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Individuals and small businesses with a Microsoft® technology foundation can leverage the strength of the familiar backbone and applications alongside the simple, accessible, adaptable Maximizer CRM Entrepreneur Edition solution. Built for the Windows platform and leveraging the .NET framework and SQL database, Maximizer opens the flow of information between a centralized contact management database and Microsoft applications such as Outlook® and Office.
Leverage Outlook as a Contact Management Interface
- Integrate Email: View your Outlook messages inside Maximizer and automatically, then save to customer records – no copying and pasting
- CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of emails to customers’ records in Maximizer CRM
- Access Contacts: Use email addresses from both your Maximizer Contact Manager & Outlook address books for email distribution. Synchronize contacts to Outlook and vice-versa to store a subset of customer records
- Synchronize Calendars and Tasks: Stay on track with two-way synchronization of Maximizer & Outlook calendar and task modules
- MaxSync for Microsoft Exchange: Set-up meetings and keep track of appointments when some people work in Maximizer and others work in Microsoft Outlook & Exchange
Increase Productivity with Office Integration
- Microsoft Word: Personalize proposals, letters, and faxes with any field from your Maximizer customer data
- Microsoft Excel®: Instantly export data and reports to Excel, and import lists from Excel
- Share Office documents: Save Microsoft Office documents in customer records for electronic history of proposals, quotes and other communications
- Store other documents in a central repository for staff to reference and email
Microsoft powers mobility
- Windows Mobile Access®: Maintain productivity of remote staff with synchronization to Windows Mobile Pocket PC and Smartphone devices using MaxMobile Lite.
Harness the Power of Microsoft Technology
Other Microsoft technologies Maximizer CRM supports:
- Systems Management Server (SMS)
- Windows single sign-on and user authentication
- Microsoft Virtual Earth for global maps and directions
- Microsoft Internet Information Services (IIS)
- Customization programming languages: Visual Basic®, Visual Basic .NET, C+#, Visual C++®
MaxSync for Microsoft Exchange is an add-on product with additional fees.
MaxMobile Lite is an add-on product with additional fees.
Phone 1-800-804-6299 or e-mail for more information or to request a demonstration.
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