A CRM solution that fits YOUR business requirements
Maximizer™ Entrepreneur for Contact Management
As a small business owner you have to perform many functions simultaneously. Our award-winning contact manager, Maximizer Entrepreneur, is designed to help you maximise your time, improve customer satisfaction and increase sales. It works right out of the box and is easy to configure, so you can get up and running quickly and focus on your business.

Move Up to Maximizer™ CRM Group and Enterprise for Customer Relationship Management

As your business grows, you need to enable staff collaboration to attract more prospects, increase sales and retain loyal customers. To grow your business and continue to service your existing customers effectively, you need Maximizer CRM. In addition to contact and schedule management, this simple, accessible, adaptable CRM solution brings together Sales, Marketing, and Customer Service & Support in one powerful, integrated suite that is accessible from the corporate office, remotely, through the web, or through mobile devices including BlackBerry®, Windows Mobile®, and Palm®. Available in three editions; Group, Professional and Enterprise, Maximizer CRM provides the following additional functionality to enable you to automate and streamline key business processes:

Enterprise EditionGroup EditionEntrepreneur Edition
Enterprise Edition
At- a-glance key features:

  • Account & Contact Management: including time management, task management, email management, communications & Office integration, Outlook & Exchange synchronisation document management.
  • Sales: including sales force automation, opportunity management, lead management, sales forecasting, territory management, quote management, partner relationship management.
  • Marketing: including marketing automation, email marketing, HubSpot Connector.
  • Customer Service & Support: including case management, customer self-service, knowledge base and Computer Telephony Integration (CTI).
  • Business intelligence: including reports, dashboards, & custom reporting.
  • Workflow Automation: add-ons available for process automation and business activity monitoring.
  • Customisation & Integration: capabilities to easily make CRM work for your unique business processes.
Group Edition
At-a-glance key features:

  • Account & Contact Management: including time management, task management, email management, communications & Office integration, Outlook & Exchange synchronisation document management.
  • Sales: including sales force automation, opportunity management, lead management, sales forecasting, territory management, quote management, partner relationship management.
  • Marketing: including marketing automation, email marketing.
  • Customer Service & Support: including case management, customer self-service, knowledge base and Computer Telephony Integration (CTI).
  • Business intelligence: including reports, dashboards, & custom reporting.
  • Workflow Automation: add-ons available for process automation and business activity monitoring.
  • Customisation & Integration: capabilities to easily make CRM work for your unique business processes.
Entrepreneur Edition
At-a-glance benefits:

  • Create your own email templates to use for prospecting, follow-up, welcoming new customers or any other activity
  • Deploy MaxMobile for your field sales and service staff members via BlackBerry® smartphones for quicker and easier access to your CRM
  • Get real-time access to entire Maximizer CRM database content including sales opportunities
  • Gain greater insight from incoming vs. outgoing call reports to effectively manage sales resources
  • Minimise data entry time with pre-populated information in selected fields of a new prospect or customer record
  • Set up and access shortcuts to your most commonly used series of commands with the custom actions tab on the quick access toolbar.
  • MaxMobile for BlackBerry is an add-on product with additional licence
Customer Relationship Management
Leverage CRM to Take Charge of Your Business

With all of your customer information centralized in one accessible location, Maximizer CRM 12 provides you and your team with real-time visibility into your business, a 360-degree view of your customers to effectively meet their needs, and utmost flexibility and convenience to work where, when and how you need to. Maximizer CRM 12 takes sales, marketing, customer service and support to the next level, with enhancements that make a significant impact on all business areas within your organization.

Access your critical customer information anytime, anywhere

Offering outstanding value through NEW all-inclusive licenses, Maximizer CRM delivers robust tools and features when, where and how you need them – on your desktop, online or on your mobile smartphone. All Access delivers the most comprehensive CRM suite available, for one low price AND includes one full year of maintenance support.

Leverage the power of CRM and the speed and flexibility of mobility, with real-time access to your full Maximizer CRM database – anywhere, anytime.

Make timely, informed decisions that impact your bottom line

Strategize, rapidly and effectively, with Maximizer CRM 12’s Wizard-Driven Dashboards, for actionable insight into your business at a glance – in the office or on your mobile smartphone. With the state of your business delivered to you in real-time, in a variety of formats of your choice, you can view and access the specific metrics you need to make key decisions and adjust tactics.

Hone in on the business areas that drive profitability

Insightful and immediate, Formula User-Defined Fields deliver instant views of critical key performance indicators. They automatically calculate essential statistics and ratios that allow you to quickly identify what is working in your business and where action needs to be taken for improvement.

Work productively to raise service performance and customer value

Surpass your competition by making service the cornerstone of your business strategy. Maximizer CRM optimizes business processes and tasks, providing a 360-degree view of your customer that will help you to better understand and meet their needs, offer greater value, work more efficiently and build the relationships that lead to loyalty and profitability.

Contact Management
A leader in sales & contact management since 1995 with over 1 million users worldwide, Maximizer sales contact manager makes it easy to succeed by effectively managing your time, customers, and sales.

