MaxApp Partner: Island CRM

Maximizer on your iPhone? - “Yeah, we’ve got an app for that!”

• Carry all your Maximizer information on your iPhone, iPod or iPad* Apple mobile devices

• Support near real-time access and updates to your Maximizer CRM contacts, tasks and calendar

• Review update and add your notes and UDFs** from MergeCRM to your Maximizer database

• Schedule tasks or appointments and send and receive emails to prospects anytime, anywhere

• Review client history and record interactions with Maximizer clients

• Call your prospects with just one-touch of their phone number and have a phone note automatically created

• Easily access maps, Google map images and directions for your customer’s location with one address click

*iPad has functionality but has to be zoomed.

**UDFs are read only on MergeCRM in a text format and any changes will not synchronize back to Maximizer in this version.

Max4Advisors Inc.

MaxApp Partner: Max4Advisors

Designed for insurance and financial-services representatives in Canada, Max4Advisors adds industry-specific functionality to Maximizer CRM. If you're a financial services rep who also sells insurance, Max4Advisors' policy tracking functionality allows you to track every policy you sell from proposal to in force -- whether you sell ten policies a year or a thousand! If your clients have off-book business -- GIC's for example-- Max4Advisors works with your back-office systems to provide tracking with maturity dates so you can gather those assets when they come due. You can also track RRSP and RESP contributions. Together, Max4Advisors and Maximizer CRM enables you to provide excellent client service. And happy clients are loyal clients!

Synergy

MaxApp Partner: Advoco

Easily allows extra modules to be added into Maximizer. Quickly create basic additional modules as well as providing a solid platform for meeting more complicated customization requirements cost effectively.

  Magnet

 MaxApp Partner: Gnet Computer Systems LLC

Magnet is the tool that helps you to easily customise address book, opportunity, customer service and custom entity forms for multiple entry types; it gives you ready templates for various verticals, easy and user friendly forms configuration, configurable form validations and field formulas and online support for implementations. It also integrats with any third party database and bring the information into Maximizer forms and BP window.
Using Magnet, you can build vertical solutions of Maximizer for any industry. 

MaxSMS

MaxApp Partner: Camsoft

MaxSMS is an innovative method of easily transmitting and tracking the delivery of SMS messages, either to a single recipient or many thousands of recipients as a bulk message.

Bounce Assist

MaxApp Partner: CABC

Email Bounce Assist is an outlook add-in activity that simplifies and speeds up the task of processing soft bounce email replies that you receive after running an email campaign. Soft bounces are the emails that advise you that the recipient no longer exists or cannot be contacted anymore on the email address that you wrote to.

Processing large numbers of these emails manually is a very time consuming task of checking each bounce against the database and updating your contacts record appropriately. Email Bounce Assist enables you to process each bounce email in typically only 2-3 clicks of the mouse.
Simply open the email in outlook, click the Bounce Assist icon and confirm that the correct bounced email address has been extracted from the email body. Bounce Assist will then do the rest for you. It looks up the contact in Maximizer, matching the email address and updates the record. Each record that you process has the invalid email address removed from the email field so that you will not email them again and has a detailed note added to explain what happened to the email address including the body of the soft bounce email reply.

Using Bounce Assist enables the very time consuming job of processing bounces from your campaigns to be reduced to a simple and quick task that will enable you to quickly improve the quality of your mailings and helping you to reduce the number of bounces you will receive in future.

Purchase Bounce Assist today

Campaign Manager Plus

MaxApp Partner: CABC

Campaign Manager Plus is an enhanced response capture tool that very simply extends the capability of the Maximizer Campaign Manager. With the product you can:

1. Ask recipients to update their mailing preferences and capture their replies in UDF items on their record in Maximizer CRM.

2. Send recipients simple branching surveys the results of which will become a part of their profile in Maximizer.

These are the minimum functions we plan to implement but we have a few other ideas that we will look at if we have time. The response pages are fully user customizable. You can learn more by clicking the following link to watch a short presentation. Campaign Manager Plus will be available for Maximizer CRM Group, Enterprise and Live editions.

Purchase Campaign Manager+

MaxOppView

MaxApp Partner: Systony

Simple to use tool to manage and report sales opportunities and pipeline

MaxCustom Record

MaxApp Partner: Rapid CRM

MaxCustomRecord links Maximizer client records to additional fields in Maximizer's custom database. This allows a one-to-many relationship between Maximizer Company and Individual records such equipment details, software details, assets etc

MaxApp Partner: CABC

Any email added to the Maximizer database which does not have a document category set is automatically detected and classified by the service.The service will find the name of the sender and the first recipient in the recipient list. These names are then shortened to make best use of the available 19 characters in the Category field.

The service categorises emails with a better than 99% success rate. In a few cases the complex natures of email storage in Maximizer can make the classification difficult to achieve. Any email can be reclassified by a user with the normal Maximizer Document categories if desired.

Important Note: This first version of this application is not Max Exchange compliant. For a Max Exchange compliant version please contact CABC.

Purchase Email 'From>To' Service 

MaxApp Partner: CABC

Provides address validation by allowing quick address entry using data from the royal mail Postal Address File (UK only); enable accurate address checking on re-entry; offer Street Level or Property address validation.

MaxApp Partner: Dataplan Systems

Often the User-defined Fields in Maximizer are only at Company level. This is undesirable when searches for marketing campaigns want to return Contacts and Individuals. This utility searches through your database and copies any User-defined fields from the Company level to Contact level, so searches become more useful. It excludes email, web site and any table UDFs that already exist at Contact level. The utility should be run before launching any search for an Email Marketing Campaign, to ensure the data is as complete as possible (it updated 10,000 records in our database!).

