Why Mobile CRM matters

When mobile access is limited or poorly designed, common issues include:

  • Delayed opportunity updates
  • Incomplete meeting notes
  • Missed follow ups
  • Inconsistent data capture
  • Reduced visibility for management

Mobile CRM removes the gap between activity and system updates.

The Avrion approach to mobile CRM deployment

Mobile success depends on configuration.

We ensure:

  • Key fields are prioritised for mobile users
  • Data entry is streamlined
  • Security and access controls are enforced
  • Offline capability is understood where required
  • Mobile usage aligns with reporting standards

This ensures mobile usage improves data quality rather than weakening it.

Supporting remote and dispersed teams

For organisations with field-based or remote sales teams, Maximizer Mobile provides:

  • Consistent access to pipeline information
  • Reduced reliance on spreadsheets or personal notes
  • Faster response to customer enquiries
  • Better communication between salespeople and managers

Supporting structured performance management even when teams are not centrally located.

Struggling with data delays or incomplete updates?

If your team updates CRM retrospectively or data accuracy suffers due to remote working, a Business Health Check can identify where mobile configuration would improve performance.

We assess:

  • CRM usage patterns
  • Data capture consistency
  • Pipeline visibility gaps
  • Security and access controls

Providing practical recommendations to improve adoption and reliability.

Planning a Maximizer rollout for dispersed teams?

If your organisation relies on field sales or remote teams, mobile capability should be considered from the outset.

We help you:

  • Design mobile-friendly workflows
  • Prioritise key information
  • Maintain reporting integrity
  • Build scalable, secure mobile access

What do our customers say?

“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

“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

“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”

Luke Hogg – Knoxford Fabrications

“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

“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

“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

“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

“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

“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

“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.”

Jasmin Dudden – Restore Datashred