Outlook Integration
Synchronise with Outlook and ExchangeA lot of your staff members already use Microsoft Outlook for email correspondence and schedules. Now it's easy for users to use Outlook and Maximizer CRM simultaneously.
- Synchronise Calendars: Be alerted of all scheduled meetings and recurring appointments even if you only have one of the programs running with two-way synchronisation of Maximizer CRM & Outlook calendars
- Integrate Email: View your Outlook messages inside Maximizer CRM and automatically see which customer or prospect sent you the message. Share critical communications company-wide and avoid email overload. Give everyone access to relevant emails sent and received through Outlook by saving them to customers’ records in Maximizer CRM with automatic record matching – no cutting & pasting required
Access Contacts: Grab email addresses from both Maximizer CRM & Outlook address books for your email distribution. Synchronise contacts to Outlook and vice-versa to store a subset of customer records. Import contacts from Outlook to Maximizer CRM without reformatting or re-typing- Synchronise to Handheld Devices: With Outlook synchronisation, access your contacts and appointments through your handheld device, such as BlackBerry®, Palm® or Pocket PC
- MaxSync for Microsoft Exchange: Set-up meetings and keep track of appointments in a mixed environment where some people work in Maximizer CRM and others work in Microsoft Outlook & Exchange.
Outlook Integration