Features
|
Maximizer CRM 10
Enterprise Edition |
Maximizer CRM 10
Professional Edition
|
Maximizer CRM 10
Group Edition
|
Maximizer
Contact Management
|
|
Contact manager for entrepreneurs
|
Full-featured CRM for small businesses
|
Full-featured CRM for small and medium businesses
|
Advanced
CRM for medium-sized businesses
|
Minimum
# of Users |
10
|
5 |
1
|
1 |
Maximum
# of
Users |
Unlimited
|
Unlimited
|
15 |
10 |
Maintenance
Program |
Required |
Required |
Optional |
Optional |
Technical
Support |
Priority
support
included
|
Priority
support
included
|
Installation support included
|
Installation support
included
|
| Database |
SQL Server |
SQL Server |
SQL Express |
Pervasive |
|
|
|
|
|
| Anywhere Access |
Maximizer CRM 10
Enterprise Edition
|
Maximizer CRM 10
Professional Edition
|
Maximizer CRM 10
Group Edition |
Maximizer
Contact Management |
BlackBerry Access (MaxMobile)
|
yes(add-on) |
yes(add-on) |
yes(add-on) |
|
Windows Mobile Access (MaxMobile)
|
yes(add-on)
|
yes(add-on)
|
yes(add-on)
|
yes(add-on) |
Windows Desktop Access
|
yes |
yes |
yes |
yes |
Web Access
|
yes |
yes |
yes |
|
| Wireless Web Access |
yes |
yes |
yes |
|
Remote synchronisation
|
yes
|
yes |
yes
|
|
Palm device synchronisation
|
yes |
yes |
yes |
yes |
| |
|
|
|
|
| Sales |
Maximizer CRM 10
Enterprise Edition |
Maximizer CRM 10
Professional Edition |
Maximizer CRM 10
Group Edition |
Maximizer
Contact Management |
| Account management |
yes |
yes
|
yes |
yes
|
| Territory management |
yes |
|
|
|
| Opportunity management |
Advanced |
Advanced |
Advanced |
Basic |
| Sales process methodology |
yes |
yes |
yes |
|
| Sales Action Plans |
yes |
yes |
yes
|
yes |
| On-demand sales coachingxi |
yes(add-on) |
yes(add-on) |
yes(add-on) |
|
Quote & order management
|
yes
|
yes
|
yes
|
|
| Partner Relationship Management |
yes(add-on) |
yes(add-on) |
yes(add-on)
|
|
| Lead management and routing |
yes
|
yes |
yes |
|
| Real-time alerts (out-of-the-box)** |
yes(included) |
yes(add-on) |
yes(add-on)
|
|
| |
|
|
|
|
Marketing
|
Maximizer CRM 10
Enterprise Edition |
Maximizer CRM 10
Professional Edition
|
Maximizer CRM 10
Group Edition |
Maximizer
Contact Management |
List management
|
yes |
yes |
yes |
yes |
Campaign management
|
yes |
yes
|
yes
|
|
| Automated email campaigns |
yes |
yes
|
yes
|
|
Do-not-solicit enforced by system
|
yes |
yes |
yes |
|
Automated fax and print campaigns
|
yes |
|
|
|
| Campaign ROI calculator & response metrics |
yes |
yes
|
yes |
|
Automatic campaign subscriber removal**
|
yes |
yes |
yes
|
|
Real-time alerts (out-of-the-box)**
|
yes(add-on) |
yes(add-on) |
yes(add-on)
|
|
Lead capture from website
|
yes |
yes |
yes
|
yes |
| |
|
|
|
|
Customer Service & Support
|
Maximizer CRM 10
Enterprise Edition
|
Maximizer CRM 10
Professional Edition
|
Maximizer CRM 10
Group Edition |
Maximizer
Contact Management
|
Case creation based on incoming email
|
yes |
yes |
yes |
|
Case management (routing, queuing)
|
yes |
yes
|
yes |
|
Case resolution
|
yes |
yes |
yes |
|
Knowledge Base
|
yes |
yes(add-on) |
yes(add-on)
|
|
Real-time alerts (out-of-the-box)**i
|
yes(included) |
yes(add-on) |
yes(add-on) |
|
Customer self-service*
|
yes(add-on)
|
yes(add-on) |
yes(add-on) |
|
| |
|
|
|
|
General Productivity Features
|
Maximizer CRM 10
Enterprise Edition
|
Maximizer CRM 10
Professional Edition
|
Maximizer CRM 10
Group Edition
|
Maximizer
Contact Management |
| My Work Day (customisable home page) |
Advanced |
Advanced |
Advanced |
Basic |
| Email, tasks, calendar integration with Outlook |
yes |
yes
|
yes |
yes
|
Email, tasks, calendar integration with Exchange Server
|
yes(add-on) |
yes(add-on) |
yes(add-on)
|
|
Maximizer toolbar in Outlook
|
yes
|
yes |
yes
|
yes |
Business calendar
|
yes |
yes |
yes |
|
Task management
|
yes |
yes |
yes
|
|
Account notes
|
yes |
yes |
yes |
yes |
