Blog : Integrations for Maximizer just became easier!

Bing Maps Connector for Maximizer CRM: An add-on connector for Maximizer CRM by Avrion, using the power of Bing Maps to display Maximizer customer records in a totally new way. Whether you’re a salesperson planning your sales itinerary in a selected area, or a marketer wanting a visual representation of where your customers are located, Bing Maps Connector produces them for you – fast, simply and efficiently. The Bing Maps Connector for Maximizer works for both Maximizer CRM Live and On-Premise Edition.

Features

• Simply select the record(s) in the Maximizer Address Book and instantly view the records on a Bing Map. Hover over the map pins to view the record details. You can plot up to 200 records per map.
  
  
• Choose the Route Directions option and plot up to 15 Maximizer Records onto a Bing Maps Route Planner. Dynamically change the waypoints and add other destinations to create your route. Share your route to your mobile phone.
  
  
• (UK Only) Use the Radius Search option to find Maximizer records within a definable distance from any postcode.

Streamline your sales process with this powerful Calendly integration! Creating a new task in Maximizer for your scheduled prospect meetings, complete with date, time, and all relevant information, you’ll ensure the right team member is always in the loop. Plus, if the prospect isn’t already in your system as a Lead, Maximizer will create one for you. Experience total efficiency as you manage all your meetings and access comprehensive activity history with just one click – all within Maximizer.

Features

• Say goodbye to manual data entry and enjoy seamless lead generation by generating Maximizer CRM leads from new Calendly invitees.
  
  
• Keep your team in the loop by creating new tasks in Maximizer for scheduled meetings with prospects.
  
  
• Maximise your efficiency with comprehensive activity history and meeting management all within Maximizer.

Google Drive integration for Maximizer allows storing CRM documents in Google Drive platform, and automatically organises them by the customer’s name. By centralising document storage onto one platform, users can easily share documents with other users who are not using Maximizer. Users will also be able to enjoy the benefits of Google Drive’s powerful functionalities. 

Features

• Store CRM Documents in Google Drive.
  
  
• Maximizer following tab user interface for viewing documents in exactly the same way as Documents tab.
  
  
• Allows uploading new documents into Google Drive or adding existing Google Drive documents.
  
  
• Supports Address Book module and Opportunity module.
  
  
• Uploaded Documents are automatically organised by company or contact name.
  
  
• User edits Office documents directly in Office web-based user interface without the trouble of re-uploading documents.
  
  
• Note logging for any Google Drive document uploads or deletes to Address Book Entries and Opportunities.
  
  
• The same Google Drive document can be linked to multiple records in Maximizer. This helps eliminate duplicated documents in Google Drive.

The Google Workspace Add-on allows you to quickly integrate your Google calendar, as well your Gmail account with your Maximizer CRM account. The add-on enables synchronisation of Google Calendar events, as well as Gmail messages with your Maximizer account. This translates to simplified management of events and appointments, as well as interactions with your contacts.

Features

• Gmail messages can be saved to Address Book entries.

• Gmail messages can be saved to Leads or Customer Service records that are associated with Maximizer contacts (company or individual).

• The following types of records can be created and updated from the Add-in: Address Book, Opportunities, Leads, and Customer Service records.

• Records from Address Book, Opportunities, Leads, and Customer Service can be searched from the Maximizer CRM App available in Gmail accounts.

• Events from your Google calendar are added to your Maximizer accounts as appointments.

• Google accounts are linked to Maximizer users.

• Up to 5 Google calendars can be synchronised to a single account.

• Synchronisation preferences can be personalised using the add-in.

• Failed synchronisation events are displayed along with error codes and messages.

The Mailchimp integration allows users of Maximizer and Mailchimp to synchronise contact databases between the two applications and increase the functionality of their email marketing campaigns. Mailchimp integration will help you carry out email campaigns successfully and ensure a return on your investment.

Features

• Two-way synchronisation of contact information between Maximizer CRM and Mailchimp.

• Visibility into marketing campaign statistics, including successful deliveries, opens, clicks and bounces from within Maximizer CRM.

• Mapping of custom contact fields between Maximizer CRM and Mailchimp for enhanced personalisation.

• Customisable sync timeframe and closed loop reporting, to see which campaigns generated new customers.

OCAT Quotes & Orders is a fully integrated app for creating quotes and managing the order process for both sales and purchases. Seamlessly create quotes, get approvals and receive payments all within Maximizer. OCAT also features powerful inventory, product catalogue and e-commerce tools. Unlike other Apps OCAT is a full integration, meaning all functionality is available within Maximizer. Control all your key business processes, inside Maximizer with our integration.

Features

• Create quotes for opportunities & address book entries.

• Quote approval, payments & ratings.

• Sales order processing.

• Purchase Order processing.

• Stock control / inventory management (Inc. customer stock).

