Avrion Apps are single or two-way connections that join business applications together to share data. They are a type of systems integration but designed more as an app-style connector rather than a fully customised integration.
Our Financials app is a data feed from Accounting software into Maximizer CRM, providing a 360-degree view of your customers’ sales and financial information. It is available for Sage 50 and Sage 200, however we also create custom connectors for other accounting software, such as Sage X3.
The unrivalled power of Maximizer and the Financials Data Connector allows your management team and salespeople to view, search and analyse all your key data quickly and efficiently. You no longer need to ask your Finance Department for customer financial information as you can view it directly within Maximizer.
View Quotes, Orders, Invoices and Activity transactions from your accounting software directly within the Maximizer customer record, with a Financials Dashboard showing transaction activity across time.
Key financial information is updated in Maximizer User Defined Fields (such as turnover, balance, account status etc.) With this you can:
The Financials Data Connector works for both Maximizer Live and On-Premise Edition. It is available as an annual low-cost subscription.
Survey Mechanics’ easy to use and innovative survey platform lets you build professional looking surveys quickly and easily – even if you’ve never built a survey before. Survey results can be analysed just as quickly, with Survey Mechanics’ unique analysis tools providing you with valuable insight in minutes.
Survey Mechanics integrates with Maximizer CRM quickly and efficiently, meaning you can launch surveys – and view their results – from within Maximizer CRM.
CRM integration using Survey Mechanics not only gives you the power of one the best survey tools available to understand your customers and potential customers, but also helps to solve other business issues.
Common CRM integration scenarios and solutions that our Survey Mechanics Pro Connector helps businesses with:
Does your sales team spend a lot of time creating customer quotations? And how about your service team? Do you want to free up their valuable time spent on admin so they can focus on more important tasks?
Perhaps your business generates a high volume of quotes daily/weekly/monthly that are prone to errors with the wrong contact details, address, tax rates?
Then Maximizer Quotes is just what you need. Saving data entry and reducing the risk of human error, Maximizer Quotes takes the header information from Maximizer CRM and creates a quote. Simply add the products and/or services, set the discounts safe in the knowledge that the tax rates, currencies, payments terms and so on have been configured to your specific business needs.
With Maximizer Quotes, you can:
There are two options:
Stand-Alone: Our Maximizer Quotes tool has been written as a generic quoting tool for Maximizer and can be configured to your business.
Integrated with Accounts: Take Maximizer Quotes and add a small integration with your accounting/ERP software.
Our Financials for QuickBooks app integrates data from QuickBooks into Maximizer CRM, delivering a comprehensive view of your customers’ sales and financial details. Have a different accounting software? No problem, we also offer custom connectors for other accounting systems like Xero.
With the powerful combination of Maximizer and the Financials Data Connector, your management and sales teams can easily access, search, and analyse all essential data. There’s no need to consult the Finance Department for customer financial information; it’s readily available within Maximizer.
Access Quotes, Orders, Invoices, and Activity transactions from QuickBooks directly within the Maximizer customer record.
Maximizer User Defined Fields are regularly updated with key financial data (such as turnover, balance, and account status). This enables you to:
The Financials Data Connector is available for both Maximizer Live and On-Premise Edition, offered as an affordable annual subscription.
We are a team of experienced technology professionals who help our customers digitally transform their businesses using CRM, automation and other connected technologies.
As a Technology Partner, we bring 20+ years of knowledge into the solutions we build for our customers. We have implemented in excess of 300 successful solutions of varying sizes, from small to large, with a diverse range of functional and application requirements. Our customers are diverse too, in size and across most industries.
We specialise in helping our customers streamline and automate their business processes. This brings high efficiency and productivity, helping our customers gain a competitive advantage to thrive and succeed.
🎄✨ Please note: We will be taking a break from 1700 on Monday 23 December, returning Thurs 2 January 2025.
Limited support will still be available during our closed period, please email support@avrion.co.uk✨🎄
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