen provider.

To get started with Maximizer CRM, you can start a free trial  and convert it to a paid subscription, or talk to one of our Solution Specialists about licensing for an on-premise installation.

Our 15 day free trial allows you to test drive our latest Maximizer CRM release, including all features and modules. No credit card payment is required and you can convert to a paid subscription at any time during the trial.

Yes. Adoption of new software is challenging at the best of times, and research shows that employees who are well trained spend more time using it for a greater business return. Maximizer and our worldwide network of partners provide a variety of training options

Yes, you can change field names, add new user defined fields and set up business processes that match the unique needs of your organization.

Maximizer and our network of global business partners will work with you to extend the value of your Maximizer CRM solution to meet the needs of your company, including implementation, integration, customization and more.

For Maximizer CRM Live that is deployed in our cloud, the monthly fair usage limit for outgoing emails is 30,000 emails per organization. When deployed in your cloud, our software does not have any outgoing email limits, and would be dependent on your specific SMTP server.

For Maximizer CRM Live that is deployed in our cloud, 75GB of combined database and document storage is included. When deployed in your cloud, our software does not have any storage limits, and would be dependent on your specific cloud configuration.

Maximizer CRM Live (Cloud)

  • Microsoft Outlook 2010*, 2013, 2016
  • Microsoft Outlook for Office 365 (Desktop Version)
  • Microsoft Outlook for Office 365 (Web Version)**
  • Microsoft Word 2010*, 2013, 2016
  • Microsoft Word for Office 365 (Desktop Version)
  • Microsoft Excel 2010*, 2013, 2016
  • Microsoft Excel for Office 365 (Desktop Version)

It’s recommended to install the latest updates for Microsoft Office. Word support requires Maximizer CRM Live Word Integration Add-on. Outlook support requires Maximizer CRM Live Outlook Integration Add-on. The 32-bit and 64-bit versions of Word and Outlook are supported. Integration is not supported on Mac O/S.

Excel 2013 or 2016 is required to use Maximizer Connect for Excel Quote.

*Word and Outlook Integration Add-on not supported with Microsoft Office 2010 “Click to Run” version
**Integration is through Maximizer Connect for Outlook 365 add-in. An Office 365 email account is required. Office 365 ProPlus is not supported.

  • Google Chrome* for Windows
  • Google Chrome** for Mac
  • Mozilla Firefox* for Windows
  • Mozilla Firefox** for Mac
  • Microsoft Edge*
  • Microsoft Internet Explorer 11

*Microsoft Word Integration Add-in and Advanced Export to Excel are not supported.
**Microsoft Word and Outlook Integration Add-ins and Advanced Export to Excel are not supported.

  • iPhone, iPad, iPod Touch (Supported iOS 3.5, 4, 5, 6, 7, 8, 9, 10, 11)
  • Android devices (Supported Android 2.1 to 2.3, 3, 4, 5, 6, 7)
  • Microsoft Outlook Contacts
  • XLSX, XLS, CSV and Tab-delimited
  • MXI

Feature/Product Deprecation Notice

The following products/features are set for deprecation and will be discontinued in the next release of Maximizer CRM. During the deprecation period, the product/feature is fully supported within the product, and technical support is available unless specified otherwise:

  • There is no item currently in the deprecation list.

View all the discontinued products.

Maximizer CRM 2019 (On-Premise)

  • Microsoft Windows Server 2019
  • Microsoft Windows Server 2016 Standard, Essentials and Datacenter
  • Microsoft Windows Server 2012 / 2012 R2 Standard, Essentials Foundation, and Datacenter
  • Microsoft Windows Server 2008 R2 Standard, Enterprise, Foundation, Datacenter, and Web Server
  • Microsoft Windows Server 2008 Standard and Enterprise

Note: It’s recommended that you install Maximizer on a drive formatted as an NTFS file system. If you want to install Maximizer on a FAT32 file system, you should first convert the drive to an NTFS file system.

Both 32-bit and 64-bit edition of Microsoft Windows Server are supported. It’s recommended that you install the latest updates for the operating systems.

  • Microsoft SQL Server 2017*
  • Microsoft SQL Server 2016
  • Microsoft SQL Server 2014
  • Microsoft SQL Server 2012
  • Microsoft SQL Server 2008 R2
  • Microsoft SQL Server 2008

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for the database applications.

*Reports module is not supported with SQL Server 2017.

  • Microsoft Outlook, Word, Excel 2010*, 2013**, 2016***, 2019
  • Microsoft Outlook, Word, Excel for Office 365 (Desktop Version)
  • Microsoft Outlook for Office 365 (Web Version)****

It’s recommended to install the latest updates for Microsoft Office. Word support requires Maximizer CRM Word Integration Add-on. Outlook support requires Maximizer CRM Outlook Integration Add-on. The 32-bit and 64-bit versions of Word and Outlook are supported. Integration is not supported on Mac O/S.

