Maximizer CRM

Premium
Read 113 Maximizer CRM reviews and testimonials from customers, explore 65 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.

Show more
Categories:
Show more
  • 113 Testimonials View
  • 65 Case Studies View
  • 8 Customer Videos View
Customer Rating Review Score based on 4237 reference ratings
4.7/5.0 (4237)
  • Winter 2026 Top Performer CRM Software
    Press Release Report

More from Maximizer CRM

Featured Testimonials

  • “Maximizer is so easy to use and keep track of all client interactions and important information. The team loves it. It adds confidence to the operations of the business. In …

    Mary Keetch Financial Advisor

  • "Once you've experienced the real-time and mobile capabilities, you can’t go back. If a customer calls with a service issue, a case is immediately opened and appropriate personnel are automatically …

    Joseph Carpenter Regulatory Affairs Manager

  • "Since deploying Maximizer Enterprise for our order desks and sales centers, customer relationships and corporate communications have improved significantly. Our customers enjoy a more personal service and we gain their …

    Dodd Chassereau IT Department Manager
Load additional Testimonials

Featured Case Studies

  • Emcore Asset Management - Customer Case Study

    Carolina Newton Relationship Manager

  • West Coast Environmental Law - Customer Case Study

    Christopher Heald Systems Administrator

  • Koninklijke Auping drives CRM effectiveness with Maximizer Software

    Jakob de Vries Systems Engineer
Load additional Case Studies

Featured Customer Videos

  • Cherith Simmons Learning and Development - Customer Success Story (Chris Tate - IT & Project Systems Manager)
    Play Video
    Chris Tate IT & Project Systems Manager
  • Smart Presentations - Customer Success Story (Graham Cording - Managing Director)
    Play Video
    Graham Cording Managing Director
  • Langara Fishing Adventures - Customer Success Story (Scott Mehlenbacher - Chief Financial Officer)
    Play Video
    Scott Mehlenbacher Chief Financial Officer
Load additional Videos

Additional Maximizer CRM Information & Resources

Read Maximizer CRM Reviews, Testimonials & Customer References from 113 real Maximizer CRM customers.

Browse Maximizer CRM Case Studies, Customer Success Stories, & Customer References from 65 businesses that use Maximizer CRM.

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

FeaturedCustomers has 1,968,715+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.