Maximum CRM

Maximum CRM is a Web 2.0 online application that allows decentralized management of all aspects of your business. If you have an internet connection, you have access.

The application consists of a workflow shell that is attached to a high performance database. This model allows us to customize all aspects of Maximum CRM to fit your business needs. The shell workflow acounts for the following basics:

But that's only the start. Once a Bid has been accepted, it becomes a full "Job". This can be taken over by one or more different "managers" to schedule Job tasks. There can be pre-work or job prep assigned separately from the official job Crew. The Crew can be internal to your business with an assigned Crew Foreman, or it can be a subcontractor. In either case, subcontractors or internal crew members then get their wages tracked based on number of hours if they are hourly employees, or total labor cost in the event of subcontract assignments.

Then we have materials costs for a Job. You can create as many levels and categories of materials and their associated costs as you desire. Maximum CRM can also be customized to extract materials and inventory data from external sources if you have suppliers with online inventory mangement software.

Once you have costs applied to a job, you can track invoicing, payments, profit and loss, customer satisfaction surveys and more. When we say end-to-end, we mean it! The Reporting interface is where the final magic of the system takes place. Since we have already captured all elements of each of your jobs in an intuitive workflow process, we now can split the data any number of ways to give you a real-time glimpse of your business metrics. Here are some examples:

Closure Rates of Each "Estimator/Bidder"
Rejection Rates by Estimators with "Reason Why No" category breakdown
Total Bid $ and Total Accepted $
Percentage $ Contribution to the Company
Profitability of Jobs by Estimator
Profitability of Jobs by Crew
Profitability of Jobs by Job Type
Profitability of Jobs by Marketing Type
Marketing $ Return on Investment (ROI)


Now that we've covered some of the system capabilities, it brings us to the usability. While the system requires some up-front work to populate the basic workflow shell with your data, we've built Maximum CRM with so much happening the behind the scenes that what you and your users see is seemless and simple.

From the drag and drop calendar scheduling interface to the fully customizable notifications at each stage of the Job, this becomes your application, for your specific business, by the time we are fully deployed. The calendar scheduler can be integrated with iPhone calendars, Blackberry calendars, and any other Windows-base calendar.

We built Maximum CRM to be fully scalable for any size business, but you get tremendous savings by not having to build an application from scratch. That's the Maximum CRM silver bullet! Custom application design, without the custom software costs, all online,

Now that you have read our basic summary of what this application can do, check out our online demo here:

Maximum CRM Demo