SMTP Server provided with Gmail is not supported.

Excel 2013 or 2016 is required to use Maximizer Connect for Excel Quote.

* Integrations not supported with Office 2010 “Click to Run” version.
** You may experience some problems when using the off-line mode of Outlook 2013.
*** Integrations not supported with Office 2016 Microsoft store version.

****Integration is through Maximizer Connect for Outlook 365 add-in. An Office 365 email account is required. Office 365 ProPlus is not supported.

  • Google Chrome* for Windows
  • Google Chrome** for Mac
  • Mozilla Firefox* for Windows
  • Mozilla Firefox** for Mac
  • Microsoft Edge*
  • Microsoft Internet Explorer 11

Partner Portal and Customer Portal are not supported in Chrome or Edge browser.

*Microsoft Word Integration and Advanced Export to Excel are not supported.
**Microsoft Word Integration, Outlook Integration and Advanced Export to Excel are not supported.

  • iPhone, iPad, iPod Touch (Supported iOS 8, 9, 10, 11, 12)
  • Android devices (Supported Android 4, 5, 6, 7, 8)
  • Microsoft Internet Information Server 10.0 (Windows Server 2016, 2019)
  • Microsoft Internet Information Server 8.5 (Windows Server 2012 R2)
  • Microsoft Internet Information Server 8.0 (Windows Server 2012)
  • Microsoft Internet Information Server 7.5 (Windows Server 2008 R2)
  • Microsoft Internet Information Server 7.0 (Windows Server 2008)

Running Maximizer CRM server in a hosted or leased environment is not supported.

  • Microsoft SQL Server Reporting Services 2016
  • Microsoft SQL Server Reporting Services 2014
  • Microsoft SQL Server Reporting Services 2012
  • Microsoft SQL Server Reporting Services 2008 R2 SP1
  • Maximizer Enterprise/Maximizer (Pervasive) 7.0 and above
  • Maximizer Enterprise (SQL) 7/8/9
  • Maximizer CRM 10/11/12/2015/2016/2017/2018

If you are upgrading from a product version earlier than Maximizer CRM 2017, please contact Maximizer customer support for assistance.

Feature/Product Deprecation Notice

The following are set for deprecation and will be discontinued in the next release of Maximizer CRM. During the deprecation period, the product/feature is fully supported within the product, and technical support is available unless specified otherwise:

  • Microsoft Windows Server 2008 R2
  • Microsoft Windows Server 2008
  • Microsoft SQL Server 2008 R2
  • Microsoft SQL Server 2008
  • Customer Portal
  • Old Partner Portal

Discontinued

The following products/features are discontinued in Maximizer CRM 2018 and are no longer supported:

  • Maximizer CRM Group Edition

View all the discontinued products.

Maximizer CRM 2018 (On-Premise)

  • Microsoft Windows Server 2016 Standard, Essentials and Datacenter
  • Microsoft Windows Server 2012 / 2012 R2 Standard, Essentials Foundation, and Datacenter
  • Microsoft Windows Server 2008 R2 Standard, Enterprise, Foundation, Datacenter, and Web Server
  • Microsoft Windows Server 2008 Standard and Enterprise
  • Microsoft Windows Small Business Server 2011
  • Microsoft Windows Small Business Server 2008
  • Microsoft Terminal Server 2008
  • Citrix® using XenApp™ (Presentation Server) 4.5/5.0

Note: It’s recommended that you install Maximizer on a drive formatted as an NTFS file system. If you want to install Maximizer on a FAT32 file system, you should first convert the drive to an NTFS file system.

Both 32-bit and 64-bit edition of Microsoft Windows Server are supported. It’s recommended that you install the latest updates for the operating systems.

  • Microsoft SQL Server 2017*
  • Microsoft SQL Server 2016
  • Microsoft SQL Server 2014
  • Microsoft SQL Server 2012
  • Microsoft SQL Server 2008 R2
  • Microsoft SQL Server 2008

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for the database applications.

Group edition can only use SQL Server Express edition.

*Reports module is not supported with SQL Server 2017.

  • Microsoft Outlook* 2007****, 2010**, 2013***, 2016*****
  • Microsoft Outlook for Office 365 (Desktop Version)

It’s recommended to install the latest updates for Microsoft Office.

SMTP Server provided with Gmail is not supported. Integration is not supported on Mac O/S.

*Both the 32-bit and 64-bit versions of Outlook are supported.
**Integration not supported with Outlook 2010 “Click to Run” version. You may experience some problems when using the off-line mode of Outlook 2010.
***You may experience some problems when using the off-line mode of Outlook 2013.
****Outlook 2007 is not supported to work with Maximizer CRM 2018 R2
*****Integrations not supported with Outlook 2016 Microsoft Store version

  • Microsoft Word 2007**, 2010*, 2013, 2016***
  • Microsoft Word for Office 365 (Desktop Version)
  • Microsoft Excel 2007, 2010*, 2013, 2016***
  • Microsoft Excel for Office 365 (Desktop Version)

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for Microsoft Office.

