Every feature your sales team needs

CRM + Dialer, at $99 per user per month billed annually, or Complete, at $119. Both add the built-in power dialer with call recording, call scripts, voicemail drop and call transcription, with 750 calling minutes and 300 transcription minutes per user each month. Monthly billing costs about 20 percent more.

No. Calling runs on telephony built into Maxwelo, in the browser. Nothing to install: reps need a laptop and a headset.

Yes. Every call, text and email is logged to the contact's activity timeline and attaches to the deal. Nobody types up the day.

CRM + Dialer and Complete, with 500 text messages per user each month. You get a real-time inbox, templates, automatic STOP and opt-out handling, and bulk and campaign texting.

Yes, on every plan, starting with CRM at $29 per user per month billed annually, with custom SMTP and open and click tracking.

Up to 100 on every plan. Enterprise has no user limit, with custom pricing.

Yes. Maxwelo has CSV import and export with guided migration.

Customizable dashboards, the pipeline funnel and conversion, stage velocity, rep performance and leaderboards, won and lost analysis, campaign performance and dialer analytics. On calls, managers can monitor live and leave coaching notes and call-quality scores. Revenue forecasting and manager dashboards come with every plan; dialer analytics come with the plans that include the dialer.

Encryption, role-based access, calling-hours (TCPA) guardrails and recording-consent controls. Audit logs and advanced role-based permissions come with Enterprise.

Yes: the healthcare add-on, from $25 per user per month. It includes a HIPAA Business Associate Agreement, 42 CFR Part 2-aware PHI redaction, patient consent management, verification of benefits, PHI-free marketing contacts and PHI access logging. What it covers depends on the services you use and your agreement with Maxwelo, so don't send health information by call, text or other features until Maxwelo confirms that service is set up for it. Maxwelo itself is for any team that sells; the add-on is for teams that also handle health information.