Top Financial CRM Software Products

2,000+ businesses use Capterra each week to find the right software.


FEATURED PRODUCTS

Pipedrive is a sales tool for entrepreneurs and small teams with big ambitions. It provides a visual, dynamic representation of your sales pipeline and helps to make sure conversations, financial applications, and other important activities don't get lost. Financial professionals really like it because it is easy to use and intuitive. The CRM is also great for sales forecasting, and its integrations with other software such as Google Apps, MailChimp and Zapier, allow for a seamless sales process View Profile

Pipedrive is a highly visual sales tool that helps manage complex processes from start to finish, making sure no deals get dropped. View Profile

Salesforce

by Salesforce.com

Wealth management system that allows advisors to connect with clients in whole new ways. Our powerful financial management CRM provides robust tools to collaborate in real-time. Advisors can connect with their client 1:1 on every investment decision and prepare for life events to best ensure they're meeting their goals, and managing their wealth intelligently. View Profile

From Main Street banking to Wall Street investing, the financial services industry is being disrupted by digital, social, and mobile in View Profile

Step into the 21st century with the HubSpot CRM, an easy to use CRM system that eliminates manual work and actually helps your sales team sell. It's free, and you can start using it right now. The HubSpot CRM allows you to keep all your contacts in one centralized, customizable database, automatically logs every interaction for you, and crawls the internet for you, keeping track of over 13M companies (and growing). Best for companies with 10-200 employees. View Profile

HubSpot CRM is the 100% free, flexible, and intuitive CRM that your sales team will love. View Profile

Freshsales is a full-fledged Online CRM made for high-velocity sales teams, packed with features such as, built-in phone, integrated email, user behavior tracking, deal management, reporting and more. View Profile

Freshsales is a full-fledged Online CRM made for high-velocity sales teams, packed with features such as, built-in phone, integrated em View Profile

Grow sales. Save time. Get organized. 23,000 thriving small businesses use Infusionsoft. Discover how Infusionsoft, the only all-in-one automated sales & marketing software built exclusively for small businesses, has helped them grow sales, save time and stay on top of it all. Automate your marketing processes from lead capture to email marketing to CRM and beyond. Watch the software demo now! View Profile

Automate your sales and marketing processes. Grow sales. Save time. Get organized. Watch the software demo now! View Profile

BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. View Profile

Small business software to manage leads, customer information, contact history and reminders, and emails. View Profile

Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. View Profile

Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. View Profile

Base enables sales teams to sell more efficiently with less effort. With a powerful all-in-one CRM platform that increases rep adoption and automates data capture, sales reps get a tool that simplifies their daily lives allowing them to focus on revenue generation. Base automatically analyzes data to provide sales leaders with the actionable insights they need to coach team performance and accelerate revenue growth in a way that's measurable, repeatable and scalable. View Profile

Base helps sales teams win more deals by automating tasks and providing actionable insights to grow sales with our all-in-one platform View Profile

Really Simple Systems Cloud CRM is an easy to use system covering sales, marketing and customer service & support for Financial services. Designed for small and medium B2B organizations, the system runs on all devices. Email Marketing is built-in so there is no need to use a third party product for sending newsletters. Start with our Free CRM and upgrade as your business grows. With over 17,000 users, Really Simple Systems is one of the largest Cloud CRM suppliers. View Profile

Easy to use CRM covering sales, marketing and customer service & support for Financial services. Start for free with a two user system. View Profile

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. View Profile

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution. View Profile

Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you. View Profile

Contactually is a simple, effective way to get more from your network by helping you stay top of mind with your most important contacts View Profile

#1 Marketing Platform for financial advisors. View Profile

#1 Marketing Platform for financial advisors. View Profile

Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt. View Profile

Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt. View Profile

Complete customer lifecycle management for the entire financial services industry. View Profile

Complete customer lifecycle management for the entire financial services industry. View Profile

SalesforceIQ

by SalesforceIQ

Customer relationship management software that eliminates manual data entry and uses data science to help users make better decisions View Profile

Customer relationship management software that eliminates manual data entry and uses data science to help users make better decisions View Profile

CRM that is tailored to financial and insurance advisors to improve business processes, develop client engagement and remain compliant. View Profile

CRM that is tailored to financial and insurance advisors to improve business processes, develop client engagement and remain compliant. View Profile

ConvergeHub

by ConvergeHub

ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs. View Profile

ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs. View Profile

Method CRM

by Method Integration

#1 CRM for Small Businesses Who Use QuickBooks. Work Get Easier When You Keep Your Customer and Financial Data All In One Place. View Profile

#1 CRM for Small Businesses Who Use QuickBooks. Work Get Easier When You Keep Your Customer and Financial Data All In One Place. View Profile

Platformax

by Platformax

Sales automation platform that covers the whole sales process from initial "hello good day!" to the "here is your product please pay". View Profile

Sales automation platform that covers the whole sales process from initial "hello good day!" to the "here is your product please pay". View Profile

