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Partner Relationship Management with Maximizer CRM

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Read the PRM Datasheet

“The business partner portal is a very attractive feature for our brokers. They love the fact that they can simply log in and access each client’s complete history, make changes, track the services we have provided—it helps them build their own businesses andrelationships with clients.” - Kevin J. Timmerman, President, Steele Capital Management

Exchanging information about customers, sales opportunities and marketing activities with a network of resellers can be complex and time-consuming. Help your employees and partners handle leads faster, collaborate more effectively on deals, and improve sales forecasting with Maximizer CRM Partner Relationship Management (PRM) —through the web!

Streamline lead distribution and forecasting with partners

  • Assign leads to partners and get real-time updates through the web, complete with email alerts
  • Improve the accuracy of your forecasting and sales pipeline reports. Allow resellers to view, update, and add new sales opportunities
  • Get customer feedback through partners and make more informed decisions

Empower partners with online access to critical answers & solutions

  • With PRM, give your partners the answers they need through a web-based Knowledge Base
  • Give partners access to a calendar of partner-related activities

Help partners provide better customer service

  • Let your partners issue new service cases, view cases in progress, and modify existing ones
  • Automatically notify partners about the status of cases in progress, resolutions, or specific case actions

Provide safe, secure access to confidential information

  • Let partners create their own web login, complete with automatic password retrieval
  • Save time with partner profile updating online

Customize Your Partners’ Experience

  • Customize the partner experience, including custom windows, tabs, tool bars, and menus
  • The Customization Suite lets you leverage industry standards, code examples, and an easy-to-use interface for IT professionals

i Customization Suite is an add-on product with additional license fees.


Phone 1-800-804-6299 or e-mail for more information or to request a demonstration.

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