Contact Management for Real Estate

With over one million users, including thousands of real estate professionals, Maximizer CRM Entrepreneur & Team Editions will help you maximize your time, clients, and sales. Designed for competitive and fast-paced environments like real estate, Maximizer CRM enables you to track prospects, clients and property listings so you are the first agent they remember. It's so easy yet powerful - you'll see why top realtors prefer Maximizer CRM.

For real-estate professionals, Maximizer CRM Entrepreneur & Team Editions feature:

• Real Estate Template: Get up and running quickly with built-in document templates like "Seller Home Preparation Checklist" and "Buyer Loan Process Overview".
• Track Buyers and Sellers: Store all buyers and sellers' contact information in Maximizer CRM, along with home inspectors, mortgage brokers, escrow companies and more. Use pre-set fields such as "Property Type" or "MLS Original List Price" to help you track important buyer and seller information. Link buyers and sellers to track relationships.
• Action Planner: Plan a series of tasks and appointments in one action or use one of the templates like "Listing property for seller" or "Prospecting" to manage your day-to-day processes.
• Time Management: Manage your time more effectively and ensure nothing slips through the cracks - even have your assistant book appointments for you.
• Synchronization with handheld PDAs: Synchronize your schedule and contact information between Maximizer CRM and your handheld device, including your BlackBerry^®.
• Communications, Microsoft Office & Outlook Integration: Personalize letters in Microsoft Word with merge fields. Synchronize your contacts, calendars and tasks back and forth between Maximizer & Outlook.
• Document Management: Create an electronic portfolio of all your property listings, photos, flyers, and other documents in one central location.
• Web & eCommerce: Expand your client base by creating web forms to capture prospect information, and build a professional-looking website.
• Reporting with Crystal Reports^®: Simplify your information with real-time, easy to-read reports with graphics.
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Contact Mangement for Financial Services

With over one million users, including thousands of financial services firms and professionals, Maximizer CRM Entrepreneur & Team Editions will help you manage your time, clients, and sales. Designed for client-oriented environments like financial services, Maximizer CRM enables you to manage your time and client information so you can provide your clients with the high-quality personalized service they've come to expect. It's so easy yet powerful - you'll see why top financial professionals prefer Maximizer CRM.

For Financial Professionals, Maximizer CRM Entrepreneur & Team Editions feature:

• Financial Template: With the template, use pre-set fields such as "Estimated Net Worth" or "Investment Types" to help you track important client profile information.
• Client Management: Manage your clients more effectively by storing all your contacts and tracking all communications including faxes, emails and phone calls.
• Action Planner: Plan a series of tasks and appointments in one action and use the templates to manage sales activities or lead follow-up processes.
• Time Management: Manage your time more effectively and ensure nothing slips through the cracks - even have your assistant book appointments for you.
• Synchronization with handheld PDAs: Synchronize your schedule and contact information between Maximizer CRM and your handheld device, including your BlackBerry.
• Communications, Microsoft Office & Outlook Integration: Personalize letters in Microsoft Word with merge fields. Synchronize your contacts and calendars back and forth between Maximizer & Outlook.
• Document Management: Organize documents like annual reports and contracts and get easy access from a centralized location.
• Reporting with Crystal Reports^®: Simplify your information with real-time, easy to-read reports with graphics.
• Out-of-the-Box Networking: Network with colleagues or assistants and instantly share client information and appointment schedules from one centralized location.

ⁱ Maximizer CRM Entrepreneur Edition can be used in workgroups of up to five people. Each user must have a license.

Contact Management for Manufacturing

Key benefits:

• Faster response to customers -- immediately not in days
• Stronger, more knowledgeable customer relationships
• Greater field sales productivity with 100% uptime
• Better ability to gather critical inventory information with smartphones, mobile CRM and built-in cameras
• Lower overall costs by unifying voice and CRM data