Feature Suggestions for Maximizer CRM

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  1. UDF for Leads records in the new Leads Module

    The new Leads Management Module is a big step forward ! Maximizer becomes modern and intuitive for users !
    To have more flexibility, we should be able to create UDF on Leads and map these fields to UDF on Contacts/Companies/Opportunities.

    54 votes
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      2 comments  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
    • Zapier integration with the Leads module

      Zapier integration with the new leads module is currently not available, would be great to add this endpoint for the leads module for integrations moving forward.

      47 votes
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        1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
      • leads two pane

        The leads module should present two panes as in the address book (and the rest of the CRM). Specifically, we want to keep the leads list view at the top and add a details/notes/docs/activities widget format at the bottom. Much better for speed and reducing clicks.

        13 votes
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          3 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
        • Loss of column setup option in contact / company search dialogs. Can this be added back?

          Since the recent update to Maximizer 2019 you could use custom column setups when searching for contacts / companies.

          Like
          - Add opportunity contact
          - Add opportunity competitors
          - Add opportunity partners
          - Add case contact

          For some customers the basic fields in the default column view used in this dialog are not enough to find the correct record

          16 votes
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            3 comments  ·  Maximizer CRM Live  ·  Flag idea as inappropriate…  ·  Admin →
          • Integrate web to lead with new Leads module

            The new leads module is great, however leads have to be manually entered or come from the upload of a list (CSV etc). Integrating the lead module and web-to-lead functionality would be a logical next step so that web leads automatically enter the lead module for handling (assigning, tracking, reporting etc). In it's current state it doesn't really benefit my firm but would greatly improve our process and lead tracking if this functionality were there.

            33 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Search for text in documents or e-mails within one company in the documents tab.

              In the latest version (V2019) from Maximizer you can search in the note tab for text in notes. This new feature is well received and this feature should also be available in the documents tab. Searching through emails from 1 company to certain text is really needed as I am listening to my customers.

              12 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Custom Tab to allow inclusion of Opportunities and/or Customer Service Cases

                Currently you can include Company/Contact Info & Keyfield layouts, & Notes - being able to show Opportunities and/or Customer Service Cases would give a more comprehensive view of the status of a client on the one tab

                15 votes
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                  7 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                • Email should log attachment name to notes

                  In Maximizer Live address book the native email functionality has the ability to log email to notes. The logged not at this point does not include reference to the attached file name. This should be included in the note so that clients can refer back to specific files which they may want to store outside of the CRM due to large size.

                  9 votes
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                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • Email campaign for Leads

                    Enable delivery of email campaigns and MailChimp campaigns for leads.

                    7 votes
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                      0 comments  ·  Marketing Campaigns  ·  Flag idea as inappropriate…  ·  Admin →
                    • Outlook integration for Leads

                      Add the ability in Outlook to save the following to leads also:

                      Received Emails
                      Contacts
                      Sent emails

                      6 votes
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                        1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                      • Ability to change the color scheme

                        I've had some requests from my team to be able to change the highlighted column (or other) colors in Max CRM live.We just want to be able to change the general color scheme and customize it for each.Changing anything in the color scheme would be nice. Our employees are accustomed to the offline version up until a couple of years ago. We could previously change anything in the color scheme.

                        4 votes
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                          0 comments  ·  Usability - User Experience  ·  Flag idea as inappropriate…  ·  Admin →
                        • Note report format

                          When printing a note report directly from the notes tab, the output groups notes by contact. If a customer wishes to see a continuous timeline, this report is out of order. We see the notes for contact1 then for contact2 then for the company or household, but the most recent or oldest note can be in any one of these three buckets. This makes the report output much less useful for users trying to figure out what has happened recently. We need a format option to NOT group by contact/company/household.

                          15 votes
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                          • Note Entry following Meetings

                            In the financial version, entering client meeting notes is critical component following meetings. Right now we complete the meeting and there is a follow up Task/Meeting option. We would like to add the ability to "Add Client Meeting Notes" to this pop up window. If the user selects this, the notes window will open allowing the user to enter client meeting notes for the client meeting that is being confirmed. Nice and easy vs having to go back to client when completing the task or meeting.

                            4 votes
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                              0 comments  ·  Contact Management  ·  Flag idea as inappropriate…  ·  Admin →
                            • lead activities

                              The lead association with tasks and appointments should not be separate from those in the address book. There are two reasons for this:

                              1. I will convert leads into the address book and I want to tasks and appointments to remain associated with the new contact.

                              2. I may have meetings (appointments) with both leads and address book entries. How do I configure a meeting with a lead who is an employee of an existing customer in the address book?

                              Currently when a lead is uploaded we lose the link between contact/lead and activity.

                              6 votes
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                                0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                              • Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer th

                                Secondary action required when selecting remove from Max. Sales Reps need to tell us why they want the contact removed, contact no longer there, company out of business. Otherwise you could have sales reps removing viable company information all because they don't want to call. .

                                4 votes
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                                  1 comment  ·  Others  ·  Flag idea as inappropriate…  ·  Admin →
                                • Adjust the limit of 20 entries to show on the on the open street map option in Maximizer

                                  It would be very usefull for our customers to have the limit of 20 entries to show on the on the open street map option in Maximizer raised to 100+ entries.

                                  9 votes
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                                    0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Combined Companies: no audit, and opportunity audit fields altered

                                    When combining a company, the opportunities lose their original created date and user. As well, there is no specific note regarding the merge process that took place. The original creator and data information are very important and should not be changed when a company is merged.

                                    4 votes
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                                      0 comments  ·  Web Access  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Use info from related entries in a udf

                                      It would be beneficial to be able to reference information contained in a related entry to populate fields in another entry.

                                      We deal with management companies who manage various properties and have multiple contacts and create them as related entries but apart from being able to view it in Maximizer it serves little purpose for us. We would like to be able to draw that information into the current entry so that when we create forms or letters or whatever that need to include that information we can do it without having to do manual entry of the data into…

                                      4 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Leads Export to excel does not include email addresses

                                        In the new Leads section, when exporting the information to excel, it does not include the email address. Only the phone number. Can this be added?

                                        12 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Calendy

                                          Adding Calendy App for setting up meeting would be very helpful.

                                          Thanks

                                          1 vote
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                                            0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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