*Integration not supported with Office 2010 “Click to Run” version.
**Word 2007 is not supported to work with Maximizer CRM 2018 R2
***Integrations not supported with Office 2016 Microsoft Store version

  • Microsoft Internet Explorer 11
  • Microsoft Edge*
  • Google Chrome* for Windows
  • Google Chrome** for Mac
  • Mozilla Firefox* for Windows
  • Mozilla Firefox** for Mac

Partner Portal and Customer Portal are not supported in Chrome or Edge browser.

*Microsoft Word Integration and Advanced Export to Excel are not supported.
**Microsoft Word Integration, Outlook Integration and Advanced Export to Excel are not supported.

  • iPhone, iPad, iPod Touch (Supported iOS 3.5, 4, 5, 6, 7, 8, 9, 10, 11)
  • Android devices (Supported Android 2.1 to 2.3, 3, 4, 5, 6, 7)
  • Microsoft Internet Information Server 10.0 (Windows Server 2016)
  • Microsoft Internet Information Server 8.5 (Windows Server 2012 R2)
  • Microsoft Internet Information Server 8.0 (Windows Server 2012)
  • Microsoft Internet Information Server 7.5 (Windows Server 2008 R2)
  • Microsoft Internet Information Server 7.0 (Windows Server 2008)
  • Microsoft .NET Framework 3.5 SP1 and 4.0

Running Maximizer CRM server in a hosted or leased environment is not supported.

  • Microsoft SQL Server Reporting Services 2016
  • Microsoft SQL Server Reporting Services 2014
  • Microsoft SQL Server Reporting Services 2012
  • Microsoft SQL Server Reporting Services 2008 R2 SP1
  • Maximizer Enterprise/Maximizer (Pervasive) 7.0 and above
  • Maximizer Enterprise (SQL) 7/8/9
  • Maximizer CRM 10/11/12/2015/2016/2017

If you are upgrading from Maximizer (Pervasive) 7.0, we recommend you to contact Maximizer customer support for assistance.

  • ACT! 1.x/2.x/3.x/4.x/2000/6.x/2004
  • ACT! 2005 and ACT! 2005 Premium for Workgroups/ACT! by Sage 2006 and ACT! by Sage Premium for Workgroups 2006
  • ACT! 2007 and ACT! 2007 Premium for Workgroups
  • ACT! 2008 and ACT! 2008 Premium for Workgroups
  • ACT! by Sage 2009 and ACT! by Sage Premium 2009
  • ACT! by Sage 2010 and ACT! by Sage Premium 2010
  • GoldMine and GoldMine CE 1.x/2.x/3.x/4.x/5.x/6.x
  • GoldMine 6.7 Corporate Edition or earlier
  • GoldMine 8.0.2 Premium Edition (MS SQL Server database only)
  • GoldMine 8.5.1 Premium Edition (MS SQL Server database only)
  • Organizer 1.x
  • Delimited
  • CSV (Comma Separated Values)
  • Clipper Summer ‘87
  • Clipper 5.x
  • dBase III/III+
  • dBase IV
  • dBase V/Visual dBase 5.x
  • FoxBase/FoxBASE+
  • FoxPro 1.x
  • FoxPro 2.x
  • Visual FoxPro 3.x
  • XML
  • Maximizer CRM customer information may be viewed from Microsoft Office SharePoint Server 2007 (MOSS) using the Business Data Catalog (BDC).
  • The generated Maximizer CRM Application Definition File used with the BDC is available with the Maximizer CRM Customization Suite.

Feature/Product Deprecation Notice

The following products/features are set for deprecation and will be discontinued in the next release of Maximizer CRM. During the deprecation period, the product/feature is fully supported within the product, and technical support is available unless specified otherwise:

  • Microsoft Office 2007

Word and Outlook 2007 are not supported to work with Maximizer CRM 2018 R2

Discontinued

The following products/features are discontinued in Maximizer CRM 2018 and are no longer supported:

  • Maximizer CRM Group Edition

View all the discontinued products.

Maximizer CRM 2017 (On-Premise)

  • Microsoft Windows Server 2016 Standard, Essentials and Datacenter
  • Microsoft Windows Server 2012 / 2012 R2 Standard, Essentials Foundation, and Datacenter
  • Microsoft Windows Server 2008 R2 Standard, Enterprise, Foundation, Datacenter, and Web Server
  • Microsoft Windows Server 2008 Standard and Enterprise
  • Microsoft Windows Small Business Server 2011*
  • Microsoft Windows Small Business Server 2008
  • Microsoft Terminal Server 2008
  • Citrix® using XenApp™ (Presentation Server) 4.5/5.0

Note: It’s recommended that you install Maximizer on a drive formatted as an NTFS file system. If you want to install Maximizer on a FAT32 file system, you should first convert the drive to an NTFS file system.

