Why custom modules matter

Standard CRM fields and workflows are not always enough.

Organisations often require:

  • Industry-specific data capture
  • Structured product or service configuration
  • Compliance tracking
  • Project or service delivery management
  • Complex pricing models
  • Multi-stage approval processes

Without structured modules, teams often revert to spreadsheets or external systems.

Custom modules bring that functionality back into CRM.

What custom modules should deliver

A well-designed module enables you to:

  • Capture critical data in a structured format
  • Enforce process consistence
  • Improve reporting accuracy
  • Reduce reliance on external tools
  • Align operations with sales activity

The goal is to keep your commercial engine in one place.

Relying on spreadsheets or workarounds?

If key processes sit outside your CRM, or teams are maintaining parallel systems, a Business Health Check can identify where custom modules would improve control and efficiency.

We assess:

  • Process gaps within CRM
  • Manual workarounds
  • Reporting inconsistencies
  • Opportunities for structured enhancement

Providing commercially focused recommendations and improvements.

Planning to extend Maximizer capability?

 

If your organisation requires functionality beyond standard CRM, a discovery conversation will help define the right roadmap to move forward.

We help you:

  • Clarify process requirements
  • Avoid unnecessary complexity
  • Align custom development with reporting and finance
  • Build scalable CRM architecture

What do our customers say?

“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”

Liane Atherton – AAF Air Filters

“Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique.”

Cole Fellows – The Insurance Network

“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management”

David English – Restore plc

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”

Tracey Hammond – Dengie

“I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”

Jasmin Dudden – Restore Datashred

“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”

Mike Bevan – SPM Instrument UK

“Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”

Cole Fellows – The Insurance Network

“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”

Graham Cording – Smart Presentations

““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””

Jane Margetts – Restore Records Management