Maximizer Core Edition
Structured CRM without unnecessary complexity
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?
“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“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 able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. 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“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“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“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“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 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“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 created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. 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. 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“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