Maximizer CRM
maximizer.comBuild Difficulty: 4/5
A few focused days to build a solid replacement
The CRM Software That Keeps You in Control
How to Replace Maximizer CRMOverview
Features
93 features across 38 categories
AI(7)
Use AI to summarize calls, emails, appointments, and notes to get a detailed overview of all interactions
AI-powered data capture functionality
AI-driven leading indicators for sales
Boost client knowledge and improve relationships with human-centric AI
AI-powered sales playbooks
Get deal coaching to improve sales effectiveness
Get personalized meeting preparation assistance
Automation(1)
Automate workflows to improve efficiency
Collaboration(1)
Enable team collaboration and teamwork features
Communication(2)
Log and track calls
Email management functionality
Contact Management(2)
Manage and organize all customer contacts
Support multiple types of contact entries
Customization(3)
Customize fields and lists
Customize interface to match business needs
Customize sales and service processes
Data Integration(1)
Access investment and insurance data in one location
Data Management(2)
Automated backup functionality
Import and export data
Data Organization(1)
Categorize products and records
Development(1)
Sandbox environments for testing
Document Management(1)
Store and manage documents
Goals(1)
Set revenue and activity targets
Infrastructure(1)
Multiple data center locations
Integration(6)
Limited app marketplace for extensions
Manage to-do list and sync emails and appointments to Maximizer without leaving your inbox
Email integration capabilities
Custom integration solutions
Open API for integrations
Work directly from Outlook email client
Interaction Tracking(2)
Maintain comprehensive interaction history
Track all customer interactions and communications
Lead Management(2)
Separate and manage leads from deals
Separate leads from deals to keep contacts and pipeline ready for the next move
Maintenance(1)
Automatic system updates
Marketing(1)
Create and manage email campaigns
Mobile(2)
Work on the go via mobile application
Full-featured mobile application
Notes(1)
Add and manage notes
Notifications(3)
Customize notifications based on preferences
Receive notifications on mobile devices with permissions by user/role
Centralized notification management
Opportunity Management(1)
Manage sales opportunities and deals
Organization(1)
Create and save favorite lists
Pipeline Management(4)
Advanced pipeline management capabilities
Customize processes with proven methodologies or create your own to build a winning pipeline
Visualize opportunities on Kanban boards
Visualize sales pipelines and funnels
Planning(2)
Create and manage action plans
Track upcoming reviews
Process Management(1)
Pre-built sales process templates
Reporting(18)
Report on account management data
Report on activity data
Basic dashboard functionality
Consolidated timeline reporting
Report on contact management data
Build custom dashboards for specific business needs
Custom data visualization tools
Report on lead data
Report on notes data
Pipeline-specific reporting
See real-time reporting and analytics
Monitor team performance and track progress against targets with detailed out-of-the-box dashboards
Sales forecasting and reporting
Pre-built sales intelligence dashboards
Report on sales management data
High-level sales overview reporting
Individual sales rep reporting
Report on sales targets
Revenue Tracking(1)
Track different revenue types
Search(2)
Build and save searches for later use
Create custom searches
Security(4)
Data encryption for security
Advanced data security and surveillance
Set permissions based on record type
Set permissions based on user role
Service Management(2)
Advanced case and service plan management
Manage customer service cases
Services(5)
Platform customization services
Customization assurance services
Data migration services
Database upgrade services
Implementation and configuration services
Storage(2)
Expanded contact storage for 100,000+ contacts
Expanded data storage up to 100GB and beyond
Support(3)
In-house customer support
Receive special onboarding and support services
Training services for users
Task Management(2)
Create and manage tasks and reminders for team members
Manage tasks for team members
Tracking(1)
Track all sales activities
Visualization(1)
Visualize family connections for financial services
Pricing
Core
- ✓Manage Contacts
- ✓Set Tasks and Reminders
- ✓Track Interactions
- ✓Work On The Go Via Mobile
- ✓Work Directly From Outlook
Financial Services
- ✓Everything in Core
- ✓Manage Opportunities
- ✓Kanban Boards
- ✓Visualize Sales Pipelines and Funnels
- ✓Build Custom Dashboards
- ✓Real-Time Reporting and Analytics
- ✓Special Onboarding and Support
Financial Services +
Popular- ✓Everything in Financial Services
- ✓Surface AI-Powered Insights
- ✓Access investment and insurance data in one location
- ✓Automate Workflows
- ✓Visualize Family Connections
Enterprise
- ✓Custom Solution Development and Implementation
- ✓Dedicated Professional Services Team
- ✓Custom Data Lake Integrations
- ✓Advanced Consulting and Strategic Guidance
- ✓Enterprise-grade SLA and Support
Business
- ✓Everything in Core
- ✓Manage Opportunities
- ✓Kanban Boards
- ✓Visualize Sales Pipelines and Funnels
- ✓Build Custom Dashboards
- ✓Real-Time Reporting and Analytics
- ✓Special Onboarding and Support
Business +
Popular- ✓Everything in Business
- ✓Surface AI-Powered Insights
- ✓Automate Workflows
- ✓Deal Coaching
- ✓Personalized Meeting Prep Assistant
On-Premise
- ✓Manage Opportunities
- ✓Kanban Boards
- ✓Visualize Sales Pipelines and Funnels
- ✓Build Custom Dashboards
- ✓Real-Time Reporting and Analytics
- ✓Special Onboarding and Support
Cost Calculator
Keep Paying Maximizer CRM
Build It Yourself
Total Cost Comparison
DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 93 features at easy complexity.
Build vs Buy
Should you build a Maximizer CRM alternative or buy the subscription? Estimate based on 93 features.
Buy Maximizer CRM
Better ValueBuild Your Own
Buying Maximizer CRM saves ~$87,480 over 3 years vs building.
Estimates based on 93 features and a BuildScore of 4/5. Actual costs vary.
Integrations
2 known integrations