CRM Free Test Drive
Compare EditionsWhether you’re a start-up small business in need of CRM, or have hundreds of employees and thousands of customers, Maximizer CRM has the right solution for you, with all-inclusive licensing that provides Windows Desktop, Web Access and Mobile CRM in one value-packed solution.
Maximizer CRM adapts to the way you work, and grows as your business grows. Choose from the following editions, as well as several add-on modules and options for the solution that matches your business needs. The right solution will depend on your number of users, access, and feature requirements.
- Which is Right for You?
- Comparison Chart
- Entrepreneur Edition
- Team Edition
- Group Edition
- Enterprise Edition
Which is Edition Right for You?
Whether you’re a start-up, or have hundreds of employees and thousands of customers, Maximizer Software has the right customer relationship solution for you.
Maximizer CRM adapts to the way you work, and grows as your business grows. The right CRM solution for you will depend on the number of users and deployment, access, and feature requirements.
Contact Management
- Entrepreneur Edition is for entrepreneurs, small business owners, and sales professionals. Start off on the right foot with this contact management software. Maximize your time, create satisfied customers, and increase your sales - whether you’re working on your own or with a team of up to five people.
- Team Edition is for sales teams of 5-50 users requiring the robust contact management features of Entrepreneur Edition, plus advanced Sales Opportunity Management. Team Edition allows for collaboration on sales deals, while tracking the performance of individual reps and sales teams. Team Edition includes Maximizer Mobile CRM for BlackBerry plus one full year of maintenance (technical support and upgrade assurance).
Full-Featured CRM
- Group Edition is customer relationship management (CRM) software for up to ten users. Group Edition has all the sales, marketing, and customer service features you need to effectively sell and market to prospects, and provide the highest level of service and support for your customers. It features account & contact management, sales opportunity management and forecasting, marketing automation (including built-in email marketing), and customer service & support management. It includes All Access options: Windows Desktop, Web Access, Remote CRM Synchronization, and Mobile CRM for BlackBerry for access to all of your CRM information - anywhere, anytime. Group Edition also includes one full year of maintenance (technical support and upgrade assurance).
- Enterprise Edition is for medium-sized businesses with more sophisticated CRM process and automation needs. Maximizer CRM Enterprise Edition offers advanced features including Workflow Automation and Knowledge Base management. Built for five to an unlimited number of users, this edition features out-of-the-box alerts and other process automation, like sales lead tracking, for businesses that want to work smarter to effectively meet their sales and customer satisfaction goals. Enterprise Edition includes All Access options: Windows Desktop, Web Access, Remote CRM Synchronization, and Mobile CRM for BlackBerry for access to all of your CRM information - anywhere, anytime. It also includes one full year of maintenance (technical support and upgrade assurance).
Maximizer Editions Comparison Chart
From start-up and beyond, Maximizer CRM has the right edition for you. Below is a summary of the differences to help you select the right edition for your business today, so you can grow with Maximizer CRM tomorrow.
| FEATURES | Enterprise |
Group |
Team |
Entrepreneur |
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| Who it’s for | Advanced CRM for medium-sized businesses | Full-featured CRM for small businesses | Sales-focused Contact Manager for small to medium-sized businesses | Contact Manager for entrepreneurs & small businesses |
| Minimum # of Users | 5 | 1 | 5 | 1 |
| Maximum # of Users | Unlimited | 10 | 50 | 5 |
| Maintenance (Technical support & upgrade assurance)1 | Included | Included | Included | Optional |
Access Options - Read more about Access Options |
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| CRM for iPhone, Windows Mobile, Google Android, Nokia | Wireless Access |
Wireless Access |
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| MaxMobile for BlackBerry® |  |
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| Web Access (including Firefox support) | |
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| Windows Desktop Access | |
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| Remote Synchronization | |
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| MaxMobile Wireless Access | |
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| Sales Force Automation | Advanced3 | Standard | Basic | Basic |
| Sales Executive Dashboard | |
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| Sales funnel reports | |
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| Lead Summary reports | |
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| Opportunity Management | Team and Individual | Team and Individual | Team and Individual | Basic |
| Opportunity Monitoring (alerts) | |
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| Sales Quota Management | |
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| Sales Action Plan (Project Management) | |
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| Email templates with merge fields | |
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| Territory Management | |
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| Real-time alerts (out-of-the-box) include lead status alerts, changed forecast, and won/lost deals** |
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| Account Management | |
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| Interactive organizational charts | |
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| Quote Management | |
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| Partner Relationship Management | Add-on | Add-on | ||
| Lead management and routing | |
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| Sales forecasting | |
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| Sales process methodology | |
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Marketing - Read more about Marketing Automation |
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| Automated email campaigns | |
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| Automated fax and print campaigns | |
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| Campaign management | |
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| Marketing Automation | |
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| Email campaign respondent lists | |
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| Campaign ROI calculator | |
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| Lead Summary reports | |
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| Marketing Action Plans (project management) | |
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| Automatic campaign subscriber removal** | |
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| Real-time alerts (out-of-the-box) include lead status alerts, suspended & late campaigns** |
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| Do-not-solicit enforced by system | |
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| Email monitoring and automatic replies** | |
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| Campaign failure alerts | |
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| Web lead capture | |
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| Customer segmenting with user-defined fields |