• Browse product catalogue – Pictures, pdfs, pricing and stock.

• E-commerce order processing integrations.

• B2B Online ordering.

• Export invoices to most accounting packages.

• Integrates with SAP Business One.

OneDrive integration for Maximizer allows storing CRM documents in OneDrive platform, and automatically organise them by the customer’s name. By centralising document storage onto one platform, user can easily share documents with other users who are not using Maximizer. User will also be able to enjoy the benefits of OneDrive’s powerful functionalities.

Features

• Store CRM Documents in OneDrive.

• Maximizer following tab user interface for viewing documents in exactly the same way as Documents tab.

• Allows uploading new documents into OneDrive or adding existing OneDrive documents.

• Supports Address Book module and Opportunity module.

• Uploaded Documents are automatically organised by company or contact name.

• User edits Office documents directly in Office web-based user interface without the trouble of re-uploading documents.

• Note logging for any OneDrive document uploads or deletes to Address Book Entries and Opportunities.

• The same OneDrive document can be linked to multiple records in Maximizer. This helps eliminate duplicated documents in OneDrive.

Open Street Map Integration, allows you to view the locations of your Maximizer Address Book entries from within Maximizer Web Access. The integration adds a following tab in the Address Book entry page which displays the location of the selected entry or entries (20 entries at max) on the OpenStreetMap. To provide mapping support, the basic OpenStreetMap tile server and Geo-code service is used. The degree of accuracy depends on the OpenStreetMap data which is updated by freelance developer community under an open license.

Features

• View a map marker indicating the location of the current Address Book entry in Maximizer.

• View multiple map markers indicating the locations of all selected Address Book entries (20 entries) in Maximizer.

• View the list of Address Book entries for which the data was not mapped on the map.

Microsoft Outlook Integration for Maximizer CRM allows you to add an Address Book entry, a Customer service case or a Hotlist task in Maximizer directly from Microsoft Outlook. By using this Integration, you can view an Address Book Entry from Microsoft Outlook and also track an Outlook Email thread in Maximizer.

Features

• Create Address Book entries from Outlook contacts or from email messages in Outlook.

• Create customer service cases in Maximizer from email messages in Microsoft Outlook.

• Create a new Hotlist task in Maximizer from the Email messages in Microsoft Outlook.

• Use Microsoft Outlook to send email messages to Maximizer Address Book entries, even if the Address Book entries do not have related contact records in Outlook.

Microsoft Office 365 | Outlook Integration for Maximizer CRM Live is an Outlook add-in that connects your Outlook account on Office 365 with Maximizer, giving you access to your Maximizer Address Book from within the online version of Outlook. Outlook Integration lets you work with your Maximizer Address Book data from any email message in Outlook. Once you have completed the setup process, link appears above the contents of any open email message.

Features

• Create individual, company, and contact entries in Maximizer from Outlook email messages.
  
  
• Save Outlook email messages to Maximizer entries.
  
  
• Create Hotlist tasks in Maximizer from Outlook email messages.
  
  
• Create opportunities in Maximizer from Outlook email messages.
  
  
• Search for and add Maximizer entries as recipients of outgoing emails in Outlook.

The power of data is undeniable in today’s business landscape. In order to make informed decisions, it’s crucial to have a centralised and accessible source of information. That’s why connecting Maximizer and Power BI is a game-changer. Our RESTful API allows you to seamlessly import data from Maximizer into Power BI, providing you with the ability to create custom reports tailored specifically to your business needs. With visually appealing and easy-to-read dashboards, you can gain deeper insights and make data-driven decisions with ease. Empower your organisation with the data it needs to succeed by connecting Maximizer and Power BI today.

Features

• Customisable reports: Our restful API enables you to seamlessly import data from Maximizer into Power BI, allowing you to create custom reports that are tailored to your business needs, so you can gain deeper insights and make informed decisions.
  
  
• Advanced analytics: The combination of Maximizer and Power BI gives you access to advanced analytics capabilities, allowing you to identify key performance indicators (KPIs), and measure the effectiveness of your business strategies.
  
  
• Better collaboration: With Maximizer CRM and Power BI integration, your team can collaborate better as they have a unified data source that everyone can access, share and work with.

QuickBooks Financials Data Connector by Avrion is a data feed from Intuit QuickBooks accounting software into Maximizer CRM, providing a 360-degree view of your customers’ sales and financial information. The unrivalled power of the connector allows your management team and salespeople to view, search and analyse all your key data quickly and efficiently.

Features

• Maximizer CRM users can view estimates, invoices and transactional information from QuickBooks accounting software on a self-serve basis.

• Includes Dashboards showing true financial information.

• Build dashboards and run searches in Maximizer combining CRM and financial data.

