Feature Suggestions for Maximizer CRM

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  1. 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.

    3 votes
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  2. 1 vote
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  3. Integration with Hootsuite

    Does Maximizer has any integration with any social media management platform such as Hootsuite? Is this in the works? Is there any workaround?

    1 vote
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  4. Map Address Fields To Home Address With Outlook Sync

    Maximizer Sync allows us to map the phone number fields to Outlook when synchronizing contact records. However, the same is not possible for address fields. Instead, it defaults to adding all the addresses as a "Business Address".

    It would be great if the Maximizer Sync integration tool allowed us the ability to map the address fields as we so choose or perhaps give us the option of defaulting to either home or business. Ideally, we should be able to map the fields to any outlook contact field available in Outlook. It shouldn't be too difficult to implement this nice enhancement.

    3 votes
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  5. Map Address Fields To Home Address With Outlook Sync

    Maximizer Sync allows us to map the phone number fields to Outlook when synchronizing contact records. However, the same is not possible for address fields. Instead, it defaults to adding all the addresses as a "Business Address".

    It would be great if the Maximizer Sync integration tool allowed us the ability to map the address fields as we so choose or perhaps give us the option of defaulting to either home or business. Ideally, we should be able to map the fields to any outlook contact field available in Outlook. It shouldn't be too difficult to implement this nice enhancement.

    0 votes
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  6. Asana

    Asana is a project management tool that would be benefical to be able to share information.

    1 vote
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  7. Improved Integration with Google calendar

    We use google calendar as a way for some of the crews to access their daily schedules, get directions to the job and view a Dropbox link to view related files. Each sales person is linked to all the jobs scheduled for the day so that they know where the crews will be and can stop in at any job if they are in the area.


    1. I would like to see the output to Google calendar include the address of the client so that the mapping feature of Google Calendar will work.


    2. I am told that due to some laws…

    4 votes
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  8. Outlook Integration - syncing reoccurring appointments

    The Outlook Integration can synchronise re-occurring appointments, but only if an end date is included.

    If not then it causes problems, either the appointments won't sync (other than the first one) or the subsequent appointments can be deleted in Outlook (if Maximizer Override is selected).

    It would be good to have a warning included that comes up if reoccurring appointments are started without an end date, otherwise users might be oblivious to this problem.

    8 votes
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  9. 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

    15 votes
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  10. We really need you to integrate with address standardization software.

    We really need you to integrate with address standardization software.

    7 votes
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  11. 1 vote
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  12. Option to import an Apple Contact Info into Maximizer Contact

    Import contact info from an Apple Contact into Maximizer Contact

    1 vote
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  13. Email logging security

    Currently when you modify the full/read access when saving an email from the Maximizer Outlook toolbar it still logs the note by default as public. I suggest that this be modified to honor the full/read access selected when saving the email document in order to maintain security standards.

    3 votes
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    2 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    50 votes
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  15. 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

    10 votes
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  16. 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.

    21 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →
  17. Go Cardless

    Direct Debit processing

    4 votes
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  18. Integration with Appointedd booking software

    Create an integration with Appointedd booking software so that all bookings can be synched to CRM contact details

    2 votes
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  19. Azure Active Directory

    It would be fantastic if we could integrate SSO with Azure AD. It allows us to expand SSO without poking holes in our firewall as well allows us to continue putting in applications already used with Azure AD SSO. This is something we use for Adobe products, etc. already.

    9 votes
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  20. Integration with Act-On Marketing Software

    Similar features to the Hubspot integration, but some ideas that would be useful:

    Ability to schedule regular data syncs between Act-On and Maximizer
    Push form submissions from Act-On to Maximizer
    Allow users to view hot prospects in Maximizer
    See website and email activity history for individual contacts
    Campaign steps in Act-On that can create tasks in Maximizer
    Set email alerts for website visitors in Sales territory

    3 votes
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