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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Relationship Intelligence, Reimagined
Affinity is an intelligent CRM platform designed for relationship-driven teams. Affinity eliminates the need for manual data entry by automatically surfacing every interaction that your team has had. Read more about Affinity
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
A simple CRM built just for small businesses
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up. Read more about Less Annoying CRM
CRM built by salespeople, for salespeople
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Read more about Pipedrive
The Powerful Small Business CRM
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
100% free CRM, collaboration and communication tool suite
Bitrix24 is the fastest growing FREE CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more Read more about Bitrix24
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
Next Generation Customer Engagement Platform
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 Freshworks CRM
CRM & Project Management for teams of 1-100 that use Macs
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
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.
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
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
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
CRM for managing customer accounts
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
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
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
The CRM for high-performance sales teams.
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
Messenger-based sales tool for SMBs and entrepreneurs
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 amoCRM
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 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
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
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
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 Unanet A/E
CRM + Work Management | Work's better
FreeAgent is a complete CRM platform with robust work management. We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more. Read more about FreeAgent CRM
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
Frontline sales incentivization platform
Wingmate (formerly Gopher Leads) helps businesses to incentivize frontline teams to gather importance customer intelligence, sales leads, competitive insights, prospects, and more Read more about Wingmate
Customer relationship management & workflow automation tool
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
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
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
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
Smart AR for Smart Teams
YayPay is a cloud-based accounts receivable management & automation solution which offers real-time analytics, automated workflows, CRM functionality, and more Read more about YayPay
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
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 ClickPoint
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 cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. 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 Banking
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
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
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
Auto dialer solution for call centers and debt collectors
NOLA AUTOMATION is an auto dialer solution that helps call centers communicate with customers via various methods including outbound or inbound calls, SMS, emails, live chat, and more. It allows sales teams to analyze customer journey by targeting leads or customers and creating strategic plans. Read more about NOLA
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+
Augmented Intelligence to enhance decision intelligence
Corporate financial services firms have access to many data, mostly from premium sources, but up to 99% of it is never used or remains inaccessible. Squirro's Augmented Intelligence Solutions address and resolve these challenges. Read more about Squirro
Wealth management platform for investment companies
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding. Read more about AdvisorEngine
An all-in-one investment tracking suite built for VCs
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds. Read more about Kushim
Process-driven CRM for banks and financial institutions
Financial Services Creatio 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
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 Desktop
Integrated accounting CRM for Brazil-based companies
CRM Contábil is an accounting CRM solution for the Brazilian market. The software allows the creation of various tasks in automatic mode, such as sending documents and collecting fees. It also helps users with email monitoring, task process tracking and communication. Read more about CRM Contábil