Base
The essentials for sales management.
Includes:
100,000 Contacts
100GB Database Size
Advanced Contact & Task Management
Microsoft Outlook Integration
Most Popular
For Sales Leaders
AI-powered insights to guide sales teams.
Everything in Base, plus:
Sales Intelligence Reports
Advanced Pipeline & Case Management
Activity Tracking
Revenue & Activity Targets
For Financial Advisors
Build long-lasting client relationships.
Everything in Base, plus:
Advanced Account Management
Activity Tracking
Target Setting
Reporting & Analytics
On-Premise
Deployed and housed on your own web server.
Includes:
Advanced Contact & Task Management
Activity Tracking
Advanced Pipeline & Case Management
Basic Dashboards & Reporting
Trusted by 120,000 teams worldwide
Compare our plans
Core Features
Contact Management
Multiple Contact Entry Types
Interaction History
Customizable Interface
Customizable Fields & Lists
Customizable Sales & Service Processes
Opportunity Management
Task Management
Lead Handling
Collaboration & Teamwork
Calendar & Appointments
Email Campaigns
Customer Service Cases
Revenue Types
Notification Center
Customizable Notifications
Mobile Notifications
Permissions & Access by User / Role
Permissions & Access by Record Type
AI Data Capture
Product & Record Categorization
Favorite Lists
Custom Searches
Build & Save Searches
Emails
Notes
Call Logs
Action Plans
Documents
Data Import/Export
Platform
Mobile Application
Open API
In-House Support
Email Integration
App Marketplace
(Limited)
Data Centers
Data Security & Surveillance
Data Encryption
Automated Back-Ups
Automated Updates
Expanded Data Storage (100GB+)
Data Centers
Data Security & Surveillance
Data Encryption
Automated Back-Ups
Automated Updates
Expanded Data Storage (100GB+)
Expanded Contact Storage (10K+)
Sales Team
Activity Tracking
Advanced Pipeline Management
Revenue & Activity Target Setting
(Activities only)
Advanced Case/Service Plan Management
Pre-Built Sales Processes
AI-Powered Playbooks
Reporting & Analytics
Basic Dashboards
Interaction History Reporting
Notes Reporting
Consolidated Timeline Activity Reporting
Pipeline Reporting
Sales Intelligence (Pre-Built Dashboards)
Activity Reporting
Contacts Management Reporting
Accounts Management Reporting
Upcoming Reviews
Leads Reporting
Sales Targets Reporting
Sales Management Reporting
Sales Overview Reporting
Sales Rep Reporting
Sales Forecasting Reporting
AI-Driven Leading Indicators Dashboard
Custom Data Visualization Tool
Additional Services
Database Upgrades
Data Migration
Data Import/Export
Training
Implementation & Configuration
Sandbox Environments
Integration Solutions
Customization Assurance
Companies choose to partner with Maximizer
Maximizer can help you lead your team to success
Talk to the Maximizer team to learn what you can achieve.