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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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
Help clients plan their future more effectively with Trello. Trello does the busywork, so you can focus on making the important decisions. Trello is the command center that connects all your tasks and tools to show status updates, due dates, and attach all relevant info in one central place. Read more about Trello
monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Read more about monday.com
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
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
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
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
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
Caspio is the world’s leading LOW-CODE platform for building online database applications without having to write code. Read more about Caspio
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
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
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
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
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
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
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
Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing Read more about Nimble
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Easy to use cloud system for professional services companies from startups to large international companies. Helps to manage company finances, people and documents. Share, access and collaborate anytime and anywhere. Read more about Teamogy
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
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
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
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
Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform. Read more about Centrex
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
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+
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
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
Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement. Read more about Fitsyn
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
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 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence. Read more about Q4 Desktop
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

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