Feature Suggestions for Maximizer CRM

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  1. suggestions link from maximizer

    It is great having a Suggestions Link to this site within Maximizer. But each time I have to then Sign In to vote or comment. Is it not possible to have the Suggestions site to recognise me when I hit the link from within my Maximizer?

    3 votes
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    0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 9 votes
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    Under review  ·  1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  4. text messaging support

    I've twice in last month had existing Maximizer CRM clients want the ability to send a text from Maximizer to a contact's cell phone

    John Roberts

    6 votes
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    Under review  ·  0 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  5. When searching for deleted users you can find them but can't do a global edit to remove them.

    When creating a contact in Outlook, add in the salutation field (Mr / Mrs) in Outlook so you don't have to go back into the contact in Maximizer and add it in afterwards.

    3 votes
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    Declined  ·  1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 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
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  7. Enforce mandatory fields when adding new entries from Outlook

    Enforce mandatory fields when adding new entries from Outlook add in

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

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  8. 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
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  9. 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
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  10. 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
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    3 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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
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    4 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Parser for LinkedIn and/or XING

    A customer of us is interested in a parser that would extract information from XING and/or LinkedIn similiar to an addon he used for a different CRM software that he used before changing to Maximizer CRM.
    As XING and LinkedIn are getting more and more important for todays business it would be a great help to keep contact informatio up to date. A possible parser (might be an AddOn) would help them to add contacts/companies/individuals faster and therefore save money.

    7 votes
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    Declined  ·  1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  14. I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to be easily add a note get the addres

    I would like to see a link from a phone or VOIP system with the address book from Maximizer. I like to easily add a note get the address entry pulled and see service cases, opportunities…

    10 votes
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 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
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    2 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 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
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    1 comment  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 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
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    Declined  ·  3 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 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
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  19. Integration with phone system (VoIP/others)

    To display callerID, company, easier to document calls

    140 votes
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    30 comments  ·  Integration with other Applications  ·  Flag idea as inappropriate…  ·  Admin →

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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.

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