CRM FOR MICROSOFT 365

The Trusted CRM for Sales Teams on Microsoft 365

Stay in your workflow by adding leads, tracking conversations, and managing tasks directly within Outlook, Teams and Power BI. Maximize your output with the tools you use the most.

crm for microsoft 365

Watch Maximizer and Microsoft 365 in perfect sync

Trusted by 120,000 teams worldwide

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Maximize sales efforts with transformative technology

Maximizer offers advanced features designed to enhance your sales efforts and optimize your workflow within Microsoft 365 tools.

Sales intelligence

Access custom dashboards made with advanced AI insights that report on deal progress, sales figures, and team activity in real time.

Centralized communication

Stay on top of correspondence with automated reminders, tagged conversations, and intelligent recommendations from MaxAI.

Mobile app

Log correspondence with ease thanks to voice-to-text functionality. Keep your team informed of how critical deals are progressing while on the road.

Activity tracking

Understand your team’s capacity and performance with access to all activity logs current and historical at the touch of a button.

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Get your work done right from your inbox

Say goodbye to inefficient workflows and hello to a better way to work with Maximizer integrated directly into Outlook.

Work uninterrupted directly in Outlook

Update contacts in Maximizer without leaving your email.

Oversee all client interactions directly from your inbox.

Sync outlook appointments directly to the CRM.

Convert conversations into opportunities

Unified connectivity from email to CRM speeds up work.

Eliminate time-consuming manual data entry.

Create new accounts and tasks with a single click.

Improve planning with team collaboration

Coordinate with your team on key opportunities.

Search for Opportunities, Leads, and Cases without leaving Microsoft Teams.

Gain real-time information on deal progressions.

Why Maximizer is the best CRM for Microsoft 365

Connect to Microsoft Outlook

Stay organized

Save and send emails directly from Microsoft Outlook to Maximizer entries, capturing all important correspondence.

Maintain accurate records

Instantly convert email interactions into actionable leads or contacts within Maximizer. 

Optimize your workflow

Create and manage tasks, appointments, call interactions, and notes directly from Microsoft Outlook. 

Connect with Microsoft Teams

Collaborate easily

Share opportunities, leads and cases saved in Maximizer with colleagues quickly through Microsoft Teams conversations.

Stay focused

Access data saved in Maximizer directly from Microsoft Teams, drill into information without breaking stride.

Increase productivity

Improve team collaboration with quick access to critical Maximizer data from within Microsoft Teams.

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Companies choose to partner with Maximizer

“Maximizer is so easy to use and keep track of all client interactions and important information. The team loves it. It adds confidence to the operations of the business. In finance that’s a huge win.”

Mary Keetch,

Financial Advisor

“Our company likes the ability to add or remove many of the fields so that we can better customize the design to suit our needs. We are a very niche market so this is important.”

Catherine Whitfield,

Operations Manager

“I find Maximizer very easy to use. A very complete and simple view of all client data and notes inputted. The integration into Outlook is quick and easy for saving email transactions.”

Megan Wenckowski,

Financial Advisor and Investment Representative

Best in class CRM software

Over 35 years of delivering exceptional results.

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Learn why people love Maximizer

Try Maximizer Today

Experience the difference Maximizer can make for your team in Microsoft 365. Access accurate data, make better decisions and lead your team with a CRM built for sales leaders.

Frequently asked questions

What makes Maximizer the best CRM for Microsoft 365 users?

Maximizer has optimally designed integrations for Microsoft 365, enabling users to manage leads, track conversations, and handle tasks directly within Microsoft Outlook and Teams. This integration helps streamline workflows and ensures that all critical sales activities are accessible from the tools you already use, making it an ideal CRM for Microsoft 365 users.

Can Maximizer be integrated with other Microsoft tools?

Yes, Maximizer integrates with key Microsoft tools such as Outlook, Teams, and Power BI. This integration allows for unified data management, better communication, and real-time analytics, making it a powerful CRM solution for Microsoft users.

Why should I choose Maximizer over other CRMs for Microsoft 365?

Maximizer stands out as a CRM for Microsoft 365 due to its deep integration with Microsoft tools, user-friendly interface, and advanced features tailored for sales teams. It offers sales intelligence, centralized communication, and mobile capabilities, all within the familiar Microsoft environment, ensuring that your team can work more effectively without learning a new system.

How does Maximizer integrate with Microsoft Outlook?

Maximizer integrates easily with Microsoft Outlook, allowing you to save and send emails directly to CRM entries, convert email interactions into actionable leads, and manage tasks and appointments—all from within your inbox.

What are the benefits of using Maximizer's CRM with Microsoft 365 for sales teams?

Using Maximizer’s CRM with Microsoft 365 offers several benefits for sales teams, including uninterrupted workflow within Outlook, faster conversion of conversations into opportunities, and improved planning through real-time collaboration in Teams. These features help improve your sales processes and boost overall productivity.