All prices in Sterling, excluding VAT
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LITE
EDITION


For 1 – unlimited users

Powerful CRM for everything you need to manage customers & prospects

Sign Up

PROFESSIONAL
EDITION


For 1 – unlimited users

Full-feature and Scale-able CRM for small and medium sized companies

Sign Up

ENTERPRISE
EDITION


For 20 – unlimited users

Full feature and full-scaleable CRM with Helpdesk Support


Sign Up
Package & Options
Base Cost - User
£25
/User/Month
£32.50
/User/Month
£45
/User/Month
Data Storage Per User
200Mb Included
500Mb Included
1Gb Included
Flexi-Users Rental On-Demand
Increase / decrease User Access on-demand, on a pay-as-you-use & NO tie-in basis
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ok
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Annual Health Check
& Best Practice Review
Optional
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ok
Maintain ROI year on year with a comprehensive solution Service & advice-based review
Optional
Maximum half day allowance
Included
Maximum half day allowance
Included
Software Features
Customise CRM for your Entire Business
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ok
ok
Add / amend fields
ok
ok
ok
Configure security & user rights
ok
ok
ok
Share / hide data within user groups
ok
ok
ok
Customise screen layouts
ok
ok
ok
Personalise views
ok
ok
ok
Switch on/off functionality & features
ok
ok
ok
Contact Management
ok
ok
ok
Unlimited Companies & Contacts
ok
ok
ok
Add account notes, phone logs, task history
ok
ok
ok
Appointment management with external contacts & multi user appointments
ok
ok
ok
Task management & assignment
ok
ok
ok
Company-wide document management & sharing
ok
ok
ok
Set call plans & reminders
ok
ok
ok
Save and attach documents
ok
ok
ok
Send emails (html)
ok
ok
ok
Send quick personalised email campaigns
ok
ok
ok
Merge to Word templates
ok
ok
ok
Manage tasks, appointments
ok
ok
ok
Route planning (draw a map / Google Maps)
ok
ok
ok
Link to Wikipedia
ok
ok
ok
Social media – Linkedin integration
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ok
ok
Create favourite lists
ok
ok
ok
Manage company brochures and documents in a Library
ok
ok
ok
Integration with Word, Outlook & Excel
ok
ok
ok
Microsoft Word Plugin for templates
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ok
ok
Outlook Email plugin for saving sent / inbound emails
ok
ok
ok
One-click export to Excel feature & advanced export to Excel
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ok
ok
Sales Management
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Capture campaign sources from leads and opportunities
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ok
ok
Email merge fields
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ok
ok
Sales Quota Management
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ok
ok
Account management
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ok
ok
Sales opportunity monitoring – real time alerts
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ok
ok
Merge email templates
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ok
ok
Direct access to Linkedin, Facebook and other web properties search
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ok
ok
Sales opportunity management
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ok
ok
Territory management
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ok
ok
Save documents to opportunity – quotes and orders
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ok
ok
Partner relationship management
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ok
ok
Competitors analysis
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ok
ok
Sales process methodology – lead management & forecasting
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ok
ok
Sales and performance forecasting
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ok
ok
Sales executive dashboard
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ok
ok
Sales strategies and action plans
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ok
ok
Add account notes, phone logs, task history
cross
ok
ok
Set call plans & reminders
cross
ok
ok
Save and attach documents
cross
ok
ok
Send emails (html)
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ok
ok
One-click export to Excel feature & advanced export to Excel
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ok
ok
Marketing Automation
ok
ok
ok
Advanced campaigns ROI management
ok
ok
ok
Automated campaign templates
ok
ok
ok
Campaign management – response metrics
ok
ok
ok
Dashboard reports
ok
ok
ok
Multiple land-page tracking
ok
ok
ok
Email test feature
ok
ok
ok
Email campaign respondent lists
ok
ok
ok
Campaign ROI calculator
ok
ok
ok
Email & Traditional style campaigns
ok
ok
ok
Marketing action plans
ok
ok
ok
Add account notes, phone logs, task history
ok
ok
ok
Set call plans & reminders
ok
ok
ok
Save and attach documents
ok
ok
ok
Automatic Opt-Out by subscriber
ok
ok
ok
Auto block-sending to ‘do not solicit’ marked contacts
ok
ok
ok
View linked leads / opportunities per campaign
