CRM For Microsoft 365

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.

Watch Maximizer and Microsoft 365 in perfect sync

Maximize sales efforts with transformative technology

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

Access custom dashboards made with advanced AI insights that report on deal progress, sales figures, and team activity in real time.

Stay on top of correspondence with automated reminders, tagged conversations, and intelligent recommendations from MaxAI.

Log correspondence with ease thanks to voice-to-text functionality. Keep your team informed of how critical deals are progressing while on the road.

Understand your team’s capacity and performance with access to all activity logs current and historical at the touch of a button.

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.

Why Maximizer is the best CRM for Microsoft 365

Connect to Microsoft Outlook

Stay organized
Save and send emails directly from Microsoft Outlook to Maximizer entries, capturing all important correspondence.

Maintain accurate records
Instantly convert email interactions into actionable leads or contacts within Maximizer.

Optimize your workflow
Create and manage tasks, appointments, call interactions, and notes directly from Microsoft Outlook.

Connect with Microsoft Teams

Collaborate easily
Share opportunities, leads and cases saved in Maximizer with colleagues quickly through Microsoft Teams conversations.

Stay focused
Access data saved in Maximizer directly from Microsoft Teams, drill into information without breaking stride.

Increase productivity
Improve team collaboration with quick access to critical Maximizer data from within Microsoft Teams.

Best in class CRM software

Over 35 years of delivering exceptional results.