Maximizer CRM Professional Edition-
Full-Featured CRM for Growing Small and Medium-Sized Businesses

As small and medium-sized businesses grow with more employees and customers, Maximizer CRM Professional Edition grows with you – from five to an unlimited number of users.

Like Group Edition for small businesses, it is full-featured CRM including account & contact management, sales opportunity management & forecasting, marketing automation (including built-in email marketing) and customer service & support management. In addition to all of these modules and all of the access optionsⁱ (Windows desktop, web, remote synchronisation and mobile devices), Professional Edition offers an enterprise-class reporting and database management system for growing businesses.

With Microsoft SQL Server, Professional Edition offers virtually unlimited storage capacity as your customers and teams grow. SQL Reporting Services and Radius90ⁱⁱ offer growing businesses out-of-the-box reports, in addition to advanced report customisation using the latest Office-like drag-and-drop environment.

Maximizer CRM Professional Edition features:

• Account & Contact Management: including time management, task management, email management, communications & Office integration, Outlook & Exchange synchronisationⁱ document management, and accounting integration^iv (to QuickBooks® and Dynamics GP®).

• Sales: including sales force automation, opportunity management, lead management, sales forecasting, sales coaching^v, territory management, quote management, partner relationship management^iv

• Marketing: including marketing automation, email marketing.

• Customer Service & Support: including case management, customer self-service^vii, Knowledge Base^viii, and computer telephony integration (CTI).

• Business intelligence: including reports, dashboards, & custom reporting^ix.

• Workflow Automation^x: add-ons available for process automation, business activity monitoring.

• eBusiness

• Customisation & integration^x: capabilities to easily make CRM work for your unique business processes.

Using Maximizer Enterprise 9, 8 or earlier version? See What’s New

Need more? Other Requirements?
Learn more about Enterprise Edition - advanced workflow automation, knowledge base, and more.

i. Contact your account manager for pricing on access options.
ii. Radius90 is an add-on product with additional license fees.
iii. Outlook synchronisation is available with Group Edition; Exchange synchronisation requires MaxSync add-on product with additional fees.
iv. Accounting Link with QuickBooks and Dynamics GP are add-on products with additional license fees.
v. CanDoGo is an add-on service with additional fees. Partner Relationship Management requires add-on Partner Web Access licenses.
vi. Customer self-service requires add-on Customer Web Access licenses.
vii. Knowledge Base is an add-on module for Professional Edition (this module included with Enterprise Edition).
viii. Custom reporting provided through add-on licenses of Crystal Reports or Radius90.
ix. Workflow Automation powered by KnowledgeSync is an add-on product with additional license fees. Customisation & integration requires
x. Customisation Suite, which is an add-on product with additional license fees.