---
description: Page 2 - See our list of the best rated Financial CRM Software. GetApp provides software solutions for NZ business users with information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Page 2 - Financial CRM Software - Prices & Reviews | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](https://www.getapp.co.nz/directory/1265/financial-crm/software) > [Page 2](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=2)

# Financial CRM Software

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

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Next: [Next page](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=3)

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## Products

1. [Close](https://www.getapp.co.nz/software/91339/close-io) — 4.7/5 (164 reviews) — The conversation-first CRM for small, scaling sales teams
2. [Sage Sales Management](https://www.getapp.co.nz/software/101231/forcemanager) — 4.6/5 (162 reviews) — The leading mobile CRM for field sales management.
3. [Zendesk Sell](https://www.getapp.co.nz/software/9589/zendesk-sell) — 4.3/5 (159 reviews) — All-in-one sales platform for sales teams.
4. [Teamgate](https://www.getapp.co.nz/software/100925/teamgate) — 4.8/5 (155 reviews) — Unlock Your Sales Potential
5. [Wealthbox](https://www.getapp.co.nz/software/2057636/wealthbox) — 4.7/5 (145 reviews) — Wealthbox is CRM you’ll actually enjoy.
6. [Corefactors](https://www.getapp.co.nz/software/132075/corefactors) — 4.4/5 (132 reviews) — RevOps Enabling AI-powered CRM- A Zero Revenue Leakage Tool
7. [Method CRM](https://www.getapp.co.nz/software/90941/method-crm) — 4.2/5 (129 reviews) — The most customizable QuickBooks CRM
8. [Foundersuite](https://www.getapp.co.nz/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
9. [Dolibarr](https://www.getapp.co.nz/software/91350/dolibarr-erp) — 4.5/5 (105 reviews) — Solutions for On-line businesses
10. [Contactually](https://www.getapp.co.nz/software/100229/contactually) — 4.3/5 (103 reviews) — Turn relationships into results
11. [Wingmate](https://www.getapp.co.nz/software/108827/gopher-leads) — 4.6/5 (100 reviews) — Field Service Management Software
12. [InfoFlo](https://www.getapp.co.nz/software/91218/infoflo) — 4.5/5 (96 reviews) — HIPAA compaliant case management software
13. [OnePageCRM](https://www.getapp.co.nz/software/9568/onepagecrm) — 4.8/5 (91 reviews) — \#1 Action-Focused CRM Software for Small Business
14. [Efficy CRM](https://www.getapp.co.nz/software/100561/efficy-crm) — 4.0/5 (90 reviews) — Pay-less for more. Europe's most flexible CRM
15. [Redtail CRM](https://www.getapp.co.nz/software/114375/redtail-crm) — 4.1/5 (85 reviews) — Web-based CRM for financial professionals
16. [servis.ai](https://www.getapp.co.nz/software/116723/freeagent-crm) — 4.6/5 (71 reviews) — Powerful, easy-to-use BOMP your whole team will love.
17. [Unanet ERP AE](https://www.getapp.co.nz/software/103489/infocus) — 4.4/5 (69 reviews) — Project-based ERP for mid-to-large size AE firms
18. [Escala](https://www.getapp.co.nz/software/2064590/escala) — 4.7/5 (69 reviews) — CRM and marketing automation platform
19. [Surefire CRM](https://www.getapp.co.nz/software/2039055/surefire-crm) — 4.5/5 (55 reviews) — CRM and lead management software for mortgage businesses
20. [Total Expert](https://www.getapp.co.nz/software/170471/total-expert) — 4.3/5 (48 reviews) — Marketing automation tool for financial services industry
21. [Backstop](https://www.getapp.co.nz/software/114289/backstop1) — 4.3/5 (46 reviews) — Cloud-based investment management platform
22. [folk](https://www.getapp.co.nz/software/2071513/folk) — 4.5/5 (46 reviews) — The all-in-one CRM to manage all your business relationships
23. [Shape](https://www.getapp.co.nz/software/115787/shape) — 4.7/5 (44 reviews) — Cloud-based CRM, sales \& marketing automation software
24. [MortgageHalo](https://www.getapp.co.nz/software/2067153/mortgagehalo) — 4.3/5 (44 reviews) — MortgageHalo is a mortgage lead-generating CRM
25. [Vymo](https://www.getapp.co.nz/software/112395/vymo) — 4.7/5 (41 reviews) — Mobile-first intelligent sales assistant for field sales

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Next: [Next page](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=3)

## Related Categories

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

## Links

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

-----

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