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.
"As a not-for-profit organization operating in the tightly-regulated legal services field, both client relationships and the ongoing relationships we have with our donors are absolutely vital. Maximizer Enterprise solves so many of the problems we have in raising funds and keeping track of our legal clients that we literally couldn't attain our vision for stakeholder service without the system."
"In a fast paced sales environment, ease of maintaining client data is crucial and Maximizer CRM fits the bill perfectly. I have used it constantly for 15 years to build my business. Without it, I may as well drive a bus."
"The data gathered using Maximizer CRM helps us be a better company in the longer term by providing us with real time monitoring of our customer relationships."
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