CRM for Consultants

With ease-of-use, accessibility, low cost and integration with other software applications all being key Customer Relationship Management (CRM) criteria for consultants, Maximizer CRM delivers on every level. Empower your company with sales, marketing, customer service and management CRM software to drive revenues forward and revolutionise productivity.

Maximizer CRM software solutions can help consultancy organisations to identify and target potential customers and work more closely with their current client database through enhanced project management. With the ability to access your CRM system anywhere, from your mobile, tablet or via a web connection, you can update information on the go and access critical records, maps, directions - even access documentation from your library repository and more.

At a glance features:

• Workflow automation – Improves time management by automating common tasks
• Access management – With mobile and web access, you can access the entire database for up to the minute client information, maps, directions etc.
• 3rd party software integration – Works with Microsoft® Office enabling you to import and export spreadsheets into Maximizer form existing databases, add SharePoint links, track and log conversations and add contacts from Outlook
• Social networking – Allows you to connect with clients through URL user defined links allowing you to start speaking to other branches of key client companies
• Web-to-lead capture forms – Enables you to automate the first stages of lead nurturing to start the relationship building process.
• Flexibility - The software enables the integration and customisation to seamlessly integrate with backoffice and ERP software
• Choice of deployment - Have your CRM in the Cloud or On-premise.