Desktop and Offline CRM Access

Install Maximizer CRM on your Windows desktop workstations for access to the sales, marketing and customer service information staff need to service your customers. Install the central corporate CRM database of valuable customer information on-premise, internally, and enable desktop CRM access through your corporate wired or wireless network.

Benefits of Desktop CRM Access

• Access and collaborate: Empower all customer-facing staff with on-premise desktop CRM access to all customer and lead information, sales opportunities, customer service cases, marketing campaigns, documents, calendar, tasks, and more.
• Simple administration: Manage security, back-up your database, and manage users through the desktop administration module, accessible by one or more administrators.
• Easy to use: With a simple, intuitive interface, Maximizer CRM boasts a familiar user experience across all access options - Windows, web and mobile - in one-all inclusive license.
• Synchronization: Host your valuable customer data on-premise your internal servers, and in addition to your desktop access, enable remote offline access for the same staff when they’re on the road or working from home, with synchronization back to the corporate database.

Web-Based CRM Software

Maximizer CRM’s Web Access enables you to keep your information securely on your internal servers, while giving staff web-based CRM access to information through a secure web browser. Web Access allows staff in remote offices and those that travel to access Maximizer CRM in real-time, from anywhere there is an Internet connection.

Online CRM access maintains continuity for business users

Stay productive and reduce downtime with web-based CRM software and online access from wherever you are. Access and update all of your customer information and processes, including:

• Customers
• Leads
• Email (including Outlook/Exchange synchronization)
• Appointments
• Tasks
• Notes
• Documents
• Sales Opportunities
• Marketing Campaigns
• Customer Service & Support cases
• Dashboard and Reports
• Company Library (document management)
• Administration of system, security/rights, and users

Work efficiently with integrated Microsoft Office^® applications and powerful web-based CRM features:

• Create documents, letters, faxes and emails for customers, then store under each customer record for easy reference
• Complete integration with Microsoft Word^® performs one-click merge of contact details into documents
• One-click export of contact, task or service case lists to Microsoft Excel
• Advanced export to Excel supports conditional formatting rules and customized graph styles
• Action Plans now available to schedule project or process activities
• Improved integration enables emails to be saved and new records to be easily created from emails
• One-click creation of appointments, tasks and service cases case from an email message
• Personal email templates can be tailored to send professional communications to multiple contacts
• Call logging saves details and comments of calls made or received
• Global editing enables specific field updates to multiple records including service cases
• Improved calendar features include print preview and legend options
• Full marketing campaign functionality now available through Web Access, including tracking and robust reporting, enables marketing initiatives on the go.
• Advanced marketing reports provide insight to refine future campaigns and target more effectively.
• Built-in campaign message editor allows you to create and modify HTML‐based campaign messages, featuring a formatting toolbar and support for merge fields and embedded images.

A web based CRM means ease of deployment for IT

• Based on the .NET framework, easily customize the Web Access view to make it work for your organization, including custom windows and tabs.

Need Remote Synchronization?

Need Mobile Access?

Mobile CRM Wireless Web Access

Using virtually any web-enabled smartphone, Maximizer CRM Wireless Web Access allows you to view and update critical customer information in your Maximizer CRM database in real-time, through your smartphone's wireless web browser. Expand the capabilities of your iPhone, HTC Google G1, Nokia or other devices with Mobile CRM and turn yours into a valuable busininess tool when you're on the road.

Read More about Wireless Access.

Mobile CRM for BlackBerry^®

Mobilize your sales force by leveraging the power of CRM and the convenience of mobility, with mobile CRM for your BlackBerry^® smartphone. MaxMobile for BlackBerry empowers your field sales and service staff to work more productively with the ability to update notes; look-up accounts, leads and sales opportunities; access the latest customer service cases, and update their sales forecast - all in real-time, while they're on the road.

Read more about MaxMobile for BlackBerry

Remote CRM Data Synchronization

Bring remote office team members into the fold for real-time collaboration with MaxExchange, the Maximizer CRM data synchronization option that provides online and offline access to remote workers. From the moment a remote team member logs in, MaxExchange automatically uploads that individual’s updates to the main database, and synchronizes the most recent information from headquarters. Staff in the field maintain productivity by doing virtually everything a staff person in the office would do.

Benefits of CRM data synchronization

1. All the Same Data: Remote users have access to all the same data, modules, and processes that Windows desktop users in the office
2. Right Information - Right Person: Distribute opportunities and action items to appropriate team members, chronologically adjusted to account for worldwide locations and time zones
3. Offline Remote Access: Maximize offline productivity by keeping a copy of records locally and synchronizing CRM dataregularly with the central database
4. Reliable & Secure: CRM data and the synchronization process are secured using 128-bit encryption and tracks transfer status so you don’t have to worry about data theft or loss
5. Easy to use: Remote users can rely on automatic or scheduled CRM data synchronization, or sync with the click of a button over the Internet via FTP, using a WAN connection, or over your email system
6. Fast CRM Synchronization: Filter records by owner and documents by age and size to reduce file transfer size

Mobile Outlook® Synchronization

By synchronizing with Outlook®, you get access to your Maximizer CRM information on your device. Read more about Outlook Synchronization.

Web Access CRM Free Test Drive

With Maximizer Web Access, get access via the internet to all your customer information and processes anytime, anywhere - in the office or on the road. Have direct access to customers, leads, marketing campaigns, calendars, tasks, sales opportunities, and customer service cases.

• Register / Log in for your Free Test Drive

Online access - no software download required!