CRM Features-Sales Pipeline

CRM Features

CRM
PACKAGES & PRICING

Wintec Group offers CRM packages to fit businesses of any size.

ENTREPRENEUR PACKAGE

CRM Onboarding + $450
  • Understand business requirements
  • Data import of text file
  • User instruction
  • CRM setup
Popular

TEAM PACKAGE

$2,495 - $2,995
  • Understand business requirements
  • Data import of text file
  • User instruction
  • Implement business requirements
  • Follow up session
  • Marketing training

ADMINISTRATOR PACKAGE

$6,995
  • User training
  • Field set up
  • System fields
  • User setup
  • Client setup
  • Admin functions
  • Marketing campaigns
  • Integrations (MailChimp/Zapier)
  • Excel Reporting
  • Documentation
  • Follow up
Alta Capital Logo
"We have been thrilled with the progress we have made through the Maximizer/Wintec partnership."

Alta Capital has been using Maximizer for many years and recently implemented a workflow system utilizing the Customer Service functionality. Prior to implementation, we were only using the Address Book feature, which did not give us a full picture of client requests and communications. We were not taking advantage of everything Maximizer has to offer. Implementing the workflow has allowed us to enhance client data by linking requests directly to the client, giving us greater insight into communication and client habits.

Deborah Holmes, Senior Operations Associate, Alta Capital