Maximizer CRM links with Sage Line 50

Maximizer Software has announced the launch of a software link that integrates the Maximizer customer relationship management (CRM) system with the Sage Line 50 accounting package.

The move provides for two-way, real-time CRM and financial back office links.

This means that sales and service staff can access up-to-date customer account information from one interface, providing insight into customers' financial data and helping them make better informed decisions.

Linking Sage Line 50 account customers and suppliers to the Maximizer CRM address book merges the two databases automatically, allowing authorised users to view consolidated and up-to-date information, such as overdue payments, credit limits, balances and so on, all from within Maximizer.

Through the Maximizer address book users can also create and modify invoices, which appear in both databases, as well as produce quotes and follow-on transactions and search for individual items through the interface.

Real-time simultaneous synchronisation means that Maximizer and Sage users do not have to learn or carry out any additional processes.

This is all done automatically, as is saving a complete history of transactions to the customer's CRM record.

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