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.”
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“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“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”
James Blair – SPM Instrument UK“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“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“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”
Carly Cullen – Priors Hall Park Management“Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”
David English – Restore plc“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“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