---
description: Page 4 - 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 4 - Financial CRM Software - Prices & Reviews | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](https://www.getapp.co.nz/directory/1265/financial-crm/software) > [Page 4](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4)

# Financial CRM Software

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

Page: 4 / 5\
Prev: [Previous page](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=3)\
Next: [Next page](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=5)

-----

## Products

1. [Centrex](https://www.getapp.co.nz/software/2047990/centrex) — 4.9/5 (8 reviews) — Cloud-based CRM software for finance sector
2. [SYDLE ONE](https://www.getapp.co.nz/software/2073317/sydle-one) — 4.7/5 (7 reviews) — BPMS, ECM, CRM \& Service Desk- All-in-one platform
3. [Toolyt SFA](https://www.getapp.co.nz/software/2052545/toolyt-sfa) — 5.0/5 (6 reviews) — CRM software
4. [TreasuryView](https://www.getapp.co.nz/software/2061129/treasuryview) — 4.8/5 (6 reviews) — Financial uncertainty, meet risk management\!
5. [F-RevoCRM](https://www.getapp.co.nz/software/2062912/f-revocrm) — 4.3/5 (6 reviews) — Cloud-based, open-source CRM software for Japanese market
6. [DigiFi](https://www.getapp.co.nz/software/2068471/digifi) — 4.8/5 (6 reviews) — Cloud-based financial management software
7. [Financial Services Cloud](https://www.getapp.co.nz/software/109459/financial-services-cloud) — 4.8/5 (5 reviews) — Cloud-based CRM software for financial services institutions
8. [Chatabox](https://www.getapp.co.nz/software/2049326/chatabox) — 4.6/5 (5 reviews) — A user-friendly CRM software for small to medium business.
9. [4Degrees](https://www.getapp.co.nz/software/117879/4degrees) — 5.0/5 (4 reviews) — Customer relationship \& pipeline management for companies
10. [Edda](https://www.getapp.co.nz/software/2046646/edda) — 4.8/5 (4 reviews) — An all-in-one investment tracking suite built for VCs
11. [Captafi](https://www.getapp.co.nz/software/2053572/captafi) — 5.0/5 (4 reviews) — Simple to use loan and loan modification tracking software.
12. [Exact for CRM](https://www.getapp.co.nz/software/2060658/exact-for-crm) — 4.5/5 (4 reviews) — Leverage your data to boost sales.
13. [Zenith CRM](https://www.getapp.co.nz/software/2074191/zenith-crm) — 5.0/5 (4 reviews) — CRM, Auto Call, AI Dialer, Call Center Software.
14. [ProBuilt ERP](https://www.getapp.co.nz/software/2082285/probuilt-erp) — 5.0/5 (4 reviews) — Accounting CRM ERP Business Management
15. [Onpipeline](https://www.getapp.co.nz/software/126915/onpipeline) — 4.3/5 (3 reviews) — Customer relationship management (CRM) with visual pipeline
16. [Tier1](https://www.getapp.co.nz/software/2049396/tier1) — 5.0/5 (3 reviews) — CRM software for capital markets \& investment banking.
17. [telecrm](https://www.getapp.co.nz/software/2056517/telecrm) — 3.0/5 (3 reviews) — Sell to serve
18. [equisoft/connect](https://www.getapp.co.nz/software/2063753/equisoft-connect) — 1.7/5 (3 reviews) — CRM software for businesses of all sizes
19. [Togile](https://www.getapp.co.nz/software/2076859/togile) — 4.7/5 (3 reviews) — Cloud-based customer relationship management software
20. [SatuitCRM](https://www.getapp.co.nz/software/2079339/satuitcrm) — 4.0/5 (3 reviews) — Cloud-based financial CRM tool for financial firms.
21. [Doxim CRM](https://www.getapp.co.nz/software/110313/doxim-crm) — 4.5/5 (2 reviews) — Financial services CRM software
22. [Q4 Desktop](https://www.getapp.co.nz/software/131767/q4-desktop) — 2.0/5 (1 reviews) — Cloud-based investor relations solutions
23. [Allvue](https://www.getapp.co.nz/software/2035787/allvue) — 5.0/5 (1 reviews) — Investment management software for private equity firms
24. [Fitsyn](https://www.getapp.co.nz/software/2047703/fitsyn) — 5.0/5 (1 reviews) — Financial services and lead management software
25. [Unbox ERP](https://www.getapp.co.nz/software/2049412/unbox-erp) — 5.0/5 (1 reviews) — The lead solution in Training, Consulting and 24/7 Support.

-----

Page: 4 / 5\
Prev: [Previous page](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=3)\
Next: [Next page](https://www.getapp.co.nz/directory/1265/financial-crm/software?page=5)

