Know Your Customer
Leverage Your Accounting System's Information
Use the wealth of information stored in your accounting system to arm your sales and customer service representives directly through Maximzer Version 11. Whether you are using Microsoft® Dynamics™ GP, Sage Line 50 or QuickBooks® the Accounting Link allows the integration of your accounts system with Maximizer CRM.
- Give non-financial staff the ability to view finance history including credit limit, customer balance, quotes and past invoices
- View customers' unpaid invoices
- Save time in creating quotes and invoices by working from one screen in the customer's Maximizer CRM record
- Automatically save a history of transactions to the customer's record
- View and create purchase orders for your suppliers
- Using Workflow Automation (not part of the base product) generate an email advising a customer of the delivery of their order or to notify your sales staff that a customer's account has been placed on hold