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Feature Suggestions for Maximizer CRM

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53 results found

  1. 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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  2. 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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  3. 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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  4. A link to Sage 50

    9 votes
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    Under review  ·  1 comment  ·  Integration with other Applications  ·  Admin →
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  5. Outlook Integration - syncing reoccurring appointments

    The Outlook Integration can synchronise re-occurring appointments, but only if an end date is included.

    If not then it causes problems, either the appointments won't sync (other than the first one) or the subsequent appointments can be deleted in Outlook (if Maximizer Override is selected).

    It would be good to have a warning included that comes up if reoccurring appointments are started without an end date, otherwise users might be oblivious to this problem.

    8 votes
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  6. Improved Integration with Google calendar

    We use google calendar as a way for some of the crews to access their daily schedules, get directions to the job and view a Dropbox link to view related files. Each sales person is linked to all the jobs scheduled for the day so that they know where the crews will be and can stop in at any job if they are in the area.

    1. I would like to see the output to Google calendar include the address of the client so that the mapping feature of Google Calendar will work.

    2. I am told that due to some laws…

    8 votes
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  7. Text message integration

    An app that allows me to choose whether to post a text message to the notes of a maximizer user.

    7 votes
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  8. RingCentral Integration we wait

    7 votes
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  9. add ring central

    ad ring central as a partner

    7 votes
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  10. text messaging support

    I've twice in last month had existing Maximizer CRM clients want the ability to send a text from Maximizer to a contact's cell phone

    John Roberts

    6 votes
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  11. 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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  12. Option to import an Apple Contact Info into Maximizer Contact

    Import contact info from an Apple Contact into Maximizer Contact

    6 votes
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  13. 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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  14. Asana

    Asana is a project management tool that would be benefical to be able to share information.

    4 votes
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  15. simple idea. When I set the time to 5;25P let the machine know I mean 5:25PM instead of having to back and redo the ; into a :

    4 votes
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  16. Printing labels or envelopes off CRM Live 2018

    The current process of printing an envelope or label is long and tedious, unlike the crm 2017 editor based printing which was much quicker. In our business -travel medical insurance sales- we still develop a lot of paper documents to be mailed out along with our annual wall calendars.
    Surely there is a quicker way of getting an envelope or label printed. since I'm not the IT guy, that's your forte.

    4 votes
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  17. 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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  18. Map Address Fields To Home Address With Outlook Sync

    Maximizer Sync allows us to map the phone number fields to Outlook when synchronizing contact records. However, the same is not possible for address fields. Instead, it defaults to adding all the addresses as a "Business Address".

    It would be great if the Maximizer Sync integration tool allowed us the ability to map the address fields as we so choose or perhaps give us the option of defaulting to either home or business. Ideally, we should be able to map the fields to any outlook contact field available in Outlook. It shouldn't be too difficult to implement this nice enhancement.

    3 votes
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  19. Integration with Hootsuite

    Does Maximizer has any integration with any social media management platform such as Hootsuite? Is this in the works? Is there any workaround?

    3 votes
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  20. 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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