Financial CRM Software

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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. Learn more about Salesforce Essentials

Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month. Learn more about Salesforce Essentials

Backstop

by Backstop Solutions Group

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. Learn more about Backstop

Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop

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. Learn more about Doxim CRM

Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients. Learn more about Doxim CRM

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. Learn more about HubSpot CRM

HubSpot CRM is the 100% free, flexible, and intuitive CRM that your sales and customer service team will love. Learn more about HubSpot CRM

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. Learn more about Zoho CRM

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution. Learn more about Zoho CRM

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. Learn more about Pipedrive

Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive

Sage Intacct

by Sage Intacct

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. Learn more about Sage Intacct

The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance Learn more about Sage Intacct

AIM

by Altvia Solutions

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. Learn more about AIM

Manage fundraising, deal flow, due diligence, and portfolios. For alternative asset fund managers and institutional investors. Learn more about AIM

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. Learn more about amoCRM

amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more. Learn more about amoCRM

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! Learn more about Maximizer CRM for Advisors

Maximizer isn't just another CRM software provider we provide companies with a proven competitive advantage! Learn more about Maximizer CRM for Advisors

Really Simple Systems CRM

by Really Simple Systems

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. Learn more about Really Simple Systems CRM

An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers. Learn more about Really Simple Systems CRM

Foundersuite

by Foundersuite

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. Learn more about Foundersuite

SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. Learn more about Foundersuite

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 Learn more about bpm'online financial services

Innovative process-driven CRM for banks and financial institutions to streamline customer-facing processes Learn more about bpm'online financial services

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. Learn more about Bitrix24

Bitrix24 is the fastest growing free CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more Learn more about Bitrix24

Less Annoying CRM

by Less Annoying CRM

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. Learn more about Less Annoying CRM

Small business software to manage leads, customer information, contact history and reminders, and emails. Learn more about Less Annoying CRM

InfoFlo

by InfoFlo Solutions

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! Learn more about InfoFlo

Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades Learn more about InfoFlo

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. Learn more about Market Quest For Insurance

Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. Learn more about Market Quest For Insurance

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! Learn more about Sticky Advisor

Financial adviser CRM software solution that helps keep a history of all interactions with clients. Learn more about Sticky Advisor

FreeAgent CRM

by FreeAgent Network

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. Learn more about FreeAgent CRM

Increase lead conversion, align teams, and forecast with confidence with the only all-in-one platform for the sales-led business. Learn more about FreeAgent CRM

HarmonyPSA

by Harmony Business Systems

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. Learn more about HarmonyPSA

The next generation of PSA tool. Complete professional services automation package for software and services businesses. Learn more about HarmonyPSA

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

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

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

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

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

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

Copper

by Copper (formerly ProsperWorks)

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

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

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

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

Contactually

by Contactually

Contactually helps you maintain and strengthen professional relationships. Learn more about Contactually

Contactually helps you maintain and strengthen professional relationships. Learn more about Contactually

Method CRM

by Method Integration

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

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

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

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

ConvergeHub

by ConvergeHub

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

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

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. Learn more about Cool Life CRM

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

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

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

Clienteer

by Imagineer Technology Group

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

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

DealCloud

by DealCloud

Investors and advisors come to DealCloud to power their deal teams. Learn more about DealCloud

Investors and advisors come to DealCloud to power their deal teams. Learn more about DealCloud

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

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

ProTrak CRM

by ProTrak International

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

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

irsLogics

by Intellirose Solutions

Web-based CRM software for tax resolution firms. Learn more about irsLogics

Web-based CRM software for tax resolution firms. Learn more about irsLogics

SatuitCRM

by Satuit Technologies

CRM software for buy-side investment professionals for the asset management industry. Learn more about SatuitCRM

CRM software for buy-side investment professionals for the asset management industry. Learn more about SatuitCRM

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

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

The #1 CRM Financial Practice Management Suite. Learn more about UGRU

The #1 CRM Financial Practice Management Suite. Learn more about UGRU

Account360

by Saylent Technologies

Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships. Learn more about Account360

Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships. Learn more about Account360

CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations. Learn more about Junxure Cloud

CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations. Learn more about Junxure Cloud

CRMNEXT

by Acidaes Solutions

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

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

Bank information system that addresses all aspects of modern bank management Learn more about zeb.control

Bank information system that addresses all aspects of modern bank management Learn more about zeb.control

360 View CRM

by inBusiness Services

Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques. Learn more about 360 View CRM

Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques. Learn more about 360 View CRM

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

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

AdvisorEngine

by AdvisorEngine

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

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

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

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

Beanstalk Solutions

by Genesis Contractor Solutions

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

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

A solution for customer relationship management through scoring and analysis. Learn more about Behavia

A solution for customer relationship management through scoring and analysis. Learn more about Behavia

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

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

BroadPoint Engage

by BroadPoint Technologies

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

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

BSI CRM

by BSI Business Systems Integration AG

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

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

Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce. Learn more about Cloud Financial Services CRM

Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce. Learn more about Cloud Financial Services CRM

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

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

EquinoxCRM

by Reliadvisor

Comprehensive CRM for financial advisors, RIAs and broker-dealers. Learn more about EquinoxCRM

Comprehensive CRM for financial advisors, RIAs and broker-dealers. Learn more about EquinoxCRM

Infocorp Analyzer

by Infocorp Group

Enables you to make strategic decisions based on statistics, access trends and the use of your channels Learn more about Infocorp Analyzer

Enables you to make strategic decisions based on statistics, access trends and the use of your channels Learn more about Infocorp Analyzer

InvestorFlow

by InvestorFlow

Customer relationship management software designed for the financial industry for professionals. Learn more about InvestorFlow

Customer relationship management software designed for the financial industry for professionals. Learn more about InvestorFlow

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

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

Jobstream 9

by Jobstream Group

A software platform that serves the specialist accounting and administration requirements of trust companies. Learn more about Jobstream 9

A software platform that serves the specialist accounting and administration requirements of trust companies. Learn more about Jobstream 9

Living Systems Process Suite

by Whitestein Technologies

LSPS from Whitestein is the most advanced, intelligent BPMS available today. Learn more about Living Systems Process Suite

LSPS from Whitestein is the most advanced, intelligent BPMS available today. Learn more about Living Systems Process Suite

Helps banks & lenders optimize their loan underwriting processes by training and deploying custom machine learning risk models. Learn more about Machine Learning Risk Models

Helps banks & lenders optimize their loan underwriting processes by training and deploying custom machine learning risk models. Learn more about Machine Learning Risk Models

Magnifinance

by MagniFinance

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

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

MyPlanMap

by MyPlanMap

Scale your financial planning practice easily through this instant client engagement system. Learn more about MyPlanMap

Scale your financial planning practice easily through this instant client engagement system. Learn more about MyPlanMap

NexJ Contact

by NexJ Systems

Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. Learn more about NexJ Contact

Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. Learn more about NexJ Contact

Optimizer

by Synertree CMS

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

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

It provides vital financial information and key financial indicators of your business whenever you want them. Learn more about PlanMagic Finance Pro

It provides vital financial information and key financial indicators of your business whenever you want them. Learn more about PlanMagic Finance Pro

Practifi

by Practifi

The business management platform solution for financial advice businesses. Grow your business, your way. Learn more about Practifi

The business management platform solution for financial advice businesses. Grow your business, your way. Learn more about Practifi

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

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

SalesPage

by SalesPage Technologies

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

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

SeedRM

by Lenox Park Solutions

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

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

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. Learn more about Union.digital

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

Wealthbox

by Starburst Labs

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

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

Yoyo Wallet

by Yoyo Wallet

Building the relationship between retailers and their customers Learn more about Yoyo Wallet

Building the relationship between retailers and their customers Learn more about Yoyo Wallet

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What is Financial CRM Software?

Financial CRM software helps banks, credit unions and insurance companies to organize and maintain information about their customers including contact details, transaction history and records of previous interactions.


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