Financial CRM Software

Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one.

Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders.

Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management.

HubSpot's free CRM is built for financial companies with 10-1,000 employees that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. It helps you manage your pipeline so you can keep deals moving forward. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. It's easy to set up and intuitive to use, so you can get back to closing deals.

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.

Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more.

Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance.

AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.

amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs.

With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line. Maximizer CRM comes loaded with features, all at one simple price. We include modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial, and a 60-day money back guarantee!

Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed for small and mid-sized organizations, this GDPR compliant CRM is easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth.

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 121,000+ investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations.

Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience. The solution provides a complete set of tools for bank front-office and contact center management, allows managing end-to-end sales processes of financial products and services to the bank's corporate clients, as well as multichannel marketing campaigns to boost demand generation. - bank customer journey - bank sales - marketing

Bitrix24 is the leading free online CRM software used by over 3.5 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. The free plan also comes with email marketing and telephony. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 12 different languages.

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.

Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user!

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.

We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today!

FreeAgent helps companies increase lead conversion, align teams, and forecast with confidence with intelligent automation and actionable insights that drive results. Leverage sales+marketing automation, real-time analytics and predictive insights for faster, more predictable growth. FreeAgent connects customer engagement and revenue operations in one place, aligning the entire organization in one platform.

HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device.

Our social CRM for Office 365 and G Suite transforms who you know into how you grow.

Infusionsoft by Keap automates your sales, marketing and business processes in one place, allowing you to close more business.

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

Focus on Relationships, Not Records with Copper and Google. The only CRM built for, used by, and recommended by Google.

Zendesk Sell is sales CRM software built to improve sales productivity, processes and predictability.

Contactually helps you maintain and strengthen professional relationships.

#1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.

MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.

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

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

Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.

Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers.

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

Sidetrade have been trusted by leading companies for over 20 years. Our intelligent AI technologies truly give a competitive edge.

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

Web-based CRM software for tax resolution firms.

CRM software for buy-side investment professionals for the asset management industry.

Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.

The #1 CRM Financial Practice Management Suite.

Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships.

CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.

CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.

Bank information system that addresses all aspects of modern bank management

Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques.

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

Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets.

Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.

CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.

A solution for customer relationship management through scoring and analysis.

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

BroadPoint is an award-winning business & technology consulting firm dedicated to helping organizations solve complex business problems

Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.

Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce.

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

Comprehensive CRM for financial advisors, RIAs and broker-dealers.

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

Customer relationship management software designed for the financial industry for professionals.

Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders

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

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

Helps banks & lenders optimize their loan underwriting processes by training and deploying custom machine learning risk models.

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

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

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

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

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

The business management platform solution for financial advice businesses. Grow your business, your way.

The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.

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

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

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

Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows.

Building the relationship between retailers and their customers