Financial CRM Software
What is Financial CRM Software and Why is it Essential for Financial Firms?
Financial CRM software is a specialized customer relationship management system tailored for the needs of financial institutions, such as wealth management firms, investment advisors, and insurance agencies. It consolidates client data, tracks interactions, manages sales pipelines, and automates marketing efforts,...
Curated List of Software
At a glance
Showing 118 products
Sage Intacct
4.1
Cloud ERP for Financial Performance
Sage Intacct is a leading cloud-based Enterprise Resource Planning (ERP) solution specifically designed for finance professionals. It offers a comprehensive suite of applications including accounting, contract management, revenue recognition, ...
Project Management & CRM for Professional Services
Deltek Vision is a comprehensive project management and enterprise resource planning (ERP) solution designed specifically for professional services firms. It streamlines operations by integrating customer relationship management (CRM), project...
Unanet AE: Project ERP for Architecture & Engineering Success
Unanet A/E, powered by Clearview, is a comprehensive Enterprise Resource Planning (ERP) solution specifically designed for architecture and engineering firms. It streamlines project management, enhances financial control, and provides powerful...
Dynamo: Streamlining Investment Management for Superior Returns.
Dynamo is a comprehensive, full-stack investment management platform designed for asset managers and allocators. It integrates CRM, deal management, fundraising, research management, investor relations, fund accounting, and secure reporting in...
Freshsales
4.3
Streamline Sales, Accelerate Growth.
Freshsales is a robust, cloud-based sales force automation (SFA) platform designed to empower businesses of all sizes to manage their sales processes effectively. From lead capture and nurturing to deal closure and customer relationship manage...
Close
4.6
Empowering Sales Teams with an All-in-One CRM.
Close is a robust CRM solution designed to accelerate sales for small businesses and startups. It consolidates essential sales tools – email, calling, and SMS – into a single, unified inbox. Beyond communication, Close offers powerful sales au...
Bigin: Simple CRM for Growing Businesses
Bigin by Zoho CRM is a pipeline-focused Customer Relationship Management (CRM) solution specifically designed for small and growing businesses. It streamlines sales processes by providing a centralized platform to manage leads, deals, and cust...
Bitrix24
4.4
Unified Workspace for Growth
Bitrix24 is a comprehensive, all-in-one workspace designed to streamline business operations. It combines a robust CRM system for managing sales, leads, and customer interactions with powerful project management tools, team collaboration featu...
Copper
4.7
The CRM that Works Beautifully with Google Workspace
Copper is a cloud-based CRM solution specifically designed to integrate seamlessly with Google Workspace. It empowers sales teams to build stronger customer relationships, automate workflows, and close more deals directly within their familiar...
monday CRM
4.8
Streamline Sales, Empower Your Team.
monday CRM is a powerful, no-code customer relationship management solution built on the flexible monday.com Work OS. Designed for small to medium-sized businesses, it centralizes your entire sales process – from initial lead capture and pipel...
EngageBay: All-in-One CRM & Marketing Automation for Growth
EngageBay is a comprehensive, cloud-based CRM and marketing automation platform designed to help businesses of all sizes acquire, engage, and convert leads. Combining essential tools like email marketing, marketing automation, a robust CRM, so...
LeadSquared
4.4
Accelerate Sales with Intelligent Marketing Automation
LeadSquared is a robust CRM and marketing automation platform designed to empower businesses of all sizes to capture, nurture, and convert leads more effectively. This cloud-based solution streamlines sales processes, enhances marketing campai...
Zendesk Sell
4.5
Empowering Sales Teams to Close Deals Faster.
Zendesk Sell is a comprehensive sales platform designed to streamline the entire sales process, from lead management to deal closure. It combines the functionality of a CRM with essential sales tools like email integration, a smart dialer, and...
HoneyBook
4.9
Streamline Your Freelance Business
HoneyBook is a comprehensive client relationship management (CRM) and business management platform specifically designed for freelancers, independent contractors, and small businesses. It centralizes essential tools for managing the entire cli...
Wealthbox
4.9
CRM Built for Financial Advisors.
Wealthbox is a cloud-based CRM specifically designed for financial advisors and wealth management firms. It streamlines client relationship management, enhances team collaboration, and integrates seamlessly with popular custodial platforms and...
Streamline Sales, Maximize Results.
Maximizer CRM is a comprehensive customer relationship management solution designed to empower sales teams and drive revenue growth. This powerful platform centralizes lead and account information, enabling effective tracking of sales activiti...
Creatio CRM
4.9
Creatio: The No-Code CRM for Accelerated Business Growth
Creatio is a powerful, no-code CRM and business process automation platform designed to help organizations of all sizes streamline operations, enhance customer experiences, and drive revenue. Offering a comprehensive suite of applications – in...
eWay-CRM
4.6
Streamline Customer Relationships with Outlook Integration
eWay-CRM is a powerful customer relationship management (CRM) solution designed to seamlessly integrate with Microsoft Outlook. It empowers businesses of all sizes to effectively manage customer interactions, sales pipelines, projects, and mar...
Apptivo
4.4
All-in-One Business Management Software
Apptivo is a comprehensive, cloud-based business management platform designed to streamline operations for businesses of all sizes. It combines CRM functionality – including lead management, opportunity tracking, and marketing automation – wi...
Daylite: Streamline Your Business, Simplify Your Life.
Daylite is a comprehensive business management app designed for Mac, iPhone, and iPad, empowering small to medium-sized businesses to manage clients, projects, and sales effectively. Eliminate the chaos of scattered spreadsheets and disconnect...
Redtail CRM
3.9
Streamlining Client Relationships for Financial Professionals
Redtail CRM is a leading cloud-based Customer Relationship Management (CRM) solution specifically designed for the unique needs of financial advisors and wealth management firms. It centralizes client data, streamlines workflows, and enhances ...
Method CRM
4.5
Seamless QuickBooks Integration for Enhanced Customer Management
Method CRM is the leading CRM solution designed specifically for QuickBooks users. It bridges the gap between accounting and customer relationship management, providing a real-time, two-way synchronization of data. This eliminates manual data ...
Total Expert
4.2
Marketing Automation for Financial Growth
Total Expert is a comprehensive marketing automation platform specifically designed for the financial services industry, including banks, credit unions, and lending institutions. It empowers these organizations to streamline customer relations...
Foundersuite
4.8
Investor Management & Fundraising Software
Foundersuite is a comprehensive platform designed to streamline the fundraising process for startups and manage investor relations effectively. Featuring a database of over 230,000 investors, Foundersuite provides tools to build targeted inves...
Vymo
4.9
Empowering Field Sales with Intelligent Automation
Vymo is a mobile-first, AI-powered sales assistant designed to boost the productivity and effectiveness of field sales and service teams. Serving industries like banking, insurance, and pharmaceuticals across the U.S., Middle East, and Asia, V...
Buyer's Guide
Financial CRM software is designed to help financial services firms manage client relationships, streamline operations, and drive growth. This guide will explore the core functionalities of financial CRM, typical pricing models, essential integrations, and how to choose the best solution for your firm's unique needs. Discover how to enhance client engagement, improve operational efficiency, and gain a competitive edge in the financial services industry.
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