Capabilities Matrix

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

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Base Edition

Sales Leader

Advisor Edition


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


Basic Report Viewing

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

Revenue and Activity Tracking & Reporting

Custom Data Visualization Tool

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