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 3953 reference ratings
4.7/5.0 (3953)
  • Top Performer 2025 2025
    Winter 2025Top PerformerCRM Software

Featured Testimonials

  • “I decided to invest in Maximizer CRM Entrepreneur as it is perfectly tailored for needs of a single-user business like mine.”

  • "Given my previous experience with ACT! And GoldMine for over 10 years at other companies, I knew our company would require a faster and more effective contact management system. Maximizer went above and beyond as it contributed to a 20% year over year sales growth."

  • "Nothing else could match Maximizer's functionality to our needs, and we found it to be the most cost effective solution, making it ideal for a non-profit."

Featured Case Studies

  • 123Print improves core business functions with the implementation of Maximizer CRM

  • Boosting efficiency with Maximizer’s configurable CRM

  • Koninklijke Auping drives CRM effectiveness with Maximizer Software

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.