Get a full 360 degree view. Maximize customer satisfaction
Capitalize on the wealth of information stored in your QuickBooks accounting system. Maximize the productivity of your sales and service staff with access to customer financial data directly through Maximizer CRM Entrepreneur Edition. Link customer records with QuickBooks to reduce redundancies, provide a 360 degree view of customer information, and maximize customer satisfaction.
Service customer efficiently and effectively
Give frontline staff immediate access to customer financial data to answer questions faster.
View your customers' accounting information from one simple interface in Maximizer CRM Entrepreneur Edition.
See credit limit, balance, and overdue accounts at a glance, saving time and better serving customers.
Deliver accurate quotes
Provide customers with accurate, timely quotes by retrieving up-to-date prices and inventory levels from QuickBooks.
View the status of a customer's unpaid invoices before quoting on a new order.
Completely integrate accounting information with each customer's record
Save time creating quotes and entering invoices by working from one screen in a customer's record.
Automatically save a complete history of transactions to the customer's record.
View and create purchase order for your suppliers.
Monitor critical business activities and respond to opportunities
Deploy and link quickly
Match and link Maximizer CRM customer records to your QuickBooks database with one click.
Maintain accuracy and quality of your data by setting up securities right
Show information at-a-glance by linking QuickBooks fields with Maximier CRM Entrepreneur Edition custom fields using the Customization Suite.