Maximizer

Maximize Your Time. Create Satisfied Customers. Increase your Sales.
A leader in sales & contact management since 1995 with over 1 million users worldwide, Maximizer makes it easy to succeed by effectively managing your time, customers, and sales.

Account & Contact Management

Manage your customers better than your competitors can manage theirs

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Manage your time effectively and ensure nothing slips through the cracks.

• View your day's upcoming appointments and prioritised activities at a glance.
• Collaborate seamlessly with colleagues with the colour-coded multi-user calendar.
• Choose daily, weekly or monthly views, and then print your schedule to your daytimer.
• Leave it to Maximizer prompt you about task deadlines and appointments.
• Sync with your calendar in Outlook and your handheld PDA device.

Maximise chances for success. Forecast revenue effortlessly.

• Maximise chances for success by creating an Opportunity for every project deal, or sale.
• Track all details of the deal, including key decision-maker, products being pitched, and watch your probability of close increase.
• Easily forecast revenue using the graphical sales funnel report one-click away, or a number of other reports to analyse your sales and drill-down to individual opportunities.

Simpler than ever to stay on track.

• Plan a series of tasks and appointments to ensure nothing slips through the cracks. . Assign tasks to yourself and to others to collaborate on projects.
• Use one of the templates to manage projects, sales activities, or lead follow-up processes - or create your own template to use with every customer or prospect.
• View all upcoming tasks at a glance.

Communicate more effectively - and more easily - thanks to seamless integration with Microsoft® Office.

• Create documents, letters, faxes and emails with ease. Store customer communications under each contact record for easy reference.
• Synchronise contacts and calendars between Maximizer and Outlook - then synchronise to your PDA with Pocket Outlook.
• Read Outlook email within Maximizer and save important messages to client records.
• Export Maximizer contacts to Outlook, and vice versa.with super ease. Even access Outlook contacts while you're emailing from Maximizer.
• Personalise letters and proposals by merging fields from virtually any field in Maximizer.
• Export lists and reports to Excel® for detailed analysis in a familiar environment.
• Get maps & directions to and from your appointments using Microsoft MapPoint® integrated with Maximizer. Find virtually any location in the world.

Be in total sync wherever you travel with access to all the up-to-date information you need.

• Sync with a variety of PDAs, including Palm® devices (Treo, Tungsten & Zire), SonyT and Samsung PDAs using the Palm OS - with no extra software to install on the device. Simply use the default Palm modules already provided.
• For an updated list of supported devices, please visit www.max.co.uk.
• Or using Outlook two-way synchronisation, transfer contacts & calendars back and forth with devices like
• Blackberry® and Pocket PC.

Instantly produce reports to see a snapshot of your business.

• Produce real-time, easy-to-read reports with complete graphics.
• Includes over 100 pre-built reports, including task lists, account activities, phone logs, sales pipeline and win/loss analysis.
• Publish reports in PDF, HTML, or RTF to easily share with colleagues.
• Includes world's industry standard reporting tool, Crystal Reports® XI Professional, to create custom reports, including graphics for instant visualisation - use Crystal wizards to walk through report creation.
• Instantly export data (customers, opportunity lists and reports) to Excel with one-click for further analysis in a familiar environment. Security enables you to restrict these rights to ensure valuable customer information is still protected.

Get access to all the documents you need in a snap.

• All documents are stored in a central location for easy access.
• Create folders to organise documents and see a preview of the item.
• Email documents & collateral to customers directly from the Company Library.
• Compatible with Word, WordPerfect, Excel, PowerPoint®, Acrobat Reader (PDF) and other standard Office-type programs.

View your customers' accounting info from one simple interface.

• View your customers' accounting information directly from Maximizer - without having to install QuickBooks.
• Create QuickBooks invoices and estimates directly from Maximizer, using up-to-date inventory and pricing.
• See the status of unpaid invoices, credit limit and balance details.
• For an updated list of supported versions of QuickBooks, please visit www.max.co.uk

Leverage the Internet and expand your customer base.

• Collect lead data using web forms, which are automatically imported into Maximizer complete with email alerts.
• Build a professional-looking webstore with real-time secure credit card processing created with ecBuilder Pro 6.0 Lite5, included with Maximizer.
• Process and manage order with the OrderDesk, including real-time credit card transaction processing.