## 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)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp New Zealand has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.co.nz","url":"https://www.getapp.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.co.nz/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":null,"url":"https://www.getapp.co.nz/","@id":"https://www.getapp.co.nz/#website","@type":"WebSite","publisher":{"@id":"https://www.getapp.co.nz/#organization"},"potentialAction":{"query":"required","target":"https://www.getapp.co.nz/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Financial CRM Software","description":"Page 4 - 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.","url":"https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4","about":{"@id":"https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4#itemlist"},"breadcrumb":{"@id":"https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4#breadcrumblist"},"@id":"https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.getapp.co.nz/#website"},"inLanguage":"en-NZ","mainEntity":{"@id":"https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4#itemlist"},"publisher":{"@id":"https://www.getapp.co.nz/#organization"}},{"@id":"https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"https://www.getapp.co.nz/directory/1265/financial-crm/software","@type":"ListItem"},{"name":"Page 4","position":3,"item":"https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 4 - Financial CRM Software - Prices &amp; Reviews | GetApp NZ 2026","@context":"https://schema.org","@id":"https://www.getapp.co.nz/directory/1265/financial-crm/software?page=4#itemlist","@type":"ItemList","itemListElement":[{"name":"Centrex","position":1,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9becb42e-2308-4839-bbac-b4ec6baa4f3d.jpeg","url":"https://www.getapp.co.nz/software/2047990/centrex","@type":"ListItem"},{"name":"SYDLE ONE","position":2,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/df9cca78-d396-43fc-90f1-d7994fe7c230.png","url":"https://www.getapp.co.nz/software/2073317/sydle-one","@type":"ListItem"},{"name":"Toolyt SFA","position":3,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3389cf62-71fb-40c6-8d35-dffeedabd7c7.png","url":"https://www.getapp.co.nz/software/2052545/toolyt-sfa","@type":"ListItem"},{"name":"TreasuryView","position":4,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9528c2b5-c9e4-4624-b447-d50196314902.png","url":"https://www.getapp.co.nz/software/2061129/treasuryview","@type":"ListItem"},{"name":"F-RevoCRM","position":5,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/239c8763-c22a-4541-9980-3fbba9d38fc4.png","url":"https://www.getapp.co.nz/software/2062912/f-revocrm","@type":"ListItem"},{"name":"DigiFi","position":6,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff9c3b06-84a9-474d-8b14-bd698f1c6df3.png","url":"https://www.getapp.co.nz/software/2068471/digifi","@type":"ListItem"},{"name":"Financial Services Cloud","position":7,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3b1c4f0f-6a29-4932-b64e-87a1e58a57d4.png","url":"https://www.getapp.co.nz/software/109459/financial-services-cloud","@type":"ListItem"},{"name":"Chatabox","position":8,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/12f08797-ae09-499e-890d-0404dfa8c2a9.png","url":"https://www.getapp.co.nz/software/2049326/chatabox","@type":"ListItem"},{"name":"4Degrees","position":9,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/da336418-529c-4ee0-9913-56fbdb737662.png","url":"https://www.getapp.co.nz/software/117879/4degrees","@type":"ListItem"},{"name":"Edda","position":10,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b46e918-fc3c-4376-9f74-d0beaf9abdff.png","url":"https://www.getapp.co.nz/software/2046646/edda","@type":"ListItem"},{"name":"Captafi","position":11,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1c1c0214-34a4-4197-9643-16882157c704.jpeg","url":"https://www.getapp.co.nz/software/2053572/captafi","@type":"ListItem"},{"name":"Exact for CRM","position":12,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a1a7fdc2-b126-4f3a-959e-188dcf54c3b3.jpeg","url":"https://www.getapp.co.nz/software/2060658/exact-for-crm","@type":"ListItem"},{"name":"Zenith CRM","position":13,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/146bb575-c209-490e-91ba-e6837a9471ef.jpeg","url":"https://www.getapp.co.nz/software/2074191/zenith-crm","@type":"ListItem"},{"name":"ProBuilt ERP","position":14,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/14748643-26b5-4053-a461-6308efdbed00.png","url":"https://www.getapp.co.nz/software/2082285/probuilt-erp","@type":"ListItem"},{"name":"Onpipeline","position":15,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fae5bf6f-8b80-449e-8058-8b224b704aa6.png","url":"https://www.getapp.co.nz/software/126915/onpipeline","@type":"ListItem"},{"name":"Tier1","position":16,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48ff3a87-47a9-44c5-a111-41fc3484a843.png","url":"https://www.getapp.co.nz/software/2049396/tier1","@type":"ListItem"},{"name":"telecrm","position":17,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cadcf756-57c5-42ab-a2c2-f2ccf2126ae4.jpeg","url":"https://www.getapp.co.nz/software/2056517/telecrm","@type":"ListItem"},{"name":"equisoft/connect","position":18,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4500c11c-e131-42cb-b881-03200aa1c801.png","url":"https://www.getapp.co.nz/software/2063753/equisoft-connect","@type":"ListItem"},{"name":"Togile","position":19,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b70aeb10-9e24-43c8-abbd-da0d3ee18f40.jpeg","url":"https://www.getapp.co.nz/software/2076859/togile","@type":"ListItem"},{"name":"SatuitCRM","position":20,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c7d1ae7-0225-466e-a1c8-6d3365c4e792.png","url":"https://www.getapp.co.nz/software/2079339/satuitcrm","@type":"ListItem"},{"name":"Doxim CRM","position":21,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f593c962-12a6-49f8-ad52-af91edf30a88.png","url":"https://www.getapp.co.nz/software/110313/doxim-crm","@type":"ListItem"},{"name":"Q4 Desktop","position":22,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/479b274d-139e-4b40-9040-a73507909d0b.jpeg","url":"https://www.getapp.co.nz/software/131767/q4-desktop","@type":"ListItem"},{"name":"Allvue","position":23,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46b14a7e-e20c-47e1-a39d-216f5c272656.png","url":"https://www.getapp.co.nz/software/2035787/allvue","@type":"ListItem"},{"name":"Fitsyn","position":24,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c9fac8c-595e-4632-a227-e3c52c827add.png","url":"https://www.getapp.co.nz/software/2047703/fitsyn","@type":"ListItem"},{"name":"Unbox ERP","position":25,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2ae61e4d-52ef-4a67-ac1c-becb5250556b.jpeg","url":"https://www.getapp.co.nz/software/2049412/unbox-erp","@type":"ListItem"}],"numberOfItems":25}
</script>