A lot of your staff members already use Microsoft Outlook for email correspondence and schedules. Now it's easy for users to use Outlook and Maximizer CRM 10 simultaneously.
Synchronise Calendars: Be alerted of all scheduled meetings and recurring appointments even if you only have one of the programs running with two-way synchronisation of Maximizer CRM & Outlook calendars
Integrate Email: View your Outlook messages inside Maximizer CRM and automatically see which customer or prospect sent you the message. Share critical communications. company-wide and avoid email overload. Give everyone access to relevant emails sent and received through Outlook by saving them to customers’ records in Maximizer CRM with automatic record matching – no cutting & pasting required
Access Contacts: Grab email addresses from both Maximizer CRM & Outlook address books for your email distribution. Synchronise contacts to Outlook and vice-versa to store a subset of customer records. Import contacts from Outlook to Maximizer CRM without reformatting or re-typing
Synchronise to Handheld Devices: With Outlook synchronisation, access your contacts and appointments through your handheld device, such as BlackBerry®, Palm® or Pocket PC.
MaxSync for Microsoft Exchange: Set-up meetings and keep track of appointments in a mixed environment where some people work in Maximizer CRM and others work in Microsoft Outlook & Exchange.