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| List management | |
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Customer Service & Support - Read more about Customer Service & Support |
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| Customer Service | Advanced4 | Standard | ||
| Customer Service Executive Dashboard | |
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| Overdue case, case billing, other reports | |
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| Case creation based on incoming email | |
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| Case management (routing, queuing) | |
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| Case resolution | |
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| Knowledge Base | |
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| Real-time alerts (out-of-the-box) include case overload, overdue cases, and status changes** |
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| Email monitoring and automatic replies** | |
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| Service billing | |
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| Customer self-service | Add-on | Add-on | ||
Business Productivity - Read more about Business Productivity |
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| Customer & Prospect Action Plans | |
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| My Work Day (customizable home page) | Advanced | Advanced | Standard | Standard |
| Email, tasks and calendar integration with Outlook® |
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| Email, tasks and calendar integration with Exchange Server | Add-on | Add-on | ||
| Email templates with merge fields | |
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| Maximizer toolbar in Outlook® | |
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| Import/export in standard formats | |
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| Support for HTML email | |
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| Industry Packs for High-Tech, Legal, Financial, Real Estate | |
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| Accounting Link for Dynamics GP™ (formerly Great Plains) |
Add-on | Add-on | ||
| Accounting Link for QuickBooks® | Add-on | Add-on | Add-on | Add-on |
| Key user-defined fields | |
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| Categorized and multi-level user-defined fields |
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| Mandatory fields | |
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| Database searching with multiple criteria | |
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| Duplicate record checking | |
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| Calendar with product/category tracking | |
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| Calendar for multi-user collaboration | |
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| Calendar with resource & location management | |
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| CTI (Computer Telephony) integration | |
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| Task management | |
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| Account notes | |
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| Account documents | |
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| Company-wide document sharing | |
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| Letters, faxes with merge fields | |
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| User configuration of views | |
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Business Intelligence - Read more about Business Intelligence |
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| Dashboards | |
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| Reports: Crystal | |
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| Reports: SQL | |
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| Reports: Web | |
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| Workflow Automation | Add-on | Add-on | ||
| Partner Web Access | Add-on | Add-on | ||
| Customer Web Access | Add-on | Add-on | ||
Workflow Automation - Read more about Workflow Automation |
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| Business activity monitoring & alerting** | Add-on | Add-on | Add-on | |
| Out-of-the-box queries and events to monitor business5 |
Advanced Event Pak |
Standard Event Pak |
Standard Event Pak |
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| Business process automation** | Add-on | Add-on | Add-on | |
| Automatic report distribution** | Add-on | Add-on | Add-on | |
| Email monitoring and response** | Add-on | Add-on | Add-on | |
Architecture, Security & Administration - Read more about System Details |
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| Web services | |
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| Meta data layer through interface customization utility | |
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| Customization Suite | Add-on | Add-on | ||
| Integration with Accounting API | Add-on | Add-on | ||
| Full & read-only access settings | |
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| Field-level security | |
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| Role-based security groups | |
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| Support for Microsoft® SMS for installation | |
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| Administrator-controlled Live Update | |
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| 128-bit cipher public key encryption | |
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| Administration reports | |
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| Record global editing | |
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| Windows Authentication Only for SQL Server |
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| Single sign-on for Windows Desktop Access | |
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| Single sign-on for Web Access | |
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| Database | SQL Server | SQL Express | SQL Server or SQL Express | SQL Express |
Microsoft® Technology Support & Integration |
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| Works with Exchange Server | Add-on | Add-on | ||
| Works with Outlook® | |
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| Works with Excel® | |
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| Works with Word® | |
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| Works with FrontPage® | |
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| Works with SharePoint® 6 | |
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| Web Access with Internet Explorer® | |
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| Accounting Link for Dynamics GP™ | Add-on | Add-on | ||
| Support for SMS for installation | |
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| Built for .NET framework | |
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| Integrates with Google® and Bing™ Maps | |
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| Support for SQL Server | |
SQL Express | SQL Express or SQL Server |
SQL Express |
2 MaxMobile is included with Team Edition. MaxMobile is an add-on product for Entrepreneur Edition with additional license fees. MaxMobile requires wireless server hardware and Microsoft® Internet Information Services (IIS)
3 Advanced Sales Force Automation features include Territory Management and advanced Workflow events.
4 Advanced Customer Service & Support Management module includes advanced Workflow events
5 Advanced Event Pak includes 116 Queries and 78 Events based on features in Enterprise Edition; Standard Event Pak includes 69 Queries and 29 Events based on features in Group and Team Editions.
