List of Maximizer CRM Customers
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Since 2010, our global team of researchers has been studying Maximizer CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Maximizer CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Maximizer CRM for CRM include: Nib Health Funds, a Australia based Insurance organisation with 1870 employees and revenues of $2.23 billion, Geldards LLP, a United Kingdom based Professional Services organisation with 290 employees and revenues of $33.0 million, Clayton Controls, a United States based Manufacturing organisation with 70 employees and revenues of $15.0 million and many others.
Contact us if you need a completed and verified list of companies using Maximizer CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Maximizer CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Clayton Controls | Manufacturing | 70 | $15M | United States | Maximizer Software | Maximizer CRM | CRM | 2024 | n/a |
In 2024, Clayton Controls implemented Maximizer CRM as its primary CRM to centralize customer interactions, quoting, and sales pipeline activities across its distribution and manufacturing business. The implementation targeted sales, applications engineering, and manufacturing planning to set a foundation for collaboration and to strengthen vendor relationships through a single CRM platform.
Maximizer CRM was configured with industry-focused capabilities, including opportunity management, quoting visibility, sales forecasting, and user defined fields to capture target account potential and project details. Applications engineers use the CRM to log project notes and call recordings, sales reps track pipeline activities and quotes, and reporting and business intelligence capabilities were extended to show conversion paths from lead to closed order.
The deployment included a native integration with Epicor Prophet 21, providing bi-directional visibility into quotes, order history, SKUs, and inventory used in quote composition and forecasting. That integration enables sales teams to create quotes that reflect exact products in P21, filter pipeline and historical data by vendor or product to support manufacturer planning, and view closed quotes in CRM to maintain full interaction history.
Governance and adoption measures were implemented to drive usage, including KPIs tied to CRM activity and a commission uplift for meeting CRM usage targets, coupled with manager review of recorded interactions for coaching. Reported outcomes include improved sales performance, easier and more accurate forecasting, expanded vendor relationships through better visibility into activity and returns, and improved coordination between sales and manufacturing to prepare for demand. Clayton Controls plans to expand reporting to further demonstrate lead generation and conversion rates to vendors and internal stakeholders.
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Geldards LLP | Professional Services | 290 | $33M | United Kingdom | Maximizer Software | Maximizer CRM | CRM | 2020 | n/a |
In 2020, Geldards LLP implemented Maximizer CRM as their CRM solution. The deployment aimed to centralize client relationship management across the firm, with a focus on business development, client intake, and marketing functions within the professional services environment. Geldards uses Maximizer CRM on their website to capture client enquiries and route inbound leads into the system for qualification and assignment.
The implementation emphasized core CRM capabilities including contact management, opportunity tracking, activity logging, and configurable workflows consistent with CRM category best practices. Integrations were established between the public website and Maximizer CRM to automate lead capture, and email systems were linked to ensure correspondence and interactions are recorded against client records. Operational coverage targeted client facing teams across the United Kingdom and governance practices included role based access controls, standardized data hygiene processes, and phased user onboarding to align commercial and fee earning workflows under a single client data model.
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Nib Health Funds | Insurance | 1870 | $2.2B | Australia | Maximizer Software | Maximizer CRM | CRM | 2018 | n/a |
In 2018, Nib Health Funds implemented Maximizer CRM as the primary CRM to support account management for its International Students Health Insurance business and related Education Agent and Education Institution accounts. The deployment focused on commercial and client facing teams based in New South Wales and on processes supporting nib OSHC client relationship management and retention.
Maximizer CRM was configured to centralize contact and account records, activity logging, and a visit and call scheduling workflow used by account managers. Functional capabilities emphasized account portfolio management, opportunity and renewal tracking to support forecasting, and reporting to meet Education Agent and Education Institution reporting needs, with Maximizer CRM serving as the single system of record for client interactions.
Operational governance centered on maintaining timely CRM updates, a recurring visit and call schedule, and coordinated renewal viability reviews led by the Business Development Manager and the International Students Administration Manager. The implementation formalized cross departmental handoffs between sales, account management, and administration, and embedded process controls to ensure contact details, visit outcomes, and client requests were recorded in Maximizer CRM for ongoing service and sales planning.
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