Core
Organizations that need customization, contact management, tasks, and appointments 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
Wealth, insurance, and financial services teams that need a complete view of their business to convert leads and build relationships
Everything in Core, plus:
See Your Whole Book of Business In One View
Manage Opportunities on Kanban Boards
Build Custom Dashboards for Advisors and Managers
Real-Time Reporting and Analytics
Most Popular
Financial Services +
Wealth, insurance, and financial services teams that need AI tools, automated workflows, and accurate client data to improve efficiency.
Everything in Financial Services, plus:
AI Insights Across Your Book of Business
Investment and Insurance Data Beside Every Client (Coming Soon)
Automate Your 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
Connect Your Custodial and Back-Office Data
Advanced Consulting and Strategic Guidance
Enterprise-grade SLA and Support
Core
For teams that need one organized place for contacts, tasks, and every client interaction.
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
See Your Whole Pipeline and Forecast In Real Time
Build Custom Dashboards For Reps, Teams and Leaders
Set and Track Activity Targets
Most Popular
Business +
Growing sales teams that need AI-powered tools, automated workflows, and data accuracy to scale operations efficiently.
Everything in Business, plus:
AI Insights That Flag Deals Needing Attention
Deal Coaching and Meeting Prep, Built In
Automate Your Workflows
AI-Powered Playbooks
See Related Entries Across Your Accounts
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
For organizations that need Maximizer on their own servers, with full control over their data, security, and updates.
Includes:
The same Maximizer CRM, deployed on your infrastructure
Your data stays where you decide
Control when updates happen
Meet strict security, residency and compliance requirements
Implementation support from our team
Compare our financial features
Compare our sales features
Compare our on-premise features
Core Features
Contact Management
Multiple Contact Entry Types
Smart Capture in Mobile App
Maximizer AI in Outlook
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
Product & Record Categorization
Favorite Lists
Custom Searches
Build & Save Searches
Emails
Notes
Call Logs
Action Plans
Related Entries
Visualise Family Connections
Documents
Data Import / Export
AI-Powered Insights
Investments and Insurance Data Feeds (Coming Soon)
Automated Workflows
Additional charges in your applicable currency
Platform Features
Mobile Application
Open API
In-House Support
Email Integration
App Marketplace
Data Centers
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Data Security & Surveillance
-
Data Encryption
-
Automated Back-Ups
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Automated Updates
-
Expanded Data Storage (100GB+)
-
Expanded Contact Storage (100K+)
-
Additional charges in your applicable currency
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
Additional charges in your applicable currency
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 charges in your applicable currency
Additional Services
Database Upgrades
Data Migration
Data Import / Export
Training
Implementation & Configuration
Sandbox Environments
Integration Solutions
Customization Assurance
Additional charges in your applicable currency
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.
