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 simultaneously.
Synchronize Calendars: Be alerted of all scheduled meetings and recurring appointments even if you only have one of the programs running with two-way synchronization 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.
CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of relevant emails sent and received to customers’ records in Maximizer CRM - with automatic record matching, there's no cutting & pasting required.
Access Contacts: Grab email addresses from both Maximizer CRM & Outlook address books for your email distribution. Synchronize 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.
Synchronize to Handheld Devices: With Outlook synchronization, 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.
