Maximizer CRM Web Access Microsoft Outlook Integration 17.0

Maximizer CRM Web Access Microsoft Outlook Integration connects your Microsoft Outlook inbox with Maximizer CRM’s web-based environment, so you can capture and manage customer communications without switching apps. File emails and attachments to the right account, contact, opportunity, or case; create or update CRM records from messages; and keep key details synchronized to reduce manual data entry and improve data accuracy.

Key features:

• File emails and attachments from Outlook directly into relevant Maximizer CRM records
• Link messages to accounts, contacts, opportunities, or service cases for a complete interaction history
• Create new CRM entries from an email, including contacts, tasks, appointments, and notes
• Synchronize contacts, calendar events, and tasks according to admin-controlled settings
• View CRM context—such as contact details, notes, and history—alongside your emails in Outlook
• Quick search and one-click filing tools to speed up common workflows
• Configurable rules, field mapping, and permissions managed by administrators
• Designed to work with the web-based edition of Maximizer CRM

Benefits:

• Reduces duplicate data entry and keeps records up to date
• Gives sales, service, and account teams a single, reliable view of customer interactions
• Improves user adoption by letting staff work in Outlook while staying aligned with CRM processes

Requirements:

• An active Maximizer CRM Web Access account and Microsoft Outlook
• Installation and configuration may require administrator permissions and setup within your CRM environment

Maximizer CRM Web Access Microsoft Outlook Integration is developed by Maximizer Software Inc.. The most popular versions of this product among our users are: 12.2, 12.3, 13.0 and 13.1.