The Trusted CRM for Sales Teams on Microsoft 365

Stay in your workflow by adding leads, tracking conversations, and managing tasks directly within Outlook, Teams and Power BI. Maximize your output with the tools you use the most.

Maximize sales efforts with transformative technology Maximizer offers advanced features designed to enhance your sales efforts and optimize your workflow within Microsoft 365 tools.

• **Capture new leads: **Identify new emails added to email conversations and add them as prospects.
• **Access interaction history: **Brush on recent sales activities before sending your next email to elevate your customer interactions.
• **Work faster with AI: **Prompt Outlook’s AI to help kickstart your thinking or change tone when writing emails and summarize threads to get briefed quickly.
• **Collaborate on key activities: **Create a Teams Channel to celebrate opportunities moving forward and closing customer issues together.

Get your work done right from your inbox Say goodbye to inefficient workflows and hello to a better way to work with Maximizer integrated directly into Outlook.

• **Work uninterrupted directly in Outlook: **Update contacts in Maximizer without leaving your email.Oversee all client interactions directly from your inbox.Sync outlook appointments directly to the CRM.
• **Convert conversations into opportunities: **Unified connectivity from email to CRM speeds up work.Eliminate time-consuming manual data entry.Create new accounts and tasks with a single click.
• **Improve planning with team collaboration: **Coordinate with your team on key opportunities.Search for Opportunities, Leads, and Cases without leaving Microsoft Teams.Gain real-time information on deal progressions.

Features

• Outlook Integration: Sync emails, contacts, and calendars directly with CRM for unified communication.
• Teams Collaboration: Share CRM insights and updates in Microsoft Teams for better teamwork.
• SharePoint Connectivity: Access and manage documents linked to CRM records effortlessly.
• Single Sign-On: Simplify access with secure authentication through Microsoft 365 credentials.
• Real-Time Data Sync: Keep CRM and Microsoft apps updated for accurate, timely information.