Maximizer CRM

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Read 111 Maximizer CRM reviews and testimonials from customers, explore 63 case studies and customer success stories, and watch 8 customer videos to see why companies chose Maximizer CRM as their Customer Relationship Management (CRM)

Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.

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Customer Rating Review Scorebased on 3851 reference ratings
4.7/5.0 (3851)
  • Top Performer 2025 2025
    Winter 2025Top PerformerCRM Software

Featured Testimonials

  • "The Team has been very happy using Maximizer for our support services. We are building quite a number of processes around it using the API to leverage the Maximizer data for our support Team."

  • “Once again, we determined Maximizer as being the value for money and the best fit to meet our current and future business growth needs and objectives. In the coming months, we will be expanding our use of Maximizer and rolling it out to a further 80 Centena staff across seven cities in India. We are also exploring further integrations with other business tools such as MailChimp for our marketing campaign management and developing more sophisticated and detailed reports and dashboards to increase our visibility on growth.”

  • “Maximizer CRM 12 has had a significant beneficial impact on lead generation and management. It also provides a very simple way of staying in touch with all our customers, and delivering first class customer service, which is very important to Minus 40 and Camsoft Solutions alongside Maximizer Software, has been an instrumental catalyst in the growth of our business.”

Featured Case Studies

  • Hydraform has used Maximizer since 2012 and upgraded its systems to Sales Leader Edition to boost its reporting power

  • Meta introduces Maximizer CRM, giving the business the flexibility to do more and grow faster

  • Upgrade to Maximizer CRM 11 streamlined customer service operations and empowered field sales team

Featured Customer Videos

Additional Maximizer CRM Information & Resources

Read Maximizer CRM Reviews, Testimonials & Customer References from 111 real Maximizer CRM customers.

Browse Maximizer CRM Case Studies, Customer Success Stories, & Customer References from 63 businesses that use Maximizer CRM.

Watch Maximizer CRM Customer Videos to learn why 8 businesses chose Maximizer CRM.