Both 32-bit and 64-bit edition of Microsoft Windows Server are supported. It’s recommended that you install the latest updates for the operating systems.

  • Microsoft SQL Server 2016
  • Microsoft SQL Server 2014
  • Microsoft SQL Server 2012
  • Microsoft SQL Server 2008 R2
  • Microsoft SQL Server 2008

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for the database applications.

Group edition can only use SQL Server Express edition.

  • Microsoft Outlook* 2007, 2010**, 2013***, 2016
  • Microsoft Outlook for Office 365 (Desktop Version)

It’s recommended to install the latest updates for Microsoft Office.

SMTP Server provided with Gmail is not supported. Integration is not supported on Mac O/S

*Both the 32-bit and 64-bit versions of Outlook are supported.
**Integration not supported with Outlook 2010 “Click to Run” version. You may experience some problems when using the off-line mode of Outlook 2010.
***You may experience some problems when using the off-line mode of Outlook 2013.

  • Microsoft Word 2007, 2010*, 2013, 2016
  • Microsoft Word for Office 365 (Desktop Version)
  • Microsoft Excel 2007, 2010*, 2013, 2016
  • Microsoft Excel for Office 365 (Desktop Version)

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for Microsoft Office.

*Integration not supported with Office 2010 “Click to Run” version.

  • Microsoft Internet Explorer 11
  • Microsoft Edge*
  • Google Chrome* for Windows
  • Mozilla Firefox* for Windows
  • Mozilla Firefox** for Mac

Partner Portal and Customer Portal are not supported in Chrome or Edge browser.

*Microsoft Word Integration and Advanced Export to Excel are not supported.
**Microsoft Word Integration, Outlook Integration and Advanced Export to Excel are not supported.

  • iPhone, iPad, iPod Touch (Supported iOS 3.5, 4, 5, 6, 7, 8, 9, 10
  • Android devices (Supported Android 2.1, 2.2, 2.3, 3.1, 4.x, 5 to 5.1.1, 6.0 to 6.0.1)
  • Microsoft Internet Information Server 10.0 (Windows Server 2016)
  • Microsoft Internet Information Server 8.5 (Windows Server 2012 R2)
  • Microsoft Internet Information Server 8.0 (Windows Server 2012)
  • Microsoft Internet Information Server 7.5 (Windows Server 2008 R2)
  • Microsoft Internet Information Server 7.0 (Windows Server 2008)
  • Microsoft .NET Framework 3.5 SP1 and 4.0

Running Maximizer CRM server in a hosted or leased environment is not supported.

  • Microsoft SQL Server Reporting Services 2016
  • Microsoft SQL Server Reporting Services 2014
  • Microsoft SQL Server Reporting Services 2012
  • Microsoft SQL Server Reporting Services 2008 R2 SP1
  • Maximizer Enterprise/Maximizer (Pervasive) 7.0 and above
  • Maximizer Enterprise (SQL) 7/8/9
  • Maximizer CRM 10/11/12/2015/2016

If you are upgrading from Maximizer (Pervasive) 7.0, we recommend you to contact Maximizer customer supportfor assistance.

  • ACT! 1.x/2.x/3.x/4.x/2000/6.x/2004
  • ACT! 2005 and ACT! 2005 Premium for Workgroups/ACT! by Sage 2006 and ACT! by Sage Premium for Workgroups 2006
  • ACT! 2007 and ACT! 2007 Premium for Workgroups
  • ACT! 2008 and ACT! 2008 Premium for Workgroups
  • ACT! by Sage 2009 and ACT! by Sage Premium 2009
  • ACT! by Sage 2010 and ACT! by Sage Premium 2010
  • GoldMine and GoldMine CE 1.x/2.x/3.x/4.x/5.x/6.x
  • GoldMine 6.7 Corporate Edition or earlier
  • GoldMine 8.0.2 Premium Edition (MS SQL Server database only)
  • GoldMine 8.5.1 Premium Edition (MS SQL Server database only)
  • Organizer 1.x
  • Delimited
  • CSV (Comma Separated Values)
  • Clipper Summer ‘87
  • Clipper 5.x
  • dBase III/III+
  • dBase IV
  • dBase V/Visual dBase 5.x
  • FoxBase/FoxBASE+
  • FoxPro 1.x
  • FoxPro 2.x
  • Visual FoxPro 3.x
  • XML
  • Maximizer CRM customer information may be viewed from Microsoft Office SharePoint Server 2007 (MOSS) using the Business Data Catalog (BDC).
  • The generated Maximizer CRM Application Definition File used with the BDC is available with the Maximizer CRM Customization Suite.

Feature/Product Deprecation Notice

The following products/features are set for deprecation and will be discontinued in the next release of Maximizer CRM. During the deprecation period, the product/feature is fully supported within the product, and technical support is available unless specified otherwise:

  • Microsoft Office 2007

Discontinued

The following products/features are discontinued in Maximizer CRM 2017 and are no longer supported:

  • Maximizer CRM Windows Access

View all the discontinued products.

