Maximizer CRM is specifically designed for small and medium-sized businesses and corporate divisions of large companies. By integrating sales, marketing, and customer service tools into one adaptable and affordable solution, Maximizer CRM helps organizations realize their primary customer management goal of having many profitable and satisfied customers.

Throughout the customer life cycle, as prospects move from the marketing department to the sales department, and as they are passed onto service departments, Maximizer enables an organization to attract prospects, win new customers, and increase repeat business.

SAML Based Single Sign-On

Single sign-on (SSO) is a user authentication service that permits a user to use one set of login credentials to access multiple applications. In this release, you can set up a 3rd party identity provider (IDP) that allows your users to log in to Maximizer CRM through the IDP.

View Address Book Entry Notes in Cases

In our previous release, we introduced the feature for viewing Address Book entry notes. In this release, the same function is available in the Customer Service module. There are two options for displaying notes:
• Case only
• Case and Address Book entry
You can view the notes for the selected case and the notes belonging to the company/individual and all the associated contacts.

Accessibility

In the last release, we introduced keyboard navigation in the main screens. You can use tab key to navigate to different areas in the interface and use arrow keys to access the items in each area. In this release, screen reader application (JAWS) is supported, and more keyboard shortcuts have been introduced.

View in Opportunities and Customer Service in Hotlist

In Hotlist, if a task is associated with an opportunity or a case, you can now click a button to view the opportunity or the case in the respective screen. The View in Opportunities or View in Customer Service commands are available in the menu bar and in the right-click menu.

Mobile App

Login requires 2FA (PIN) once – In CRM LIVE, the app now only requires the 4-digit PIN code once. You do not need to get a new PIN every time you log out of the app.

Integration

QuickBooks
The new QuickBooks integration is being developed by one of Maximizer partners in the EMEA region. This will be a paid integration that allows users to view information from QuickBooks in the Maximizer following tab for any given Address Book entry. More information on a full set of features will be provided once the app has been released to the App Directory. The release date will be communicated in the near future.

MailChimp Sync Engine Enhancements
A new updated MailChimp integration will be available soon after the 2021 R1 has been released. The new MailChimp integration update will provide users with an added ability to synchronize records from Maximizer to MailChimp, but not the other way around. Except for a contact’s subscription status in MailChimp, none of the other fields from MailChimp will be updated in Maximizer. The new update will also provide the ability for the user to start/stop the sync service.

Click here to see more information about Maximizer CRM 2021.