maus.com

What It Is

Maus Exit Planning Software is an exit planning platform for financial advisors. It is mainly designed for advisors, financial advisory firms, and related practice teams that provide consulting services to business owners. Rather than being a standalone CRM or project management tool, the product is built around a full advisory workflow: client acquisition, client engagement, strategic planning, and KPI monitoring.

Core Features and Integrations

Based on the information on its website, Maus is organized into three product areas: Attract, Engage, and Build. Attract focuses on client acquisition, including done-for-you social media posts and email campaigns, custom conversion landing pages, lead generation and scoring, and personalized email automation. Engage is designed for deeper client relationships and consulting delivery, offering client discovery, business attractiveness and readiness assessments, Owner Readiness assessments, and Project Pilot for task organization and progress tracking. Build adds strategic plan creation and KPI dashboards on top of Engage, helping monitor business growth and financial impact. For third-party integrations, the page specifically states that Build supports QuickBooks and Xero to keep financial data up to date.

Pricing and Business Model

Maus uses a monthly subscription model, with the page emphasizing simple, transparent pricing and no surprise fees. Attract is priced at $299/month and supports unlimited prospects; Engage is $399/month and supports unlimited clients; Build is $499/month, supports unlimited clients, and includes Engage features. For advisory firms with a larger client or prospect base, the “unlimited clients/prospects” model may offer decent value. However, the page does not disclose annual billing discounts, a free trial, a free plan, refund policy, or supported payment methods.

Pros and Cons

Its strengths are clear positioning and a strong focus on the exit planning advisory use case. The feature set covers key workflows from marketing and lead generation to client assessment, task tracking, and KPI analysis. The plan boundaries are also straightforward, making it easy to upgrade as a practice matures. The main drawbacks are the lack of public information on common enterprise purchasing considerations, such as team roles and permissions, data security and compliance, deployment options, APIs, and developer support. In addition, its methodology and templates appear more oriented toward overseas financial advisory practices, and its fit for the Chinese market is unclear.

Who It’s For and Access from China

Maus is best suited to financial advisors and consulting firms that serve business owners and need a structured way to deliver exit planning advice. If you only need a general-purpose CRM, project management tool, or BI platform, it may feel too vertical and relatively expensive. Access from China is unknown, and the page does not mention RMB payments, local servers, or Chinese-language support. Domestic alternatives may include 纷享销客, 销售易, 明道云, and 伙伴云 depending on the use case, though these products may not include a built-in professional assessment framework for exit planning.