ok
ok
ok
Campaign failure alerts
ok
ok
ok
Customer segmentation & custom fields
ok
ok
ok
Customer email list management
ok
ok
ok
Customer Service & Support
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ok
ok
Case ticket management
cross
ok
ok
Knowledgebase article management
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ok
ok
Automatic notifications to customers
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ok
ok
Case management (assigning, routing, queuing and escalation)
cross
ok
ok
Case resolution management
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ok
ok
Case monitoring and alerts
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ok
ok
Customer service executive dashboards
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ok
ok
Real time alerts for case overload, overdue, status changes etc.
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ok
ok
Link cases to products / services
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ok
ok
Customise fields in cases
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ok
ok
Customise layouts and views
cross
ok
ok
Add account notes, phone logs, task history
cross
ok
ok
Set call plans & reminders
cross
ok
ok
Save and attach documents
cross
ok
ok
Send emails (html)
cross
ok
ok
One-click export to Excel feature & advanced export to Excel
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ok
ok
Mobile Access & Touchscreen Tablets
ok
ok
ok
Support for iPhone, iPad, Android Smartphones, & tablets, Blackberry
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ok
ok
Access and manage all accounts and contacts (contact management)
ok
ok
ok
Compose email dialogue
ok
ok
ok
Mobile dashboards
ok
ok
ok
Manage sales opportunities
cross
ok
ok
Manage customer service cases
cross
ok
ok
View and share documents
ok
ok
ok
One-click access to online maps
ok
ok
ok
Email notifications for appointments
ok
ok
ok
Business Intelligence, Reporting & Dashboards
ok
ok
ok
Customisable dashboards centre, wizard driven for simple creation
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ok
ok
Dynamic drag and drop for dashboard layouts and graphs
ok
ok
ok
Dashboard sharing via email
ok
ok
ok
Support for Crystal Reports and SSRS (SQL Services Reporting)
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ok
ok
Search across all fields for data segmenting with one-click export to Excel, and advanced export to Excel
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ok
ok
Customisation & Administration
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ok
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Administration module access
ok
ok
ok
Manage full & read only settings
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ok
ok
Manage field level security
ok
ok
ok
Manage role based security groups
ok
ok
ok
Manage users and access rights
ok
ok
ok
Add users / delete users
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ok
ok
Manage preferences / rights
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ok
ok
Manage global database settings
ok
ok
ok
Manage time zones
ok
ok
ok
Manage system fields and settings
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Manage report and export rights
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Manage data groups
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Data Files & Document Storage
Data Storage Per User
200Mb Included
500Mb included
1Gb Included
Double Storage Booster
Double your files and document storage
Increase to 500Mb per user
£2 /User/Month
To a maximum 10Gb total per site
Increase to 1Gb per user
£2 /User/Month
Increase to 2Gb per user
£2 /User/Month
Unlimited Storage Booster
Increase to unlimited files & document storage
Unlimited Storage
£4 /User/Month
To a maximum 10Gb total per site
Unlimited Storage
£4 /User/Month
Unlimited Storage
£4 /User/Month
Mass Emailing Service / SMTP Server
Out-Mail SMTP Smart Host
You can use your own SMTP mail server for sending emails and mass email campaigns from Maximizer. Alternatively buy a dedicated, safe and secure SMTP service from us
Per Site Price
Per Site Price
Per Site Price
MaxMail-100
send up to 100 emails per day
£2
/Site/Month
£2
/Site/Month
£2
/Site/Month
MaxMail-200
send up to 200 emails per day
£5
/Site/Month
£5
/Site/Month
£5
/Site/Month
MaxMail-300
send up to 300 emails per day
£7
/Site/Month
£7
/Site/Month
£7
/Site/Month
MaxMail-500
send up to 500 emails per day
£10
/Site/Month
£10
/Site/Month
£10
/Site/Month
MaxMail-1000
send up to 1000 emails per day
£15
/Site/Month
£15
/Site/Month
£15
/Site/Month
MaxMail-2000
send up to 2000 emails per day
£24
/Site/Month
£24
/Site/Month
£24
/Site/Month
MaxMail-Unlimited
send unlimited emails per day
£144
/Site/Month
£144
/Site/Month
£144
/Site/Month
Support Services
Helpdesk Support*
Telephone helpline & remote access support to help you get the most from your CRM solution
Optional
Optional
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Telephone Helpdesk
Support For advice and assistance, 9am-5pm Mondays to Fridays excluding weekends & UK Public Holidays

