Maximizer CRM facilitates business agility by supporting customisation at every level and evolving as you grow your business. Leverage web services, industry standards and an interface customisation utility to create the right environment to drive higher adoption and great CRM success following the implementation.

Customisation and Post CRM Implementation Services Include:

• Review of your CRM and business processes, identifying how they currently operate and how to gain operational efficiencies
• Perform a Maximizer configuration review to ensure that your software and components (e.g. MaxExchange, Workflow) are installed and configured optimally
• Perform a review of your CRM database server
• Preview your CRM infrastructure and hardware and network (including remote) resources to ensure you have capable support staff and the tools to manage the CRM software effectively.

Maximizer CRM facilitates business agility by supporting customisation at every level and evolving as you grow your business. Leverage web services, industry standards and an interface customisation utility to create the right environment to drive higher adoption and great CRM success.   Take Advantage of Industry Standards  Web services COM library with over 35 objects, 900 functions, and data streams that open up the full power of Maximizer CRM to other applications Visual Studio.NET   ODBC driver to maintain data integrity even with remote users Visual Basic® & Visual Basic .NET NET Assembly   SP.NET, Java, Java Script, C#  OLE and ActiveX® Access, Delphi and Visual  DDE to transfer data to applications such as Word, Excel or WinFax C++®  XML for seamless data transfer Use direct, native SQL updates for industry-standard coding and faster customisation

Customisation Suite Datasheet

Customise CRM - Support and accelerate your business

With the Customisation Suites, IT professionals have everything they need to integrate, customise and extend the power of Maximizer CRM – whether for web or Windows desktop users.

• Web Services: for standardised integration over HTTP.


• Interface Customisation Utility: Easily change system field labels to support your own processes, naming, and industry (for example, change Company to Hospital for all records).


• Documentation: Detailed documentation, including data and table structures.


• Code examples: VB.NET and C# examples for creating custom program behaviors, windows, and integrating with other applications.


• Hooks & Triggers: Hooks to the Address Book, Calendar, Customer Service, Notes, Opportunities, Phone and User-Defined Fields.

Model Business Best Practices

• Integrate and Add Windows: Create additional windows to display information from other applications (such as accounting, inventory). Use the Accounting API to integrate with other accounting programs.


• Custom Tabs & Actions: Add custom tabs and action menu items to existing dialog boxes; customise menu items, toolbar and window captions.


• Wizard Tools: Use step-by-step wizards to create unique data entry forms with custom fields.

Integrate With Other Front and Back-Office Applications

• Synchronise: Using XML, synchronise data from other applications in real time or at regularly scheduled intervals, such as nightly or weekly.