Maximizer CRM 2016 (On-Premise)

  • Microsoft Windows 10 Home, Pro, Enterprise and Education
  • Microsoft Windows 8 / 8.1* Core, Pro and Enterprise
  • Microsoft Windows 7 Home Premium, Professional, Ultimate, and Enterprise
  • Microsoft Windows Vista Home, Business, Ultimate, and Enterprise
  • Microsoft Windows Server 2012 / 2012 R2 Standard, Essentials Foundation and Datacenter
  • Microsoft Windows Server 2008 R2 Standard, Enterprise, Foundation, Datacenter, and Web Server
  • Microsoft Windows Server 2008 Standard and Enterprise
  • Microsoft Windows Small Business Server 2011**
  • Microsoft Windows Small Business Server 2008
  • Microsoft Terminal Server 2008
  • Citrix® using XenApp™ (Presentation Server) 4.5/5.0

Note: Microsoft Windows Vista Home/Home Premium, Windows 7 Home Premium, Windows 8/8.1 and Windows 10 are not supported in a network environment when logging into a domain is required. Refer to your Microsoft documentation for details on how to set up networking in a workgroup environment.

Maximizer components for Microsoft Internet Information Services are not supported on any Windows Vista-based, Windows 7-based, Windows 8-based, and Windows 10-based computers.

It’s recommended that you install Maximizer on a drive formatted as an NTFS file system. If you want to install Maximizer on a FAT32 file system, you should first convert the drive to an NTFS file system.

Both 32-bit and 64-bit edition of Microsoft Windows and Microsoft Windows Server are supported. It’s recommended that you install the latest updates for the operating systems.

  • Microsoft SQL Server 2014
  • Microsoft SQL Server 2012
  • Microsoft SQL Server 2008 R2
  • Microsoft SQL Server 2008

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for the database applications.

Group edition can only use SQL Server Express edition.

  • Microsoft Outlook* 2007, 2010**, 2013***, 2016
  • Microsoft Outlook for Office 365 (Desktop Version)

It’s recommended to install the latest updates for Microsoft Office.

SMTP Server provided with Gmail is not supported. Integration is not supported on Mac O/S

*The 32-bit version of Outlook is supported for use with Maximizer CRM Windows Access; both the 32-bit and 64-bit versions of Outlook are supported by Maximizer CRM Web Access.
**Integration not supported with Outlook 2010 “Click to Run” version. You may experience some problems when using the off-line mode of Outlook 2010.
***Ensure that you have the latest updates to Office 2013 installed before attempting to use email functionality in Maximizer Windows Access. You may experience some problems when using the off-line mode of Outlook 2013.

  • Microsoft Word 2007, 2010*, 2013, 2016
  • Microsoft Word for Office 365 (Desktop Version)
  • Microsoft Excel 2007, 2010*, 2013, 2016
  • Microsoft Excel for Office 365 (Desktop Version)

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for Microsoft Office.

*Integration not supported with Office 2010 “Click to Run” version.

  • Microsoft Internet Explorer 11
  • Microsoft Edge*
  • Google Chrome* for Windows
  • Mozilla Firefox* for Windows
  • Mozilla Firefox** for Mac

Partner Portal and Customer Portal are not supported in Chrome or Edge browser.

*Microsoft Word Integration and Advanced Export to Excel are not supported in Maximizer Web Access.
**Microsoft Word Integration, Outlook Integration and Advanced Export to Excel are not supported.

  • iPhone, iPad, iPod Touch (Supported iOS 3.5, 4, 5, 6, 7, 8, 9)
  • Android devices (Supported Android 2.1, 2.2, 2.3, 3.1, 4.x, 5 to 5.1.1, 6.0)
  • BlackBerry devices (Supported BlackBerry OS 10)
  • Microsoft .NET Framework 3.5 SP1 and 4.0
  • Microsoft Internet Information Server 8.5 (Windows Server 2012 R2)
  • Microsoft Internet Information Server 8.0 (Windows Server 2012)
  • Microsoft Internet Information Server 7.5 (Windows Server 2008 R2)
  • Microsoft Internet Information Server 7.0 (Windows Server 2008)

Running Maximizer CRM server in a hosted or leased environment is not supported.

  • Microsoft SQL Server Reporting Services 2014
  • Microsoft SQL Server Reporting Services 2012
  • Microsoft SQL Server Reporting Services 2008 R2 SP1
  • SAP Crystal Reports 2011*
  • Business Objects Crystal Reports 2008*
  • Business Objects Crystal Reports XI (Embedded, Standard, Professional, Enterprise)
  • Business Objects Crystal Analysis 11
  • Crystal Reports Server XI

*When viewing reports created by Crystal Reports 2008/2011, some features used in the report may not be supported.