Remote Access Support
For advice and assistance, 9am-5pm Mondays to Fridays excluding weekends & UK Public Holidays
+£5
per user / per month
+£6
per user / per month
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Pro-Services Package*
Maximize immediate ROI with fully-managed account services providing enrolment training for users, best-practice advisory & coaching, system set-up and configuration advice, and 10% discounted pricing on all online shop services
+£8
/User/Month
+£8
/User/Month
+£8
/User/Month
New Starter Overview
Introduction Getting Started Training
2.5 Hours per group
(4-user groups maximum)
2.5 Hours per group
(4-user groups maximum)
2.5 Hours per group
(4-user groups maximum)
System Configuration Analysis & Recommendations
Recommendations One-to-one discussions with best-practice tips & recommendations given on how best to customise and setup the CRM system
Included
(Maximum half day allowance)
Included
(Maximum half day allowance)
Included
(Maximum half day allowance)
Pro-Active Account Management Services
Access to dedicated account manager for on-going CRM advice, tips and system usage recommendations
Included
Included
Included
Data Backup Service
Data files & Documents backup Service
Full backup of data files & documents
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Backup of data
based on a 24 hour retention cycle
FREE
FREE
FREE
7 day Backup Booster
Full backup of data files & documents based on a 7 day retention cycle (with optional wind-back retrieval service)
+£16
/Site/Month
+£16
/Site/Month
+£16
/Site/Month
14 day Backup Booster
Full backup of data files & documents based on a 14 day retention cycle (with optional wind-back retrieval service)
+£24
/Site/Month
+£24
/Site/Month
+£24
/Site/Month
OnLine Account Management
View & Manage your account subscription services with secure log-on business account
Account upgrades, flexi-user-on-demand, data file & storage limits, mass email services, data backup services)
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Dedicated Server
Private Virtual Server Option
Upgrade your cloud-based CRM system to a dedicated Private Virtual Cloud Server (VPS), and do more in the cloud for your business
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£120 per site / per month
(+ initial £99 set up fee)
(Includes an extra 50Gb storage in addition to your Maximizer CRM Anywhere storage allowance)
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Dedicated Server, Windows 2008 Licensed with single RDP access & administrator rights granted. Incluse SSL certificate and Anti-Virus protection.
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Supports system integration & advanced CRM customisations
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Supports Workflow Automation & Events using KnowledgeSync
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Includes
Knowledgesync Lite
Includes
Knowledgesync Lite
VPS can be customised with specification upgrades
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VPS can be added to own domain
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Option to migrate from Cloud-CRM to VPS
Upgrade base package first
£99 Set-up fee
£99 Set-up fee
Payment Options
Flexible Monthly Payment Options
Monthly Subscription by Credit Card, Direct Debit, & Credit Account (Subject to Acceptance)
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Tailored & Bespoke Solutions
Services to suit your business
We can bespoke our services above in many ways, and would be happy to discuss your CRM solution requirements with you.
  • Dedicated Private Cloud hosted CRM server(s) with full administration access
  • Private Cloud hosted server(s) for your other business applications
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Training Services

Training Courses & Profesional Services
Full range of training services available
(see shop for options and pricing)
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