A leader in sales & contact management since 1995 with over 1 million users worldwide, Maximizer contact manager makes it easy to succeed by effectively managing your time, customers, and sales.

Maximizer 9 Highlights

Award-winning sales & contact management software Quick set-up and easy-to-use contact manager! Use it with Microsoft® Office, Outlook®, your handheld PDA, and your QuickBooks® accounting database Ideal for small businesses, home offices, financial advisors, realtors, and sales professionals in virtually any industry Network with colleagues to share your database and schedule.i Convert data from ACT!®, GoldMine® and import from virtually any other source.ii

Manage your customers better than your competitors can manage theirs.

• Manage an unlimited number of contacts and profile them using a variety of your own fields, such as industry and size.
• Access history of interactions including emails, phone calls, faxes.
• Personalize the way you view information.
• Easily create custom screens.
• Maintain data integrity with duplicate record checking and mandatory fields.
• Link with your phone for caller ID and direct dialing – increase call accuracy and save time.
• Search on any field, and create one-click access to frequently accessed lists of customers or prospects.
• Get maps and driving directions using the built-in Microsoft MapPoint for virtually any location in the world.

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

• View your upcoming appointments and activities at a glance.
• Collaborate seamlessly with colleagues with task assignment and multi-user calendar.
• Sync with your calendar in Outlook and your handheld PDA device.
• Print your schedule to your daytimer.
• Leave it to Maximizer contact manager to prompt you about task deadlines and appointments.

Maximize chances for success. Forecast revenue effortlessly.

• Use opportunities to track 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.
• Use graphical sales reports, including the sales pipeline funnel, to analyze your sales.

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 or to others.
• View all upcoming tasks at a glance.
• Use one of the templates to manage projects, sales activities, or lead follow-up processes.

Communicate more effectively - and more easily - with seamless Microsoft Office integration!

• Create documents, letters, faxes and emails for customers, then store under each record for easy reference.
• Use Maximizer contact manager with Microsoft Word to write personalized letters and faxes, using merge fields.
• Export your data to Excel® for analysis in a familiar environment.
• Link your phone to Maximizer for quick and easy direct dialing and called ID pop-up; track time and notes from calls.

Be in total sync when you're on the road!

• Synchronize contacts and calendars back and forth between Maximizer contact manager and Microsoft Outlook.
• Read Outlook email within Maximizer and save important messages to client records.
• Access Outlook contacts from Maximizer with super-ease.
• Even export contacts from Maximizer into Outlook.
• Synchronize your schedule and customer information back and forth with the latest Palm® OS devices like Tungsten™ and Treo™ (using Maximizer Link).
• With Outlook two-way synchronization, synchronize Maximizer with wireless handheld devices like BlackBerry® and Pocket PC.

See a snapshot of your business with reports.

• Maximizer contact manager includes over 100 pre-built reports, including task lists, account activities, phone logs, sales pipeline, and win/loss analysis.
• Comes with the world’s leading reporting tool, Crystal Reports XI® Professional – for easy creation of more reports and charts.
• View charts for quick snapshots, then drill-down to more details.
• Publish reports in PDF, HTML and RTF to share with colleagues.
• Instantly export to Excel to analyze in a familiar environment.

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

• Store all your collateral & important documents in a central location for easy access.
• Email brochures and literature directly to clients from the Company Library.
• Create folders to organize documents and see a preview.
• Compatible with virtually any file format.

View customers' financials from Maximizer.

• View your customers’ accounting information from one simple interface in Maximizer contact manager.
• See credit limit, balance, and overdue accounts.
• Create invoices and estimates from Maximizer.
• Maximizer pulls product list items and prices from your QuickBooks.

Leverage the Internet and expand your customer base.

• Create web forms to collect data from your website.
• Automatically have data imported into Maximizer, and send you email alerts.
• Build a professional-looking webstore with real-time secure credit card processing created with ecBuilder Pro 6.0 Lite, included with Maximizer.
• Process and manage orders effortlessly with the OrderDesk module.

i Networking with multiple users/colleagues requires additional licenses and a workgroup license available from Maximizer Software (up to 10 users).
ii Import from ACT! (2006 and lower), GoldMine (6.x and lower), and standard formats including CSV, ASCII, dBase, XML.