Capitalize on the wealth of information stored in your QuickBooks® accounting system. Integrate customer data in Maximizer CRM with customer financials in QuickBooks to improve productivity of staff and satisfaction of customers.
Set up and link Maximizer CRM to your QuickBooks database quickly. One click matches customer records between the two programs.
Deliver accurate estimates, close deals faster
Access QuickBooks prices & inventory: Provide customers with accurate, timely estimates by giving sales & service staff direct access to details from QuickBooks.
View past invoices & estimates: See the status of a customer’s past invoices & estimates to understand customer history – without having to contact the accounting department or install another application.
Create invoices & estimates: : Save time creating QuickBooks estimates and invoices by working from one screen in a customer’s Maximizer CRM record.
Service Customers Efficiently and Effectively
Centralize Information: Give your frontline staff immediate access to customers’ financial information such as credit limit and balance details, so they can answer questions faster. See a complete customer history of estimates, invoices, credit limits and balances with one click.
Reduce Redundancies & Inaccurate Information: Ensure information is accurate with one-click matching of customer records between the two programs.
