irsLogics vs Maximizer CRM for Advisors

Best For

Who Uses This Software?

Tax resolution Professionals, Attorneys, CPA, Enrolled Agents

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

Target Customer Size (Users)

1 - 499

2 - 499

Pricing

Starting Price

$89.00/month/user

$60.00/month/user

Free Trial

Yes Yes

Free Version

Yes No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

View 3 screenshots 110591 thumb
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Ratings

Overall


4.5 / 5
(3)

4 / 5
(265)

Ease of Use


4.5 / 5

4 / 5

Customer Service


4 / 5

4 / 5

Features & Functionality


4.5 / 5

4 / 5

Value for Money


4.5 / 5

4 / 5

Training & Support

Support

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

Training

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

share Share Your Comparison of Maximizer CRM vs irsLogics


irsLogics vs Maximizer CRM for Advisors

irsLogics

by Intellirose Solutions

Best For

Who Uses This Software?

Tax resolution Professionals, Attorneys, CPA, Enrolled Agents

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

Target Customer Size (Users)

1 - 499

2 - 499

Pricing

Starting Price

$89.00/month/user

$60.00/month/user

Free Trial

Yes Yes

Free Version

Yes No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(3)

4 / 5
(265)

Ease of Use


4.5 / 5

4 / 5

Customer Service


4 / 5

4 / 5

Features & Functionality


4.5 / 5

4 / 5

Value for Money


4.5 / 5

4 / 5

Training & Support

Support

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

Training

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

Share Your Comparison of Maximizer CRM vs irsLogics