Maximizer Core Edition

Clear pipeline visibility, contact management and sales control for growing teams.

Not every organisation needs advanced forecasting layers and complex performance modelling. Many need something simpler. A CRM that creates structure, improves visibility and supports consistent sales execution.

Maximizer Core Edition provides exactly that.

It delivers core CRM capability designed to help teams move away from spreadsheets, fragmented tools and inconsistent tracking, while building a solid foundation for future growth.

Avrion ensures Core Edition is configured properly from the start, so it supports how your team actually sells.

Digital Transformation
on your Terms.

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

Who Core Edition is for

Maximizer Core Edition is ideal for organisations that:

Have small to mid-sized sales teams
Need clearer pipeline visibility
Want structured contact and opportunity tracking
Are moving from spreadsheets or entry level CRM systems
Require a practical, easy to adopt platform

It delivers control and consistency without over engineering.

What Core Edition delivers

Technology alone does not improve sales performance.

Clear contact and account management

Core Edition provides a centralised, structured way to manage:

Contacts and accounts
Communication history
Notes and interactions
Activity tracking

Ensuring customer information is organised and accessible.

Pipeline and opportunity tracking

Sales teams gain visibility into:

Active opportunities
Pipeline stages
Expected close dates
Deal values

Creating transparency across the sales process.

Activity and task management

Consistency drives performance.

Core Edition allows teams to:

Log calls and meetings
Schedule follow ups
Track tasks and reminders
Maintain visibility across team activity

Reducing missed opportunities and improving accountability.

Reporting and basic forecasting

Core Edition provides structured reporting to support:

Pipeline value tracking
Opportunity progression
Individual performance visibility
Revenue projection at a high level

Giving leadership clearer oversight without unnecessary complexity.

The Avrion approach to Core Edition

Even simple CRM systems require proper design.

We focus on:

Defining realistic pipeline stages
Matching fields and data capture to business needs
Simplifying user experience
Establishing reporting that supports decision-making
Preparing the system to scale when required

This ensures Core Edition does not become another underused tool.

Integration capabilities

Core Edition can be integrated with:

Mailchimp and marketing platforms
Finance systems such as Sage
DocuSign for contract workflows
Power BI for enhanced reporting
Custom systems where required

Ensuring even a simple CRM sits within a connected ecosystem.

Unsure if Core Edition is enough?

If you are evaluating CRM options and unsure whether Core or Business Edition is the right fit, a Business Health Check can help clarify requirements.

We assess:

Sales complexity
Forecasting needs
Reporting requirements
Growth plans
Integration priorities

Providing clear guidance on the right edition for your business.

Planning a CRM rollout?

If you are moving away from spreadsheets or a basic CRM, a discovery conversation will help you set the right foundation.

We help you:

Clarify sales process requirements
Avoid overconfiguration
Improve adoption from day one
Build a CRM environment ready to scale

What do our customers say?

“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 created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope.”

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

“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

“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

““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

“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

“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

“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

“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