PER USER / PER MONTH
Try it for Free!
|FEATURES||CRM Live||On Premise||Financial Version|
|Sales Team Module|
|Customer Service Module|
|3rd Party Integrations|
|Access from Any Device|
|Access to Live Support|
|Extensive Resource Library|
|Live & On-demand Training|
|Available Storage||75 GB||Unlimited||75 GB|
|Financial Advisor Edition|
|Consolidated Household Views|
|Investment Account Management|
|Insurance Policy Management|
|Industry Processes & Workflows|
All per user subscription licenses are billed via an annual subscription in advance. You can pay by credit card or be invoiced. Once payment has cleared, implementation of your new Maximizer CRM software and training will begin.
Maximizer CRM can be deployed in Our Cloud or Your Cloud. Choose Our Cloud and your data is hosted in one of our highly secure data centers in either Canada or the UK. Both data centers meet stringent standards for fault-tolerance and redundancy of power and cooling systems. Host Maximizer CRM on-premise in Your Cloud, and your data is stored on your own internal servers. Alternatively, you can host Maximizer CRM with a third party of your choosing or a Maximizer Certified Solution Partner.
It depends on the needs of your organization. If you have minimal IT bandwidth, leveraging Maximizer’s Cloud CRM makes life simple, with fast deployment and no server/software maintenance or upgrade worries, because it’s all taken care of for you. On-premise installation allows you to extensively customize the solution to match your needs, but this option typically requires your own data security management, ongoing maintenance and makes upgrades to new releases more difficult. Learn more here.
Yes. Your valuable customer data belongs only to you and can be exported from Our Cloud at any time. If you are using a third party cloud provider, we strongly advise that you confirm your software and data ownership terms directly with your chosen provider.
Our 30 day free trial allows you to test drive the latest Maximizer CRM release, including all features and modules. No credit card payment is required and you can convert to a paid subscription at any time during the trial.
Yes. Adoption of new software is challenging at the best of times, and research shows that employees who are well trained spend more time using it for a greater business return. Maximizer and our worldwide network of partners provide a variety of training options
Yes, you can change field names, add new user defined fields and set up business processes that match the unique needs of your organization.
Maximizer and our network of global business partners will work with you to extend the value of your Maximizer CRM solution to meet the needs of your company, including implementation, integration, customization and more.