Feature Suggestions for Maximizer CRM

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  1. Wordpress Users (or Gravity Forms entries) to Maximizer

    Zapier is excellent to connect these things up but there is only an option for Maximizer (Canada). I need to connect my Wordpress forms or users to Maximizer. Is there a solution that I'm missing?

    1 vote
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    Under review  ·  1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Reckon Accounts Hosted Integration

    Reckon Accounts Hosted Integration
    Integration with Reckon Accounts Hosted to bring in accounting data. Similar to MYOB Integration

    3 votes
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  3. 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
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  4. 7 votes
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  5. 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?

    3 votes
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  6. 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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  7. Asana

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

    1 vote
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  8. 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…

    8 votes
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  9. 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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  10. 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
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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

    4 votes
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  13. 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
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  14. 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
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  15. 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
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  16. add ring central

    ad ring central as a partner

    7 votes
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  17. 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
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  18. Text message integration

    An app that allows me to choose whether to post a text message to the notes of a maximizer user.

    7 votes
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  19. 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
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  20. Printing labels or envelopes off CRM Live 2018

    The current process of printing an envelope or label is long and tedious, unlike the crm 2017 editor based printing which was much quicker. In our business -travel medical insurance sales- we still develop a lot of paper documents to be mailed out along with our annual wall calendars.
    Surely there is a quicker way of getting an envelope or label printed. since I'm not the IT guy, that's your forte.

    4 votes
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