The Maximizer CRM M3 2025 release introduces a powerful suite of updates designed to enhance user experience, streamline data entry, and strengthen sales and marketing efforts. Whether you’re already using Maximizer or evaluating CRM options, the M3 release delivers significant improvements that align with modern business needs.
Here’s a summary of what’s new:
1. SendGrid email marketing integration
The new SendGrid integration empowers users to manage email campaigns and mailing lists directly within Maximizer. Built for scalability, SendGrid handles high email volumes with a 97% deliverability rate, making it ideal for outbound communication.
Key highlights:
- Available in Base, SLE, and Financial Services editions.
- Integrates with Maximizer’s address book and leads modules.
- Supports automated email journeys and one-off newsletters.
- GDPR and anti-spam compliant.
- Requires a SendGrid account (free tier includes 6,000 emails/month and 100 contacts).
A new Campaigns module has also been introduced, replacing “Campaigns Classic” for improved usability and reporting.
2. SurveyMonkey native integration
Maximizer’s new native integration with SurveyMonkey enables survey responses to automatically populate CRM fields – both standard and custom. This opens up opportunities for self-service data updates, customer satisfaction surveys, and lead qualification forms.
- Available for the cloud version only.
- Installed via the Maximizer app directory.
- Ideal for marketing, sales, and support use cases.
This marks a shift towards deeper integration with tools businesses already use for feedback and data collection.
3. Customisable CRM workflows
This release introduces customisable workflows that dynamically show or hide fields based on defined rules, reducing clutter and improving data accuracy.
Benefits include:
- Simpler, context-driven forms for users.
- Improved lead/opportunity management based on type or sales stage.
- Ability to create custom lookup tools (e.g. find all “lawyers” or “accountants”).
Currently available for cloud users only and implemented via Maximizer’s Professional Services team, this feature addresses one of the most common CRM adoption challenges – data entry friction.
4. Business card scanning in the mobile app
A standout addition to the mobile app is the ability to scan business cards to create new leads or contacts.
Functionality includes:
- Automatic detection of names and company.
- Smart linking to existing company records.
- Option to generate a lead if the record is new.
Unlike third-party tools or bolt-ons, this capability is built directly into Maximizer’s mobile app – offering value straight out of the box.
5. Product-Led Growth (PLG) features
Two PLG enhancements are designed to drive better onboarding and team collaboration:
Onboarding checklist
Guides new users through key steps like uploading data, setting up integrations, and creating records – helping them get value faster from their trial.
Invite trial users
Admins can invite up to five additional users with the same email domain to try Maximizer, enabling cross-functional teams to evaluate the CRM together.
6. Assisted data import (beta)
For businesses wary of importing data themselves, Maximizer now offers a guided import option. Users can download pre-formatted templates, upload completed files and receive direct support from the Maximizer team to complete the import.
This hands-on service is currently being rolled out and is aimed at easing onboarding for smaller teams and non-technical users.
Final thoughts
The Maximizer CRM M3 2025 release reflects the platform’s ongoing evolution – prioritising usability, integration, and user empowerment. With built-in tools that simplify marketing, automate workflows, and enhance mobile productivity, this release is a major step forward for both new and existing users.
Whether you’re optimising your CRM setup or just starting your digital transformation journey, these new features are designed to help your business grow faster and smarter.