  • Maximizer Enterprise/Maximizer (Pervasive) 7.0 and above
  • Maximizer Enterprise (SQL) 7/8/9
  • Maximizer CRM 10/11/12/2015

If you are upgrading from Maximizer (Pervasive) 7.0, we recommend you to contact Maximizer customer support for assistance.

  • ACT! 1.x/2.x/3.x/4.x/2000/6.x/2004
  • ACT! 2005 and ACT! 2005 Premium for Workgroups/ACT! by Sage 2006 and ACT! by Sage Premium for Workgroups 2006
  • ACT! 2007 and ACT! 2007 Premium for Workgroups
  • ACT! 2008 and ACT! 2008 Premium for Workgroups
  • ACT! by Sage 2009 and ACT! by Sage Premium 2009
  • ACT! by Sage 2010 and ACT! by Sage Premium 2010
  • GoldMine and GoldMine CE 1.x/2.x/3.x/4.x/5.x/6.x
  • GoldMine 6.7 Corporate Edition or earlier
  • GoldMine 8.0.2 Premium Edition (MS SQL Server database only)
  • GoldMine 8.5.1 Premium Edition (MS SQL Server database only)
  • Organizer 1.x
  • Delimited
  • CSV (Comma Separated Values)
  • Clipper Summer ‘87
  • Clipper 5.x
  • dBase III/III+
  • dBase IV
  • dBase V/Visual dBase 5.x
  • FoxBase/FoxBASE+
  • FoxPro 1.x
  • FoxPro 2.x
  • Visual FoxPro 3.x
  • XML
  • Maximizer CRM customer information may be viewed from Microsoft Office SharePoint Server 2007 (MOSS) using the Business Data Catalog (BDC).
  • The generated Maximizer CRM Application Definition File used with the BDC is available with the Maximizer CRM Customization Suite.

Feature/Product Deprecation Notice

The following products/features are set for deprecation and will be discontinued in the next release of Maximizer CRM. During the deprecation period, the product/feature is fully supported within the product, and technical support is available unless specified otherwise:

  • Maximizer CRM Windows Access

Discontinued

The following products/features are discontinued in Maximizer CRM 2016 and are no longer supported:

  • Microsoft Internet Explorer 9, 10

View all the discontinued products.

Maximizer CRM 2015 (On-Premise)

  • Maximizer CRM Customization Suite
  • Maximizer Live Update Manage
  • Microsoft Windows 10* Home, Pro and Enterprise
  • Microsoft Windows 8 / 8.1** Core, Pro and Enterprise
  • Microsoft Windows 7 Home Premium, Professional, Ultimate, and Enterprise
  • Microsoft Windows Vista Home, Business, Ultimate, and Enterprise
  • Microsoft Windows Server 2012 R2
  • Microsoft Windows Server 2012
  • Microsoft Windows Server 2008 R2 Standard, Enterprise, Foundation, Datacenter, and Web Server
  • Microsoft Windows Server 2008 Standard and Enterprise
  • Microsoft Windows Small Business Server 2011
  • Microsoft Windows Small Business Server 2008
  • Microsoft Terminal Server 2008
  • Citrix® using XenApp™ (Presentation Server) 4.5/5.0

Note: Microsoft Windows Vista Home/Home Premium, and Windows 7 Home Premium are not supported in a network environment when logging into a domain is required. Refer to your Microsoft documentation for details on how to set up networking in a workgroup environment.

Maximizer components for Microsoft Internet Information Services are not supported on any Windows XP-based, Windows Vista-based, Windows 7-based, Windows 8-based computers, Windows 10-based computers.
It’s recommended that you install Maximizer on a drive formatted as an NTFS file system. If you want to install Maximizer on a FAT32 file system, you should first convert the drive to an NTFS file system.
Both 32-bit and 64-bit edition of Microsoft Windows and Microsoft Windows Server are supported. It’s recommended that you install the latest updates for the operating systems.
*Maximizer CRM 2015 R2 Web Access is not supported for use with the Microsoft Edge web browser
**Windows RT is not supported for Maximizer CRM Windows Access.

  • Microsoft SQL Server 2014
  • Microsoft SQL Server 2012
  • Microsoft SQL Server 2008 R2
  • Microsoft SQL Server 2008
  • Microsoft SQL Server 2005

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for the database applications.

Group edition can only use SQL Server Express edition.

  • Microsoft Outlook1* 2007, 2010**, 2013***
  • Microsoft Outlook for Office 365 (Desktop Version)

It’s recommended to install the latest updates for Microsoft Office.

SMTP Server provided with Gmail is not supported. Integration is not supported on Mac O/S.

*The 32-bit version of Outlook is supported for use with Maximizer CRM Windows Access; both the 32-bit and 64-bit versions of Outlook are supported by Maximizer CRM Web Access.
**MaxExchange email transport not supported with Outlook 2010. Integration not supported with Outlook “Click to Run” Version. You may experience some problems when using the off-line mode of Outlook 2010.
***Ensure that you have the latest updates to Office 2013 installed before attempting to use email functionality in Maximizer Windows Access. You may experience some problems when using the off-line mode of Outlook 2013. MaxExchange email transport not supported with Outlook 2013.