• YouTube URL: Playlist

QuoteWerks is used by companies of all sizes looking to streamline their sales quoting process in order to provide their customers with detailed and professional sales quotes and proposals. With QuoteWerks, evolve your sales process so you can sell more, faster, easier, and deliver a customer experience your brand can be proud of and your team will stand behind.

Features

• QuoteWerks searches the Contacts you already have in Maximizer which helps limit the typos and the need to synchronise.

• QuoteWerks creates new Opportunities in Maximizer and continues to update the opportunity as the quote changes or is won in QuoteWerks.

• QuoteWerks can link to and update existing Maximizer Opportunities. This is useful if your sales process starts in Maximizer.

• QuoteWerks creates a document link in Maximizer enabling you to open the quote from Maximizer.

Sage Financials Data Connector by Avrion is a data feed from Sage accounting software into Maximizer CRM, providing a 360-degree view of your customers’ sales and financial information. The unrivalled power of Maximizer CRM and the Sage Financials Data Connector allows your management team and salespeople to view, search and analyse all your key data quickly and efficiently. Sage Financials integration with Maximizer CRM is compatible with Sage 50 v21 upwards and Sage 200 Summer 2018 and upwards.

Features

• Maximizer CRM users can view orders, invoices and transactional information from Sage accounting software on a self-serve basis.

• Includes Dashboards showing true financial information.

• Build dashboards and run searches in Maximizer combining CRM and financial data.

• YouTube URL: Playlist

SharePoint Document integration for Maximizer allows storing CRM documents in SharePoint, and automatically organise them by the customer’s name. By centralising document storage onto one platform, user can easily share documents with other users who are not using Maximizer. User will also be able to enjoy the benefits of SharePoint’s powerful functionalities such as Searching, Workflow, and Document Versioning.

Features

• Store CRM Documents in SharePoint.

• Maximizer following tab user interface for viewing documents in exactly the same way as Documents tab.

• Allows uploading new documents into SharePoint or adding existing SharePoint documents.

• Supports Address Book module and Opportunity module.

• Uploaded Documents are automatically organised by company or contact name.

• User edits Office documents directly in Office web-based user interface without the trouble of re-uploading documents.

• Note logging for any SharePoint document uploads or deletes to Address Book Entries and Opportunities.

• The same SharePoint document can be linked to multiple records in Maximizer. This helps eliminate duplicated documents in SharePoint. 

Maximize your sales pipeline and keep your team informed with the power of Slack and Maximizer. Utilising Maximizer’s Zapier integration, stay ahead of the game with real-time notifications of new leads, won opportunities and other pivotal moments. Connect Slack and Maximizer today to stay connected with your team like never before!

Features

• Never miss a lead again: Get Slack notifications for new Maximizer leads as they come in.
  
  
• Stay in the loop: Receive notifications on new Maximizer opportunities via Slack channel messages, so your team can act on them quickly.
  
  
• Streamline your workflow: Send Slack notifications for new tasks created in Maximizer, so you know what needs to be done and when.

Survey Mechanics is an innovative, unique online survey platform which makes it quick and easy not only to deploy surveys and gather large volumes of responses, but also to analyse and make sense of your survey data and gather insight from them in very little time.

The integration of these market leading platforms has been created to allow for the seamless transfer of survey data into Maximizer, and to allow surveys to be automatically triggered from Maximizer as and when needed.

This integration saves time and money as well as creating data analysis that provides real insight. The types of survey are limitless and could range from simple new account forms and customer satisfaction surveys through to HR, campaign testing, marketing & PR effectiveness as well as new product/service and concept testing, unsuccessful quote follow ups and lapsed customer surveys.

Features

• Deploy surveys directly from Maximizer.
  
  
• Monitor response rates – you will be able see if someone has answered a survey from within Maximizer.
  
  
• Review responses to survey questions and results within Maximizer.
  
  
• Upload survey data sets (or historic data sets) from Survey Mechanics into Maximizer, populating UDFs in multiple records.
  
  
• Upload large data sets into Survey Mechanics for analysis using data from Maximizer reports.
  
  
• Access to all of Survey Mechanics’ features and functionality – including unlimited surveys and sample sizes.
  
  
• Analyse survey data using Survey Mechanics’ unique analytics tools, or by using Maximizer’s analytics tool.
  
  
• Auto-populate chosen UDF’s with live survey data.
• Automatically Create new address book records with survey data.
  
  
• Business solutions applications – for example mobile workforce worksheets, streamlining business development, website feedback forms, complaints management etc. Talk to us more about innovative ways and ideas on how the integration can save you time and money.

