# Page 2 | Best Financial CRM Software 2026 | Capterra > Page 2 - Find the top Financial CRM software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/financial-crm-software --- # Best Financial CRM Software - Page 2 [## LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly. [Learn more about LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) [4.6 (165)](https://www.capterra.com/p/153130/Forcemanager/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI. [Learn more about Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 84% recommend this product [## Close](https://www.capterra.com/p/132667/Close-io/) [4.7 (164)](https://www.capterra.com/p/132667/Close-io/reviews/) Close is the all-in-one sales engagement CRM designed to help startups and small businesses turn leads into revenue. [Learn more about Close](https://www.capterra.com/p/132667/Close-io/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. [## Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) [4.3 (160)](https://www.capterra.com/p/199865/Zendesk-Sell/reviews/) Zendesk Sell is sales CRM software that helps you close more deals. [Learn more about Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Teamgate](https://www.capterra.com/p/139094/Teamgate/) [4.8 (155)](https://www.capterra.com/p/139094/Teamgate/reviews/) Teamgate CRM powers sales teams to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster. [Learn more about Teamgate](https://www.capterra.com/p/139094/Teamgate/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 91% recommend this product [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) [4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers. [Learn more about Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 91% recommend this product [## Method CRM](https://www.capterra.com/p/130389/Method-CRM/) [4.2 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/) Method CRM helps QuickBooks users manage quotes, invoices, payments, and customer data with real-time sync. [Learn more about Method CRM](https://www.capterra.com/p/130389/Method-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Corefactors](https://www.capterra.com/p/153366/Corefactors/) [4.4 (132)](https://www.capterra.com/p/153366/Corefactors/reviews/) Corefactors is a RevOps-enabling AI-powered CRM software, trusted by 12,000 users across India, SEA, and North America. Manage sales, m [Learn more about Corefactors](https://www.capterra.com/p/153366/Corefactors/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Foundersuite](https://www.capterra.com/p/144844/Foundersuite/) [4.7 (110)](https://www.capterra.com/p/144844/Foundersuite/reviews/) Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck & ++ [Learn more about Foundersuite](https://www.capterra.com/p/144844/Foundersuite/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 89% recommend this product [## Dolibarr](https://www.capterra.com/p/159500/Dolibarr-ERP-CRM/) [4.5 (105)](https://www.capterra.com/p/159500/Dolibarr-ERP-CRM/reviews/) Open source solution for all around business management from customers and orders to invoicing and inventory. [Learn more about Dolibarr](https://www.capterra.com/p/159500/Dolibarr-ERP-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 85% recommend this product [## Contactually](https://www.capterra.com/p/158259/Contactually/) [4.3 (103)](https://www.capterra.com/p/158259/Contactually/reviews/) Contactually helps you maintain and strengthen professional relationships. [Learn more about Contactually](https://www.capterra.com/p/158259/Contactually/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Wingmate](https://www.capterra.com/p/194762/Wingmate/) [4.6 (101)](https://www.capterra.com/p/194762/Wingmate/reviews/) Simple, compliant CRM for outreach teams. Capture referrals, manage pipelines and territories, and e-sign proposals [Learn more about Wingmate](https://www.capterra.com/p/194762/Wingmate/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 82% recommend this product [## OnePageCRM](https://www.capterra.com/p/157679/OnePageCRM/) [4.8 (97)](https://www.capterra.com/p/157679/OnePageCRM/reviews/) A super simple and intuitive CRM trusted by small businesses in 80+ countries [Learn more about OnePageCRM](https://www.capterra.com/p/157679/OnePageCRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## InfoFlo](https://www.capterra.com/p/96628/InfoFlo/) [4.5 (97)](https://www.capterra.com/p/96628/InfoFlo/reviews/) Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades [Learn more about InfoFlo](https://www.capterra.com/p/96628/InfoFlo/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Efficy CRM](https://www.capterra.com/p/149894/Efficy-CRM/) [4.0 (90)](https://www.capterra.com/p/149894/Efficy-CRM/reviews/) Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees. [Learn more about Efficy CRM](https://www.capterra.com/p/149894/Efficy-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) [4.1 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals. [Learn more about Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## servis.ai](https://www.capterra.com/p/167757/FreeAgent-Network/) [4.6 (71)](https://www.capterra.com/p/167757/FreeAgent-Network/reviews/) FreeAgent CRM is a fully-featured CRM + financial management tool. Invoice quicker to optimize your financial ecosystem.  [Learn more about servis.ai](https://www.capterra.com/p/167757/FreeAgent-Network/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Escala](https://www.capterra.com/p/275431/Escala/) [4.7 (69)](https://www.capterra.com/p/275431/Escala/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Grow your financial business with Escala's Financial CRM Software. [Learn more about Escala](https://www.capterra.com/p/275431/Escala/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Unanet ERP AE](https://www.capterra.com/p/130633/Clearview-InFocus/) [4.4 (69)](https://www.capterra.com/p/130633/Clearview-InFocus/reviews/) Unanet A/E is purpose-built ERP for A/E firms and offers Project Management, Business Intelligence, Financials, and more in one system. [Learn more about Unanet ERP AE](https://www.capterra.com/p/130633/Clearview-InFocus/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) [4.5 (55)](https://www.capterra.com/p/202529/Surefire-CRM/reviews/) Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. [Learn more about Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Total Expert](https://www.capterra.com/p/146103/Total-Expert/) [4.3 (48)](https://www.capterra.com/p/146103/Total-Expert/reviews/) Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS). [Learn more about Total Expert](https://www.capterra.com/p/146103/Total-Expert/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## folk](https://www.capterra.com/p/251534/folk/) [4.5 (46)](https://www.capterra.com/p/251534/folk/reviews/) folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 4000+.  [Learn more about folk](https://www.capterra.com/p/251534/folk/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. [Learn more about Backstop](https://www.capterra.com/p/169054/Backstop/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/) [4.3 (45)](https://www.capterra.com/p/173535/MortgageHalo/reviews/) Delivers Purchase Leads & Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals [Learn more about MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Shape](https://www.capterra.com/p/173673/SetShape/) [4.7 (44)](https://www.capterra.com/p/173673/SetShape/reviews/) The most flexible CRM ever created! [Learn more about Shape](https://www.capterra.com/p/173673/SetShape/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Vymo](https://www.capterra.com/p/149715/Vymo/) [4.7 (41)](https://www.capterra.com/p/149715/Vymo/reviews/) Sales Acceleration Platform for the world's largest Financial Services Institutions. [Learn more about Vymo](https://www.capterra.com/p/149715/Vymo/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## FLG](https://www.capterra.com/p/130021/FLG-360/) [4.9 (40)](https://www.capterra.com/p/130021/FLG-360/reviews/) FLG is a simple, powerful, easy to use UK lead management CRM system with a free trial, basic and professional packages.  [Learn more about FLG](https://www.capterra.com/p/130021/FLG-360/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Covve App](https://www.capterra.com/p/255156/Covve/) [4.8 (40)](https://www.capterra.com/p/255156/Covve/reviews/) Covve is designed to help you better manage relationships and create business opportunities [Learn more about Covve App](https://www.capterra.com/p/255156/Covve/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## User.com](https://www.capterra.com/p/225129/Usercom/) [4.6 (36)](https://www.capterra.com/p/225129/Usercom/reviews/) User.com is an advanced marketing and sales system that helps automate personalized communication and streamline business processes. [Learn more about User.com](https://www.capterra.com/p/225129/Usercom/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) AI-powered CRM for ALTS investment firms, centralizing deals, investor relations, fundraising, and research with DynamoAI insights. [Learn more about Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Rolldog](https://www.capterra.com/p/237184/Rolldog-Complete/) [4.9 (33)](https://www.capterra.com/p/237184/Rolldog-Complete/reviews/) CRM and sales enablement solution designed to help businesses manage operations, increase revenue and boost sales. [Learn more about Rolldog](https://www.capterra.com/p/237184/Rolldog-Complete/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Focus Softnet](https://www.capterra.com/p/191388/Centra-Hub-CRM/) [3.9 (31)](https://www.capterra.com/p/191388/Centra-Hub-CRM/reviews/) Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services. [Learn more about Focus Softnet](https://www.capterra.com/p/191388/Centra-Hub-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) [4.9 (27)](https://www.capterra.com/p/136797/RAYNET-CRM/reviews/) Conquer chaos with CRM software. All contacts, deals, your calendar, and your sales pipeline analysis in one place. [Learn more about RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## PipeRun](https://www.capterra.com/p/191615/PipeRun/) [4.8 (26)](https://www.capterra.com/p/191615/PipeRun/reviews/) Sales CRM solution that helps businesses visualize opportunities by receiving leads from Facebook campaigns, chat services, & LinkedIn. [Learn more about PipeRun](https://www.capterra.com/p/191615/PipeRun/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## ConvergeHub](https://www.capterra.com/p/134185/ConvergeHub/) [4.8 (24)](https://www.capterra.com/p/134185/ConvergeHub/reviews/) Built for Growth. Trusted by SMBs. ConvergeHub simplifies customer management by combining sales, marketing, support, and billing into  [Learn more about ConvergeHub](https://www.capterra.com/p/134185/ConvergeHub/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) [4.4 (24)](https://www.capterra.com/p/208919/AdvisorEngine/reviews/) A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations. [Learn more about AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## InsuredMine](https://www.capterra.com/p/175110/InsuredMine/) [4.7 (23)](https://www.capterra.com/p/175110/InsuredMine/reviews/) An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth. [Learn more about InsuredMine](https://www.capterra.com/p/175110/InsuredMine/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## SalesExec](https://www.capterra.com/p/126733/SalesExec/) [4.7 (22)](https://www.capterra.com/p/126733/SalesExec/reviews/) SalesExec helps high-velocity sales teams respond to, route, and convert inbound leads faster through automation. [Learn more about SalesExec](https://www.capterra.com/p/126733/SalesExec/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## DealCloud](https://www.capterra.com/p/139967/DealCloud/) [4.5 (21)](https://www.capterra.com/p/139967/DealCloud/reviews/) Built for financial firms, Intapp DealCloud is a deal management platform that unifies relationship data, deals, and insights to power  [Learn more about DealCloud](https://www.capterra.com/p/139967/DealCloud/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## MadeMarket](https://www.capterra.com/p/265141/MadeMarket/) [4.8 (20)](https://www.capterra.com/p/265141/MadeMarket/reviews/) A purpose-built tool that lets businesses manage relationships, access contacts, build buyer lists, monitor active deals, and more. [Learn more about MadeMarket](https://www.capterra.com/p/265141/MadeMarket/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Teamogy](https://www.capterra.com/p/143529/Teamogy/) [4.8 (17)](https://www.capterra.com/p/143529/Teamogy/reviews/) One system for professional services: new business, projects, team, finances and reporting. Boost collaboration and profitability. [Learn more about Teamogy](https://www.capterra.com/p/143529/Teamogy/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Cool Life CRM](https://www.capterra.com/p/100794/Cool-Life-CRM/) [4.4 (17)](https://www.capterra.com/p/100794/Cool-Life-CRM/reviews/) 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](https://www.capterra.com/p/100794/Cool-Life-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) [3.7 (17)](https://www.capterra.com/p/133901/SmartOffice/reviews/) SmartOffice is a CRM solution tailored for the Financial Services industry designed for financial advisors, RIA's, B/Ds, and Banks. [Learn more about SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Standard ERP](https://www.capterra.com/p/92308/Standard-ERP/) [4.2 (16)](https://www.capterra.com/p/92308/Standard-ERP/reviews/) Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.  [Learn more about Standard ERP](https://www.capterra.com/p/92308/Standard-ERP/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## SimpleWorks](https://www.capterra.com/p/144850/SimpleCRM/) [4.5 (15)](https://www.capterra.com/p/144850/SimpleCRM/reviews/) SimpleCRM’s Financial CRM enhances engagement, compliance, and operations for financial institutions with AI-driven insights. [Learn more about SimpleWorks](https://www.capterra.com/p/144850/SimpleCRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## CentrixOne](https://www.capterra.com/p/196774/CentrixOne/) [4.2 (13)](https://www.capterra.com/p/196774/CentrixOne/reviews/) Made in Canada, CentrixONE is the best CRM for SMEs. Simple. Affordable. Perfect to optimize your sales processes and your revenues. [Learn more about CentrixOne](https://www.capterra.com/p/196774/CentrixOne/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Altvia](https://www.capterra.com/p/128748/AIM/) [4.8 (11)](https://www.capterra.com/p/128748/AIM/reviews/) Altvia reimagines the private capital operating system, helping firms unlock intelligence, deepen relationships, and drive performance  [Learn more about Altvia](https://www.capterra.com/p/128748/AIM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## CreditOnline](https://www.capterra.com/p/137814/creditonline/) [4.6 (11)](https://www.capterra.com/p/137814/creditonline/reviews/) CREDITONLINE (est.2007) currently operates in Europe, South America and Asia and has an experienced development and support team. [Learn more about CreditOnline](https://www.capterra.com/p/137814/creditonline/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Heeros PSA](https://www.capterra.com/p/10001907/Heeros-PSA/) [4.4 (11)](https://www.capterra.com/p/10001907/Heeros-PSA/#reviews) Heeros PSA is a cloud -based solution that helps businesses manage projects, sales, finances, team productivity & more on one platform. [Learn more about Heeros PSA](https://www.capterra.com/p/10001907/Heeros-PSA/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## FPS GOLD Core Banking](https://www.capterra.com/p/172402/FPS-GOLD-Core-Processing/) [4.4 (11)](https://www.capterra.com/p/172402/FPS-GOLD-Core-Processing/reviews/) FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, and more.  [Learn more about FPS GOLD Core Banking](https://www.capterra.com/p/172402/FPS-GOLD-Core-Processing/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management Page 2 of 4 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (142) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Alerts/Notifications Campaign Management Client Management Collaboration Tools Contact Management Customer Database Data Import/Export Document Management Email Marketing Expense Tracking Financial Management For Financial Institutions Generative AI Lead Management Marketing Automation Pipeline Management Relationship Tracking Team Assignments Territory Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Insurance CRM Software](https://www.capterra.com/insurance-crm-software/)[Social CRM Tools Software](https://www.capterra.com/social-crm-tools-software/)[Healthcare CRM Software](https://www.capterra.com/healthcare-crm-software/)