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If we didn’t have Maximizer we wouldn’t be as effective or as professional. It’s helped put us in a different league to our competitors.

Adjo Poorter, Adformix

Communication & Microsoft Office Integration

Communications & Microsoft Office Integration
with Maximizer CRM 10 Entrepreneur (Contact Manager)

Maximizer CRM 10 Entrepreneur Edition allows you to communicate more effectively and easily with seamless integration with Microsoft Office applications including Outlook, Word and Excel!

  • Create documents, letters, faxes and emails for customers, then store under each customer record for easy reference.
  • Access Microsoft Word® from within Maximizer to write personalised letters and faxes using merge fields.
  • Export your data to an Excel® spreadsheet for analysis in a familiar environment.
  • Link your phone to Maximizer for quick and easy direct dialling and caller ID pop-up – improving call productivity and accuracyi.
  • Track time and notes from calls directly to client records to keep a complete history of communications that everyone in your office can access


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i. Maximizer integration with phones (computer telephony integration) requires a TAPI-enabled phone system.

 



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