In their latest Base Edition update (available to all Cloud customers), Maximizer released new possibilities for your workflow with a refreshed App Directory. It included new integrations for Maximizer, such as Slack, Unbounce, Power BI, Calendly, and an improved Twilio!
Maximizer has also made improvements to their API (the tool that helps technology partners like Avrion create new integrations) which makes it much easier to connect Maximizer to your existing systems.
You may have missed the App Directory area in Maximizer, so here is an updated list of the integrations available:
Calendly
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
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.
Google Workspace
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.
Mailchimp
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
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 and OneDrive for Business
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.
OpenStreetMap
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.
Outlook
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.
Outlook | Office 365
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.
Power BI
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
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
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
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
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.
Slack
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
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.
Survey Mechanics Pro
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
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.
Teams
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
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.
Unbounce
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
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
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!
Further information
If you’d like to find out more about the Avrion Apps and other integrations for Maximizer offered by Avrion, check out our Connectors & Integrations page. You’ll also be able to see new Avrion Apps that will be coming soon.
For any questions or to discuss your business requirements, feel free to get in touch.
- Tel: +44 (0)1992 661244
- Email: enquiries@avrion.co.uk
- Follow us on LinkedIn
