Maximizer All-Inclusive CRM for One Simple Price

CRM Live

(Maximizer's Cloud)

$65

PER USER / PER MONTH
(billed annually, 2 user minimum)

On-Premise CRM

(Self-Hosted on your server)

$40

PER USER / PER MONTH
(billed annually, 5 user minimum)

CRM for Financial Advisors

(Maximizer's Cloud)

$70

PER USER / PER MONTH
(billed annually, 2 user minimum)

New! Canadian and American customers can also Purchase CRM LIVE Online!

FEATURES   CRM Live   On Premise   Financial Version
Sales Team Module      
Marketing Module      
Customer Service Module      
3rd Party Integrations      
Access from Any Device      
Personalized Onboarding      
Access to Live Support      
Extensive Resource Library      
Live & On-demand Training      
Available Storage    75 GB    Unlimited  
Financial Advisor Edition
Consolidated Household Views          
Investment Account Management          
Insurance Policy Management          
Industry Processes & Workflows          
KYC Fields          

Frequently Asked Questions

How will I be billed?
Where will my data be stored?
Should I choose cloud or on-premise deployment?
Do I own my data?
How do I get started?
How does a free trial work?
Do you offer training?
Can I configure Maximizer CRM myself?
Can I customize Maximizer CRM?
How much storage is included?
How many outgoing emails can I send through your SMTP servers?