Start with MaestroEZ and grow into MaestroIQ. Every plan includes the compliance engine; it's never an extra.
Texting and email campaigns with compliance always on. Upload a file and go.
[Price TBD]Contact us for pricing
Everything in MaestroEZ and every add-on, plus client accounting and credit reporting.
[Price TBD]Contact us for pricing
Add any of these to MaestroEZ. All of them are included in MaestroIQ.
Keep licenses, bonds and state rules in order.
Let consumers pay online, on your own domain.
Give your clients a window into their accounts.
Find and verify current contact details.
Keep your system of record and MaestroIQ in step.
Packages bundle MaestroEZ with the add-ons agencies most often pick together.
MaestroEZ + Pay + Client Portal
[Bundle details TBD]
[Price TBD]| Feature | MaestroEZ | MaestroIQ |
|---|---|---|
| Core platform and compliance | ||
| Texting and email campaigns | Included | Included |
| Sequences | Included | Included |
| A shared inbox for replies | Included | Included |
| Account upload with column mapping | Included | Included |
| Basic compliance, always on | Included | Included |
| Results export back to your own system | Included | Included |
| Add-ons | ||
| Licensing & Compliance+ | Add-on | Included |
| Pay | Add-on | Included |
| Client Portal | Add-on | Included |
| Locate | Add-on | Included |
| System Sync | Add-on | Included |
| Full platform only | ||
| Client accounting | Not included | Included |
| Credit reporting Coming soon | Not included | Included |
Book a 30-minute walkthrough.