ApproveThis manages your Maximizer CRM Integration approvals.

When Your CRM and Approvals Actually Talk to Each Other

Let's be real: most CRM approvals look like this - sales rep emails their manager, CCs finance, someone forgets to reply, deal stalls. Meanwhile, your CRM becomes a graveyard of half-approved opportunities and pricing exceptions. ApproveThis fixes this by turning Maximizer CRM into the trigger-happy approval machine it was meant to be.

Here's the deal: Maximizer's great at tracking leads and opportunities. ApproveThis is great at getting decisions made. Combine them through Zapier, and you've got automated approval workflows that actually respect your sales team's urgency. No more digging through email threads or explaining context to approvers - everything lives where it should.

Why This Isn't Just Another "Integration"

Most approval tools make you choose between flexibility and control. ApproveThis gives you both, specifically designed for how mid-sized companies actually use Maximizer:

• Approvers don't need Maximizer licenses - Clients, partners, or execs can approve directly from email without logging into your CRM
• Deal-specific logic - Auto-approve discounts under 10%, escalate anything over $250K to the CFO
• Zero "Where's this at?" calls - Real-time tracking visible in both systems

We've seen manufacturers use this to approve custom order specs faster than their competitors can schedule a meeting. Marketing agencies finally get client sign-offs without 17 revision emails. It's not magic - it's just connecting systems that should've been talking all along.

Actual Use Cases for People Who Hate Buzzwords

1. Opportunity Approvals That Don't Kill Deals

The Problem: Your sales team offers a 12% discount to close a deal. Two days later, finance rejects it because "that's not policy." Now you look unprofessional and might lose the client.

The Fix: Connect Maximizer opportunities to ApproveThis via Zapier. Now when a rep updates an opportunity:

• Auto-create approval request with deal terms
• Route based on discount thresholds (manager vs. CFO)
• Push approved deals back to Maximizer as "Approved"

Real Example: A HVAC supplier cut approval time for custom bids from 3 days to 4 hours. Their secret? Auto-escalating anything over $50K to regional directors via ApproveThis, with all specs pulled directly from Maximizer.

2. Client Sign-Offs That Don't Require a PhD in CRM Navigation

The Problem: Getting external clients to approve proposals through your CRM is like teaching your grandma to use TikTok - possible, but painful for everyone.

The Fix: When a Maximizer lead reaches "Proposal Sent" stage:

• ApproveThis sends email with one-click approve/reject
• Approval status syncs back to Maximizer automatically
• Rejected? Comments flow back to sales team's CRM notes

Real Impact: A commercial real estate firm reduced client approval time by 62%. Clients approved deals from their phones, brokers saw status updates in Maximizer without manual entry.

Setup That Doesn't Require IT Intervention

If you can set up a Zoom meeting, you can connect these systems:

1. Create Zapier account (free tier works)
2. Choose Maximizer trigger (New Opportunity, Lead Update, etc.)
3. Map fields to ApproveThis request template
4. Set approval rules (who, thresholds, escalation paths)
5. Test with live data

Pro Tip: Start with one workflow - like proposal approvals - before automating everything. Most teams get this live in under 45 minutes.

Department-Specific Wins

Sales Teams

Stop losing deals to approval delays. Configure ApproveThis to:

• Auto-approve standard discounts
• Escalate custom terms to legal via email
• Update Maximizer fields without manual entry

Operations Teams

Finally get that audit trail you've been begging for:

• Every approval decision timestamped in both systems
• Comments sync between ApproveThis and Maximizer notes
• Export reports showing approval times per department

Client-Facing Teams

Look professional AF:

• Clients approve via branded emails
• Automatic reminders for MIA approvers
• Approval PDFs attached to Maximizer records

Features You'll Actually Use

We skipped the fluff. Here's what matters when connected to Maximizer:

Email Approvals That Don't Suck

Approvers get clean, mobile-friendly emails with:

• Key Maximizer data (deal size, contact info)
• One-click approve/reject
• Comments that sync back to CRM notes

Vacation Coverage That Works

Sales director on a golf trip? ApproveThis automatically:

• Detects OOO responders
• Routes to backup approver
• Updates Maximizer assignee field

Bottom Line

If you're using Maximizer CRM but still doing approvals via email or worse - paper forms - you're leaving deal velocity and audit compliance on the table. ApproveThis isn't another "platform" - it's the missing approval layer your CRM needs.

Next Steps:

• Book a 15-minute demo to see live Maximizer integration
• Try free tier with one Zapier workflow
• Stop CC'ing entire departments on approval emails

Get Started Free or Schedule Demo

FAQs From Actual Humans

"Can approvers edit CRM data?"

No. They only see relevant info and make approve/reject decisions. No accidental CRM edits.

"What if we already have approval workflows in Maximizer?"

Use ApproveThis for complex approvals needing external input or multi-department coordination. Keep simple ones in Maximizer.

"How much training is needed?"

Most teams adopt it in 2-3 days. Approvers need zero training - they just click email links.