MaxApp Partner: Dataplan Systems

Often security settings are only set at Company level, meaning Contacts are still visible by all users, because Access rights are still set to Public (ie. everyone). By running this, all Contacts are given the same access rights as Company, so security is correctly applied to all entries.

MaxApp Partner: Dataplan Systems

Duplicate contacts are the bane of any database. Especially when importing data, duplicate contact names are often created, one or more times. Going through manually to remove these is time-consuming and tedious, and the job often simply doesn't get done. This utility searches through all companies, finds duplicate names within that company, copies any notes and documents to the name first created, then deletes the duplicates. It doesn't delete duplicates at Company level (you may need to relax the ActiveX security on your web browser for this utility to download).

MaxApp Partner: Dataplan Systems

Importation of older ACT! databases sometimes brings corrupted files in to Maximizer. This results in MaxExchange not being able to syncrhonise correctly. To avoid corrupted files being imported, just the address details of an ACT! database can be imported, with the notes transferred later, using this utility.

MaxApp Partner: CABC

As a data import and de-duplication add-on, Max Feed is the ideal way to import and merge data from bought-in mailing lists with an existing Maximizer database; import data from other corporate databases to an existing Maximizer database where a high overlap exists between the companies in each source; regularly feed new data to categories/UDFs of existing clients and contacts using soft matching; build new Maximizer databases from mailing lists or other sources; quickly remove/identify duplicate companies in Maximizer.

MaxApp Partner: IslandCRM 

MaxNotify is a simple Maximizer add-on which monitors additions, modifications, and deletions to Maximizer address book records and sends you an email of any changes made.

MaxApp Partner: IslandCRM 

If you have every struggled with:

• Setting up an automatic backup (It just runs and you don’t have to worry that you might forget to do a Quick Backup!)
• Managing your backup archive & backup retention (Cleaning up unneeded backups and reclaiming important disk space!)
• Managing your offsite backup (Getting your backup out of the building in case of meteorite strikes!)
• You simply don’t fully understand the importance of a good Maximizer backup (Until you need it that is!)

Then IslandCRM has a simple, but useful Maximizer add-on for you!

MaxBackup is simply "A set it and forget it" database backup solution!

MaxQuote Manager

MaxApp Partner: Rapid CRM

Now you can create accurate and professional quotes quickly, easily and straight from Maximizer. If you regularly provide clients and prospects with quotes and proposals, you can't afford not to use this product.

MaxApp Partner: Rapid CRM

MaxTimeBilling allows you to time and cost services provided. Default hourly costs are associated with the Maximizer User login. Filter reports by User, Customer, Dates and Subject. Allocate Billing details against a client so you can analyse performance.

MaxApp Partner: QuoteWerks

The leading sales quoting solution that helps companies of all sizes and industries better and more powerfully prepare, manage, track, and report on their sales quotes and estimates while automating and integrating the sales quoting process with Maximizer. Features of the QuoteWerks integration include: automatically pull Maximizer contact information into the quote; create QuoteWerks document links in Maximizer; pull other information stored in Maximizer into the quote such as customer specific sales tax rates and customer terms; print information from Maximizer custom fields in the quote; log emails sent from QuoteWerks directly into Maximizer history.

MaxtoMYOB

MaxApp Partner: Rapid CRM

MaxToMYOB allows you use Maximizer's powerful CRM functionality combined with your MYOB accounting software. Now your Sales and Marketing staff have access to critical financial data, item sales history and invoice sales history without the need to open MYOB. You can generate personalised reminder letters from Maximizer based on MYOB balances. You can create MYOB cards from Maximizer with the click of a button.

MaxApp Partner: Dataplan Systems

MaxAttach automatically updates data between your accounting systems, and other external databases, and Maximizer. User-defined fields are created which then allow you to act on various accounting results.

MaxApp Partner: CABC

Enhanced integration for Microsoft Word and Maximizer

MaxApp Partner: CABC

Ideal way to prepare Seminar or Conference delegate badges direct from your Maximizer database.

MaxApp Partner: asp Consulting GmbH

Making phone calls is indespensable for daily business, using MAXISKYPE one can call the contacts from the Maximizer Database via Skype thus reducing expenses.

MaxiSkype can connect to local or network Maximizer Databases as well as Maximizer Web Acsess database hosted on a remote server via an HTTP or HTTPS connection.

MaxApp Partner: vivo Telecommunications

Vivo CRM Connect integrates with Maximizer CRM to allow users to originate and manage calls directly from Maximizer when using the Vivo Exchange hosted VoIP phone service.

The benefits of Vivo hosted VoIP telephony can now be enhanced by integrating with Maximizer CRM.

Highlights:

• Improve inbound and outbound calling by ensuring the relevant information from Maximizer is available when a call is made or received;
• Instant access to customer records via ScreenPop based on calling information;
• Click-to-Dial and advanced call control from Maximizer;
• Built in Call History.

MaxPost is a simple to use social media marketing add-on for Maximizer.

• Market, sell and manage activities over social media networks like Twitter and Facebook
• Create and link new or existing Maximizer contacts from Twitter and Facebook data
• Automatically track and record social media communications
• Use Maximizer’s built-in searching features to create sales and marketing reports
• Instantly communicate with social media contacts through your familiar Maximizer interface
• Schedule future posts on your social media as easily as sending an email
• Leverage social media marketing in your direction with Maximizer CRM