  • Microsoft Word 2007, 2010*, 2013
  • Microsoft Word for Office 365 (Desktop Version)
  • Microsoft Excel 2007, 2010*, 2013
  • Microsoft Excel for Office 365 (Desktop Version)

Both 32-bit and 64-bit editions are supported. It’s recommended to install the latest updates for Microsoft Office.

*Integration not supported with Office “Click to Run” Version.

  • Microsoft Internet Explorer 9, 10, 11
  • Mozilla Firefox* for Windows
  • Mozilla Firefox** for Mac

*Microsoft Word Integration and Advanced Export to Excel are not supported in Maximizer Web Access.
**Microsoft Word Integration, Outlook Integration and Advanced Export to Excel are not supported.

  • iPhone, iPad, iPod Touch (Supported iOS 3.5, 4, 5, 6, 7, 8)
  • Android devices (Supported Android 2.1, 2.2, 2.3, 3.1, 4.0 to 4.4)
  • Microsoft .NET Framework 3.5 SP1 and 4.0
  • Microsoft Exchange Server* 2007, 20102
  • Microsoft Internet Information Server 8.5 (Windows Server 2012 R2)
  • Microsoft Internet Information Server 8.0 (Windows Server 2012)
  • Microsoft Internet Information Server 7.5 (Windows Server 2008 R2)
  • Microsoft Internet Information Server 7.0 (Windows Server 2008)

*Supported with only one mail store

  • Microsoft SQL Server Reporting Services 2014
  • Microsoft SQL Server Reporting Services 2012
  • Microsoft SQL Server Reporting Services 2008 R2 SP1
  • SAP Crystal Reports 2011*
  • Business Objects Crystal Reports 2008*
  • Business Objects Crystal Reports XI (Embedded, Standard, Professional, Enterprise)
  • Business Objects Crystal Analysis 11
  • Crystal Reports Server XI

*When viewing reports created by Crystal Reports 2008/2011, some features used in the report may not be supported.

  • Maximizer Enterprise/Maximizer (Pervasive) 7.0 and above
  • Maximizer Enterprise (SQL) 7/8/9
  • Maximizer CRM 10/11/12

If you are upgrading from Maximizer (Pervasive) 7.0, we recommend you to contact Maximizer customer supportfor assistance.

  • ACT! 1.x/2.x/3.x/4.x/2000/6.x/2004
  • ACT! 2005 and ACT! 2005 Premium for Workgroups/ACT! by Sage 2006 and ACT! by Sage Premium for Workgroups 2006
  • ACT! 2007 and ACT! 2007 Premium for Workgroups
  • ACT! 2008 and ACT! 2008 Premium for Workgroups
  • ACT! by Sage 2009 and ACT! by Sage Premium 2009
  • ACT! by Sage 2010 and ACT! by Sage Premium 2010
  • GoldMine and GoldMine CE 1.x/2.x/3.x/4.x/5.x/6.x
  • GoldMine 6.7 Corporate Edition or earlier
  • GoldMine 8.0.2 Premium Edition (MS SQL Server database only)
  • GoldMine 8.5.1 Premium Edition (MS SQL Server database only)
  • Organizer 1.x
  • Delimited
  • CSV (Comma Separated Values)
  • Clipper Summer ‘87
  • Clipper 5.x
  • dBase III/III+
  • dBase IV
  • dBase V/Visual dBase 5.x
  • FoxBase/FoxBASE+
  • FoxPro 1.x
  • FoxPro 2.x
  • Visual FoxPro 3.x
  • XML
  • Maximizer CRM customer information may be viewed from Microsoft Office SharePoint Server 2007 (MOSS) using the Business Data Catalog (BDC).
  • The generated Maximizer CRM Application Definition File used with the BDC is available with the Maximizer CRM Customization Suite.

Feature/Product Deprecation Notice

The following products/features are set for deprecation and will be discontinued in the next release of Maximizer CRM. During the deprecation period, the product/feature is fully supported within the product, and technical support is available unless specified otherwise:

  • SQL Server 2005 (all editions)
  • MaxExchange
  • MaxSync

Discontinued

The following products/features are discontinued in Maximizer CRM 2015 and are no longer supported:

  • MaxMobile for BlackBerry
  • Windows Server 2003 R2 (including Small Business Server and IIS 6.0)
  • Microsoft Windows XP
  • Microsoft Office 2003
  • Microsoft Internet Explorer 8
  • Microsoft Exchange 2003
  • Maximizer CRM Visual Basic Wizard (This is part of the customization suite.)
  • Lotus Notes/Domino 5.0, 6.0, 6.5, 7.0
  • GroupWise 6.5

View all the discontinued products.

