Maximizer Apps and Integrations

Connect, automate and amplify Maximizer CRM with purpose-built apps, financial connectors, custom modules and advanced reporting. Delivered and supported by Avrion.

Maximizer CRM is a powerful foundation. But modern sales and operations demand more than managing contacts and opportunities. They demand connected systems, streamlined processes, deeper insight and automation that drives performance.

The Maximizer Apps and Integrations suite gives you that — by adding capability where it matters most and removing manual work where it hurts most.

Avrion works with you to select, implement and optimise the right apps and integrations for your organisation so that Maximizer becomes the central commercial engine, not just a database.

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

Why Apps and Integrations Matter

Most organisations use multiple systems:

Finance and accounting software
Quoting and proposal tools
Legacy or industry-specific systems
Reporting and analytics platforms
Custom workflows and modules

When these systems are disconnected, teams compensate with manual work, exporting and importing data, reconciling numbers, chasing updates, and losing visibility.

Apps and Integrations unlock:

Seamless data flow between systems
Automated processes with less administrative effort
Unified reporting across sales, finance and operations
Better forecasting and decision support
A single source of truth that supports commercial growth

Integration is not an add-on. It is part of your CRM strategy.

How Avrion approaches Maximizer integrations

We treat integrations as architectural decisions, not technical tasks.

Our approach includes:

Understanding the business process before integrating
Defining clear data ownership and flow rules
Designing secure connectors and workflows
Establishing monitoring and error handling
Ensuring governance and long-term support

This ensures integrations are reliable, scalable and aligned to commercial outcomes, not just connected because we can.

Apps and integrations we support

Quotes for Maximizer

Create proposals quickly with structured pricing, templates and one-click document generation. [Explore Quotes for Maximizer]

Explore Quotes for Maximizer

Finance Software Connectors

Connect Maximizer with financial systems like QuickBooks, Sage and other accounting platforms.

Explore Finance Software Connectors

Custom Maximizer Modules

Extend CRM functionality with purpose-built modules bespoke to your business needs.

Explore Custom Maximizer Modules

Finance Software / ERP Integration

Connect Maximizer to broader finance and ERP systems for full commercial visibility.

Explore ERP Integration

Custom Systems Integrations

Integrate legacy or specialist systems to ensure data flows smoothly across your digital network.

Explore Custom Systems Integrations

Advanced Reporting

Turn CRM and integrated data into meaningful business insights with sophisticated analytics.

Explore Advanced Reporting

Governance, security and scalability

Apps and integrations must be secure and maintainable.

Avrion ensures:

Clear data governance
Secure authentication and permissions
Monitoring and error tracking
Versioning and lifecycle management
Documentation and support structures

This prevents integrations from becoming technical debt and ensures long-term reliability.

Want to understand where you stand?

If your teams are spending time reconciling data, performing manual work or struggling with visibility across systems, a Business Health Check can help identify where apps and integrations could deliver the most impact.

We assess:

Current system architecture
Manual work points and bottlenecks
Integration opportunities
Reporting and insight gaps

Providing clear, commercially focused recommendations.

Planning your Maximizer ecosystem?

Whether you are extending an existing CRM or building your integration roadmap from scratch.

A structured discovery conversation will help you:

Identify priority apps and connectors
Define integration architecture
Avoid unnecessary complexity
Align technology choices to business outcomes

What do our customers say?

“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”

Tracey Hammond – Dengie

“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

“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”

Liane Atherton – AAF Air Filters

“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

“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”

Catherine Royle – Restore plc

“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

“Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process.”

Carly Cullen – Priors Hall Park Management

“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

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”

Dan Costin – Restore Datashred