6 Requires Customization Suite available for Enterprise and Group Editions. Additional license fees apply.
** Requires Workflow Automation powered by KnowledgeSync. Additional license fees apply.
Maximizer CRM 11 Entrepreneur Edition: Contact Management Software Solution
As an entrepreneur, small business owner, or sales professional, you have to perform many functions simultaneously—from prospecting and closing sales to servicing customers. Maximizer CRM Entrepreneur Edition helps you maximize your time, build customer loyalty, and increase your sales. It’s a complete contact management solution that combines business contact management, sales opportunity management, Outlook integration, scheduling, reporting, and document management.
If you’re currently using paper-based systems, spreadsheets, or other outdated methods of managing contacts, schedules, and sales, try Maximizer CRM Entrepreneur Edition for 15 daysand you’ll immediately see how it improves efficiency, organizes your time, manages your sales cycle, and improves customer relationship tracking. Entrepreneur Edition enables you to create quick follow-up emails using HTML templates, save every interaction (phone call, email, fax) with your contacts, and schedule automatic reminders for the next series of meetings or calls to make to that client -- so that all of your clients feel like your most important client.
Maximizer CRM 11 Entrepreneur Edition (Contact Management) provides:
Using Entrepreneur 10 or an earlier Maximizer version? See What’s New in Maximizer CRM 11 Entrepreneur & Team Editions.
Want more features?
Learn more about Team, Group and Enterprise Editions:
- Email marketing
- Customer service & support tracking
- Web access
- Advanced business intelligence (reporting and dashboards)
- Workflow and process automation
- And more!
Maximizer CRM 11 Team Edition:
Contact Management for Sales Teams
For sales teams requiring the robust contact management features of Entrepreneur Edition, plus advanced Sales Opportunity Management, Team Edition allows for collaboration on sales deals, while tracking the performance of individual reps and sales teams. Team Edition includes MaxMobile for BlackBerry plus one full year of maintenance (technical support and upgrade assurance).
Maximizer CRM Team Edition helps you maximize your time, create satisfied customers, and increase your sales. It’s a complete contact management solution that combines a business contact management, sales opportunity management, Outlook integration, scheduling, reporting and document management.
Try Maximizer CRM Team Edition for 15 days and you’ll immediately see how it improves efficiency, organizes your time, manages your sales cycle, and improves customer tracking. Team Edition enables you to create quick follow-up emails using HTML templates, save every interaction (phone call, email, fax) with your contacts, and schedule automatic reminders for the next series of meetings or calls to make to that client -- so that all of your clients feel like your most important client.
Maximizer CRM 11 Team Edition provides:
Using Maximizer 9, 8 or an earlier Maximizer version? See What’s New.
Want more features?
Learn more about Group and Enterprise Editions:
- Email marketing
- Customer service & support tracking
- Web access
- Advanced business intelligence (reporting and dashboards)
- Workflow and process automation
- And more!
Maximizer CRM Group Edition:
CRM Software Solutions for Small Businesses
For small businesses, Maximizer CRM Group Edition is a full-featured CRM software solution that enables teams of up to ten users to work together to attract more prospects, win new customers, and improve customer satisfaction.
Group Edition has all the sales, marketing, and customer service features you need to effectively sell and market to, and provide the highest level of service and support for your customers. It features account & contact management, sales opportunity management and forecasting, marketing automation (including built-in email marketing), and customer service & support management. Group Edition now offers all the access options: Windows desktop, web, remote synchronization, and mobile devices so you have access to all your CRM information - anywhere, any time.
Designed for small businesses, Maximizer CRM Group Edition offers unprecedented deployment time with a database powered by Microsoft SQL Express - offering seamless installation, zero administration, yet powerful to power even the most demanding of small businesses.
Maximizer CRM Group Edition features:
Account & Contact Management:
including time management, task management, email management, Microsoft Office® integration, Outlook & Exchange synchronizationii document management, and accounting integrationiii (to QuickBooks® and Microsoft® Dynamics GPTM).
