Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
76 results found
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Zapp for Google Contacts Needs Some Work
exporting contacts to google contacts:
1. Need to be able to apply a labels, so I can label all contacts that were exported from Maximizer, and I might want to apply labels like prospect, client, etc. from a field as well.
2. need to export their photo if they have one.
3. The default create contact for google needs to be populated with basic contact info (email 1-3, phone 1-3, mailing address).2 votes -
2 votes
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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 -
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 -
margill law interest calculator
Is it possible to intergrate Margill interest calculator to Maximizer?
1 vote -
integrate with Asset Map
Is integration with Asset Map availableÉ
1 vote -
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 -
Eventbrite Integration
Request for an Eventbrite integration to allow creation of events and management of respondents within Maximizer.
1 vote -
Shopify integration
Shopify integration would be great, thanks
1 vote -
Make the phone dialing not stupid
The current dialing is a total failure in user experience design. Cick on the phone icon and the dial menu will be populated with a different phone number, not the one you clicked on.
What I want is to click the phone icon, and it dials the service i want. using the tel: url scheme.
And i call call the client on signal or whats app or whatever with similar iconds. Or send a text message with appropriate icon via SMS or any other service with a url scheme for sending texts. I have a different icon for each service…
1 vote -
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 -
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 -
carplay
would be nice if integrated with carplay or android auto
1 vote -
voice command siry
voice command with siry to make calls for instance
1 vote -
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 -
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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