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.

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.

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.

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

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.

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.

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

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.

Enable delivery of email campaigns and MailChimp campaigns for leads.

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

Received Emails
Contacts
Sent emails

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.

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.

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.

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.

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. .

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.

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.

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?

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

Thanks