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 3747 reference ratings
4.7/5.0 (3747)
  • Top Performer 2025 2025
    Winter 2025Top PerformerCRM Software
    Press ReleaseReport

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Featured Testimonials

  • "Particularly beneficial to us is the statistical reporting which meets our specific needs, making Maximizer invaluable for our business."

    Debbie ReidOffice Manager

  • “Maximizer is like part of our family—the brain of our business operations. We wouldn’t be able to survive without it.”

    Annelien NelAdmin Operations Director

  • "In all my 30 years experience, I have never encountered an easier to use product for promoting business success than Maximizer. Since I founded my company, I haven’t lost a single customer. In many ways, Maximizer has ensured my success."

    Brian PleetFounder
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Featured Case Studies

  • Thames Valley Asset Finance on the fast track with Maximizer CRM

    Andrew WiseDirector

  • Maximizer’s Mobile CRM solution helps Corporate Cleaning Services take customer service to a new level

    Mark SippolaCEO

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

    Parker LancasterPresident
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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 1,827,798+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.