SystemX.net is a CRM+ online platform a great addition to your Maximizer CRM. It allows you to manage projects; timesheets; expenses; documents; quotes; and teams. Unlike other solutions; SystemX is easy to adopt, plus it works natively with Maximizer CRM.
SystemX Integration Features
- ADDRESS BOOK synchronized from Maximizer
- PROJECTS generated form Maximizer Opportunities
- QUOTES generated from Maximizer Opportunities
- TIME SHEETS allows tracking of time spent on projects
- EXPENSES allow tracking of expenses incurred while working on projects
- FILES allows online storing and sharing documents with your team
- REPORTS allows to run canned and custom Crystal reports
- TEAMS allows you to see company org chars; and control each project’s team
To set up the SystemX integration
- Log on to Maximizer CRM.
- Click the Setting icon in the left pane.
- Go to Desktop and Mobile Setup Mobile Access.
- Copy the Mobile Access URL subdirectory; and keep it handy. For example; if the URL is https://mobilitytester.maximizer.com/MaximizerMobilityAccess; the subdirectory is "MaximizerMobilityAccess".
- Log on to SystemX as Administrator.
- Go to Admin Maximizer CRM Connections.
- Click +New Connection; and select the "Live" version of Maximizer CRM.
- Provide the Maximizer CRM account name; which is the value from step 4.
- Click Create.
- On the Maximizer OAuth 2.0 login page; provide your login credentials. You will be redirected to the SystemX Maximizer Connector page.
- Click Back to SystemX to go back to your SystemX environment.
- Find the newly created connection in the Maximizer Connections table.
- Click Test to confirm the connection.
- (Optional) Click Reauthorize to use a different username.
- (Optional) Click Delete if you no longer require the connection.
| Should you have questions or concerns; email us at support@systemx.net. |