CRM Pricing - Maximizer

Maximizer CRM Live Pricing

This pricing is for the European Market. If you require pricing for other countries within the EMEA Region (Europe, Middle East and Africa) then please contact us directly.

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
  • Contact sales

Financial Advisors

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
  • Contact sales

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?