Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
525 results found
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More flexibility in page setup for reports
Line spacing, etc.
11 votes -
Integration with phone system (VoIP/others)
To display callerID, company, easier to document calls
143 votesPlease 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.
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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 -
121 votes
We are investigating ways to manage workflows including assigning tasks to teams
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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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