Microsoft Outlook

Communication, Productivity

Maximizer’s Microsoft Outlook integration allows you to work in Outlook and sync updates to the CRM automatically. Save emails, appointments and notes to the CRM, delegate tasks, and view client history without leaving Outlook. Connect your Office 365 account with Maximizer and access your Address Book contacts directly from any email message in Outlook. Say goodbye to the hassle of switching between programs to access your contact information. Setup and installation of the Outlook app is easy. Simply start by clicking the Get it now button and follow the instructions. Once installed, an intuitive dialogue box will appear above the contents of any open email message to provide easy access to all of your Maximizer contacts. Take your productivity to the next level with Maximizer’s powerful Microsoft Outlook app! 

Highlights:

• Create contacts, leads, or organizations in Maximizer from an email.
• Save email messages to Maximizer entries.
• Create tasks, appointments, call interactions, and notes in Maximizer.
• Create opportunities in Maximizer from Outlook email messages.
• Search for and add Maximizer entries as recipients of outgoing emails in Outlook. 
• Get current information on upcoming activities.
• View a timeline of historical events on contacts.
• Retrieve current details on your customers and prospects. 
• Displays opportunity totals on contacts for deals that are currently being worked as well as won deals.