Want to send surveys to your Maximizer Address Book directly? Survey Mechanics Pro Connector is just what you’re looking for. Survey Mechanics‘ easy-to-use and innovative survey platform lets you build professional looking surveys quickly and easily – even if you’ve never built a survey before. Survey results can be analysed just as quickly, with Survey Mechanics’ unique analysis tools providing you with valuable insight in minutes. Survey Mechanics integrates with Maximizer CRM quickly and efficiently, meaning you can launch surveys – and view their results – all from within Maximizer CRM. Survey Mechanics coupled with the Pro Connector for Maximizer not only gives you the power of one the best survey tools available to understand your customers and potential customers, but also helps to solve other business issues such as: Checking records and updating them as necessary, Automatically creating new records for new contacts – thereby creating lead lists, Auto certification for e-learning, Identifying problem accounts, Automating customer satisfaction checks, New account forms, Auto creation of customer service cases.

Features

• Deploy multiple surveys from Maximizer.

• Auto-populate Maximizer UDFs with user defined survey responses.

• Auto-populate Maximizer customer service cases with user defined survey responses.

• Upload historic data sets.

• Use Survey Mechanics or Maximizer for data analytics.

• Full access to all Survey Mechanics features.

• Unlimited surveys and responses.

SystemX.net is a CRM+ online platform, a great addition to your Maximizer CRM. It allows you to manage Projects, Time Sheets, Expenses, Documents, Quotes, and Teams. Unlike other solutions, SystemX is easy to adopt, plus it works natively with Maximizer CRM.

Features

• Address Book synchronised from Maximizer.

• Projects generated from Maximizer Opportunities.

• Quotes generated from Maximizer Opportunities.

• Time Sheets allows tracking of time spent on projects.

• Expenses allow tracking of expenses incurred while working on projects.

• Files allows online storing and sharing documents with your team.

• Reports allows users to run standard and custom Crystal reports.

• Teams allows you to see company organisation charts, and control each project’s team.

The Maximizer CRM Messaging Extension allows you to search Maximizer CRM data from Microsoft Teams conversations and share info with team members.

Features

Allow user search following entries from Teams conversation:

• Address Book Entries (search by first name or last name of an individual, or company name).

• Opportunities (search by objective of an opportunity).

• Leads (search by first name or last name of an individual, or company name.

• Cases (search by first name or last name of an individual, company name, or subject of the case, case number).

Allow drill down following entries from Teams conversation:

• Address Book Entries.

• Opportunities.

• Cases.

Twilio integration for Maximizer lets you create, edit and send out SMS using Maximizer. Get connected with your Twilio account from within Maximizer to start using this integration within seconds.

Features

• Engage customers like never before with brand new Twilio integration! Create, edit and send texts straight from Maximizer.
  
  
• Engage up to 60 contacts in one go with bulk texts.
  
  
• Review all your in-bound and out-bound messages at a glance.

Streamline your lead generation process with Unbounce’s visually stunning form templates. Elevate your workflow with automated lead creation in Maximizer – every time a form is submitted, the data is seamlessly imported into a new lead record. Customise your experience by mapping form fields to the relevant lead fields in Maximizer. Say goodbye to manual lead entry and hello to a more efficient, modern approach to lead management.

Features

• Automate lead creation: every time a form is submitted in Unbounce, the data is seamlessly imported into a new lead record in Maximizer, saving you time and effort.
  
  
• Tailor your lead management process to match your unique business needs with the ability to easily map relevant Unbounce form fields to lead fields in Maximizer.

Word Integration for Maximizer allows you to use Microsoft Word as your word processor while working with Maximizer. With Word integration, you can launch Word directly from Maximizer and work with Maximizer entries from Word. Word integration installs the Maximizer tab in the ribbon in versions of Word that use a ribbon interface and the Maximizer toolbar in earlier versions of Word. The options in the Maximizer toolbar menu integrate information from Maximizer Address Book entries, opportunities, customer service cases, and users with Word documents.

Features

• Insert Maximizer merge fields for customer service cases, opportunities and address book entries into your Word documents.

• You can view previews of Word documents showing information from entries in your Maximizer Address Book.

• You can send a Word document to the printer, automatically merging the document with entries in Maximizer.

• You can save a Microsoft Word document to the current entry in Maximizer or to multiple selected entries.

• You can create envelopes and mailing labels for the current entry in Maximizer or for multiple selected entries.

• You can open, create or update a Document template in your Maximizer template library from Microsoft Word.

Zapier is an online automation tool that connects your favourite apps, such as Gmail, Slack, MailChimp, and over 750 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. Move info between your web apps automatically, so you can focus on your most important work. It’s easy enough that anyone can build their own app workflows with just a few clicks.

Features

• Using Zapier directly connect 500+ Apps with Maximizer CRM Live.

• Automate repetitive and mundane tasks with workflows so that you can focus on saving time and growing your business.

• Integrate with other products that you never knew were available to you.

• Accomplish everything you need within your Maximizer CRM Live, without any programming or development costs – just a quick Zap!