Pricing
Pricing that scales with your team
Start with the essentials and add power as you grow — per user, billed annually, with monthly available.
The essentials to organize contacts and run a simple sales pipeline.
Get started- Contacts & companies
- 1 deal pipeline (Kanban)
- Tasks & activity logging
- Email templates & CSV import
- Standard reports
- Up to 5 users
Connect your email and start running outreach at scale.
Get started- Everything in Starter, plus:
- Email sync (Gmail & Outlook) + custom SMTP
- Email open & click tracking
- 3 pipelines · bulk actions
- Advanced reports & web forms
- Up to 25 users
The full sales engine — built-in dialer, sequences, and manager dashboards.
Get started- Everything in Growth, plus:
- Built-in power dialer with recording
- Call scripts, voicemail drop & call transcription
- Email sequences, campaigns & two-way SMS
- Revenue forecasting & manager dashboards
- Up to 100 users
Unlimited scale, granular control, and white-glove onboarding.
Contact sales- Everything in Professional, plus:
- Unlimited pipelines, fields & users
- Territories & record visibility
- Audit log & outbound webhooks
- Advanced role-based permissions
- Dedicated success manager
All plans are billed annually. Monthly billing is available at a ~35% premium.
Healthcare add-on +$25 / user / month
For regulated teams — a HIPAA Business Associate Agreement (BAA) and 42 CFR Part 2-aware controls that keep PHI out of marketing and outreach.
Compare plans
Compare every feature
Everything you need to manage contacts, close deals, and talk to customers — contacts, pipeline, email, a built-in dialer, and powerful reporting, all in one workspace.
| Features | Starter $29/mo | Growth $59/mo | Professional $99/mo | Enterprise Custom |
|---|---|---|---|---|
| Core CRM | ||||
| Contact & company records | ||||
| Deal pipeline management (Kanban) | 1 pipeline | 3 pipelines | 10 pipelines | Unlimited |
| Tasks & reminders | ||||
| Activity logging (calls, meetings, emails, notes) | ||||
| Custom fields | 10 | 50 | 200 | Unlimited |
| Tags & saved filters | ||||
| CSV import & export | ||||
| Bulk actions | — | |||
| Web forms (lead capture) | 1 form | 5 forms | Unlimited | Unlimited |
| Global search | ||||
| Sales & Outreach | ||||
| Email templates | ||||
| Email sync — Gmail & Outlook | — | |||
| Custom SMTP (any provider) | — | |||
| Email open & click tracking | — | |||
| Email sequences (drip) | — | — | ||
| Marketing campaigns (bulk email) | — | — | ||
| Two-way SMS | — | — | ||
| In-app & email notifications | ||||
| Dialer & Voice | ||||
| Click-to-call | — | — | ||
| Power dialer | — | — | ||
| Call recording | — | — | ||
| Call transcription | — | — | ||
| Call scripts / talk tracks | — | — | ||
| Voicemail drop | — | — | ||
| Dialer analytics | — | — | ||
| Reporting & Insights | ||||
| Standard reports | ||||
| Advanced reports (funnel, velocity, win/loss) | — | |||
| Revenue forecasting | — | — | ||
| Rep & manager dashboards | — | — | ||
| Customizable dashboard | — | — | ||
| Activity / SDR leaderboard | — | — | ||
| Collaboration, Admin & Security | ||||
| Users / seats | Up to 5 | Up to 25 | Up to 100 | Unlimited |
| Role-based permissions | — | Basic | Advanced | Custom |
| Territories & record visibility | — | — | ||
| Audit log | — | — | ||
| Outbound webhooks | — | — | — | |
| Multi-tenant isolation & encryption | ||||
| Support | Email + chat | Priority | Dedicated CSM | |
| Onboarding | Self-serve | Guided | Included | White-glove |
Pricing FAQ
Common questions
How long does setup take?
Most teams are live the same day. Import your contacts, invite reps, and your browser softphone is ready — no installs, no phone system to provision. A guided setup walks you through numbers, roles, and your first pipeline in under 30 minutes. Full team rollout with campaigns and calling hours dialed in usually lands inside a week.
Can I migrate from my current CRM?
Yes. Bring your contacts, companies, deals, notes, and activity history over with a guided CSV import (template included) — and our team maps your fields so nothing lands in the wrong column. Moving from a bigger platform? We'll help you migrate the data that actually matters and leave the clutter behind. You keep your history; you lose the busywork.
Do I need a separate phone system or telephony account?
No. Calling and texting run on carrier-grade voice infrastructure built right in — you get numbers, the browser dialer, and two-way SMS out of the box. Nothing to wire up, no separate telephony bill to babysit, no second vendor. One login, one invoice, one platform.
Is it compliant and secure?
Compliance is built in, not bolted on. Maxwelo enforces TCPA calling hours by time zone — the check fails closed, so a number is never dialed just because a lookup didn't complete — and handles two-party recording consent automatically. For regulated teams, we offer 42 CFR Part 2-aware controls so healthcare data stays walled off. Multi-tenant isolation, role-based access, encrypted data, and full audit trails come standard.
Stop stitching. Start closing.
Dial, text, email, and close from one screen — with every touch auto-logged and compliance built in. Your team could be making calls this afternoon.
Free trial. No credit card. Live today.