This collection of frequently asked questions (FAQ) provides answers to many common questions about MaxCloud CRM.

Basics & Getting Started

MaxCloud CRM is a powerful business productivity solution which is easy to deploy, use and maintain. With its award-winning features, robust platform, easy deployment and affordable monthly subscription model it provides powerful productivity in the cloud. Because it is a cloud-based solution, there is little technical expertise required and no need to manage and maintain complex hardware infrastructure. The result is a cost-effective solution that promises to deliver a quick ROI (return on investment), while freeing your company to focus on its core competencies.

There are many options available when choosing the right CRM solution. You need to choose between either a cloud-based solution or an on-premise installed solution. MaxCloud CRM is cloud-based which means you rent the software and access it from your browser with an internet connection whereas an on-premise solution typically involves you buying the CRM software and installing it on your own in-house servers. MaxCloud CRM is built on the same data model as Maximizer CRM’s on-premise solution, giving you the choice and flexibility to migrate from one deployment option to another as your business requirements change, with minimal technical requirements and without any data loss. Please use the FAQs to learn more about CRM and your options or contact us for advice.

Currently supported browsers are:

  • Microsoft Internet Explorer 8.0, 9.0 for Windows
  • Mozilla Firefox1 9.0, 10.0, 11.0, 12.0, 13.0 for Windows
  • Mozilla Firefox2 9.0, 10.0, 11.0, 12.0, 13.0 for Mac

1 Microsoft Word Integration Add-on and Advanced Export to Excel are not supported.
2 Microsoft Word and Outlook Integration Add-ons and Advanced Export to Excel are not supported.

Yes. You can sign up immediately for a 30 day trial for up to 5 users. If you need more than 5 users for the trial then please contact us to arrange this. Your trial can either be based on using existing demonstration data or you can start with an empty database and create / build your own contacts list. After the trial if you decide to sign-up then we can migrate your data to your live MaxCloud CRM solution.

No, you can add as many company and contacts records as you need. However there are limits set on data storage applied to your subscription which can be increased if you need to store larger volumes of data. The data storage allocated is sufficient for the majority of company needs.

Yes. We can also assist you with data importation for the trial. Please contact us if you need assistance.

MaxCloud CRM includes online help guides which provide hints and tips. If your MaxCloud CRM subscription package includes our Support Service option then you also have unlimited access to our Help Desk team for advice and general product assistance.

Yes. You will need to contact us to discuss your requirements however this usually involves migrating your existing database to the MaxCloud CRM solution. We can easily convert and migrate your data for you.

Cloud CRM

In today’s competitive marketplace, businesses require technology that is flexible enough to meet their changing needs, while adding value in a cost-effective manner.

Cloud-based offerings do just that by delivering feature-rich business tools to users while removing the need to manage and maintain internal business systems—freeing up IT departments to focus on initiatives that deliver a true competitive advantage.

Cloud computing delivers computing and storage capacity as a service to software users. Cloud computing entrusts services with a user’s data, software and computation over a network. It has considerable overlap with software as a service (SaaS).

Users can access cloud based applications through a web browser or a light weight desktop or mobile app while the business software and data are stored on servers at a remote location. Cloud computing allows enterprises to get their applications up and running faster, with improved manageability and less maintenance, and enables IT to more rapidly adjust resources to meet fluctuating and unpredictable business demand.

Cloud computing relies on sharing of resources to achieve coherence and economies of scale. At the foundation of cloud computing is the broader concept of converged infrastructure and shared services.

Yes, though we would need to discuss your integration requirements with you in order to properly advise whether your ERP/Accounts system is ‘integration ready’ and how best to achieve this. We offer a range of technical, development and accountancy services for specifying and completing systems integration. To enable systems integration will need to upgrade your hosting package with us to a dedicated Private Virtual Server, which means we can then extend advanced functionality to you which includes the ability to integrate MaxCloud CRM with your other applications.

MaxCloud CRM offers the following built-in security features:

  • Secure Hypertext Transfer Protocol (HTTPS): HTTPS secures the information communicated between your browser and the MaxCloud CRM web servers.
  • Secure Sockets Layer (SSL): SSL provides an encrypted link between your browser and the MaxCloud CRM database.
  • Complex Password Policy: MaxCloud CRM enforces a complex password policy for each MaxCloud CRM user account.
  • User accounts authenticate to the datacenter via a username and password.
  • For multiple user systems MaxCloud CRM uses role and group-based security and permission for access to records, fields, and lists, plus rights such as creating, deleting notes, and importing.

Yes. You will need to prepare your data into suitable formats e.g. xls, csv. Alternatively we offer numerous data services for performing advanced importation which includes helping you to properly export your data from many other systems.

Quick Deployment
Simple set-up means you can be up and running within hours from the time of subscription. With little need for customisation out-of-the-box and no software to install or complicated technology server setup, you can begin transforming your business right away.

Simplicity
Using your Web browser, MaxCloud CRM is easy- to-use, with little technical expertise required and no need to manage and maintain complex hardware infrastructure.

Choice & Flexibility
MaxCloud CRM is built on the same data model as Maximizer CRM’s on-premise solution, giving you the choice and flexibility to migrate from one deployment option to another as your business requirements change, with minimal technical requirements and without any data loss.

Low Upfront Costs and Better Operating Expense Predictability
Hosting data and applications in the cloud eliminates the up-front investment in software licenses, operating system licenses, databases, servers, backup equipment, etc. With subscription pricing, your capital expenditure is turned into predictable operating expenses.

Automatic Feature Upgrades
Benefit from the latest feature enhancements and upgrades for MaxCloud CRM as soon as they are available.