Usability and Productivity Enhancements

Direct Links to SharePoint® Documents

• Save time and access the most-up-to date information with hyperlinks to SharePoint® documents, directly from the Company Library

iCalendar Integration and Appointment Management

• Set-up and manage appointments seamlessly with internal colleagues and external customers using the most popular calendar applications

• Stay on track with two-way synchronisation of appointments between Maximizer CRM & Outlook calendar and any mobile device

Dependent Tasks

• Ensure compliance regulations are met by setting up an action plan whereby each task is dependent on the previous

• Deliver a consistent customer experience by ensuring set processes are followed

Expanded Form Customisation and Display Options

• View and navigate with ease through a customisable layout of all of the key information required based on specific business needs

• Save time and hone in on only the information you need with customisable views

Enhanced Search and View Filter Options

• Filter communications, lists, searches, and opportunities based on most commonly used

• date ranges, ascending/descending order and/or only those created by the user

• Increase efficiency with quick access to and categorisation of information based on selected criteria

• Maximise productivity by sending personalised, tailored messages to an number of contacts by merging customer information from opportunities, customer service or address book modules

• Search, print and export (in your preferred format) the most relevant information in using the date filter option in notes and documents

• Conduct faster searches with the ability to choose only your own column setups, favourite lists, or saved searches