Learn about Account & Contact Management.
Sales:
including sales force automation, sales quota management, opportunity management and monitoring, lead management, sales forecasting, territory management, quote management and partner relationship management. Learn about Sales.
Marketing:
including marketing automation, list management and email marketing. Learn about Marketing.
Customer Service & Support:
including case management, customer self-servicev, Knowledge Basevi, and computer telephony integration (CTI). Learn about Customer Service & Support.
Business Intelligence:
including reports, dashboards, & custom reportingvii. Learn about Business Intelligence.
Workflow Automation viii:
add-ons available for process automation and business activity monitoring. Learn about Workflow Automation.
Customization & Integration ix:
capabilities to easily make CRM work for your unique business processes. Learn about Customization & Integration.
Using Maximizer CRM 10.5, 10, 9.5, 9, 8 or earlier version? See What’s New.
Need more? Learn more about:
- Enterprise Edition - advanced workflow automation, knowledge base, and more.
| i | Contact your account manager for pricing on access options. |
| ii | Outlook synchronization is available with Group Edition; Exchange synchronization requires MaxSync add-on product with additional fees. |
| iii | Accounting Link with QuickBooks and Dynamics GP are add-on products with additional license fees. |
| iv | Partner Relationship Management requires add-on Partner Web Access licenses. |
| v | Customer self-service requires add-on Customer Web Access licenses. |
| vi | Knowledge Base is included with Enterprise Edition. |
| vii | Custom reporting provided through add-on licenses of Crystal Reports. |
| viii | Workflow Automation powered by KnowledgeSync is an add-on product with additional license fees. Customization & integration requires |
| ix | Customization Suite, which is an add-on product with additional license fees. |
Maximizer CRM Enterprise Edition:
Customer Relationship Management Software with more Sophisticated CRM Processes
Today’s demanding medium-sized businesses are challenged with competing in a fierce market against large enterprise counterparts. Having more sophisticated customer relationship management software and automation is critical in fostering team collaboration and efficiency, and creating the kind of customer loyalty you need to continue to grow your business. If your team needs access to customer relationship management software from anywhere, and you need to monitor all the critical activities in your business in real-time - with a low total cost of ownership that fits in your budget - Maximizer CRM Enterprise Edition is for you.
Maximizer CRM Enterprise Edition provides your staff with All Access licensing through Windows Desktop,Web Access and BlackBerry smartphones. Powered by Microsoft SQL Server for enterprise-class database management, security, and reporting, Enterprise Edition includes a Lite Edition of Workflow Automation powered by KnowledgeSync. Enabling you to automate customer-facing processes and monitor critical activities in your business - before it’s too late. Maximizer provides true customer relationship management software with real-time collaboration and business intelligence for the most demanding of growing, medium-sized businesses.
Maximizer CRM Enterprise Edition features:
Account & Contact Management:
including time management, task management, email management, Microsoft Office® integration, Outlook & Exchange synchronizationii document management, and accounting integrationiii (to QuickBooks® and Dynamics GP®). Learn about Account & Contact Management.
Sales:
including sales force automation, opportunity management, lead management, sales forecasting, sales coachingiv, territory management, quote management, partner relationship management. Learn about Sales.
Marketing:
including marketing automation, email marketing. Learn about Marketing.
Customer Service & Support:
including case management, customer self-servicev, Knowledge Basevi, and computer telephony integration (CTI). Learn about Customer Service & Support.
Business Intelligence:
including reports, dashboards, & custom reportingvii. Learn about Business Intelligence.
Workflow Automation viii:
add-ons available for process automation and business activity monitoring. Learn about Workflow Automation.
Customization & Integration ix:
capabilities to easily make CRM work for your unique business processes. Learn about Customization & Integration.
Using Maximizer Enterprise 10, 9.5, 9, 8 or earlier version? See What’s New
Phone 1-800-804-6299 or e-mail for more information or to request a demonstration.
| i | Contact your account manager for pricing on access options. |
| ii | Outlook synchronization is available with Group Edition; Exchange synchronization requires MaxSync add-on product with additional fees. |
| iii | Accounting Link with QuickBooks and Dynamics GP are add-on products with additional license fees. |
| iv | Partner Relationship Management requires add-on Partner Web Access licenses. |
| v | Customer self-service requires add-on Customer Web Access licenses. |
| vi | Knowledge Base is included with Enterprise Edition. |
| vii | Custom reporting provided through add-on licenses of Crystal Reports. |
| viii | Workflow Automation powered by KnowledgeSync is an add-on product with additional license fees. Customization & integration requires |
| ix | Customization Suite, which is an add-on product with additional license fees. |