Maximizer 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.

Case Studies

Showing 63 Maximizer CRM Customer Success Stories

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123Print improves core business functions with the implementation of Maximizer CRM

123print logo

Maximizer CRM Helps Family-Run Business Clean Up

3 County Property Services logo

Alliance Abroad Group - Customer Case Study

Alliance Abroad Group logo

Asset Marketing Services - Customer Case Study

Asset Marketing Services logo

Boosting efficiency with Maximizer’s configurable CRM

Automated Aquatics logo

Avance Carpets take the commercial plunge with ease thanks to Maximizer CRM

Avance Carpets logo

Bahrain International Circuit in pole position with Maximizer

Bahrain International Circuit logo

Best Western Heidelberg - Customer Case Study

Best Western Heidelberg Inn logo

Boating World Races to Business Success Using CRM

Boating World logo

Campus Manitoba - Customer Case Study

Campus Manitoba logo

CCI uses Maximizer for a single pane view into its sales, operations, and support activities

CCI Technology Solutions logo

CCI Technology Solutions boosts efficiency with Maximizer CRM

CCI Technology Solutions logo

Global Science & Technology Group Trusts in Maximizer

Centena Group logo

Cherith Simmons Learning and Development - Customer Case Study

Cherith Simmons Learning and Development logo

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

Corporate Cleaning Services logo

Creative Organizational Design - Customer Case Study

Creative Organizational Design logo

Upgrade to Maximizer CRM 11 streamlined customer service operations and empowered field sales team

Dempsey Corporation logo

Ecoratio to improve productivity and save time with Maximizer CRM

Ecoratio logo

Emcore Asset Management - Customer Case Study

Emcore Asset Management logo

eXception VAR Europe puts customer communication at the heart of operations with Maximizer CRM

eXception VAR logo

Forest Enterprises Ltd gets ahead with Maximizer CRM

Forest Enterprises Ltd logo

Flexibility, access & easy deployment makes Gflex always choose Maximizer

GFlex logo

Hub Exhibitions - Customer Case Study

Hub Exhibitions logo

Hydraform has used Maximizer since 2012 and upgraded its systems to Sales Leader Edition to boost its reporting power

Hydraform International Ltd logo

Introstat continues its long relationship with Maximizer to modernize its CRM

Introstat logo

iProtect Trust Accounting - Customer Case Study

iProtect Trust Accounting logo

Kenilworth - Customer Case Study

Kenilworth logo

Kenneth Smit Training provides lesson in success with Maximizer CRM

Kenneth Smit Training logo

Koninklijke Auping drives CRM effectiveness with Maximizer Software

Koninklijke Auping logo

Building an ordered database with Maximizer to increase accuracy and insights

Kyzen logo

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

Langara Fishing Adventures logo

Lely Ireland increasing sales revenue with Maximizer

Lely Ireland logo

MACS Maritime Shipping puts Maximizer CRM at the hub of its business

MACS Maritime Shipping logo

Mayfield Plastics - Customer Case Study

Mayfield Plastics logo

Meta introduces Maximizer CRM, giving the business the flexibility to do more and grow faster

Meta logo

Mindset Consulting - Customer Case Study

Mindset Consulting logo

Minus 40 stays cool with Maximizer CRM 12

Minus 40 logo

Miskimmin Taylor reap business benefits with ‘tailored’ Maximizer CRM solution

Miskimmin Taylor logo

Family Media Organisation facilitates growth with Maximizer CRM

Ni4kids logo

Profit Systems - Customer Case Study

Profit Systems Inc logo

PSI Fluid Power Pumps Up Sales Activity with Maximizer Mobile CRM

PSI Fluid Power logo

Q-Project Management Consulting implements Maximizer CRM to take control of business activity and boost output

Q-Project Management Consulting logo

Construction Leader Builds Business with Maximizer CRM

Roberts Onsite logo

RTR Advisory Group - Customer Case Study

RTR Advisory Group logo

Safegas looks to Maximizer for a more efficient CRM system that can keep pace with the growth of its business

SafeGas logo

SAIT Polytechnic drives business with flexible CRM solution

SAIT Polytechnic logo

Scottish Association of Young Farmers’ Clubs - Customer Case Study

Scottish Association of Young Farmers’ Clubs logo

Maximizer Mobile CRM Gives SIGVARIS a Leg Up

Sigvaris logo

Smart Presentations - Customer Case Study

Smart Presentations logo

Tracking and Accountability with Boosts to Investments and Job Creation

South Carolina Department of Commerce logo

Publisher Sport360 sees instant results with Maximizer CRM

Sport360 logo

SSG Recruitment Ltd. - Customer Case Study

SSG Recruitment Ltd. logo

Steele Capital Management - Customer Case Study

Steele Capital Management Inc logo

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

StepForth Placement, Inc. logo

Sterling Mutuals Inc. - Customer Case Study

Sterling Mutuals Inc. logo

Maximizer cFrom Salesperson to MarketingDriven in One, Simple Technology

Strategico Marketing Group logo

Taudata - Customer Case Study

Taudata logo

Thames Valley Asset Finance on the fast track with Maximizer CRM

Thames Valley Asset Finance logo

Maximizer CRM the right candidate for The Recruiters Network

The Recruiters Network logo

University of Cambridge - Customer Case Study

University of Cambridge logo

VITA-TECH Canada Inc - Customer Case Study

VITA-TECH Canada Inc logo

West Coast Environmental Law - Customer Case Study

West Coast Environmental Law logo

Combining Heaven and Perfect Customer Service

Xanadu Hotel & Resort logo

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