Maximizer Editions Comparison Chart

From start-up and beyond, Maximizer CRM has the right edition for you. Below is a summary of the differences to help you select the right edition for your business today, so you can grow with Maximizer CRM tomorrow.

FEATURES	Enterprise	Group	Team	Entrepreneur
Who it's for	Advanced CRM for medium-sized businesses	Full-featured CRM for small businesses	Sales-focused Contact Manager for small to medium-sized businesses	Contact Manager for entrepreneurs & small businesses
Minimum # of Users	5	1	5	1
Maximum # of Users	Unlimited	10	50	5
Maintenance (Technical support & upgrade assurance)1	Included	Included	Included	Optional
Access Options
CRM for iPhone, Windows Mobile, Google Android, Nokia	Wireless Access	Wireless Access
MaxMobile for BlackBerry				2
Web Access (including Firefox support)
Windows Desktop Access
Remote Synchronization
MaxMobile Wireless Access
Sales
Sales Force Automation	Advanced3	Standard	Basic	Basic
Sales Executive Dashboard
Sales funnel reports
Lead Summary reports
Opportunity Management	Team and Individual	Team and Individual	Team and Individual	Basic
Opportunity Monitoring (alerts)
Sales Quota Management
Sales Action Plan (Project Management)
Email templates with merge fields
Territory Management
Real-time alerts (out-of-the-box) include lead status alerts, changed forecast, and won/lost deals**
Account Management
Interactive organizational charts
Quote Management
Partner Relationship Management	Add-on	Add-on
Lead management and routing
Sales forecasting
Sales process methodology
Marketing
Automated email campaigns
Automated fax and print campaigns
Campaign management
Marketing Automation
Email campaign respondent lists
Campaign ROI calculator
Lead Summary reports
Marketing Action Plans (project management)
Automatic campaign subscriber removal**
Real-time alerts (out-of-the-box) include lead status alerts, suspended & late campaigns**
Do-not-solicit enforced by system
Email monitoring and automatic replies**
Campaign failure alerts
Web lead capture
Customer segmenting with user-defined fields
List management
Customer Service & Support
Customer Service	Advanced4	Standard
Customer Service Executive Dashboard
Overdue case, case billing, other reports
Case creation based on incoming email
Case management (routing, queuing)
Case resolution
Knowledge Base
Real-time alerts (out-of-the-box) include case overload, overdue cases, and status changes**
Email monitoring and automatic replies**
Service billing
Customer self-service	Add-on	Add-on
Business Productivity
Customer & Prospect Action Plans
My Work Day (customizable home page)	Advanced	Advanced	Standard	Standard
Email, tasks and calendar integration with Outlook®
Email, tasks and calendar integration with Exchange Server	Add-on	Add-on
Email templates with merge fields
Maximizer toolbar in Outlook®
Import/export in standard formats
Support for HTML email
Industry Packs for High-Tech, Legal, Financial, Real Estate
Accounting Link for Dynamics GPâ„¢ (formerly Great Plains)	Add-on	Add-on
Accounting Link for QuickBooks®	Add-on	Add-on	Add-on	Add-on
Key user-defined fields
Categorized and multi-level user-defined fields
Mandatory fields
Database searching with multiple criteria
Duplicate record checking
Calendar with product/category tracking
Calendar for multi-user collaboration
Calendar with resource & location management
CTI (Computer Telephony) integration
Task management
Account notes
Account documents
Company-wide document sharing
Letters, faxes with merge fields
User configuration of views
Business Intelligence
Dashboards
Reports: Crystal
Reports: SQL
Reports: Web
Workflow Automation	Add-on	Add-on
Partner Web Access	Add-on	Add-on
Customer Web Access	Add-on	Add-on
Workflow Automation
Business activity monitoring & alerting**	Add-on	Add-on	Add-on
Out-of-the-box queries and events to monitor business5	Advanced Event Pak	Standard Event Pak	Standard Event Pak
Business process automation**	Add-on	Add-on	Add-on
Automatic report distribution**	Add-on	Add-on	Add-on
Email monitoring and response**	Add-on	Add-on	Add-on
Architecture, Security & Administration
Web services
Meta data layer through interface customization utility
Customization Suite	Add-on	Add-on
Integration with Accounting API	Add-on	Add-on
Full & read-only access settings
Field-level security
Role-based security groups
Support for Microsoft® SMS for installation
Administrator-controlled Live Update
128-bit cipher public key encryption
Administration reports
Record global editing
Windows Authentication Only for SQL Server
Single sign-on for Windows Desktop Access
Single sign-on for Web Access
Database	SQL Server	SQL Express	SQL Server or SQL Express	SQL Express
Microsoft Technology Support & Integration
Works with Exchange Server	Add-on	Add-on
Works with Outlook®
Works with Excel®
Works with Word®
Works with FrontPage®
Works with SharePoint® 6
Web Access with Internet Explorer®
Accounting Link for Dynamics GPâ„¢	Add-on	Add-on
Support for SMS for installation
Built for .NET framework
Integrates with Google® and Bing™ Maps
Support for SQL Server		SQL Express	SQL Express or SQL Server	SQL Express

1 Maintenance included for one full year. Renewal fee after one year at 20% of license MSRP.
2 MaxMobile is included with Team Edition. MaxMobile is an add-on product for Entrepreneur Edition with additional license fees. MaxMobile requires wireless server hardware and Microsoft® Internet Information Services (IIS)
3 Advanced Sales Force Automation features include Territory Management and advanced Workflow events.
4 Advanced Customer Service & Support Management module includes advanced Workflow events
5 Advanced Event Pak includes 116 Queries and 78 Events based on features in Enterprise Edition; Standard Event Pak includes 69 Queries and 29 Events based on features in Group and Team Editions.
6 Requires Customization Suite available for Enterprise and Group Editions. Additional license fees apply.
** Requires Workflow Automation powered by KnowledgeSync. Additional license fees apply.