About Us
Our consulting services are designed to address the support needs which arise from ‘mission-critical’ CRM systems. We have developed the popular StudentRelate system for Higher Education as a special case of academic CRM for Student Services, one-stop-shop and front-of-house implementations.
We recently launched off-the-tool bar telephony services for Maximizer. This Maximizer add-on is called Maximizer Click-to-call. This module gets round the problem of integrating with switches that are not fully TAPI complaint or cannot integrate with the Maximizer API. The benefit is lower cost calling, faster slicker calling of large numbers of calls.
To help customers address issues like CRM implementation strategy and project management, we use qualified consultancy resources from our JI Group consulting practice JI Management Consultants.

Mission Statement
“Our mission is to help you to achieve success with CRM by shaping Maximizer to the way you work, supporting your staff on the CRM learning journey all the way, and helping you stay current in a changing world. We provide CRM consultancy, sales process and methodology set-up, customisation of your CRM processes, Maximizer Workshops, adding extra bespoke modules using our proprietary rapid-development tools, or through tailored Maximizer training.”
For more information or to find out how JI Software can help you with your CRM solutions, please call 01234 214 004.
The History behind JI Group
JI Management Consultants began as a practice working on leading-edge IT projects and IT Strategy. Clients then as today, were concerned to focus IT investments on bottom line contribution. The business was set up in 1985 with David Jefferson as Principal Consultant. Previous to this he had been doing management consultancy work in larger organisations like Unilever, Imperial Group, British Aerospace, and BP, and had been involved in a number of pioneering projects introducing IT into the sales function.




1990
JIMC acquired the UK rights to distribute the Maximizer system for contact management and sales force automation. JI Software was born!
1995
Maximizer was consistently in the top 3 contact management systems (alongside ACT and Goldmine) and regularly rated top contact management system.
1998
JI Software joined the Computing Services and Software Association and became active in their industry programmes.
2002
JI Software became a founder-member of Intellect, the Association of Information Technology, Telecommunications and Electronics Industries. JI Software’s Managing Director, David Jefferson was a Founder-Director of Intellect and served on the board for 3 years.
2003
JI Software became involved in Community Work through the IT4Communities.org.uk project, designed to deal with a serious problem of access to affordable IT knowhow in not-for-profit organisations.
JI Software began undertaking Pro-Bono work for charities needing specialist network support. Our first project was with Victim Support in Bedfordshire. Victim Support manages a large team of volunteers who visit people who have been victims of violent or criminal activity.
David Jefferson served on the Vistim Support board for 3 years, assisting in a major re-organisation.
2004
JI Software expanded the work it had been doing with universities serving the needs of the growing community of students with disabilities. JI’s unique approach to relationship support and service quality has helped increase productivity in Student Services during a period of budgetary constraint. The ‘StudentRelate‘ brand was born!
2005
JI Software celebrated 15 years with Maximizer!
2006
We announced our StudentRelate system for University Student Services and a new release of our Classroom Support Worker Timetabling system was launched.
2009
JI became an advisor on deployment strategies for ‘work anywhere’ CRM.
We implemented our StudentRelate system in our 14th university.
2010
JI Software accepted a challenge to launch a stakeholder relationship management system in the UK with the objective of achieving market leadership as quickly as possible. A system designed for use where large proposed projects are likely to have significant environmental and social impacts and the approval of a regulator is required. This became the leading system for the largest offshore windfarm in the world.
2012
2013
March
JI Software introducing proprietary modules to the StudentRelate package following from the complete rewrite of the classroom support worker management system. Which has enhanced the management of the payment slips and reports on student’s use of budget, payments due to support workers and claims against funding bodies.
April
JI Software released the Maximizer Click-to-Call module for dialing straight off the Maximizer toolbar.
October
JI Software software implements their first HubSpot cloud service for major international hi-tech engineering firm. Hubspot monitors site traffic and assesses likelihood that a visitor is a potential customer based on the pages visited. Details of the prospective customers can then be downloaded for further CRM follow up.
2014
May
JI Software opens new CRM conversation exploring CRM design types. After speaking to many CRM project teams who had been looking for ‘the best CRM’ JI Software published a white paper contrasting 2 major CRM types. This white paper was aimed at the CRM Strategy groups of UK universities. ‘CRM in HE, A new Perspective- Less is more’. Its argument is that for many kinds of work, staff just can’t get on with programmed-process implementations of ‘heavyweight’ CRM’s. Excessively controlling process screens just slow things down. Enabling/empowering CRM frees people up to be more productive. ‘Less is More’
September
JI-MC Consultant David Jefferson prepares CRM overview paper for The National Computing Centre (NCC) ‘Realising the Benefits of CRM’. This is in the NCC Guidlines series, Volume 4- Number 7. It is published by The National Computing Centre. For a free copy of the report contact us.
2015
March
JI Software is the prime installer of StudentRelate CRM projects for universities. The team complete the implementation of a CRM system for City University in London. This brings the total of StudentRelate sites to 20.
September
JI Software begins evaluation for ACT-on following excellent Forrester review. The cloud based service locks into web visitor ‘behaviour’ and builds a digital body language profile.
October
JI Software announces arrival of Maximizer CRM 2016.
2016
February
Relocates to new offices, with conference centre and training facilities.
October
Maximizer announces the release of Maximizer CRM 2017.