CRM Live – Getting Started for Users

If you want to create a bookmark to Maximizer CRM Live, you must specify the Maximizer CRM Live URL supplied by your system administrator as the URL for the bookmark. You should not create the bookmark using the URL displayed in the Maximizer CRM Live login page.

If you use Internet Explorer to access Maximizer CRM Live, you are prompted when you first log in with information about an add-on from Maximizer Software. The message is displayed at the top of your browser window. You should accept the add-on.

  • At the top of the browser window, click the message bar, and select Run add-on.
  • Click Run to confirm the change.

If you use Internet Explorer, you may need to adjust your security settings to access the full functionality of Maximizer CRM Live. In Internet Explorer, you must add Maximizer CRM Live to the Trusted sites zone with the security level set to Medium-low.

The following procedure explains how to configure Internet Explorer for Maximizer CRM Live.

  • In Internet Explorer, select Tools > Internet Options, and select the Security tab.
  • Select the Trusted sites security zone, and click Sites.
  • In the Add this website to the zonefield, enter *.maximizercrmlive.com.
  • Clear the Require server verification (https:) for all sites in this zone checkbox.
  • Click Add.
    Maximizer CRM Live is added to the list of sites in the zone.
  • Click Close.
  • With the Trusted sites zone still selected, click Custom Level.
  • Under Reset custom settings, from the Reset to drop-down list, select Medium-low.
  • Click OK to save the changes in the Security Settings dialog box, and click OK again to save your Internet options.

Pop-up windows must be enabled for Maximizer CRM Live in your browser to access its full functionality. If you use Internet Explorer, pop-up windows are enabled when you add Maximizer CRM Live to the Trusted sites zone. If you use Firefox, you may need to enable pop-up windows for the site.

If Firefox is blocking pop-up windows, you are prompted with a message at the top of the browser window when you try to access certain commands. The message states that Firefox is preventing Maximizer CRM Live from opening a pop-up window.

The following procedure explains how to enable pop-up windows for Maximizer CRM Live in Firefox.

  • In Firefox, select Tools > Options, and select the Content tab.
  • Next to Block pop-up windows, click Exceptions.
  • In the Address of web site field, enter maximizercrmlive.com, and click Allow.
  • Click Close.
  • Click OK to save the changes to the Options dialog box.

Normally, the Maximizer system administrator sets up the time zone of each user. You can also change the time zone set in your preferences at any time.

When you log in to Maximizer CRM Live, the time zone in your preferences is compared to the time zone set on your computer. If they do not match, a message appears in the top of the Maximizer CRM Live page, prompting you to change your time zone setting.

  • To change the time zone, click Yes, select the time zone, and click Continue.
    You may need to log out of Maximizer CRM Live and log in again for the change to take affect.
  • To close the message without adjusting the time zone, click No.

After you first log in to Maximizer CRM Live, you should change your password.

  • In the top-right corner of the page, click Preferences.
  • Click Password.
  • In the Old Password field, enter your current password.
  • In the New Password and Confirm New Password fields, enter your new password. Your password must contain at least eight characters including at least one character from three or more of the following groups.
    • Uppercase letters (A-Z).
    • Lowercase letters (a-z).
    • Numbers (0-9).
    • The dollar sign ($), pound (#), or underscore (_) symbol.
  • Click OK to close the Change Password dialog box.
  • Click Save to save the changes to your preferences.

To access Maximizer on mobile devices, use Maximizer CRM Live Mobile Access. Click here for a list of supported mobile devices for Mobile Access. To use the full functionality in Mobile Access, users may also need to enable JavaScript and browser cookies in their browsers.

  • Log in to Maximizer CRM Live.
  • Go to Icon Bar (the panel on the right-hand side) and place the mouse cursor on Administration.
  • In the Administration pop-up, click Desktop and Mobile Setup. The URL for Mobile Access is displayed in the screen.
  • On your device, enter the Mobile Access URL into your browser.
  • Enter your Maximizer user ID and password.
  • Select Log In.

Use this procedure to delete all Address Book entries in the database. This procedure is intended for sample data only. You should perform this procedure before you add your own entries to the database. All opportunities, customer service cases, and Hotlist tasks associated with the entries are also deleted from the database.

Delete All Address Book Entries

  • On the Address Book page, select Search > Company.
  • Leave the Company/Individual field blank and click OK.
    All companies and contacts in the database are displayed.
  • Select Edit > Select All.
    All entries in the list are selected
  • Select Edit > Delete selected entries.
    A warning message appears confirming the deletion.
  • Click OKto delete all entries.

Delete All Campaigns

  • On the Campaigns page, select View > All Campaigns.
    All campaigns in the database are displayed.
  • Select Edit > Select All.
    All entries in the list are selected.
  • Select Edit > Delete Selected Entries.
    warning message appears confirming the deletion.
  • Click OK to delete all entries

You can get information on the tasks available in Maximizer CRM Live in the online help and User’s Guide.