CRM Live (Maximizer Cloud)
$65*
PER USER / PER MONTH
(billed annually, 2 user minimum)
OR
Contact Us for various pricing options
Includes all Sales, Marketing and Service Features
- + Outlook, Word, Excel integration (and more)
- + Daily Database Backup
- + 75GB storage
- + Personalized Onboarding
- + Access to Live Support**
On-Premise CRM (or Your Cloud)
$40*
PER USER / PER MONTH
(billed annually, 5 user minimum)
OR
Contact a CRM Expert for various pricing options
Includes all Sales, Marketing and Service Features
- + Outlook, Word, Excel integration (and more)
- + No Storage Limits
- + Personalized Onboarding
- + Access to Live Support**
CRM for Financial Advisors (Maximizer Cloud)
$70*
PER USER / PER MONTH
(billed annually, 2 user minimum)
OR
Contact a CRM Expertfor various pricing options
Includes Everything in CRM Live
- + Consolidated Household Views
- + KYC Fields
- + Investment Account Management
- + Insurance Policy Management
- + Industry-Specific Fields
- + Industry Processes & Workflows