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 3816 reference ratings
4.7/5.0 (3816)
  • Top Performer 2025 2025
    Winter 2025Top PerformerCRM Software

Featured Testimonials

  • "With the high level of service we can provide using Maximizer CRM, our strong client retention rate and ongoing referrals keep our business growing to the point where we no longer need to actively market or prospect."

  • “Once again, we determined Maximizer as being the value for money and the best fit to meet our current and future business growth needs and objectives. In the coming months, we will be expanding our use of Maximizer and rolling it out to a further 80 Centena staff across seven cities in India. We are also exploring further integrations with other business tools such as MailChimp for our marketing campaign management and developing more sophisticated and detailed reports and dashboards to increase our visibility on growth.”

  • "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."

Featured Case Studies

  • PSI Fluid Power Pumps Up Sales Activity with Maximizer Mobile CRM

  • RTR Advisory Group - Customer Case Study

  • Kenilworth - Customer Case Study

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.