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 3645 reference ratings
4.7/5.0 (3645)
  • Top Performer 2025 2025
    Winter 2025Top PerformerCRM Software

Featured Testimonials

  • “Probably the best customer service of any IT company on the planet. However, it’s very rare that we need them due to the quality of the product.”

  • "When you deploy CRM in a company, there's one group of users who are the most difficult to get into a culture change - the sales force. The easier you make it for them to integrate the CRM system into their way of working, the more effective the CRM system becomes for everyone. In a nutshell, that's what MaxMobile for BlackBerry does."

  • “Thanks to Maximizer CRM, we are now able to effectively manage communications, contact details and transactions with our customers.”

Featured Case Studies

  • Taudata - Customer Case Study

  • Cherith Simmons Learning and Development - Customer Case Study

  • Alliance Abroad Group - Customer Case Study

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.