Maxi CRM Features

Most important CRM features

To collect all the possible benefits you can get from Maxi CRM Software you have to pick the right one (different CRM features). And to pick the right CRM system it is very important to know what to search for and what is most important to have. Some systems have one set of CRM features, other system have some other set of different CRM features but they all must have that one set of features that are pretty much standard. Those features make that CRM system good. What are those features?

I can create a really long list with all the features that different CRM systems have but that would take too much time and space so I will list just the ones that are most important and are “must have” for every CRM. And Maxi CRM has them all.

CRM Features - Maxi CRM

CRM Features


Imagine that you buy something and then you realize that it is really difficult to use it. And it is also hard to learn how to use it. If you knew that before, would you buy it? It is important that CRM system is easy to use and that workers don’t have to learn a lot about how to use it. Another important thing that kind of connects with the whole concept of simplicity is implementation. Every CRM system must have the possibility of simple implementation. Trust me, nothing kills motivation more than complicated and hard-to-use application.


You can’t just copy the CRM solution from someone else. Of course, most of CRM systems are pretty much the same but you have to pick the system that is flexible and easily customizable so you can make it to fit your needs. Customization has to be simple and very easy, just like it is with Maxi CRM.

Campaign management

When creating some campaign it is important to track every activity about it, from the building and testing to actually applying that campaign. With CRM system you should get a powerful feature for managing campaigns.

Mobile access

Every CRM system must be easily accessible through mobile devices. If you are on the field and need some important information about some client you have to be able to reach that information with your mobile phone.

Remote access

Mobile access allows you to get to the important data with your phone while remote access feature allows you to access every information you need from any location. More and more people like working at home because their productivity is much higher in that way and remote access will allow them that.

Remote Access - Maxi CRM Features

List management

When you get some CRM system you will need to manage different lists. If some CRM system doesn’t support management of more lists then it should be crossed of your list.


What’s the point of entering all the data and tracking all the activities if there is no clear view of what it actually means. CRM must offer analytics that will allow users to check their results and make important decision based on that results.

Social media integration

Social media numbers are really huge and the number of people using social media is increasing more and more each day. That’s why CRM system should have an easy integration with social media networks. That will allow companies to track different trends, gain a complete insight in customers satisfaction and check what people are saying about that specific brand. It is easy to see what type of links and posts on specific network attracts more visitors to website.

E-mail marketing

E-mail marketing is still alive and lots of people create e-mail campaigns to inform people about some news, give them coupons and discounts or offer them some product. CRM system should be able to connect with every e-mail campaign and give a complete insight about sent and opened e-mails and similar stuff.

Project management

Another “must-have” feature is a possibility to track every project you have and get a complete statistics about it. In that way it is possible to track performance and effectiveness of different projects and decide about improvements, new projects or shutting down some existing projects.


What if you collect lots of information and data and then one day it is simply gone without a way to get it back? Every “normal” CRM system must have a good security system that will allow companies using their CRM to function on perfectly normal way even when some servers of provider are down. And a backup option that will allow companies to get data if the primary source is lost.

Just like I mentioned in the beginning, there are really a lot of other features that can be included into some CRM system like Maxi CRM but these are the most important ones. If you want to know details about CRM goals and the complete process I recommend reading the next article – Key CRM principles and phases.