Top 10 Maximizer Features:

Account & Contact ManagementAppointment & Task SchedulingSales Opportunity ManagementAction PlansCommunications & Microsoft Office IntegrationOutlook & PDA SyncReportingDocument ManagementAccounting LinkWeb & e-Commerce
Account & Contact Management
Manage your customers better than your competitors can manage theirs.

  • Manage an unlimited number of contacts and profile them using a variety of your own fields, such as industry and size.
  • Access history of interactions including emails, phone calls, faxes.
  • Personalise the way you view information.
  • Easily create custom screens.
  • Maintain data integrity with duplicate record checking and mandatory fields.
  • Link with your phone for caller ID and direct dialing – increase call accuracy and save time.
  • Search on any field, and create one-click access to frequently accessed lists of customers or prospects.
  • Get maps and driving directions using the built-in Microsoft MapPoint for virtually any location in the world.
Appointment & Task Scheduling
Manage your time more effectively and ensure nothing slips through the cracks.

  • View your upcoming appointments and activities at a glance.
  • Collaborate seamlessly with colleagues with task assignment and multi-user calendar.
  • Sync with your calendar in Outlook and your handheld PDA device.
  • Print your schedule to your daytimer.
  • Leave it to Maximizer contact manager to prompt you about task deadlines and appointments.
Sales Opportunity Management
Maximise chances for success. Forecast revenue effortlessly.

  • Use opportunities to track every project, deal or sale.
  • Track all details of the deal, including key decision-maker, products being pitched, and watch your probability of close increase.
  • Use graphical sales reports, including the sales pipeline funnel, to analyse your sales.
Action Plans
Simpler than ever to stay on track!

  • Plan a series of tasks and appointments to ensure nothing slips through the cracks.
  • Assign tasks to yourself or to others.
  • View all upcoming tasks at a glance.
  • Use one of the templates to manage projects, sales activities, or lead follow-up processes.
Communications & Microsoft Office Integration
Communicate more effectively – and more easily – with seamless Microsoft Office integration!

  • Create documents, letters, faxes and emails for customers, then store under each record for easy reference.
  • Use Maximizer contact manager with Microsoft Word to write personalized letters and faxes, using merge fields.
  • Export your data to Excel® for analysis in a familiar environment.
  • Link your phone to Maximizer for quick and easy direct dialing and called ID pop-up; track time and notes from calls.
Outlook & PDA Sync
Be in total sync when you’re on the road!

  • Synchronise contacts and calendars back and forth between Maximizer contact manager and Microsoft Outlook.
  • Read Outlook email within Maximizer and save important messages to client records.
  • Access Outlook contacts from Maximizer with super-ease.
  • Even export contacts from Maximizer into Outlook.
  • Synchronise your schedule and customer information back and forth with the latest Palm® OS devices like TungstenT and TreoT (using Maximizer Link) or Windows Mobile OS devices (using MaxMobile).
  • With Outlook two-way synchronisation, synchronise Maximizer with wireless handheld devices like BlackBerry® and Pocket PC.
Reporting
See a snapshot of your business with reports.

  • Maximizer contact manager includes over 100 pre-built reports, including task lists, account activities, phone logs, sales pipeline, and win/loss analysis.
  • View charts for quick snapshots, then drill-down to more details.
  • Publish reports in PDF, HTML and RTF to share with colleagues.
  • Instantly export to Excel to analyze in a familiar environment.
Document Management
Get access to all the documents you need in a snap.

  • Store all your collateral & important documents in a central location for easy access.
  • Email brochures and literature directly to clients from the Company Library.
  • Create folders to organise documents and see a preview.
  • Compatible with virtually any file format.
Accounting Link
View customers’ financials from Maximizer

  • View your customers’ accounting information from one simple interface in Maximizer contact manager.
  • See credit limit, balance, and overdue accounts.
  • Create invoices and estimates from Maximizer.
  • Maximizer pulls product list items and prices from your QuickBooks.

 

*Accounting Link designed for use with QuickBooks is an add-on to Maximizer, available for separate purchase.

Web & e-Commerce
Leverage the Internet and expand your customer base.

Create web forms to collect data from your website.

  • Automatically have data imported into Maximizer, and send you email alerts.
  • Build a professional-looking webstore with real-time secure credit card processing created with ecBuilder Pro 6.0 Lite, included with Maximizer.
  • Process and manage orders effortlessly with the OrderDesk module.


Maximizer Entrepreneur Contact Manager Highlights

  • Award-winning sales & contact management software
  • Quick set-up and easy-to-use contact manager!
  • Use it with Microsoft® Office, Outlook®, your handheld PDA, and your QuickBooks® accounting database
  • Ideal for small businesses, home offices, financial advisors, realtors, and sales professionals in virtually any industry
  • Network with colleagues to share your database and schedule.i
  • Convert data from ACT!®, GoldMine® and import from virtually any other source.ii


i. Networking with multiple users/colleagues requires additional licenses and a workgroup license available from Maximizer Software (up to 5 users).

ii. Import from ACT!, GoldMine, and standard formats including CSV, ASCII, dBase, XML.

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