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Contacts

The GoMaxCRM allows you to create profiles for an unlimited number of Contacts.

Assign Tasks, save Notes and upload Documents for each contact for quick retrieval with a lifetime of history.

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Notes & Notebooks

Ditch the old fashioned paper notepads and the post-it notes cluttering your workspace!

Store unlimited personal notes for yourself or for your Contacts using the GoMaxCRM Notebooks.

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Tasks / To-Do Lists

Stay on top of the important events using the powerful 'Getting-things-done' GoMaxCRM Tasking system.

Set your Tasks to send you email or SMS reminders to ensure nothing is ever missed.

Have the same Task each week or month? No problem, set your Tasks to automatically repeat and stay on top!

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Documents

The GoMaxCRM includes a robust document storage component allowing you to file away information pertaining to a Contact for quick retrieval.

Do you transmit documents to others using insecure email? The GoMaxCRM also includes a secure document delivery system to protect sensitive information.

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CRM/Pro : Unlimited Contacts, Tasks, Notes & Documents

Got Questions?

Let us know and we'll help.

Sometimes it's hard to commit to a new way of doing things, however we are confident that our Tasking & Notes platform will simplify your daily routine.

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