CRM Accounts Integration
Integrate Maximizer With Your Accounts
Our innovative Synergy technology enables the integration of Maximizer CRM with almost any Accounts package. The integration can be writable or read only, designed specifically to suit your requirements and budget.
The CRM accounts integration, which can be writable or read only, as appropriate to your requirements and budget, could be used to:
- View accounts status against Maximiser data (e.g. annual spend, credit limit/status).
- View Invoice\Order history per customer.
- Build a list in Maximizer of customers with unpaid\overdue invoices.
- Search on accounts line items within Maximizer.
- Consolidate the entire sales funnel, with your enquiries, opportunities, sales and invoices all in one place.
- Report on any data integrated with Maximizer (any necessary reports can be custom created as part of implementing your accounts integration).
Standard Synergy Functionality
The following standard features would be available to any system deployed with Synergy:
- Customisable screen, column layout (including application or company branding, fields etc).
- Build lists based on single or multiple search criteria.
- Field and record level security to control how the module is used, allowing you to control what users can amend and view.
- Custom filters to make popular searches one click away (e.g. supplier filters, product category filters).
- Conditional fields data validation that helps ensure the correct information is captured (e.g. when Ford is selected from a list only Ford cars can be selected).
Integrate Maximizer CRM
Integrae Maximizer CRM with popular ERP Software packages such as:
- Xero Accounts.
- Sage Accounts.
- Quickbooks Accounts.
Talk to us about CRM Accounts Integration today by giving us a call on 0345 260 8801 or contact us here