Capabilities Matrix
Compare all Maximizer plans and features to identify the perfect fit for your organization’s needs.
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Sales Leader
Edition
Financial
Advisor Edition
Base Edition
On-Premise
Core CRM Capabilities
Contact Management & Logging Interactions
Lead & Opportunity Handling
Follow Up Tasks & Notifications
Customer Service Case Resolution
Permissions & Access
Multiple Contact Entry Types
Custom Fields
Core CRM Capabilities
Mobile Application
API / Personal Access Tokens
Data Security & Encryption
Data Surveillance
Automated Back-Ups
Productivity Integrations
Communications Integrations
eSignature Integrations
Commerce Integrations
Marketing integrations
Expanded Data Storage (100GB+)
