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 3678 reference ratings
4.7/5.0 (3678)
  • Top Performer 2025 2025
    Winter 2025Top PerformerCRM Software
    Press ReleaseReport

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Featured Testimonials

  • “The fact that Maximizer has the capabilities to be bespoke to the business is really valuable and is the reason why Maximizer is now a critical part of our everyday processes.”

    Jennifer HawtinQuest Manager

  • "Kenilworth is about more than just ink on paper. We're a technology company determined to produce high quality publications and maintain profitable, long-term customer relationships using the technology that's available to us as cost-effectively and intelligently as possible. And, we've found a perfect match in Maximizer Enterprise."

    Rudy KralVice President

  • "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 made aware of it. Inside sales can participate in customer service cases by initiating, adding or contributing to them. Field sales can respond immediately with their smart phones. When we saw these capabilities in Maximizer CRM 12, we jumped on it."

    Joseph CarpenterRegulatory Affairs Manager
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Featured Case Studies

  • RTR Advisory Group - Customer Case Study

    Doug RocheManaging Partner

  • Tracking and Accountability with Boosts to Investments and Job Creation

    Mandy KiblerDirector of Administration

  • Kenneth Smit Training provides lesson in success with Maximizer CRM

    Paul SmuldersTrainer
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Featured Customer Videos

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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.

FeaturedCustomers has 1,813,726+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.