Maximizer CRM

Why Maximizer CRM?

Maximizer CRM includes all the key modules needed to be an extremely effective business tool. Key areas such as the management of companies and contacts, leads, opportunities, email campaigns and customer service cases all form part of a suite of features offered at an all-inclusive, affordable price point.

Maximizer CRM


From £23.00 per user, per month. For detailed pricing information for cloud deployments of Maximizer CRM hosted with Maximizer CRM Live, on-premise or private cloud deployments, please contact us.

Maximizer Screenshots

Maximizer CRM’s Key Features

Improve Sales Performance

Improve Sales Performance

Help your salespeople sell more by automating repetitive tasks and analysing what works and what doesn’t in your sales process.

Nurture your leads

Nurture Your Leads

Optimise your marketing funnel and take control of conversations with prospects, by automating key activities and monitoring progress.

Offer first class support

Offer First Class Support

Retain your customers by improving the quality of your customer services and resolving issues quickly using case management and monitoring tools.

Understand your business

Understand Your Business

Gain new insights into your business, refine processes and spot potential problems before they arise with in-depth, customisable reports and dashboards.

access CRM anywhere

Access Anywhere

Access your CRM data from anywhere at any time with web and mobile access, keeping your sales people and remote users connected to your CRM system at all times.

Develop and integrate CRM

Develop and Integrate

Customise Maximizer to meet your business requirements, evolving & adapting to meet new demands and integrating with key front and back-end applications.

Maximizer CRM 2022 Features & Functionality

With the introduction of ‘Interactions’, you now have a new way to manage customer communications.

Generate reports based on the new Interactions – this report gives you insights into details such as how often team members are interacting with customers, how successful these interactions are, etc.

You can now perform advanced searches in the Leads module – using complex search queries present the results that are most relevant to you.

Our business first started using Maximizer CRM way back in 1996 when we had just five users. Today, we have over 130 users, in multiple worldwide locations, all utilising the same database. Collier Pickard take a great deal of time and energy to understand our ever changing business needs, and are able to provide clear, concise guidance to assist our development. Sharing their expertise has helped us avoid many expensive mistakes.

Joe Lynch – Product & Marketing Director, TUI Student Travel

Maximizer at a Glance

Maximizer CRM Modules

Build profitable relationships through advanced lead tracking and sales opportunity management. Sales management and sales forecasting tools built into Maximizer CRM make tracking sales pipelines simple.

At a glance reports and visual dashboards help keep sales teams motivated, focused and accountable.

Automated alerts make sure the right people follow up on leads and track the status and source of every opportunity to measure your sales and marketing funnels and conversion rates.

With automatic multi-phase campaign scheduling, easy to use web forms, a return on investment (ROI) calculator and more, Maximizer CRM is built to support marketing efforts across the board.

Create precisely targeted lists for marketing campaigns, send HTML or plain text emails from within Maximizer CRM, and track open rates, click-throughs and preferences with its built-in CRM Campaign Manager.

Wizard driven web forms can be customised, branded and used for events, surveys and more, with records being imported directly into Maximizer and automatically assigned to the right sales person.

Create trouble tickets, complete with details that can be tracked and searched for using case numbers, product categories, assignments and more. Use alerts and notifications to escalate and resolve issues rapidly. Maximizer CRM’s Knowledge Base lets you create a fast, searchable, online repository of detailed product information for your clients. This repository helps you to reduce in-bound calls and share incident resolutions with colleagues and can also act as an FAQ on your website. Self-service functionality enables customers to login to a web portal integrated with Maximizer CRM and access customer service cases.

Using a mix of Maximizer CRM’s out-of-the-box functionality and the KnowledgeSync workflow engine, you can monitor your system for activities and trigger appropriate actions – from emailing your customer to sending a report to an executive. Automate virtually any standard or unique process by defining the parameters and the desired outcome.

Make sure you are aware of potential issues by using triggered, action-oriented alerts in Maximizer CRM. Notify your team when a metric reaches a critical point or schedule notifications such as daily reports on overdue activities. With 90 out-of-the-box queries and 50 events, you can establish comprehensive alerts and notifications as soon as Maximizer is deployed.

Auto-respond to enquiries sent by email or routed through your web forms, to ensure no enquiry goes unanswered. Workflow Automation allows you to create email auto-responses and automatically assign enquiries to the appropriate department or individual in your organisation.

To ensure Maximizer CRM delivers exactly what your organisation needs, the system is highly customisable. Our team has been developing and customising Maximizer for 25 years and can help you ensure your CRM system supports your company culture and working environment.

Maximizer CRM Live is a cloud-based solution, available in UK Data Centres. Read the Maximizer Data Centre datasheet for more information on the Maximizer Live UK environment for EMEA customers, including:

  • GDPR and cloud hosting
  • Access to CRM Live
  • Authentication and password protection
  • Reliable UK-based hosting
  • Peace of mind security

Maximizer CRM Integrations

Utilise powerful integrations on Maximizer CRM — with Zapier. Zapier allows you to instantly connect Maximizer CRM with 3,000+ apps to automate your work, focus your workflow and free up your time to work on what really matters.

Explore countless possible connections: Automate data entry. Turn emails into notes. Add new Facebook leads as address book entries. Create hotlist tasks for contacts who complete your survey — and much more.

Use the Maximizer Connector to link Maximizer to MailChimp, a leading email marketing platform. We have also developed integrations with dotmailer, a very functionally rich marketing tool.

Synchronise your data with other systems such as inventory management or ERP, in real-time or at scheduled intervals, using XML. Additional windows can be created within Maximizer CRM to display the information you need, ensuring all customer-facing staff can see the information they need within one system.

Auto-respond to enquiries sent by email or routed through your web forms, to ensure no enquiry goes unanswered. Workflow Automation allows you to create email auto-responses and automatically assign enquiries to the appropriate department or individual in your organisation.

Make outgoing calls directly from Maximizer CRM, capturing vital customer history and improve call accuracy. Maximizer CRM integrates with most VoIP software systems, Skype and some traditional phone systems.

View Outlook messages inside Maximizer CRM and automatically save them to customer records, or use the Maximizer CRM toolbar inside Outlook for one-click saving of emails.

With Maximizer CRM you can also personalise Microsoft Word documents such as proposals, quotes and letters with any field from your CRM customer data. Attach these documents to customer records, and store other company documents, from forms to reports and product information, in a central repository to keep your staff using the most up-to-date information.

Maximizer has highly configurable Excel reporting as out-of-the-box functionality – from customer information to opportunities, service cases, and campaign metrics. You can also export data to Excel with just one click.

More information

These days, the vast majority of implementations are cloud-based, often on our servers, which means that you don’t have to worry about server specifications etc. For on-premise or private cloud deployments, please contact us to discuss the requirements for your solution.

Collier Pickard offers extensive support options to our Maximizer clients. Our team of Maximizer consultants are highly experienced and able to support your CRM system fully, leaving you to run your business. Choose the support option that meets your needs:

Priority Support

Take out an annual support contract with Collier Pickard for full access to remote, online support and telephone help desk support. Get priority assistance for issues large and small.

Ad-hoc Support

Buy support hours up-front, charged at an hourly rate. Access to remote and help desk support.

For top tips, the latest version release notes and general information and news, read our Maximizer CRM Insights blog.