Custom Maximizer Modules
Extending CRM to fit your business
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?
“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well. 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. 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. 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 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. Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”
Raj Mahay – Resin Products“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops! 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“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“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“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“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“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“Before Dynamics 365, we were managing tours through a mix of spreadsheets, emails and manual processes. Now, everything is in one place and works together seamlessly. The system is built around how we operate, not the other way around, and automates tasks that used to take hours. Most importantly, it gives us the flexibility to manage any type of tour and confidently support our continued growth.”
Karen Leggatt – Classic Grand Touring“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