Maximizer CRM Live Pricing

Maximizer CRM

user / month
(billed annually)

  • All sales, marketing, and customer service modules
  • Unlimited custom fields
  • Outlook, Word, and Excel integration
  • Pre-built and customizable dashboards & reports
  • Our cloud or your servers

Wealth Manager

user / month
(billed annually)

  • Everything in Maximizer CRM, plus these features:
  • Built by advisors, for advisors
  • Investment account & insurance policy management
  • Hundreds of industry-specific fields, including KYC
  • Consolidated household views
  • Standard business processes & workflows

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?
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