---
description: Free software list of top Financial CRM Software providers and applications. The best tools at a glance for a quick and well-founded software selection. Filter by price model, features, user ratings, and more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Financial CRM Software - Top Tools & Providers | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](https://www.getapp.ca/directory/1265/financial-crm/software)

# Financial CRM Software

Canonical: https://www.getapp.ca/directory/1265/financial-crm/software

Page: 1 / 5\
Next: [Next page](https://www.getapp.ca/directory/1265/financial-crm/software?page=2)

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## Products

1. [Zoho CRM](https://www.getapp.ca/software/9908/zoho-crm) — 4.3/5 (6964 reviews) — Customer relationship management solution
2. [HubSpot CRM](https://www.getapp.ca/software/102533/hubspot-crm) — 4.5/5 (4451 reviews) — CRM and lead management solution
3. [Less Annoying CRM](https://www.getapp.ca/software/9401/less-annoying-crm) — 4.8/5 (645 reviews) — For small businesses outgrowing spreadsheets.
4. [Bigin by Zoho CRM](https://www.getapp.ca/software/142099/bigin-by-zoho-crm) — 4.7/5 (724 reviews) — Pipeline-centric CRM system for small businesses
5. [Financial Services Cloud](https://www.getapp.ca/software/109459/financial-services-cloud) — 4.8/5 (5 reviews) — Cloud-based CRM software for financial services institutions
6. [Backstop](https://www.getapp.ca/software/114289/backstop1) — 4.3/5 (46 reviews) — Cloud-based investment management platform
7. [Maximizer CRM](https://www.getapp.ca/software/20482/maximizer-crm) — 4.1/5 (366 reviews) — Customer relationship and lead management solution
8. [Pipedrive](https://www.getapp.ca/software/90507/pipedrive) — 4.5/5 (3042 reviews) — Cloud-based CRM solution for salespeople
9. [NetSuite](https://www.getapp.ca/software/9137/netsuite) — 4.2/5 (2003 reviews) — AI-powered cloud-based business management suite
10. [Nimble](https://www.getapp.ca/software/20406/nimble) — 4.4/5 (1868 reviews) — Contact management \& social relationship solution
11. [Keap](https://www.getapp.ca/software/90372/infusionsoft) — 4.1/5 (1298 reviews) — An all-in-one CRM, sales and marketing automation solution
12. [Bitrix24](https://www.getapp.ca/software/90602/bitrix24) — 4.2/5 (984 reviews) — All in one business management workspace
13. [EngageBay CRM](https://www.getapp.ca/software/113999/engagebay-marketing) — 4.7/5 (907 reviews) — Integrated sales \& marketing software for growing teams
14. [eWay-CRM](https://www.getapp.ca/software/106997/eway-crm) — 4.5/5 (820 reviews) — Customer relationship management solution
15. [Apptivo](https://www.getapp.ca/software/2046686/apptivo) — 4.4/5 (708 reviews) — CRM solution for managing customer accounts
16. [HoneyBook](https://www.getapp.ca/software/108739/honeybook) — 4.7/5 (678 reviews) — Client management for freelancers \& SMBs
17. [Copper](https://www.getapp.ca/software/101077/copper) — 4.4/5 (622 reviews) — The CRM designed for Google Workspace
18. [Freshsales](https://www.getapp.ca/software/104265/freshsales) — 4.5/5 (621 reviews) — Sales management solution
19. [Sage Intacct](https://www.getapp.ca/software/10360/intacct) — 4.3/5 (608 reviews) — Best-in-class Cloud ERP for Finance
20. [Deltek Vision](https://www.getapp.ca/software/2062784/deltek-vision) — 4.1/5 (471 reviews) — Project management tool for professional services managers.
21. [Spotler CRM](https://www.getapp.ca/software/20468/really-simple-systems-cloud-crm) — 4.4/5 (453 reviews) — The Powerful CRM for Growing Teams
22. [monday CRM](https://www.getapp.ca/software/2056613/monday-crm) — 4.7/5 (453 reviews) — Customer relationship management solution
23. [Daylite for Mac](https://www.getapp.ca/software/101721/daylite-for-mac) — 4.6/5 (361 reviews) — All-in-One Business App for Service-Based Firms.
24. [vcita](https://www.getapp.ca/software/91196/vcita-contact-forms-and-online-scheduling) — 4.5/5 (291 reviews) — Appointment scheduling and reminder solution
25. [Kommo](https://www.getapp.ca/software/91200/amocrm) — 4.3/5 (195 reviews) — Messenger-based sales tool for SMBs and entrepreneurs

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Page: 1 / 5\
Next: [Next page](https://www.getapp.ca/directory/1265/financial-crm/software?page=2)

## Related Categories

- [Insurance CRM Software](https://www.getapp.ca/directory/3083/insurance-crm/software)
- [Online CRM Software](https://www.getapp.ca/directory/232/online-crm/software)
- [Sales Force Automation Software](https://www.getapp.ca/directory/338/sales-force-automation/software)
- [Real Estate CRM Software](https://www.getapp.ca/directory/767/real-estate-crm/software)
- [Sales Tracking Software](https://www.getapp.ca/directory/3059/sales-tracking/software)

## Links

- [View on GetApp](https://www.getapp.ca/directory/1265/financial-crm/software)
- [All Categories](https://www.getapp.ca/directory)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/directory/1265/financial-crm/software> |
| de-AT | <https://www.getapp.at/directory/1265/financial-crm/software> |
| en | <https://www.getapp.com/customer-management-software/financial-crm/> |
| en-AE | <https://www.getapp.ae/directory/1265/financial-crm/software> |
| en-AU | <https://www.getapp.com.au/directory/1265/financial-crm/software> |
| en-CA | <https://www.getapp.ca/directory/1265/financial-crm/software> |
| en-GB | <https://www.getapp.co.uk/directory/1265/financial-crm/software> |
| en-IE | <https://www.getapp.ie/directory/1265/financial-crm/software> |
| en-NZ | <https://www.getapp.co.nz/directory/1265/financial-crm/software> |
| en-SG | <https://www.getapp.sg/directory/1265/financial-crm/software> |
| en-ZA | <https://www.getapp.za.com/directory/1265/financial-crm/software> |
| es | <https://www.getapp.es/directory/1265/financial-crm/software> |
| es-CL | <https://www.getapp.cl/directory/1265/financial-crm/software> |
| es-CO | <https://www.getapp.com.co/directory/1265/financial-crm/software> |
| es-MX | <https://www.getapp.com.mx/directory/1265/financial-crm/software> |
| fr | <https://www.getapp.fr/directory/1265/financial-crm/software> |
| fr-BE | <https://fr.getapp.be/directory/1265/financial-crm/software> |
| fr-CA | <https://fr.getapp.ca/directory/1265/financial-crm/software> |
| nl | <https://www.getapp.nl/directory/1265/financial-crm/software> |
| nl-BE | <https://www.getapp.be/directory/1265/financial-crm/software> |
| pt | <https://www.getapp.com.br/directory/1265/financial-crm/software> |
| pt-PT | <https://www.getapp.pt/directory/1265/financial-crm/software> |

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