Maximizer on Mobile Devices
Max Mobile CRM installs directly on your Windows Mobile or Blackberry device and synchronizes back to the modules in Maximizer for contacts and leads (including user-defined fields), appointments, tasks, notes, opportunities and cases.
- Accurate two-way synchronisation ensures that information on both your PDA and your desktop is always the most current.
- View and update customer information while on the road, follow-up on your leads, and make notes to synchronise back to the corporate database.
- As a sales or service rep, you can create, view and update your opportunities or cases while on the road and synchronise the information back to the corporate database.
- Define a pre-set list of contacts, tasks, appointments, opportunities, or cases you want to synchronise - updating is as simple as a click of a button.
To speak to one of our consultants about using Maximizer on a Mobile device please complete an Max Mobile enquiry form.
Wireless Portal
Using a handheld BlackBerry® or other handheld PDA with wireless web, get your critical customer information in real-time.
- Get real-time access to all your contacts, tasks, calendar and sales opportunities from the web browser on your online wireless PDA.
- No synchronization or extra software to install on your PDA.
- Access your contacts, calendar and tasks to ensure you're following up on leads and meeting deadlines, then create follow-up appointments and tasks for yourself right on the spot.
- Access your sales opportunities and update your forecast in real-time to ensure your manager and team have accurate, up-to-date information.
To speak to one of our consultants about using Maximizer on a Mobile device please complete a Max Mobile enquiry form