Financial Advisor CRM Live Pricing

15-day trial


2-4 users

$60 /month

Per user (billed every 2 years)


$65/mo ($120 off per user)

5-9 users

$55 /month

Per user (billed every 2 years)


$60/mo ($120 off per user)

10+ users

$50 /month

Per user (billed every 2 years)


$55/mo ($120 off per user)

Included for all Financial Advisor CRM users

  • All sales, marketing, and customer service features
  • Unlimited contacts, leads, opportunities, and custom fields
  • Unlimited live support *
  • Outlook, Word, and Excel integration
  • E-mail marketing, tracking, and analytics
  • 75GB storage on our cloud, no limits on your server
  • A CRM built by advisors, for advisors
  • Investment account & insurance policy management
  • Hundreds of industry-specific fields, including KYC
  • Consolidated household views
  • Industry-standard business processes & workflows
Kevin J. Tinnerman, President, Steele Capital Management

“Our brokers love that they can simply log in and access each client’s complete history, make changes, track the services we have provided – it helps them build their own businesses and relationships with clients.”

Kevin J. Tinnerman, President
Steele Capital Management

Afif Jawad

“I’ve been a financial advisor for 17 years, managing money and also managing an insurance portfolio. Maximizer is the center of my universe. I cannot see my day going without accessing my Maximizer.”

Afif Jawad, Financial Advisor

A few of our 120,000+ customers
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
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 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
Cloud & on-premise CRM Enterprise-grade security
On our cloud
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
Maximizer API
VOIP & telephony

$240 savings per user per year applies to ten+ (10+) user, two (2) year subscriptions. $45 per user per month pricing / $180 savings per user per year applies to five to nine user, two (2) year subscriptions. $50 per user per month pricing / $120 savings per user per year applies to two to four user, two (2) year subscriptions. $240 off applies to 1 user, 1 year subscription MSRP. Renewals and future add-on licenses billed at current MSRP tier level. Offer subject to change or cancellation at any time.

* 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?

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