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Onboarding Packages

We offer customized implementation packages for businesses of all sizes. Whether you're a small shop just starting out or a larger team replacing an existing CRM with Maximizer, we can tailor a package to meet your unique needs.

Features

Small

$450

/total

Entrepreneurs $450

Medium

$2,495

/total

Team $2495-$2995

Large

$6,995

/total

Administrator $6995

Understand business requirements

Included

Included

Included

Data import of text file for contacts

Included

Included

Included

User instruction (Base package, 1 session)

Included

Included

Included

CRM setup (Base package)

Included

Included

Included

Permission for team

Not Included

Included

Included

Follow up sessions for training and set up

Not Included

Included

Included

Marketing campaign training

Not Included

Included

Included

Integrations (Mailchimp, Zapier, etc)

Not Included

Not Included

Included

Admin Functions

Not Included

Not Included

Included

Field set up, User set up, Client set up

Not Included

Not Included

Included

Excel Reporting

Not Included

Not Included

Included

Documentation

Not Included

Not Included

Included

Follow Up

Not Included

Not Included

Included

Delivery Time

Small

$450

/total

Entrepreneurs $450

Understand business requirements

Included

Data import of text file for contacts

Included

User instruction (Base package, 1 session)

Included

CRM setup (Base package)

Included

Permission for team

Not Included

Follow up sessions for training and set up

Not Included

Marketing campaign training

Not Included

Integrations (Mailchimp, Zapier, etc)

Not Included

Admin Functions

Not Included

Field set up, User set up, Client set up

Not Included

Excel Reporting

Not Included

Documentation

Not Included

Follow Up

Not Included

Delivery Time

Medium

$2,495

/total

Team $2495-$2995

Understand business requirements

Included

Data import of text file for contacts

Included

User instruction (Base package, 1 session)

Included

CRM setup (Base package)

Included

Permission for team

Included

Follow up sessions for training and set up

Included

Marketing campaign training

Included

Integrations (Mailchimp, Zapier, etc)

Not Included

Admin Functions

Not Included

Field set up, User set up, Client set up

Not Included

Excel Reporting

Not Included

Documentation

Not Included

Follow Up

Not Included

Delivery Time

Large

$6,995

/total

Administrator $6995

Understand business requirements

Included

Data import of text file for contacts

Included

User instruction (Base package, 1 session)

Included

CRM setup (Base package)

Included

Permission for team

Included

Follow up sessions for training and set up

Included

Marketing campaign training

Included

Integrations (Mailchimp, Zapier, etc)

Included

Admin Functions

Included

Field set up, User set up, Client set up

Included

Excel Reporting

Included

Documentation

Included

Follow Up

Included

Delivery Time

$450

  • Understand business requirements: Included
  • Data import of text file for contacts: Included
  • User instruction (Base package, 1 session): Included
  • CRM setup (Base package): Included
  • Permission for team: Not Included

$2,495

  • Understand business requirements: Included
  • Data import of text file for contacts: Included
  • User instruction (Base package, 1 session): Included
  • CRM setup (Base package): Included
  • Permission for team: Included

$6,995

  • Understand business requirements: Included
  • Data import of text file for contacts: Included
  • User instruction (Base package, 1 session): Included
  • CRM setup (Base package): Included
  • Permission for team: Included

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