Here's our list of apps for Financial CRM Software. Filters help you narrow down the results to find exactly what you’re looking for.

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Everything you need to sell in one integrated suite
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data Read more about HubSpot CRM
CRM built by salespeople, for salespeople
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter Read more about Pipedrive
The all-in-one Sales CRM
A complete CRM for high-velocity sales teams with integrated phone and email, user behavior tracking and lead scoring Read more about Freshworks CRM
100% free CRM, collaboration and communication tool suite
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time management, & project management tools. Used by over 5 million businesses worldwide. Read more about Bitrix24
Mac CRM & Project Management for small business
Daylite is a CRM for professional services firms that use Macs and iPhones. Daylite helps you remember every detail, communication, and next steps for your clients so you can manage more client projects as well as keep track of your day-to-day and personal stuff all in one place. Read more about Daylite for Mac
Build online database applications without coding.
Caspio is the world’s leading LOW-CODE platform for building online database applications without having to write code. Read more about Caspio
All-in-One CRM Software Solution
InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage all emails, documents, tasks, invoices, sales/opportunities, tasks, calendar events in one simple to use interface Read more about InfoFlo
Cloud-based investment management platform
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR Read more about Backstop
Customer relationship management (CRM) with visual pipeline
Onpipeline is a cloud-based customer relationship management (CRM) solution for sales teams that offers visual pipeline management, as well as email and calendar integration. The solution can be used to manage contacts, sales, tasks, deadlines, leads, and more, from one central location. Read more about Onpipeline
CRM software that helps you sell smarter, better, faster.
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat. Read more about Zoho CRM
Project Management Made Easy
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Read more about monday.com
Contact management & social relationship software
Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing Read more about Nimble
An all-in-one CRM, sales and marketing automation software
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service. Read more about Keap
A simple CRM built just for small businesses
A simple customer relationship manager made for small businesses. Track leads, manage contact info, and never miss a follow-up. Read more about Less Annoying CRM
Best-in-class Cloud ERP for Finance
Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA. Read more about Sage Intacct
The Powerful Small Business CRM
Really Simple Systems is designed for small and mid-sized businesses, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales. Read more about Really Simple Systems
Find the right plan to help you get growing.
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing. Read more about Maximizer CRM
Messenger-based sales tool for SMBs and entrepreneurs
amoCRM is the world's first messaging-powered CRM. It features customizable sales pipelines, lead tracking, multichannel communication, integrations with the most popular chat apps and much more. Read more about amoCRM
The Sales Engagement CRM | Turn more leads into revenue
Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A multichannel platform, Close lets you email, call, and text your leads from desktop. With productivity tools like the task reminders and the Power Dialer, you’ll reach more leads, follow up more often, and close more. Read more about Close
Turn relationships into results
Contactually is an easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, it gives you everything you need to organize, follow-up, and engage with everyone who matters to your business. Read more about Contactually
Solutions for On-line businesses
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Available as a Cloud solution on On premise. Read more about Dolibarr
Project-based ERP for mid-to-large size AE firms
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively. Read more about InFocus
The #1 rated CRM for QuickBooks Desktop and Online users
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed. Plus, our 100% customizable platform means you can get the perfect CRM for your unique business needs. Read more about Method:CRM
Marketing automation and sales execution platform
LeadSquared is a complete CRM & marketing automation software to help businesses capture, nurture, manage & track their leads in one place. The cloud-based solution is designed for enterprises & SMEs and provides tools for lead capturing, lead nurturing, sales management, marketing analytics & more. Read more about LeadSquared
Web-based CRM for financial professionals
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more Read more about Redtail CRM
Unleash your team's potential with the next generation CRM
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Read more about FreeAgent CRM
Marketing automation tool for financial services industry
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform. Read more about Total Expert
Customer relationship management & workflow automation tool
FLG is a cloud-based CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports & updates, compliance management, & reporting. Read more about FLG
Sales, marketing, customer service & billing CRM for SMBs
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time Read more about ConvergeHub
Deals, relationship, and firm management software
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Read more about DealCloud
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed specifically for software and services businesses, automating business functions in a single platform available on the cloud. It includes integrated time tracking systems and automated billing Read more about HarmonyPSA
Lead Management for Call Centers and Sales Teams
Route web leads, inbound phone calls, and improve your sales teams ability to reach and convert more of their leads to paying customers. Read more about SalesExec
360° marketing & relationship lifecycle management
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more. Read more about Cool Life CRM
CRM solution for automating sales, marketing & services
Centra Hub CRM is a CRM solution that helps businesses automate processes related to sales, marketing and services. The platform comes with an appointment scheduling functionality, which enables enterprises to capture leads from websites, forums and social media platforms. Read more about Centra Hub CRM
Core processing software for community banks
FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more Read more about FPS GOLD Core Processing
CRM for financial advisors in Canada
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere Read more about Sticky Advisor
Cloud-based CRM solution for financial advisors
Junxure Cloud is a cloud-based financial Customer Relationship Management (CRM) for advisors and firms that blends centralized client information handling with intelligent workflow automation, customized search, action / task management, financial portfolio reporting, plus a ClearView public portal Read more about Junxure Cloud
Cloud-based private equity CRM solution for Salesforce
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Read more about AIM
Compliance solution for wealth management firms
enVisual360 is a cloud-based wealth management solution that helps small to large enterprises manage accounting operations and streamline communication across the business. It comes with a centralized dashboard, which enables users to gain insight into business operations using charts. Read more about enVisual360
Customer relationship & pipeline management for companies
4Degrees is a cloud-based relationship and pipeline management tool which assists recruitment and real estate firms with collaboration and reporting. Key features include interaction tracking, lead management, task tracking, documentation, customer segmentation and talent management. Read more about 4Degrees
Financial services CRM software
Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain relationships with new and existing clients using contact, campaign, and pipeline management tools, plus sales tracking technology, and more Read more about Doxim CRM
Financial CRM platform with AI insights
Squirro is a cloud-based and on-premise platform that helps businesses gain insight into market trends using artificial intelligence (AI) technology. With its machine learning capabilities, the platform can generate data-driven recommendations for marketing content. Read more about Squirro
Process-driven CRM for banks and financial institutions
Financial Services Creatio (formerly Bpm'online financial CRM) is a powerful CRM for banks and financial institutions, designed to increase profitability, boost customer retention, and efficiently manage every step of the customer journey Read more about Financial Services Creatio
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device Read more about Financial Services Cloud

Q4

Cloud-based investor relations solutions
Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence. Read more about Q4