SendGrid Integration for Maximizer
Scalable email delivery built into your CRM
Send automated, high volume and transactional emails directly from Maximizer with reliability and control.
Not all email is marketing.
Sales confirmations, onboarding messages, alerts, reminders and system notifications all form part of the customer journey. These messages must be delivered quickly, reliably and at scale.
SendGrid integration allows Maximizer to send automated and transactional emails through a dedicated email delivery platform, improving performance, deliverability and reporting.
Avrion ensures SendGrid is configured securely and aligned to your workflow and branding.
Digital Transformation
on your Terms.
Schedule a structured discovery conversation that will help define priorities and reduce risk.
Why transactional email requires structure
Using standard email accounts for automated communication can create problems:
- Deliverability issues
- Messages flagged as spam
- Lack of performance visibility
- Difficulty scaling high volume sends
- Limited reporting on delivery status
SendGrid provides the infrastructure to manage this professionally.
What effective SendGrid integration should deliver
A well-implemented integration enables you to:
- Send automated emails from CRM events
- Trigger confirmations and notifications instantly
- Monitor delivery, opens and bounces
- Maintain consistent branding
- Scale communication without overloading mail servers
The objective is simplicity, reliability and performance.
Automated communication aligned to CRM activity
SendGrid can support workflows such as:
- Opportunity stage notifications
- Quote confirmations
- Contract follow-ups
- Onboarding sequences
- Payment reminders
- Service updates
Ensuring communication reflects real-time CRM data.
Improved deliverability and monitoring
Integration provides:
- Dedicated email delivery infrastructure
- Domain authentication and compliance alignment
- Bounce and failure tracking
- Clear visibility of send status
Reducing risk and improving sender reputation.
Separation of marketing and transactional email
SendGrid is particularly valuable where organisations want to:
- Separate marketing emails from system notifications
- Maintain brand reputation
- Ensure critical communication is prioritised
- Improve technical performance
Creating a structured communication strategy.
The Avrion approach to SendGrid integration
Email infrastructure must be configured properly.
We ensure:
- Domain authentication and security configuration
- Template design aligned to branding
- Trigger logic mapped correctly to CRM events
- Monitoring and reporting setup
- Governance and compliance satisfaction
Ensuring reliability without complexity.
Experiencing email delivery issues or manual notifications?
If automated emails are inconsistent, deliverability is unreliable or system messages rely on manual sending, a Business Health Check can identify where SendGrid integration would improve performance.
We assess:
- Current email workflows
- Delivery performance
- CRM trigger logic
- Communication consistency
Providing commercially focused recommendations to improve your communications.
Planning to improve automated communication?
A discovery conversation will help define the right communication structure for your organisation.
We help you:
- Identify key transactional email points
- Improve deliverability
- Align automation with CRM workflows
- Build scalable communication infrastructure
What do our customers say?
“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”
David Dewberry – Connolly’s Red Mills“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer.”
Jasmin Dudden – Restore Datashred“We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”
Craig Sansom – Prestige“Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique.”
Cole Fellows – The Insurance Network“After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs.”
Cole Fellows – The Insurance Network“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us.”
Raj Mahay – Resin Products“Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”
Cole Fellows – The Insurance Network“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC“We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope.”
Carly Cullen – Priors Hall Park Management“I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”
Jasmin Dudden – Restore Datashred