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Feature Suggestions for Maximizer CRM

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59 results found

  1. bulk saving old emails, syncing with Maximizer, when using the new version of Outlook

    I am using the new version of Outlook. Maximizer will not allow me to 'bulk save' old emails, I can save emails 1 by 1 per client!!! However, this functionality exists for users who are using the old version of Outlook. I would like the same functionality.

    6 votes
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  2. ability to use email templates on the mobile ap. It would be a real help!

    The mobile app would be far more helpful if I were able to pull templates into outgoing emails while on the road with my phone.

    3 votes
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  3. Search Company in Maximizer Connect add in

    The financial services industry and others actually regularly save emails to Company records and not specific contacts. A lot of companies we deal with actually save emails to Company records. Not being able to save to company in a toolbar that is otherwise excellent is a gap in functionality.

    1 vote
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  4. Search Company in Maximizer Connect add in

    The financial services industry and others actually regularly save emails to Company records and not specific contacts. A lot of companies we deal with actually save emails to Company records. Not being able to save to company in a toolbar that is otherwise excellent is a gap in functionality.

    3 votes
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  5. Maximizer Cloud "undeliverable email" message

    I was showing a client how to create templates for use in the Maximizer Email Editor yesterday. She sent me an email and I never received it! Turned out that the email address she had for me in her Maximizer CRM Live was slightly wrong.

    I asked her if she had received an "undeliverable email" message and she said no!

    I tried it myself later on ... and I also received no message back that the email could not be delivered.

    I searched in https://docs.maximizer.com/home/en-us/ for "undeliverable emails". No joy!

    Any reason why users aren't warned if their emails are…

    6 votes
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  6. Email delay on hotlist task

    Implement a delay on email when a task is created – if the task is for a week or so out – the email gets sent when processing occurs - near time.

    We would prefer to be able to assign a task and send an email closer to the date the task is required to be completed.

    1 vote
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  7. Outlook integration

    The ability to move an email from one contact to another contact, including between company and contact and household. As of right now you have to go back to your email, locate the email and add it to the correct file, then delete it from the incorrect file. If someone else sent the email, then there is nothing you can do.

    13 votes
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  8. Outlook integration

    Outlook integration, it would be nice if when you opened an email in Maximizer that it opened in Outlook automatically. Vs sending the message from Maximizer.

    24 votes
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  9. One-way contact Synchronization to Gmail Address Book

    Either:
    - each contact or other address book has an "add/update to gmail" button. it updates the contact with a "maximizer label in gmail". I do this manually.

    • the above but for a favorites list or some other query. Anything in the list replaces contact in gmail when I press the synchronize button. It happens only manually.

    Or even a button for each address book entry (worse than above but workable) — make vcard for contact entry. it etiher downloads to my desktop or you email it to me or something.

    Why do I want this?

    Because I use google…

    1 vote
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  10. Email Campaigns need tracking clocks and replies

    At this moment the email campaign are tracking only opens and unsubscribes. But more important is having the clicks tracked since they show the level of interest too. The replies need to be tracked also for better accountability.

    4 votes
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  11. Move phone calls and emails back to notes sections

    Phone calls and emails need to be moved back from interactions to the notes tab as it is no longer possible to all of your manual notes with emails and phone calls...

    4 votes
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    in progress  ·  1 comment  ·  Email  ·  Admin →
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  12. Indicate inbound/outbound emails in Interactions

    Right now in Interactions, you can differentiate between inbound and outbound calls. Please incorporate a feature to differentiate between inbound and outbound emails.

    1 vote
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  13. Autosignature handling

    Using autosignatures is great, enabling you to share email templates for consistency in appearance from all users, EXCEPT for 1 thing. When you choose to change to a template that is not set as your default, it replaces the default message template with the new one, BUT DOES NOT reattach the autosignature. The end rersult is that you have to have multiple personalised templates for everything else other than the default standard template - the same issue you have if not using autosignatures - very stupid & frustrating!

    6 votes
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  14. Add the option to only save sent emails in Outlook to contacts' notes, not documents.

    Add the option to only save sent emails in Outlook to contacts' notes, not documents.

    1 vote
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  15. increase the email save with attachments to greater than 10 mb

    Please increase the email save with attachments to greater than 10 mb. It should at least be as much as the document download limit of 50 mb.

    1 vote
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  16. Ability to add fellow Maximizer users to an email being sent to a client

    When sending emails to clients through Maximizer, there is no functionality to include a fellow user as recipient. You have to remember and then type the full email address. There is no way to search for users and add them as CC or BCC.

    Please add this so we can work easier as a team.

    6 votes
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  17. automate reminder emails

    Automate emails to individuals (not lists).based on their individual activity date. (multiple emails over time leading up to their activity date) Pick the template and schedule the send.
    What is not productive is taking the time to schedule an activity for a human to physically come back at a later date for the human do the email. Thanks for all you do at mazimizer.
    Campaings are clunky and cumbersome.

    10 votes
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  18. 1 vote
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  19. Disable multiple attachments when saving email

    There is an option to include attachments when saving emails from Outlook to Maximizer but this is only available when saving 1 email at a time. When selecting multiple emails the feature is disabled. I suggest making it available for single or multi email selections.

    3 votes
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  20. 1 vote
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