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!
53 results found
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9 votes
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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 -
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 -
Enforce mandatory fields when adding new entries from Outlook
Enforce mandatory fields when adding new entries from Outlook add in
12 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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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