Account documents
|
yes |
yes |
yes |
yes |
| Company-wide document sharing |
yes |
yes |
yes |
yes |
Letters, faxes with merge fields
|
yes |
yes |
yes |
yes |
User configuration of views
|
yes |
yes |
yes |
yes |
Industry Packs for High-Tech, Legal, Financial, Real Estate
|
yes |
yes |
yes |
yes |
Accounting Link for Dynamics GP (formerly Great Plains )
|
yes(add-on) |
yes(add-on) |
yes(add-on) |
|
Accounting Link for QuickBooks
|
yes(add-on) |
yes(add-on) |
yes(add-on) |
yes(add-on) |
CTI (Computer Telephony) integration
|
yes |
yes |
yes |
yes |
| |
|
|
|
|
| Business Intelligence: Reporting & Dashboards |
Maximizer CRM 10
Enterprise Edition |
Maximizer CRM 10
Professional Edition |
Maximizer CRM 10
Group Edition
|
Maximizer
Contact Management
|
Executive Dashboard with Key Performance Indicators
|
yes
|
yes |
yes |
|
Out-of the box, pre-formatted reports (Maximizer, Crystal, Microsoft SRS)
|
yes |
Maximizer & Crystal Reports only |
Maximizer & Crystal Reports only |
|
Web Reporting
|
yes |
yes
|
|
|
Support for Crystal Reports
|
yes |
yes
|
yes |
yes |
| Support for Crystal Reports Server |
yes |
yes |
yes |
|
| Support for Microsoft SQL Reporting Services (SRS) |
yes |
yes |
|
|
Support for Radius90
|
yes |
yes |
|
|
Support for analytics
|
yes |
yes |
|
|
| |
|
|
|
|
Workflow Automation
|
Maximizer CRM 10
Enterprise Edition |
Maximizer CRM 10
Professional Edition
|
Maximizer CRM 10
Group Edition |
Maximizer
Contact Management |
Business activity monitoring & alerting **
|
KnowledgeSync Lite included |
yes |
yes |
|
Out-of-the-box queries and events to monitor business
|
Over 40 included |
Over 40 included |
Over 40 included |
|
Business process automation**
|
yes(add-on)
|
yes(add-on) |
yes(add-on) |
|
Automatic report distribution**
|
yes(add-on) |
yes(add-on) |
yes(add-on) |
|
| Email monitoring and response** |
yes(add-on) |
yes(add-on) |
yes(add-on)
|
|
| |
|
|
|
|
eCommerce, Order Management
|
Maximizer CRM 10
Enterprise Edition |
Maximizer CRM 10
Professional Edition
|
Maximizer CRM 10
Group Edition
|
Maximizer
Contact Management
|
Quote management
|
yes |
yes |
yes |
|
| Order management |
yes |
yes |
yes |
yes |
| Customer online order tracking |
yes |
yes |
yes |
|
| eCommerce site creation |
yes |
yes |
yes |
yes |
| Credit card processing |
yes |
yes |
yes |
yes |
| Product catalog |
yes |
yes |
yes |
yes |
| |
|
|
|
|
Architecture, Security & Administration
|
Maximizer CRM 10
Enterprise Edition
|
Maximizer CRM 10
Professional Edition
|
Maximizer CRM 10
Group Edition
|
Maximizer
Contact Management
|
Web services
|
yes |
yes |
yes |
|
data layer through interface customisation utility
|
yes |
yes |
yes |
|
Customisation Suite
|
yes(add-on) |
yes(add-on) |
yes(add-on) |
|
Integration with Accounting API
|
yes(add-on) |
yes(add-on) |
yes(add-on) |
|
| Field-level security |
yes |
yes |
yes |
|
Role-based security groups
|
yes |
yes |
yes |
|
Administrator-controlled Live Update
|
yes |
yes |
yes |
|
128-bit cipher public key encryption
|
yes |
yes |
yes |
|
| Administration reports |
yes |
yes |
yes
|
|
Record global editing
|
yes |
yes |
yes |
|
| Windows Authentication Single Sign-on |
yes |
yes |
|
|
| Built for .NET framework |
yes |
yes |
yes |
|
| |
|
|
|
|
Microsoft® Technology Support & Integration
|
Maximizer CRM 10
Enterprise Edition
|
Maximizer CRM 10
Professional Edition |
Maximizer CRM 10
Group Edition |
Maximizer
Contact Management |
| Works with Exchange Server |
yes(add-on) |
yes(add-on) |
yes(add-on) |
|
Works with Outlook
|
yes |
yes |
yes |
|
| Works with Excel, Word, and FrontPage |
yes |
yes |
yes |
|
Web Access with Internet Explorer
|
yes(option) |
yes(option) |
yes(option) |
|
Accounting Link for Dynamics GP
|
yes(add-on) |
yes(add-on) |
yes(add-on) |
|
| CRM Vista Gadgets |
yes |
yes |
yes |
|
Integrates with Virtual Earth™
|
yes |
yes |
yes |
|