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’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”

COO at a leading UK waste management company

“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

“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

“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

“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 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

“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

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

Tracey Hammond – Dengie

“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.”

Cole Fellows – The Insurance Network

“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