Maximizer

Capabilities Matrix

Compare all Maximizer plans and features to identify the perfect fit for your organization’s needs.

Not sure which plan is for you?

Base Edition

Sales Leader
Edition

Financial
Advisor 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+)

Expanded Contact Storage (100K+)

Sales Team Capabilities

Activity Tracking

Advanced Pipeline Managment

Revenue & Activity Target Setting

(Activities only)

Coaching Playbook: Actions, Links & Training Docs

Reporting & Analytics Capabilities

Dashboards

Basic Report Viewing

Sales Intelligence (Out-Of-The-Box Dashboards)

Revenue and Activity Tracking & Reporting

Custom Data Visualization Tool

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