Maximizer Solutions Maximizer Enterprise 9.5 PDA Solutions

PDA Solutions

Wireless CRM for Today's Mobile WorkForce

For mobile staff, Maximizer Enterprise has two PDA handheld solutions to choose from to stay productive on the road, in meetings, or in transit. Offline users can synchronise with Palm devices, while online users enjoy real-time access to customer information through their wireless browsers.

Offline Sync for Palm OS Device Users: MaxLink2
Addy Treo Screenshot

Access customer information, take notes at meetings, or check your schedule. Synchronise between Maximizer Enterprise and your Palm device – no extra software to install on your Palm!

  • Accurate two-way synchronisation ensures that information on both your PDA and your desktop is always the most current.
  • Press the HotSync® button on your Palm device to synchronise all of your critical data back and forth.
  • Automatically matches between your Address Book, Calendar, Hotlist, Notes, Journal and User-Defined Fields with the modules already on your Palm device: Phone List, Date Book, To Do's, Memo Pad and four custom fields.
  • No retyping, no extra software to install on your PDA.
Offline Sync for Windows Mobile Device Users: MaxMobile CRM 9.52
MaxMobile Screenshot

MaxMobile CRM installs directly on your Windows Mobile device and synchronises back to the modules in Maximizer Enterprise 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.
Offline Sync Option: Outlook Synchronisation

With support for two-way synchronisation with Outlook, take your Maximizer Enterprise customer information on the road using Outlook on your PDA.

  • Automatically or manually synchronise calendar appointments, tasks, and contacts from Maximizer Enterprise to Outlook.
  • View and update information while on the road, and synchronise back to Outlook then to Maximizer Enterprise back at the office.
Online: Wireless Employee Portal2 for Handheld PDAs
Blackberry Screenshot

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 synchronisation 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.

  1. Web-based Employee, Partner, Customer Portals, Wireless Portal, Dashboards,
    available only in eCRM Suite.
  2. MaxLink for Palm included with regular licenses; MaxMobile & MaxMobile CRM
    for Windows Mobile devices is an add-product with additional fees; Wireless
    Portal for BlackBerry and other web-enabled PDAs available only in eCRM Suite.
  3. Workflow Automation powered by KnowledgeSync is an add-on product with
    additional fees.
  4. Integration with Microsoft Exchange Server requires MaxSync add-on product
    (additional fees apply).
  5. Integration with QuickBooks requires Accounting Link add-on product
    (additional fees apply).
  6. Crystal Reports Server is an add-on product with additional fees.
  7. Customisation Suite is an add-on product with additional fees.