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.

36 apps
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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
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
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
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
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
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
Powerful marketing automation & CRM built for SMBs
Infusionsoft by Keap is a powerful all-in-one CRM, marketing and sales automation software to grow your business. Integrate with apps you use to help streamline and automate your entire business process. Read more about Infusionsoft
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
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
CRM software that helps you sell smarter, better, faster.
Zoho CRM helps businesses of all sizes close deals smarter, better and faster. Read more about Zoho CRM
Mac CRM & Project Management for small business
Daylite is a Mac CRM that helps small businesses remember every detail, communication, and next steps for their clients so they can manage more client projects as well as keep track of their day-to-day and personal stuff all in one place. Read more about Daylite for Mac
Making CRM Simple
Really Simple Systems CRM has been specifically designed for small and mid-sized businesses so it's easy to set up and easy to use. Read more about Really Simple Systems
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
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Gain valuable insight With all the functionality you need in one place you’ll have... Read more about HarmonyPSA
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
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
All-Inclusive, easy-to-use CRM Software at one simple price.
We aren't just another CRM software provider – we provide companies with a proven competitive advantage! Maximizer CRM is customizable and scalable, so it will grow as your business grows. Proven around the world, and with over 120,000 companies. Read more about Maximizer CRM
CRM for small business
Salesforce Essentials is a cloud-based CRM for small businesses which allows users to manage leads, opportunities, pipelines, support requests, and more Read more about Salesforce Essentials
All-in-one sales platform for sales teams.
Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance. Read more about Zendesk Sell
Turn relationships into results
Contactually is a powerful, 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, Contactually gives you everything you need to quickly organize, follow-up, and engage with everyone who matters to you and your business. Contactually... Read more about Contactually
#1 CRM for QuickBooks Users
Method is the #1 CRM for small businesses who use QuickBooks. QuickBooks users give Method 5 stars on Apps.com, Google Apps Marketplace, and GetApp. 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
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
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
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
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
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
Customer relationship management & workflow automation tool
FLG is a cloud-based CRM system, which assists businesses with lead management and process automation. Key features include workflow management, data import, compliance management, auditing, document storage, appointment scheduling, progress tracking, and custom forms. Read more about FLG
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
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
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
Marketing Automation & CRM software for Insurance providers
Market Quest for Insurance is a web based insurance marketing automation & CRM software used by insurance brokers to increase their sales & keep organized Read more about Market Quest Insurance
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

AIM

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