MaxExchange, the conduit for remote access to all data within Maximizer CRM, brings remote office team members into the fold for real-time collaboration. From the moment a remote team member logs in, MaxExchange automatically uploads that individual’s updates to the main database, and synchronises the most recent information from headquarters. Remote staff members maintain productivity by doing virtually everything a staff person in the office would do.

• Right Information – Right Person: Distribute opportunities and action items to appropriate team members, chronologically adjusted to account for worldwide locations and time zones.

• Offline Remote Access: Maximise offline productivity by keeping a copy of records locally and synchronising it regularly with the central database. 

• Reliable & Secure: Synchronisation is secured using 128-bit encryption and tracks transfer status so you don’t have to worry about data theft or loss. 

• Easy to use: Remote users can rely on automatic or scheduled synchronisation, or sync with the click of a button over the Internet via FTP, using a WAN connection, or over your email system.

• Fast Synchronisation: Filter records by owner and documents by age and size to reduce file transfer size.