Maximizer CRM for Advisors vs Method CRM

Starting Price

$65.00/month/user

$25.00/month/user

Best For

Maximizer CRM is designed for small and medium sized businesses across a range of sectors.

Small and mid-size businesses who use QuickBooks Desktop or QuickBooks Online.

Rating


4 / 5
(269)


4 / 5
(57)

Ideal number of Users

2 - 499

1 - 1000+

Ease of Use


3.5 / 5

3.5 / 5

Customer Support


4 / 5

4 / 5

Features & Functionality


4 / 5

4 / 5

Value for Money


4 / 5

3.5 / 5

Product Features

  • check Account Alerts
  • check Asset Management
  • close Expense Tracking
  • check Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • close Account Alerts
  • close Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management

Screenshots

View 3 screenshots 153619 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Maximizer CRM for Advisors vs Method CRM

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