Pricing

CRM Software Pricing to Grow With Confidence

One Simple Price. Cloud or On-Premise.

On-Premise CRM*

(or Your Cloud)

$40

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

TRY IT FREE

OR

Contact a CRM Expert for various pricing options

    Includes all Sales, Marketing and Service Features
  • + Outlook, Word, Excel integration (and more)
  • + No Storage Limits
  • + Personalized Onboarding
  • + Access to Live Support**

CRM Live*

(Our Cloud)

$60

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

TRY IT FREE

OR

Contact a CRM Expert for various pricing options

    Includes all Sales, Marketing and Service Features
  • + Outlook, Word, Excel integration (and more)
  • + Daily Database Backup
  • + 75GB storage
  • + Personalized Onboarding
  • + Access to Live Support**

CRM for Financial Advisors*

(Our Cloud)

$65

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

TRY IT FREE

OR

Contact a CRM Expert for various pricing options

    Includes Everything in CRM Live
  • + Consolidated Household Views
  • + KYC Fields
  • + Investment Account Management
  • + Insurance Policy Management
  • + Industry-Specific Fields
  • + Industry Processes & Workflows

*HURRY! Lock in now before prices increase December 1, 2018.

See why our customers love us

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5 REASONS MAXIMIZER IS DIFFERENT

Easy Setup
Easy to Use

Easy to configure and easy to adopt.

CRM Expertise
Customer First

Access to live CRM experts, not chat bots.

Workflows
Flexibility

Workflows deployed the way you work.

Integrations
Integrations

Enhance visibility and efficiency.

Predictable Cost
No Surprises

All-inclusive license at one simple price.

Feature list
Mobile CRM Smartphones (iPhone, Android and Blackberry)
Mobile Access for Tablets (iPad, Android, and Blackberry Playbook)
Contact management Action plans
Address book
Alerts & notifications
Audit log
Calendar
Call logging
Data import & export
Data management, field requirements, business rules
Document library
Duplicate record checking
Email integration
Email templates (with merge fields)
Excel templates (with merge fields)
File attachments, document management
Mass editing of records
Process automation
Role-based security
Search & filters, list management
Task management
Timeline (at a glance history of all communications)
Word document templates (with merge fields)
Sales automation Lead management
Mass email
Opportunity monitoring & alerts
Partner relationship management
Quote management
Sales action plan
Sales dashboards
Sales forecasting
Sales goal tracker
Sales pipeline management
Sales reports
Territory management
Customer service Call logging
Case management
Case monitoring & alerts
Customer service dashboards
Customer service reports
Knowledge base
Marketing Campaign management
Campaign monitoring & alerts
Email marketing (with tracking & anti-spam functionality)
Email templates (with merge fields)
List management & segmentation
Web forms
Reports & dashboards Analytics
Dashboards
Reporting
Cloud & on-premise CRM Enterprise-grade security
On our cloud
On-premise
Setup & onboarding Consulting services
Development services
Fast & simple setup
Implementation services
Simple & easy to learn
Training (private)
Training webinars (free)
Customization Multilingual & multi-currency
Page layouts
Personalize the interface
Process customization
Unlimited custom fields
Integrations Excel
Gmail
MailChimp
Maximizer API
Outlook
QuickBooks
VOIP & telephony
Word
Zapier

** Customer support does not include training or customization/configuration of your environment. Complimentary live training webinars are available to all customers 6 times per week.

Frequently Asked Questions

Does Maximizer CRM work on Windows 10?
How do I pay?
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?

All-In-One CRM Software. One Price. Cloud or On-Premise.

TRY IT FREE WATCH DEMO

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