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
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Contact Management & Logging Interactions
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Lead & Opportunity Handling
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Follow Up Tasks & Notifications
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Customer Service Case Resolution
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Permissions & Access
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Multiple Contact Entry Types
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Custom Fields
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Platform Capabilities
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![Group 112](https://www.maximizer.com/wp-content/uploads/2023/12/Group-112.png)
Mobile Application
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
API / Personal Access Tokens
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Data Security & Encryption
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Data Surveillance
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Automated Back-Ups
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Productivity Integrations
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Communications Integrations
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
eSignature Integrations
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Commerce Integrations
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Marketing integrations
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Expanded Data Storage (100GB+)
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Expanded Contact Storage (100K+)
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Sales Team Capabilities
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![Group 112](https://www.maximizer.com/wp-content/uploads/2023/12/Group-112.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Activity Tracking
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Advanced Pipeline Management
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Revenue & Activity Target Setting
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Coaching Playbook: Actions, Links & Training Docs
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Reporting & Analytics Capabilities
![Group 112](https://www.maximizer.com/wp-content/uploads/2023/12/Group-112.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![Group 112](https://www.maximizer.com/wp-content/uploads/2023/12/Group-112.png)
Dashboards
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Basic Report Viewing
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
Sales Intelligence (Out-Of-The-Box Dashboards)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Revenue and Activity Tracking & Reporting
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![check_circle (1)](https://www.maximizer.com/wp-content/uploads/2023/12/check_circle-1.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)
Custom Data Visualization Tool
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![monetization_on](https://www.maximizer.com/wp-content/uploads/2023/12/monetization_on.png)
![highlight_off](https://www.maximizer.com/wp-content/uploads/2023/12/highlight_off.png)