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 3675 reference ratings
4.7/5.0 (3675)
  • Top Performer 2025 2025
    Winter 2025Top PerformerCRM Software

Featured Testimonials

  • "I wanted to make sure each user understood the benefits of integrating all of our sales, marketing, and customer service and support information into the Maximizer Enterprise database. Our sales team loves it because they now have so much more information about customers right at their fingertips, allowing them to interact on a much more personal level, which is the way we used to do things when the organization was smaller."

  • "Maximizer has increased our productivity and efficiency and we are now able to track every step of our sales process very easily."

  • “Maximizer has fundamentally improved our efficiency – through Maximizer we have streamlined our processes, resulting in us being far more efficient for our members.”

Featured Case Studies

  • Mayfield Plastics - Customer Case Study

  • More than Once-in-a-Lifetime Enhancing the Adventure Tourism Experience with Cutting-edge Technology

  • Minus 40 stays cool with Maximizer CRM 12

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.