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Feature Suggestions for Maximizer CRM

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63 results found

  1. Zap pollling action that triggers just once

    I’ve created a zap that triggers when a case is polled and a field is set to Yes. I’m wondering if there is a setting that would trigger this zap only one time.

    The use case is this.

    I have a Yes/No field for ACCEPTED which is a specific request applied to cases. When a case is first set to ACCPETED = Yes we want this email to go out. That works fine as is.

    Later, if a user edits the case, the ACCEPTED value remains Yes and another email goes out. Can we suppress the 2nd…

    3 votes
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  2. Google calendar integration doesn't include related attendees

    I've set up my Google Calendar integration. It works. Google calendar has a feature to identify the invited party (in addition to the person scheduling it). When I look at the Maximizer appointment, I see the scheduler's email address but not the email address of the invited parties in Google. Kind of defeats the purpose because I already know the scheduler (me).

    3 votes
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  3. Integration with Dataphile

    Have Maximizer integrate directly with Dataphile. SalesForce does it.

    4 votes
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  4. Outlook Integration - saving emails to new and existing contacts

    Currently if you try to save an email to Maximizer including a distribution list that includes existing contacts and new contacts, the integration only detects the existing entries and doesn't bring up the 'create new entry' dialogue.

    The only way around this is to manually create the new contacts in Maximizer first.

    The suggestion is for the Integration to be able to detect existing contacts, but also provide the 'create new entry' dialogue as well.

    3 votes
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  5. Automatic User Provisioning/Deprovisioning with SAML2 SSO

    When a user is added to Maximizer from the IDP's side, it will automatically create the user account in Maximizer and disable the account if the user is removed from the IDP.

    1 vote
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  6. IDP-initiated login flow for SSO

    Right now, with Maximizer 2021 R2, you have integration with any IDP (Azure, etc.) using SP-initiated login. Please improve this integration by including IDP-initiated login.

    1 vote
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  7. allow connection to okta for single sign on

    We use Okta authentication for single sign on to all of our applications. This gives us control over MFA and password expirations across all applications. But Maximizer in the cloud does not integrate with Okta. It would be greatly beneficial if it did.

    1 vote
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  8. Add Connectors for Power Automate and Azure

    Please add connectors to use in the MS environments so that we can have better automation than is provided through Zappier.

    6 votes
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  9. Integration with Seamless.ai.

    A list of prospects in Seamless.ai can be imported into Maximizer CRM. Set up company and then a contact within that company. Check if company already exists before setting up a new company record.

    1 vote
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  10. is it integrated with Ring Central, Nice Incontact

    is it integrated with Ring Central for individual users and Nice Incontact for contact centre agents

    2 votes
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  11. ShareSync

    Sharesync integration would be great, thanks

    3 votes
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  12. outlook integration customization

    The ability to choose what happens when emails are sent or received. Example, create a follow up task.

    3 votes
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  13. 2 votes
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  14. MailChimp Tags

    Can the MailChimp tags be added to the standard MailChimp integration with Maximizer?

    I see this being added as a single table user defined field into the existing MailChimp folder

    Adding support for this would allow you update and search in Maximizer the MailChimp tags

    9 votes
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  15. Shopify integration

    Shopify integration would be great, thanks

    1 vote
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  16. File system/one drive support

    I hear you may be working on having local one drive links to maximizer. Please don't do it the dumbest way possible which would be to point a fixed path per user as the root of the local one drive.

    Keep in mind a given will have different paths to OneDrive depending on where they log in. I use two different machines, and my paths to onedrive are different, and not within my control, on these machines.

    Similarly, most of our files are stored in OneDrive libraries, which have different paths on each workstation and are not the same place…

    1 vote
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  17. Hi my name is Chris Marabella - Twillio Texting Capability - Should Have Pop Up When Persons Respond

    Hi Maximizer,

    I am with Marabella Commercial Finance, Inc. and use your Maximizer CRM with our direct lenders and clients. We use the Texting feature that works with Twillio. It is very valuable to us for follow up.

    What we don't like about it when some responds to us we really can't know when they do that especially if we send out a large text.

    What I suggest create a popup when someone responds to our text.

    Thanks and let us know if this is something that you will be making better?

    Cell (760) 803-6464.

    http://www.marabellafinance.com

    Thanks,

    Chris Marabella and…

    1 vote
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  18. margill law interest calculator

    Is it possible to intergrate Margill interest calculator to Maximizer?

    1 vote
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  19. phone call interface with MS Business Voice to replace Skype for Business

    Link in Phone Calls presently with Skype for Business only. Would ;like to see the integration with Microsoft Business Voice.

    4 votes
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  20. Integrations with WhatsApp and instagram

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

    8 votes
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