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What is Salesforce?

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

What is Maximizer CRM?

Maximizer CRM Software boasts an array of features designed to enhance client management effectiveness! With your monthly subscription, you gain access to modules focused on Sales Management, Marketing Automation, Customer Service, and the ability to integrate with various third-party applications. What sets Maximizer apart is its dual offering of a cloud-based CRM solution alongside an on-premise, self-hosted alternative—allowing you to select the option that best fits your needs. This user-friendly platform is essential for maintaining strong relationships with your customers! The Maximizer CRM Wealth Management system serves as a comprehensive customer relationship management solution suitable for organizations of all sizes. It can be deployed either in the cloud or on-premise, providing flexibility to suit different operational needs. Key features of Maximizer CRM encompass sales automation, marketing automation, and customer support, alongside various business productivity tools. Additionally, it offers compatibility with popular tools like Excel, SharePoint, and Outlook, ensuring seamless integration into existing workflows. Users can also benefit from its business analytics capabilities, which include customizable dashboards to track performance metrics effectively.

Media

Media

Integrations Supported

CANDDi
Codeless Platforms BPA Platform
Cyclr
Gmail
IPFingerprint
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Wufoo
Xinix
Zapier
LeveragePoint
TikFlow RPA
Twenty5

Integrations Supported

CANDDi
Codeless Platforms BPA Platform
Cyclr
Gmail
IPFingerprint
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Wufoo
Xinix
Zapier

API Availability

Has API

API Availability

Pricing Information

$25.00/month/user
Starter - $25 per user per month
Professional - $100 per user per month
Enterprise - $165 per user per month
Unlimited - $330 per user per month
Free Trial Offered?

Pricing Information

$29.00/month/user
Small Office: $29/User
For the small office with one person keeping track of it all.

Business Plus: $49/User
For small teams to maximize efficiency & productivity to drive revenue growth.

Insights: $89/User
Complete business oversight to unleash your team’s full potential.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Categories and Features

AI CRM

Not specified

Automotive CRM

Not specified

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Not specified

Healthcare CRM

Not specified

Hotel CRM

Not specified

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance CRM

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Legal CRM

Not specified

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

Sales

Not specified

Sales Analytics

Not specified

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Planning

Not specified

Categories and Features

Contact Management

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

Not specified

Financial CRM

Account Alerts
Asset Management
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Insurance CRM

Not specified

Sales Intelligence

Not specified

Sales Tracking

Not specified

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