Integrated Solutions

Sage Line 50 Integration: Maximizer Accounting Link

Sage Line 50 Accounting Link is a comprehensive integration package designed to improve the productivity of your sales and service staff with access to customer financial data directly through a user-friendly interface they are comfortable with—Maximizer CRM. Link customer records with Sage Line 50 Accounts to provide a 360° visibility of customer information.

• Integration company records in both Maximizer and Sage Line 50
• Create and modify quotes, sales orders and invoices from within Maximizer
• View and create purchase orders from within Maximizer
• View quotes, orders and sales invoices from within Maximizer
• View account balance, credit limit, remaining credit limit from within Maximizer
• History notes added automatically in Maximizer

More information - see the Maximizer CRM Resources Documents section

We supply full integration solutions based on Maximizer CRM and Sage 50 or 200 accounts packages. Our sister company, Systematic Business Solutions are an accredited Sage Accounts Partner which means we can design, implement and support both your financial and CRM systems to create a unified business system with full integration. Please contact us for more information.

Quickbooks Integration: Maximizer Accounting Link

Capitalise on the wealth of information stored in your QuickBooks accounting system. Maximize the productivity of your sales and service staff with access to customer financial data directly through an interface they are comfortable with - Maximizer CRM. Integration of customer records with QuickBooks provides a 360° view of customer information.

• Integration between company records in both Maximizer and Quickbooks
• Create and modify quotes and invoices from within Maximizer
• View and create purchase orders from within Maximizer
• View quotes and sales invoices from within Maximizer
• View account balance and credit limit details from within Maximizer
• Automatically save a complete history of transactions to the Maximizer customer record

More information - see the Maximizer CRM Resources Documents section

Microsoft Dynamics GP Integration: Maximizer Accounting Link

Capitalise on the wealth of information stored in your Microsoft Dynamics™ GP (formerly Great Plains) accounting system. This integration maximises the productivity of your sales and service staff with access to customer financial data directly through an interface they are comfortable with -Maximizer CRM. Link customer records with Dynamics GP to provide a 360° view of customer information.

• Integration between company records in both Maximizer and Microsoft Dynamics GP
• Create and modify quotes and invoices from within Maximizer
• View and create purchase orders from within Maximizer
• View quotes and sales invoices from within Maximizer
• View up to date prices and inventory levels from within Maximizer
• View account balance and credit limit details from within Maximizer
• Automatically save a complete history of transactions to the Maximizer customer record.

More information - see the Maximizer CRM Resources Documents section

Avrion Bespoke Integration

Integration of financial accounts information with Maximizer CRM and linking customer records together is typically a straight forward bespoke integration task for Avrion. The chances are that we have already done something similar previously if you’re using financial packages such as Great Plains, Sage 50, MMS, 100 and 200, Access, or Exchequer. And if you are using a different accounts package then we are confident we can integrate this too.

Bespoke financial applications (packages that have been written specifically for your business) can have typically greater scope for creating a tighter integration with Maximizer CRM.

Whatever level of integration you require, whether similar to the Maximizer Accounting Link functions above or otherwise we would be happy to investigate this with you.

Integration between Maximizer CRM with other applications is another area we get involved in. Whether you need to keep multiple databases up to date with each other (synchronising data) or to create a physical integration between applications we have undertaken numerous projects in this area. Other applications include project management tools, booking systems, inventory systems, and even other CRM databases that perhaps a Sister company is using!