Maximizer Software Simply Successful CRM

Email Monitoring with Maximizer CRM

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A critical element in providing a seamless customer experience is ensuring that all interactions with a customer are centralized. So when a customer emails an inquiry, then calls the next day – the response is consistent, no matter which department the representatives are in.

Workflow Automation powered by KnowledgeSync enables you to monitor incoming emails, then automatically take the next action – such as replying to the customer and routing to the assigned staff member to ensure no inquiry goes unanswered.

  • Monitor incoming emails to company email addresses such as sales and customer service, create a task or service case in Maximizer CRM, and assign it to the appropriate staff person

  • Send an automatic response to email inquiries based on assigned service case or other details to establish the right customer expectations

  • Comply with anti-spam legislation with automatic opt-out linked to Maximizer CRM

iWorkflow Automation powered by KnowledgeSync is add-on products
with additional license fees.


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