--- title: "ClientMax Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ClientMax Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10035307/ClientMax/" page_type: "product" language: "en" --- # ClientMax Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) ClientMax ## What is ClientMax? ClientMax is an all-in-one sales and marketing platform that consolidates multiple business tools into a single system. It automates essential tasks including appointment booking, Google review management, and SMS responses to missed calls. The integrated CRM centralizes customer data and provides visualization of sales pipelines while connecting with email marketing, SMS, and scheduling functions. The platform includes a website builder, survey creation tools, email marketing capabilities, two-way SMS communication, booking management, workflow automation, course hosting options, call tracking features, reputation management, and analytics. ClientMax streamlines operations through its interface and no-code tools, allowing for the creation of automated workflows and customer journeys without technical expertise. The consolidated approach eliminates the need to manage multiple subscriptions and logins, making business operations more efficient. ## What is ClientMax used for? [Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $197 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ClientMax?[Manage this product listing](https://www.g2.com/products/clientmax/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ClientMax 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $197 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 0.0 (0) Customer Service 4.1 (3,527) ## ClientMax alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) ## FAQs about ClientMax Overview ### What company size and specific industries is ClientMax built for? ClientMax is designed for marketing agencies, sales professionals, service providers, e-commerce businesses, and local businesses. It suits organizations that manage client relationships, sales activity, or service delivery, making it a fit for small businesses and growth-focused teams across service-based, retail, and local commerce sectors. Features and Usability ### What are the key features of ClientMax? ClientMax offers activity dashboard, alerts/notifications, appointment scheduling, calendar management, and task management for day-to-day coordination. It also includes lead management, lead scoring, sales pipeline management, and interaction tracking for sales follow-up, plus document management, email management, customizable reports, reporting/analytics, data import/export, search/filter, and workflow automation. Pricing ### How much does it cost and what fees or limitations are included? ClientMax starts at $197 per month for the MAX Plan and $397 per month for the MAX PRO Plan. A free trial is available. The MAX Plan includes two-way text and email conversations, advanced proposals, automation workflows, and reporting, while the MAX PRO Plan adds 24/7 conversational AI and voice AI receptionist. Integrations ### Which third-party tools and platforms does ClientMax integrate with? ClientMax integrates with over 50 third-party tools and platforms, including payment, productivity, and social media services such as Adyen, Airtable, Basecamp, ChatGPT, ClickUp, Clio, Clover, Google Ads, Google Calendar, Microsoft 365, Facebook Business Suite, Instagram, LinkedIn for Business, and Five9. Getting Started and Support ### What training and onboarding options does ClientMax offer? ClientMax provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for reviewing features and steps at any time. Getting Started and Support ### What customer support options does ClientMax offer? ClientMax provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users written help and direct contact options for common questions and account issues. No reviewer feedback about support experience is available in the catalog data, so support quality and response times are not described here. ## Features AI summary Based on 5,061 CRM reviews Capterra data shows that buyers of sales tracking software rank the following features as their top priorities: - **Sales Pipeline Management** (**51%** of reviewers rated this feature as critical) - **Lead Management** (**46%**) - **Reporting/Analytics** (**39%**) ClientMax supports all three of the features reviewers consider most important: **Sales Pipeline Management**, **Lead Management**, and **Reporting/Analytics**. Together, these capabilities help businesses track opportunities through each stage of the pipeline, manage leads more effectively, and monitor sales performance with clear reporting, allowing teams to make faster decisions and improve follow-up across the sales process. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Appointment Scheduling Schedule appointments via a calendar Calendar Management Track and manage schedules and meetings via an integrated calendar Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications ClientMax 16 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Management: Manage, store and organize emails within the system or via third-party apps - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10035307/ClientMax/pricing/) MAX Plan $197.00 Flat Rate,Per Month It includes: - Integrated CRM System - 2 Way Text & Email Conversation - GMB Advanced Messaging - Interactive Web Chat - Reputation Management System - Facebook Messenger Integration - GMB Call Tracking & Analytics - Missed Call Text-Back System - Text-To-Pay Payment Processing - Social Media Content Planner - Professional Invoice System - Integrated Calendar & Scheduling - Lead Generation Opportunities - Email Campaign Builder - Dynamic Forms Builder - Interactive Survey Tools - SMS & Email Templates Library - Advanced Sales Funnel Builder - Custom Trigger Links System - Professional Website Builder - Automation Workflows - Comprehensive Reporting Dashboard - Advanced Trigger Automations - Premium Membership Portal - Strategic Marketing Campaigns - Professional Content Blog System - Advanced Proposals & Estimates - Engaging Communities Platform - Professional Certificates Builder - Team Collaboration Hub - Interactive Quiz Creator - QR Code Generator & Analytics - Affiliate Program Management MAX PRO Plan $397.00 Flat Rate,Per Month It includes: - Integrated CRM System - 2 Way Text & Email Conversation - GMB Advanced Messaging - Interactive Web Chat - Reputation Management System - Facebook Messenger Integration - GMB Call Tracking & Analytics - Missed Call Text-Back System - Text-To-Pay Payment Processing - Social Media Content Planner - Professional Invoice System - Integrated Calendar & Scheduling - Lead Generation Opportunities - Email Campaign Builder - Dynamic Forms Builder - Interactive Survey Tools - SMS & Email Templates Library - Advanced Sales Funnel Builder - Custom Trigger Links System - Professional Website Builder - Automation Workflows - Comprehensive Reporting Dashboard - Advanced Trigger Automations - Premium Membership Portal - Strategic Marketing Campaigns - Professional Content Blog System - Advanced Proposals & Estimates - Engaging Communities Platform - Professional Certificates Builder - Team Collaboration Hub - Interactive Quiz Creator - QR Code Generator & Analytics - Affiliate Program Management - 24/7 Conversational AI - 24/7 Voice AI Receptionist - AI SMS Appointment Setters ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Shopify](https://www.capterra.com/p/83891/Shopify/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.