Feature Suggestions for Maximizer CRM

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  1. Align the list order of the sales processes

    Align the list order of the sales processes shown in the Administrator Opportunities set up with the Opportunity Process drop-down

    3 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  2. Leads - Catalogue Search and Dashboards

    Please can you provide advanced search capability in the Leads module, similar to the address book, that will also allow catalogued searches that can be used in Dashboards. Having a leads module is great, but typically management wants to see an overview of the leads that can sometimes be easily accomplished in the dashboards.

    12 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. Lead Conversion - Notes and Docs

    Currently when a lead is converted, the notes and documents from that lead are copied to the address book. When an opportunity is created though, it would be easier if the users could see the notes and docs in the opportunities module rather than address book. To that end, it would be good if the user had the choice to have the notes and documents copied to the opportunity when a lead is converted rather than just the address book. This could be via a tick box.

    18 votes
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    1 comment  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. Auto logging of phone calls from Mobile App

    When using the Maximizer app from smart phone to dial a number, create a note logging the phone call for that contact.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Standard procedures.

    Address book entry can just be the start of a procedure to add a new customer. There might be visits to arrange, emails to be sent, opportunity's to create, letters to be mailed etc.

    All of which could appear on a check list to ensure fullness of data.

    Some tasks may need to be carried out later than the initial entry, But NOT time and date stamped to reflect the reality of administration.

    A pull down list of customisable "Active procedures" would enable anyone to cover in a colleague's absence and ensure that correct company procedure was followed.

    The task…

    1 vote
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Make the Leads section useful.

    While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note.

    Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact…

    3 votes
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    1 comment  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. mandatory fields - Opportunity Stage

    The Stage field is missing as a value to include in conditional mandatory fields.
    Having other User Defined Fields based on what Stage an Opportunity is at really makes logical sense, so as something progresses and a user moves the opportunity along we want to collect different information e.g. Stage = Quote THEN UDF Quote Number & Quote Sent Date become mandatory. Is there any way this can be introduced as a field to select from, has been requested a few times from our user base across different business types. Thanks

    3 votes
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. transfer files between contacts

    sometimes erroneously add file to the wrong contact - would like to be able to simply move vs delete and repost

    4 votes
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    0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. Integrations with WhatsApp and instagram

    You can add a widget window that allows to add chats with whatsapp and instagram

    5 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Increase Options for Sending Custome Service Case Notification Emails

    I would like to see three options added to the notification email sending process.
    1. Allow custom STATUS categories the option of sending a notification email, in addition to the current defaults of assign, resolved and escalate.
    2. Any time a customer service case is saved, send notification emails.
    3. If a customer service case is untouched for xx days, send a notification email with an additional header along the lines of, "As a reminder this case is currently in queue."

    3 votes
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    0 comments  ·  Customer Service  ·  Flag idea as inappropriate…  ·  Admin →
  11. Send appointments automatically

    Have Maximizer send email/sms appointments automatcially based on date/time

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow pdfs & Word docs to appear in Company Announcements on My Work Day section

    Currently you can only upload text or html files to the Company Announcements section for them to appear in My Work Day. Even with html files, images do not appear on that page. This should be fixed as well as allowing pdfs and Word docs to be uploaded and appear visible to all users on the My Work Day page

    17 votes
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  13. Ability to make Actual Revenue field in the Opportunities module mandatory

    Ability to make Actual Revenue field in the Opportunities module mandatory

    1 vote
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    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. You need LinkIn Links back!

    You need to bring LinkIn back!

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. External auditing

    Create a better, more concise mechanism for saving, exporting, or sharing documents including embedded emails with external auditors. Currently you can create a note report for notes but you have to select and email documents to yourself to save or share with an external auditor. Email type documents cannot be shared in this fashion but if logging is enabled then the info should be captured in notes.

    3 votes
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    0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
  16. Action plans

    Currently in a task you can add more then 2000 characters I am hoping that it can also be added to action plans as you can only add 255 characters in a task in action plans

    3 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  17. 6 votes
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    0 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
  18. Email logging details

    Currently, by default, emails sent from a Maximizer service case or opportunity are automatically saved to the respective case or opportunity as well as the contacts documents linked to the record. This is doubling the amount of data stored in the database. There is an option in the email Logging Details...to modify this but only for that specific email. By default, the next email sent from the record will revert back to the default logging to the contacts documents. I suggest that the logging selection remain as selected for the type of record until it is changed. This would function…

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Encryption of Email or Attachments

    There should be integration with application to encrypt emails or attachments. In this day and age, there is expectation that the emails are encrypted.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. integration with Qqube

    Operates as a data warehouse tool that integrates with Quickbooks and others as well as crossfunctions with MS BI and other analytic tools

    6 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
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