Maximizer CRM

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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.

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  • 113 Testimonials View
  • 65 Case Studies View
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Customer Rating Review Score based on 4183 reference ratings
4.7/5.0 (4183)
  • Winter 2026 Top Performer CRM Software
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Featured Testimonials

  • "Maximizer has given us the visibility we desperately lacked. We use it to track customer requests and monitor workloads and backlog. The success of Maximizer implementation in Technical Support has …

    Stanko Paleksic, P.Eng Manager, Fleet Technical Support

  • “Our company likes the ability to add or remove many of the fields so that we can better customize the design to suit our needs. We are a very niche …

    Catherine Whitfield Operations Manager

  • "Sharing important customer data in real-time across all personnel gives us much greater business and customer intelligence. Plus, being able to export reports to Excel helps with planning and business …

    Wayne Van De Werken Director
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Featured Case Studies

  • Maximizer Mobile CRM Gives SIGVARIS a Leg Up

    Byron MacPhee VP of Sales

  • Emcore Asset Management - Customer Case Study

    Carolina Newton Relationship Manager

  • Maximizer chosen over ACT! and Goldmine for StepForth’s Contact Management System

    Bill Stroll Sales & Marketing Manager
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Featured Customer Videos

  • Langara Fishing Adventures - Customer Success Story (Scott Mehlenbacher - Chief Financial Officer)
    Play Video
    Scott Mehlenbacher Chief Financial Officer
  • How for the last 18 years Maximizer CRM, has contributed to their success and future growth plans
    Play Video
    Derrick Levy Chief Executive Officer
  • Hub Exhibitions - Customer Success Story (Charity Holden - Business Development Manager)
    Play Video
    Charity Holden Business Development Manager
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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 1,911,838+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.