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Feature Suggestions for Maximizer CRM

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76 results found

  1. 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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  2. 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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  3. 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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  4. ShareSync

    Sharesync integration would be great, thanks

    3 votes
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  5. 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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  6. Integrate with my iPhone, MacBook Pro and desktop contacts?

    2 votes
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  7. 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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  8. Shopify integration

    Shopify integration would be great, thanks

    1 vote
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  9. 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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  10. 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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  11. margill law interest calculator

    Is it possible to intergrate Margill interest calculator to Maximizer?

    1 vote
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  12. 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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  13. Integrations with WhatsApp and instagram

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

    11 votes
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  14. 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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  15. Integrtaion with Slack or an allowance for a insystem chat app

    SalesForce has a product called Chatter
    Slack allows for this type of integration.
    So either allow integration on Live & legacy OR create an insystem chat app?

    25 votes
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    1 comment  ·  Integration with other Applications  ·  Admin →
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  16. An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.

    An API for Calendly where we can email/SMS a link to a client so they can pick a time in our calendars that work for them.

    10 votes
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  17. integrate with Asset Map

    Is integration with Asset Map availableÉ

    1 vote
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  18. Wordpress Users (or Gravity Forms entries) to Maximizer

    Zapier is excellent to connect these things up but there is only an option for Maximizer (Canada). I need to connect my Wordpress forms or users to Maximizer. Is there a solution that I'm missing?

    1 vote
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  19. Reckon Accounts Hosted Integration

    Reckon Accounts Hosted Integration
    Integration with Reckon Accounts Hosted to bring in accounting data. Similar to MYOB Integration

    3 votes
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  20. Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live

    Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live
    Currently there are iPhone/Android Apps to scan business cards which can import directly to iPhone Contacts and SalesForce CRM. It would be nice if these apps could work with Maximizer CRM Live. The option should exist to add the card info as a "Lead" (for a brand new lead) or add the contact info to an existing Address Book Entry (company), as a new Contact for that specified Company. This would help eliminate a great deal of data entry work, on an ongoing basis.

    17 votes
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