Core
Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals.
Includes:
Manage Contacts
Set Tasks and Reminders
Track Interactions
Work On The Go Via Mobile
Work Directly From Outlook
Financial Services
Financial services teams that need a complete view of their business to convert leads and build relationships
Everything in Core, plus:
Manage Opportunities On Kanban Boards
Visualize Sales Pipelines and Funnels
Build Custom Dashboards
See Real-Time Reporting and Analytics
Special Onboarding and Support
Most Popular
Financial Services +
Financial services teams that need AI tools, automated workflows, and accurate client data to improve efficiency.
Everything in Financial Services, plus:
Surface Al-Powered Insights
Access investment and insurance data in one location
Automate Workflows
Visualize Family Connections
Enterprise
Custom solutions and advanced professional services for complex financial services organizations.
Includes:
Custom Solution Development and Implementation
Dedicated Professional Services Team
Custom Data Lake Integrations
Advanced Consulting and Strategic Guidance
Enterprise-grade SLA and Support
Core
Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals.
Includes:
Manage Contacts
Set Tasks and Reminders
Track Interactions
Work On The Go Via Mobile
Work Directly From Outlook
Business
Small and medium businesses that need complete sales visibility to convert leads and accelerate growth.
Everything in Core, plus:
Manage Opportunities On Kanban Boards
Visualize Sales Pipelines and Funnels
Build Custom Dashboards
See Real-Time Reporting and Analytics
Special Onboarding and Support
Most Popular
Business +
Growing sales teams that need AI-powered tools, automated workflows, and data accuracy to scale operations efficiently.
Everything in Business, plus:
Surface Al-Powered Insights
Automate Workflows
Deal Coaching
Personalized Meeting Prep Assistant
Enterprise
Custom solutions and advanced professional services for complex business needs.
Includes:
Custom Solution Development and Implementation
Dedicated Professional Services Team
Custom Data Lake Integrations
Advanced Consulting and Strategic Guidance
Enterprise-grade SLA and Support
On-Premise
Businesses that need the added security, compliance, and precision control of deploying on your own web server.
Includes:
Manage Opportunities On Kanban Boards
Visualize Sales Pipelines and Funnels
Build Custom Dashboards
See Real-Time Reporting and Analytics
Special Onboarding and Support
Trusted by 120,000 teams worldwide
Compare our financial features
Compare our sales features
Compare our on-premise features
Core Features
Contact Management
Multiple Contact Entry Types
Interaction History
Customizable Interface
Customizable Fields & Lists
Customizable Sales & Service Processes
Opportunity Management
Task Management
Lead Handling
Collaboration & Teamwork
Calendar & Appointments
Email Campaigns
Customer Service Cases
Revenue Types
Notification Center
Customizable Notifications
Mobile Notifications
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Permissions by User / Role
Permissions by Record Type
AI Data Capture
Product & Record Categorization
Favorite Lists
Custom Searches
Build & Save Searches
Emails
Notes
Call Logs
Action Plans
Documents
Data Import / Export
AI-powered insights
Investments and insurance data feeds (coming 2026)
Automated Workflows (coming 2026)
Platform Features
Mobile Application
Open API
In-House Support
Email Integration
App Marketplace
(Limited)
Data Centers
-
Data Security & Surveillance
-
Data Encryption
-
Automated Back-Ups
-
Automated Updates
-
Expanded Data Storage (100GB+)
-
Expanded Contact Storage (100K+)
-
Sales Team Capabilities
Activity Tracking
Advanced Pipeline Management
Revenue & Activity Target Setting
(Activities only)
(Activities only)
Advanced Case / Service Plan Mgmt
Advanced Case / Service Plan Mgmt
Pre-Built Sales Processes
AI-Powered Playbooks
Reporting & Analytics
Basic Dashboards
Interaction History Reporting
Notes Reporting
Consolidated Timeline Reporting
Pipeline Reporting
Sales Intelligence (Pre-Built Dashboards)
Activity Reporting
Contacts Management Reporting
Accounts Management Reporting
Upcoming Reviews
Leads Reporting
Sales Targets Reporting
Sales Management Reporting
Sales Overview Reporting
Sales Rep Reporting
Sales Forecasting Reporting
AI-Driven Leading Indicators
Custom Data Visualization Tool
Additional Services
Database Upgrades
Data Migration
Data Import / Export
Training
Implementation & Configuration
Sandbox Environments
Integration Solutions
Customization Assurance
Additional purchase required
Companies choose to partner with Maximizer
Maximizer can help you lead your team to success
Talk to the Maximizer team to learn what you can achieve.
