CRM pricing and packages

CRM Features


Wintec Group offers customizable CRM packages and pricing for small businesses and enterprise companies. Includes CRM support, implementation, and training for sales teams and staff.

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. With our comprehensive services, including setup, configuration, data migration, and training, we'll get you up and running quickly, so you can start growing your business right away. Contact us to learn more about our implementation packages and how we can help you get started with Maximizer.

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

$2,495 - $2,995
  • Understand business requirements
  • Data import of text file for contacts and opportunity data
  • User instruction (Base package and Sales Leader Edition, sessions for all staff)
  • CRM setup (Configure Base package, interactions and pipeline)
  • Permissions for team
  • Follow up sessions for training and set up
  • Marketing campaign training

Administrator Add-on Package

We understand that as your organization grows and expands its use of Maximizer, you may want your internal staff to be more involved with support. To help you with this, we offer a training package that covers all aspects of use, deployment, and configuration.

We can customize the training to your specific needs and requirements, while including the most relevant topics we know helps organizations to effectively use Maximizer. This training is especially useful for larger customers who wish to share front-line support responsibility with their internal IT or operations teams. If you're ready to grow your business with Maximizer, Wintec will help you find the way.

  • All services from base package +
  • 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