Maximizer is a trusted CRM pioneer serving businesses for over 35 years with personalized customer relationship management that grows with your business. Built for sales leaders at small businesses, especially in Financial Services.

Maximizer CRM specializes in comprehensive customer relationship management solutions tailored for small to medium-sized businesses across various industries including financial services, manufacturing, and professional services. 79% of reviewers are small business sales leaders with 35% concentration in Financial Services. The platform provides client management, sales pipeline, customer support, campaign management, marketing automation, and customization options. Maximizer excels at empowering small businesses and enterprises with deep integrations and world-class customer support. Platform achieves 79% user satisfaction rating based on 1,054 user reviews from 6 recognized software review sites. Some users report reasonable pricing compared to competitors and appreciate customization options and included features, though others feel pricing is high, especially for small companies, and mention frequent price increases.
Intelligent automotive CRM and dealership software powered by exclusive Cox Automotive data
Founded
VinSolutions is a leading automotive dealership software provider founded in 2006 and now part of Cox Automotive. It offers an integrated suite of CRM, marketing, desking, and analytics tools designed to help dealerships identify ready-to-buy customers and close more deals.
Dealer Management System (DMS) by CDK Global for automotive dealerships
CDK Drive is a flagship Dealer Management System (DMS) by CDK Global, designed to provide automotive dealerships with a comprehensive suite of tools to manage their business efficiently and profitably. CDK processes $540 billion in automotive commerce annually.
The AI-Powered CRM Workspace for Financial Advisors.
Founded
G2 Rating
Wealthbox is a modern, intuitive customer relationship management platform for financial advisors that combines simplicity with powerful features to help advisors manage client relationships, streamline operations, and grow their businesses. Launched in 2014, it ranks as the #1 CRM in wealthtech on G2.