How To Buy

Ready to close more deals? Let’s talk!

Let’s get you started. We’ll walk you through choosing and customizing the right solution to manage your sales team, track leads & deal progress, expand & retain your base, and drive sales performance.

*All prices are displayed in USD, and should be considered estimates until contracted. Applicable fees and taxes excluded. Pricing available in CAD, AUD, GBP, ZAR, EUR. Data centers located in North America or UK and are GDPR compliant.

Book Your Demo
Click to chat or connect with us through our online form. A Maximizer team member or one of our regional partners will reach out to you within one business day.
Let’s Talk
We go beyond the features and benefits. It’s a quick conversation to ensure we find the best fit for your unique sales and business challenges, including your budget and timeline to implement.
Get Down to Business

With the ideal solution at hand, we’ll set to work configuring your workflows, sales processes, dashboards and reporting requirements to get you up and running in no time.

Frequently Asked Pricing Questions

Who is the ideal user of Maximizer?

Like most CRM offerings, Maximizer enables sales professionals and leaders to get a complete view of the customer lifecycle from lead to opportunity, all the way through renewal and retention. Maximizer, however, does so with two very specific people in mind. The first is the “frustrated SME Sales Leader” responsible for the collective efforts of a sales team who may or may not be following the provided coaching in pursuing new customers. The second is the “anxious SME Renewals Manager” responsible for repeat, recurring or contractually renewing revenue, who is worried over the likelihood of customers continuing to do business with them while simultaneously unarmed with the analysis as to where to focus or what to do. Our product roadmap, development vision, partnerships, and software features all reflect our commitment to these Sales Leaders.

Technically, we excel at supporting teams of around 5 users and service many in the several 100’s. Maximizer provides essential functionality to manage contacts and the sales pipeline with our Base edition. However, larger teams will benefit from the activity tracking, monitoring tools, and visualization data that are available in our Sales Leader Edition. Based on extensive experience within the financial markets, we also have pre-configured solutions available for financial and insurance advisors.

What is your pricing model?

Maximizer is a per-user subscription model with annual billing plans. We offer two editions plus two pre-configured versions for Financial and Insurance Advisors.

How is Maximizer delivered?

Maximizer is available on both private and public cloud platforms. We typically recommend the full public cloud offering where we host, manage, and update the platform on an ongoing basis. No additional IT resources are typically required. 

Private cloud is available in special circumstances where you need full control for regulatory or business reasons.

Maximizer offers a complimentary mobile application for iOS and Android, so you access your CRM data while on the go.

What vertical industries does Maximizer support?

Maximizer is a CRM that can support virtually any industry where a company needs to build, maintain, and optimize relationships with a customer. We have worked closely with thousands of sales-focused companies over the past 30 years who have helped us understand typical business and technical requirements in every region and essentially every vertical market. Our professional services teams and partners use the powerful, configurable nature of Maximizer to build custom workflows, reports, dashboards, user-defined fields to support the needs of our global customers.

What support do I get?

We are here to help you maximize the value of your CRM investment. Our 100% in-house customer experience team offers complimentary email and live chat support in addition to a variety of online tools and video tutorials for how-to questions and technical issues during normal business hours.

We also provide professional services to help customize and maintain your deployment to fit your unique business needs, data structures, user defined fields, workflow, and reporting and dashboard requirements.

More questions?

Please request a demo and one of our CRM experts will discover your unique needs and recommend the right solution for your business.

Have technical questions?