Maximizer Software Simply Successful CRM

Mobile CRM for BlackBerry®, Windows Mobile®,
iPhoneTM & Palm®

Mobile CRM for BlackBerry, Windows Mobile & iPhone
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“Having customer information available at our fingertips, whether it be through a laptop or a BlackBerry, provides our people with the information they need exactly when they need it.” - Faron G. Thompson, Managing Director, Income Property Finance Division, Primary Capital Advisors

Today's workforce is more mobile than ever. To reduce sales downtime, increase customer face time and win more deals, you need mobile CRM to move your business forward while team members are on the road. Maximizer's Mobile CRM options provide more than just email and scheduling capabilities: access sales forecasts, customer service cases and customer notes and documents. Maximizer Mobile CRM offers several options for today's mobile devices and smartphones, including MaxMobile for BlackBerry®, MaxMobile for Windows Mobile®, Wireless Web Access for iPhoneTM and MaxLink for Palm®.

Maximizer Mobile CRM for BlackBerry and Windows Mobile


Mobilize your sales force by adding your Maximizer CRM records directly onto the latest BlackBerry and Windows Mobile smartphones with MaxMobile. Empower field sales and service staff to update notes, look-up accounts and leads, access the latest customer service cases, and update their sales forecast – all while they're on the road - with real-time synchronization back to the office.

  • Install MaxMobile on your BlackBerry or Windows Mobile smartphonei
  • Upload a subset of your contacts and leads (including custom fields), appointments, tasks, notes, sales opportunities and service cases onto your smartphone and synchronize with your Maximizer CRM database
  • Look-up records and update them on-the-fly as information is automatically updated on both your smartphone and your desktop
  • Wireless Web Access enables seamless, real-time online access to entire corporate CRM database to look-up records not directly stored on your device
  • Integrated with BlackBerry built-in address book and phone to create new records, opportunities and cases within Maximizer CRM
  • One-click access to maps and directions from customer records
  • Log calls, SMS text messages and emails to client records — eliminates the need to update records back at the office
  • Increase your smartphone's data capacity with Secure Digital (SD) card storage
  • Access the online document library to send brochures, quotes and other documents to customers and prospects on-the-fly from your smartphone
  • BlackBerry-like experience with single-click access to information, helps you work faster throughout the day
  • Supports wireless or wired (USB) synchronization. MaxMobile Wireless Synchronization Serveriv is required for wireless synchronization.
  • BlackBerry Enterprise Server is not required but will work in conjunction with MaxMobile Wireless Synchronization Server
  • MaxMobile supports the latest BlackBerry, Windows Mobile Pocket PC and Windows Mobile Smartphone devices.
  • Click these links for supported devices: BlackBerry & Windows Mobile Devices

Compare MaxMobile vs MaxMobile Lite go

Maximizer Mobile CRM for iPhone

maxlink demo

Demo coming soon!

Expand the capabilities of your iPhone and turn it into a valuable busininess tool when you're on the road, with Wireless Web Access to your Maximizer CRM database.
  • Real-time access and updates to your Maximizer CRM contacts, tasks, calendar, sales opportunities and customer service cases on-the-fly from your iPhone's wireless web browserii
  • One-click access to maps and directions from customer records
  • No synchronization, local data or extra software to install on your device
  • Maximizer CRM Wireless Web Access is included when you purchase either Web Access or MaxMobile
  • Click here for a list of supported wireless devices and browsers

Maximizer CRM Wireless Web Access

Wireless WebKeep business moving forward while on the road. Using any web-enabled mobile device, get your critical customer information in real-time through your mobile smartphone's wireless web browser.

  • Real-time access and updates to your Maximizer CRM contacts, tasks, calendar, sales opportunities and customer service cases on-the-fly from your mobile smartphone's wireless web browser
  • One-click access to maps and directions from customer records
  • No synchronization, local data or extra software to install on your device
  • Maximizer CRM Wireless Web Access is included when you purchase either Web Access or MaxMobile
  • Click here for a list of supported wireless devices and browsers

Synchronize directly with MaxLink for Palm OS devices

maxlink demoAccess customer information, take notes at meetings, or check your schedule. Synchronize between Maximizer Enterprise and your Palm device – no extra software to install on your Palm!

Stay productive and reduce downtime in the field. Access customer information, take notes at meetings, or update your schedule. With MaxLinkiii, synchronize between Maximizer CRM and your Palm device with no extra software to install on your Palm!

  • Accurate two-way synchronization through the HotSync button ensures information on your device and your desktop is always the most current
  • Automatically matches between your Address Book, Calendar, Hotlist, Notes, Journal and User-Defined Fields with the modules already on your Palm device: Phone List, Date Book, To Do's, Memo Pad and four custom fields
  • Click here for a list of supported Palm OS devices, including, Handspring, Sony and Samsung devices

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Use Outlook® for Offline Synchronization

OutlookBy synchronizing with Outlook, you get access to your Maximizer CRM information on your device.

  • Synchronize calendar appointments, tasks, and contacts from Maximizer CRM to Outlook, to your device
  • Look up and update information while on the road, and synchronize back to Outlook then to Maximizer CRM
i MaxMobile for BlackBerry, Windows Mobile Pocket PC, and Windows Mobile Smartphones is an add-on product available for all editions of Maximizer CRM. Additional fees apply.
ii Mobile CRM for iPhone requires Maximizer CRM Wireless Web Access, which is included when you purchase either Web Access or MaxMobile
iii MaxLink is free for all Maximizer CRM users.
iv MaxMobile Wireless Synchronization Server requires an additional license fee

Phone 1-800-804-6299 or e-mail for more information or to request a demonstration.

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