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Feature Suggestions for Maximizer CRM

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525 results found

  1. 11 votes
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  2. Integration with phone system (VoIP/others)

    To display callerID, company, easier to document calls

    143 votes
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    Under review  ·  Maximizer Admin responded

    Please note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.

  3. Linking Documents between the Address Book and Opportunities

    Right now, documents created in the Address Book is not visible in Opportunities (of the same company) and vice versa. Would like the 2 to be linked please.

    35 votes
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  4. 121 votes
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  5. Better favorite lists management

    Please make it easier to manage large customer lists for sending email marketing campaigns - add/edit/remove from lists.

    • Have the actual data content of the favorite list display in its own window (or following window) - whenever new customer records are added or removed, the favorite list will reflect the updates right away.
    • Enable drag and drop from the main window into the 'favorite list window' and vice versa for adding/removing entries
    • Be able to easily tell which favorite lists that each customer belongs to
    47 votes
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