Custom Maximizer Modules

Build purpose-designed modules within Maximizer to support your specific processes, products and commercial model.

No two organisations sell in exactly the same way.

While Maximizer provides a strong CRM foundation, many businesses require additional functionality that reflects their unique processes, industry requirements or operational workflows.

Custom Maximizer Modules allow you to extend CRM capability without compromising structure or performance.

Avrion designs and develops bespoke modules that integrate seamlessly with your existing Maximizer environment.

Digital Transformation
on your Terms.

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

Why custom modules matter

Standard CRM fields and workflows are not always enough.

Organisations often require:

Industry-specific data capture
Structured product or service configuration
Compliance tracking
Project or service delivery management
Complex pricing models
Multi-stage approval processes

Without structured modules, teams often revert to spreadsheets or external systems.

Custom modules bring that functionality back into CRM.

What custom modules should deliver

A well-designed module enables you to:

Capture critical data in a structured format
Enforce process consistence
Improve reporting accuracy
Reduce reliance on external tools
Align operations with sales activity

The goal is to keep your commercial engine in one place.

The Avrion approach to Custom Integrations

We treat custom modules as architectural extensions, not quick fixes.

Our approach includes:

Mapping business processes in detail
Defining data models clearly
Designing user-friendly interfaces
Aligning modules with reporting requirements
Ensuring integration with finance and quoting tools
Establishing governance and long-term support

This ensures customisation adds value without creating technical debt.

Examples of custom module use cases

Custom Maximizer Modules can support:

Project tracking linked to opportunities
Subscription or contract management
Service level agreement monitoring
Industry compliance records
Asset or equipment tracking
Multi-location account structures

Each module is built to work with your operational reality.

Integration and reporting calibration

Custom modules can integrate with:

Finance software for billing and revenue tracking
Quoting systems for pricing consistency
External operational systems
Advanced reporting tools for executive visibility

Ensuring custom functionality enhances the wider ecosystem.

Built for scalability

As organisations grow, processes evolve.

We design modules that are:

Secure and permission-controlled
Scalable as data volume increases
Documented and maintainable
Adjustable with future upgrades

Supporting long-term system stability.

Relying on spreadsheets or workarounds?

If key processes sit outside your CRM, or teams are maintaining parallel systems, a Business Health Check can identify where custom modules would improve control and efficiency.

We assess:

Process gaps within CRM
Manual workarounds
Reporting inconsistencies
Opportunities for structured enhancement

Providing commercially focused recommendations and improvements.

Planning to extend Maximizer capability?

If your organisation requires functionality beyond standard CRM, a discovery conversation will help define the right roadmap to move forward.

We help you:

Clarify process requirements
Avoid unnecessary complexity
Align custom development with reporting and finance
Build scalable CRM architecture

What do our customers say?

“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

“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”

Chris Harrison – Heidelberg Materials Contracting

“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 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

“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

“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”

Graham Cording – Smart Presentations

““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””

Jane Margetts – Restore Records Management

“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 is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”

Mike Bevan – SPM Instrument UK