Your questions answered
Frequent questions
We understand that CRM (Customer Relationship Management) can sometimes feel like a complex or unfamiliar area and naturally, it raises a few questions. That’s why we’ve put together answers to the most common queries we hear from clients. Whether you’re just starting your CRM journey or looking to refine your current setup, you’ll find helpful insights below. And if there’s anything else you’d like to ask, we’d love to hear from you — just get in touch!
1. How can a CRM help us manage donors, volunteers, and supporters?
A CRM like Maximizer allows you to store and track every interaction with donors, volunteers, and partners in one place. With contact history, donation records, and campaign engagement data all centralised, you can personalise communication and build stronger relationships. ProAptivity ensures your Maximizer system is configured specifically for the way your organisation operates.
2. We have a small team and limited technical skills. Is CRM still a viable option?
Yes. Maximizer CRM is intuitive and user-friendly. ProAptivity offers full training and ongoing support, so even non-technical users can confidently manage data, run reports, and launch targeted campaigns with ease.
3. Can we track fundraising performance and report to trustees or funders?
Absolutely. With Maximizer’s built-in dashboards and custom reporting features, you can easily track donations, campaign ROI, and volunteer engagement. ProAptivity helps you create the reporting tools you need to demonstrate impact and compliance.
4. Is Maximizer CRM compliant with UK data protection laws?
Yes, Maximizer is fully compliant with UK GDPR. It includes governance tools like permission-based access, contact preferences, and full audit trails—ideal for third sector accountability. ProAptivity ensures your setup aligns with best practice.
5. Can it integrate with our email or marketing tools?
Maximizer integrates with Outlook, Mailchimp, and other popular tools. This means you can run targeted campaigns directly from your CRM and track results instantly. ProAptivity handles integration to ensure smooth workflows.
1. How does CRM help us grow our business?
Maximizer CRM helps you capture leads, manage opportunities, automate tasks, and convert prospects into customers more efficiently. It provides full visibility into your sales pipeline, while ProAptivity ensures your system aligns with your growth strategy.
2. Will it work for my industry?
Maximizer is highly customisable and works across industries—from professional services to manufacturing and retail. ProAptivity tailors the CRM around your business processes, team structure, and goals.
3. Can I manage my customer service through Maximizer?
Yes. With case tracking, task assignments, and contact history, Maximizer helps you deliver timely and consistent customer support. ProAptivity configures service modules to support your post-sales processes.
4. What kind of reporting can I get?
Maximizer comes with real-time dashboards, sales forecasting tools, and performance reports. You can track KPIs across teams and measure ROI. ProAptivity helps you build the reporting suite that gives you clear oversight.
5. Is it scalable as we grow?
Definitely. Maximizer is ideal for growing businesses and scales easily with users, contacts, and features. With ProAptivity’s support, your CRM evolves with your business—adding automation, integrations, or new modules as needed.
1. How can a CRM help with student recruitment and admissions?
Maximizer allows you to track prospective student enquiries, manage follow-ups, and automate communication throughout the admissions cycle. ProAptivity helps tailor this to your recruitment pipeline, ensuring no enquiry is missed.
2. Can we use CRM to manage alumni engagement?
Yes. Maximizer stores detailed alumni records, event participation history, and donation data. With segmentation and campaign tools, you can maintain meaningful connections long after graduation. ProAptivity configures journeys and tracking.
3. Is it suitable for multiple departments?
Maximizer supports user roles and permissions, making it ideal for multi-departmental collaboration—from admissions to outreach to development. ProAptivity helps structure the CRM to reflect your internal workflows securely.
4. Can we integrate it with our student record systems or email tools?
Maximizer integrates with a wide range of third-party systems, including email platforms and databases. ProAptivity manages integration projects to ensure seamless data flow between your systems.
5. Can we monitor performance and engagement?
Yes. Maximizer’s real-time dashboards let you track campaign success, event participation, contact engagement and more. ProAptivity helps you define meaningful metrics that reflect your institutional goals.