Features
Explore the features that help you manage customers, automate daily tasks, and keep your team and projects on track all in one connected platform.
Dynamic Dashboard
A streamlined workspace built for performance. Effortlessly manage relationships, track pipelines, and execute strategy minus the friction and clutter of traditional CRMs.
Project Overviews
Review project progress, pending tasks, deadlines, and budgets from a clear, centralized, and interactive view.
Milestones Tracking
Set milestones, track completion, assign ownership, and keep projects aligned with deadlines and budgets using automated reminders.
Child Milestones
Break complex work into smaller phases, assign responsibilities, and set clear due dates with dependency mapping at every level.
Tasks and Issues
Track hours, tasks, and related issues while maintaining a clear activity history and audit trail for every project.
General Tasks
Manage team tasks, set multi-level priorities and deadlines, track progress, and verify completed deliverables in one shared workspace with Kanban and list views.
Automation
Streamline repetitive processes with configurable workflows, automated reminders, recurring tasks, notifications, and status-based actions.
Virtual Manager
Monitor assignments, progress, delays, and overdue work with automated alerts so managers can respond proactively.
Alerts and Reminders
Get email, SMS, and in-app notifications for tasks, deadlines, projects, and key events so nothing is missed.
Real Time Tracking
Follow task activity, progress changes, and push notifications as work moves through each stage with live updates.
Custom Reporting
Build dynamic reports for projects, teams, sales, and operations using real-time data and configurable filters that matter to your business.
To-Do Lists
Organize personal and team work with to-do lists, notes, and quality checklists with progress tracking.
Sales Pipeline
Manage the sales process from proposal and estimate through invoicing, payment, and revenue tracking with real-time forecasting.
Smart Invoicing
Create professional invoices, apply applicable taxes and discounts, track payment status, and maintain an organized billing history.
Proposal Builder
Prepare detailed proposals, add services and discounts, and send them to customers for review with e-signature integration.
Estimate History
Review estimate history, expiration dates, discounts, and customer activity from one organized, searchable view.
Product and Service
Centralize unit costs, list prices, tax configurations, and SKU details across all offerings in a single database.
ACH and Merchant
Manage recurring billing, ACH transfers, merchant payments, invoices, and payment status in one place.
Customer Management
Keep customer details, preferences, documents, history, and activity accessible from one complete, unified profile.
Customer Feedback
Automate post-interaction feedback triggers, monitor pending client submissions, and analyze completed evaluations in a single dashboard.
Support Tickets
Manage support requests through a structured ticketing process with clear ownership, status tracking, communication, and follow-up.
Ticketing System
Create, assign, prioritize, categorize, and track customer requests while keeping every ticket organized through resolution
SMS Integration
Send and receive two-way text messages, automate follow-ups, and keep every message tied to the customer record.
WhatsApp Integration
Process two-way WhatsApp client messages, dispatch automated alerts, and log conversation histories natively within CRM workflows.
Smart Meetings
Host video and voice meetings, capture Minutes of Meeting live, and assign tasks/variance to your team right away.
Chat Box
Consolidate direct messaging, group discussions, and file exchanges inside a central, searchable communication space.
Team Channels
Keep team conversations, updates, files, and shared information organized through dedicated communication channels.
User Management
Manage departments, designations, reporting structures, teams, and user accounts from a centralized administration system.
Team Management
Review daily activity, workload, assignments, and employee progress with clear team reports and performance analytics.
QA and Screen Review
Track quality checks and screen reviews, document issues, and follow feedback through completion with version control.
Role Based Permission
Control access to business information and system functions based on user roles, responsibilities, and organizational requirements, keeping sensitive data protected.
Account Security
Secure platform entry using compulsory multi-factor authentication, biometric logins, session timeouts, and IP geofencing protocols.
Cloud Drive
Upload, organize, and share business documents in secure cloud storage with controlled access.
FAQs 
Frequently asked questions
What is CRM software?
CRM (Customer Relationship Management) software is a set of digital tools designed specifically for businesses to manage their customer and sales pipelines. These are mainly deployed to improve customer satisfaction, retention, and lead generation.
How can Maxout CRM software benefit our business?
Organizations using Maxout CRM can expect benefits in:
- Improved project management: streamlined workflows, customized milestones, and real-time tracking.
- Enhanced communication and collaboration: centralized communication, ticketing, and team management.
- Better sales and financial oversight: comprehensive sales and revenue tracking, and simplified invoicing.
- Data-driven insights: real-time analytics and alerts for informed decision-making.
What types of businesses is our CRM suitable for?
Maxout CRM is suitable for all kinds of business firms. You can count on construction, real estate, medical, billing, health, cosmetics, software, and other services. The list goes on and on. The software is made for general purposes so any kind of business can benefit from it.
Is our CRM cloud-based or on-premise?
Maxout is a cloud-based CRM. It saves you the cost of buying expensive hardware. The data is stored in a well-managed database with strong bandwidth, allowing seamless update and retrieval.