Feature Suggestions for Maximizer CRM

Your votes COUNT! We have finished a number of ideas already. Many are being considered and worked on.

More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Integration with phone system (VoIP/others)

    To display callerID, company, easier to document calls

    140 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    30 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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.

  2. Excel Add-In

    Provide an add-in for Excel, similar to the Word add-in which is supplied with Maximizer. This would allow the use of Excel for quotes or other documents which would have addresses or other information linked to the Maximizer database.

    64 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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.

    53 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. integration between the web access product and Xero online accounting software

    Integration between the web access product (and or CRM Live) and Xero online accounting software.

    40 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Create Contact From Outlook

    When using the outlook toolbar to Create Contact, you cannot edit/populate the address, phone or email addresses.
    It would be very handy to be able to do this especially if you are creating a contact from an incoming email.

    34 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Ability to modify built-in email templates

    When we book appointments, an email is sent to client. I would like to be able to modify the contents by default, including adding removing fields, not having to modify every email each time.

    32 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Open a docx document and save it back to Maximizer word document (update in stead off creating a new copy)

    When you open a MS Word document from Maximizer you can edit this document. But when you save this document back to Maximizer a new copy is added to the documents tab in Maximizer. We would really like to see a save option to update the same document in Maximizer.

    Because on opening the document in MS Word, the name is changed by adding tmp to the name it can't be updated back to Maximizer.

    30 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Integrtaion with Slack or an allowance for a insystem chat app

    SalesForce has a product called Chatter
    Slack allows for this type of integration.
    So either allow integration on Live & legacy OR create an insystem chat app?

    25 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Save email to Opportunity in the Maximizer Outlook App

    Currently, you can only save an email to an Opportunity in the desktop version of Outlook using the Maximizer tab.

    It's not possible to do this using the Outlook integration in the App Directory - please can we have this functionality as non-Windows Office 365 users rely on the App to integrate emails with Maximizer.

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Microsoft Outlook for Apple Addin - support for iPad and Apple products

    Would love to see the Word and Outlook Addin included in MS Word for Apple. Cant be that difficult?

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Office 365 integration Save Email to Documents Tab

    The Office 365 integration is great in the ability to create an Opportunity, but the Save Email option is lacking in that it only saves to Notes, & not the Documents tab as well as it should, so attachments etc are available.

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Outlook AddIn / AddOn / Integration to be able to create appointments

    At the moment the Outlook AddIn is able to create a task based on the currently selected email.

    We'd like to see the ability to also create appointments based on the currently selected entry. At the same time the appointment gets created a link to that address book entry in Maximizer should be created.

    21 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. integrate with excel

    Please add the add in for excel so i can add excel documents in my address book and save in that window rather than download and save and up load. version control is a nightmare

    20 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. TAPI Support for Windows 7

    I would like to make calls from Maximizer with my existing contacts - using the dialer and my phone system (in this case Allworx).
    Why can I use Outlook in this manner but not Maximizer? What is different about Windows 7?

    19 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Declined  ·  3 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Word add-in: Option for convert to PDF and save to Maximizer

    An option in the Word add-in under the Save to Maximizer button to "Convert to PDF and save to Maximizer". Similar but slightly different to the other excellent PDF requests on here.

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Integration with LinkedIn, Facebook and other social media

    We had the integration with LinkedIn in past versions of Maximizer and then it was removed. Our sales team use many forms of social media and an integration with one or more would be extremely beneficial.

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Maximizer - Word integration needs improvement - If adding an additional name to a merge field, it prints on all subsequent letters

    Either fix the merge fields so you can choose First Name, Last Name or allow additions at the preview phase that don't get printed on the next letter.

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live

    Business Card Scan - CamCard or ScanBizCards Apps upload to Maximizer CRM Live
    Currently there are iPhone/Android Apps to scan business cards which can import directly to iPhone Contacts and SalesForce CRM. It would be nice if these apps could work with Maximizer CRM Live. The option should exist to add the card info as a "Lead" (for a brand new lead) or add the contact info to an existing Address Book Entry (company), as a new Contact for that specified Company. This would help eliminate a great deal of data entry work, on an ongoing basis.

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Print to Dymo or Brother Handheld Label Printer

    Many small businesses use single label printers, because they are cost effective, and fast machines for producing unique labels.

    Maximizer CRM Live should have an option to print labels to other types of printers without having to go through MS WORD to print something as simple as a single label.

    Dymo and Brother make label printers - and there are options, drivers etc for Dymo in MS Word, but the merge capabilities in Maximizer are only for MS WORD - and there is no option for Dymo or Brother as printer formats.

    This would be a very helpful thing to…

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Integration with Dropbox/Possibly allowing folder uploads to documents

    I noticed that there is no way to upload a folder into 'Add a Document'. When I am looking through hundreds of files under a contact/individual's address book entry, I would enjoy having everything organized into folders, making it easier to find.
    Is it possible to add that feature? Or perhaps integrating Dropbox so that a third party could take the brunt end of the storage space.
    Let me know if this makes sense, or if there is a way to upload folders and I have missed it...Thank you

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3
  • Don't see your idea?

Feedback and Knowledge Base