Cool Life CRM

by Cool Life CRM

Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight. View Profile

Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight. View Profile

DealCloud

by DealCloud

Investors and advisors come to DealCloud to power their deal teams. View Profile

Investors and advisors come to DealCloud to power their deal teams. View Profile

Cloud CRM and Sales Force Automation, Marketing Automation, Support, Quotes, Billing & Invoicing, Big Data Cloud. Customized SaaS CRM. View Profile

Cloud CRM and Sales Force Automation, Marketing Automation, Support, Quotes, Billing & Invoicing, Big Data Cloud. Customized SaaS CRM. View Profile

Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management. View Profile

Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management. View Profile

ProTrak Advantage

by ProTrak International

An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms View Profile

An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms View Profile

The #1 CRM Financial Practice Management Suite. View Profile

The #1 CRM Financial Practice Management Suite. View Profile

Built for Financial Institutions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients. View Profile

Built for Financial Institutions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients. View Profile

Futurelabs CRM

by Futurelabs CRM

A Unique CRM solution for SMEs with focus on design, simplicity, automation of process through workflows and gamification. View Profile

A Unique CRM solution for SMEs with focus on design, simplicity, automation of process through workflows and gamification. View Profile

SatuitCRM

by Satuit Technologies

CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm. View Profile

CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm. View Profile

Bank information system that addresses all aspects of modern bank management View Profile

Bank information system that addresses all aspects of modern bank management View Profile

360 View CRM

by inBusiness Services

360 View CRM is a web-based software that was developed by financial institutions for financial institutions. View Profile

360 View CRM is a web-based software that was developed by financial institutions for financial institutions. View Profile

Account360

by Saylent Technologies

Customer relationship data analytics platform for financial institutions. View Profile

Customer relationship data analytics platform for financial institutions. View Profile

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. View Profile

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. View Profile

Core Trac helps financial institutions deliver consistent, tailored and memorable experiences to clients and simplifies CRM data. View Profile

Core Trac helps financial institutions deliver consistent, tailored and memorable experiences to clients and simplifies CRM data. View Profile

A solution for customer relationship management through scoring and analysis. View Profile

A solution for customer relationship management through scoring and analysis. View Profile

Innovative process-driven CRM for banks and financial institutions to streamline customer-facing processes View Profile

Innovative process-driven CRM for banks and financial institutions to streamline customer-facing processes View Profile

Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. View Profile

Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. View Profile

CANNEX Interface

by Strategic Information Technology

Portfolio Plus integrates with CANNEX enabling you to manage each stage of the term deposit broker purchasing cycle. View Profile

Portfolio Plus integrates with CANNEX enabling you to manage each stage of the term deposit broker purchasing cycle. View Profile

CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions. View Profile

CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions. View Profile

Foundersuite

by Foundersuite

Foundersuite makes the leading Investor CRM for raising capital plus an Investor Database and Investor Updater tools. View Profile

Foundersuite makes the leading Investor CRM for raising capital plus an Investor Database and Investor Updater tools. View Profile

GaleForce CRM for Banking

by GaleForce Solutions

An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions. View Profile

An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions. View Profile

Infocorp Analyzer

by Infocorp Group

Enables you to make strategic decisions based on statistics, access trends and the use of your channels View Profile

Enables you to make strategic decisions based on statistics, access trends and the use of your channels View Profile

Entity management and company secretarial software solution used by leading fiduciary services organizations. View Profile

Entity management and company secretarial software solution used by leading fiduciary services organizations. View Profile

irsLogics

by Intellirose Solutions

Web-based CRM software for tax resolution firms. View Profile

Web-based CRM software for tax resolution firms. View Profile

Jobstream 9

by Jobstream Group

A software platform that serves the specialist accounting and administration requirements of trust companies. View Profile

A software platform that serves the specialist accounting and administration requirements of trust companies. View Profile

Kronos Finance

by Kronos Technologies

Web and mobile application tailor-made for finance and insurance professionals to automate client management and daily tasks. View Profile

Web and mobile application tailor-made for finance and insurance professionals to automate client management and daily tasks. View Profile

Living Systems Process Suite

by Whitestein Technologies

LSPS from Whitestein is the most advanced, intelligent BPMS available today. View Profile

LSPS from Whitestein is the most advanced, intelligent BPMS available today. View Profile

Magnifinance

by MagniFinance

Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard View Profile

Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard View Profile

MyPlanMap

by MyPlanMap

Scale your financial planning practice easily through this instant client engagement system. View Profile

Scale your financial planning practice easily through this instant client engagement system. View Profile

NexJ Contact

by NexJ Systems

Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. View Profile

Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. View Profile

It provides vital financial information and key financial indicators of your business whenever you want them. View Profile

It provides vital financial information and key financial indicators of your business whenever you want them. View Profile

RADAR

by Assetbook

Portfolio management system for investment advisers that provides a combination of web based software and personalized service. View Profile

Portfolio management system for investment advisers that provides a combination of web based software and personalized service. View Profile

SalesPage

by SalesPage Technologies

Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies. View Profile

Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies. View Profile

SeedRM

by Lenox Park Solutions

SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers. View Profile

SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers. View Profile

Union.digital

by Union Financial Technologies

Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. View Profile

Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. View Profile

Filter Results (54)

Product Rating

Number of Users

Deployment

Features