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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.
monday sales CRM is a great CRM software for financial institutions of all sizes. Keep track of your customers, contact details, transaction history, and records all in one place. You can use smart and visual boards to assign items, automate emails, set reminders, manage your goals, and share files.
Read more about monday sales CRM
Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.
Read more about Freshsales
Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions. Create awesome experiences for your clients, and grow your business faster with the top-rated CRM solution for financial services institutions.
Read more about Zoho CRM
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
NetSuite provides organizations with an integrated system of cloud applications that helps them run their business. More than 36,000 organizations around the world use NetSuite to more easily grow and adapt to change.
Read more about NetSuite
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
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.
Read more about Apptivo
HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Start a 7 day free trial today.
Get started with a 7 day free trial today.
Read more about HoneyBook
EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.
Read more about EngageBay CRM
eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.
It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.
Read more about eWay-CRM
Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a...
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The powerful small business CRM for finance with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.
Read more about Really Simple Systems CRM
Daylite is a customizable CRM that's great for financial services firms. Keep track of communication with clients, documents, and next steps so nothing slips through the cracks. Integrate with Apple Mail, share with Apple Contacts and iCal, and use Siri. Save time and keep clients happy with Daylite
Read more about Daylite for Mac
Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales teams and managers face. Effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.
Read more about Maximizer CRM
The most successful firms never stop recruiting new business. Easily import lists and contact hundreds of leads per day. Whether your prospects prefer to be reached by email, phone, or text — you can do it all in Close.
Read more about Close
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
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
Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. It’s a perfect messenger-based sales solution for SMBs and entrepreneurs.
Read more about Kommo
Foundersuite is a financial CRM software designed to help startups find investors, manage investor relations, and track company funding progress. The solution integrates investor relations and fundraising tools into one platform.
Read more about Foundersuite
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
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
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
Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.
Read more about Efficy CRM
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
FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love.
Read more about FreeAgent CRM
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 Unanet ERP AE
OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.
Read more about OnePageCRM
Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.
Read more about Surefire CRM
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
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
Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.
Read more about Escala
Make sure you never let a relationship go cold. Stay in touch with clients and personal contacts.
Covve Personal CRM is your personal assistant app, reminding you to keep in touch and giving you the right excuse to reach out.
Read more about Covve App
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more
Read more about Vymo
Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades...
Read more about Seeking Alpha
Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more
Read more about Shape
FLG is a cloud-based financial CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting.
Read more about FLG
User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place.
Read more about User.com
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