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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. Financial CRM software also provides organizations with marketing analytics capabilities that support such sales efforts as targeted calling and cross-selling. Also see: Banking Systems software, Marketing Automation software, Contact Management software and Customer Relationship Management software. Read more Read less
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Pipedrive
4.5
(3,024)
Local product
Local product
Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.
Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 100,000+ paying customers spanning 179 countries, sales teams are drawn in by our CRM's simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling, with a CRM software that's both agile and powerful.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers.
Learn more about Backstop
Backstop, a service of ION Analytics is an award-winning cloud-based platform that empowers institutional investment firms and alternative asset managers to delivery better decisions with actionable insights, institutional knowledge sharing, while optimizing day-to-day success. Our 1000+ clients use Backstop to centralize qualitative and quantitative data to optimize multi-asset class research, and portfolio management, capital-raising, and investor relations.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Learn more about HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. 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.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Zoho CRM empowers organisations with a complete customer relationship lifecycle management solution.
Learn more about Zoho CRM
Zoho CRM empowers small to large-sized organisations with a complete customer relationship lifecycle management solution for managing organisation-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Maximizer CRM for Financial Advisors streamlines organization, ensures compliance, and prepares for growth.
Learn more about Maximizer CRM
Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Bigin is an affordable, user-friendly CRM designed to help businesses in the financial sector manage their clients effectively.
Learn more about Bigin by Zoho CRM
Bigin is a user-friendly and highly customizable CRM that helps your clients achieve their financial goals. It's packed with a sophisticated array of features at an affordable price and is designed to fit your business like a glove! Here's what you get with Bigin:
*Seamless communication - Reach your contacts via phone, email, social media, WhatsApp, and online meetings.
*A 360° view of your clients and prospects - Access all the customer data you need, from their financial history to their contact details—all from a single place.
*No-code forms - Capture inquiries via your website, ads, and other channels.
*Automation - Automate mundane yet integral tasks like scheduling consultation sessions, sending payment reminders, and more.
* Document collection - Send unique, fortified links to collect financial documents securely.
*Comprehensive dashboards - Measure and track important metrics like your monthly revenue.
*Powerful integrations - Integrate with other Zoho and non-Zoho apps.
Learn more about Bigin by Zoho CRM
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place.
Learn more about 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.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
As the #1 rated CRM by QuickBooks users, Method CRM streamlines your business from lead to repeat and everything in between.
Learn more about Method CRM
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.
Learn more about Method CRM
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
The best CRM for financial companies. Helps you with Clients, Sales, and Projects. It's great because it sits right inside Outlook.
Learn more about eWay-CRM
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android.
It helps manage Customers, Sales, Projects, and Email Campaigns. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently.
The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Learn more about Nimble
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
NetSuite, the world’s #1 cloud ERP, provides the visibility and control needed to make smart decisions, fast, and grow with confidence.
NetSuite is an all-in-one cloud business management software that helps more than 37,000 organisations run their business more effectively. NetSuite automates core processes and provides real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, supply chain, and more, NetSuite gives companies clear visibility of their data and complete control of their business.
Learn more about NetSuite
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
The smarter way for small businesses to do great work
Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Learn more about Keap
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Bitrix24 is the fastest growing free CRM software used by over 15 million companies worldwide. Email marketing, quotes, invoicing, more
Bitrix24 is the leading free online CRM software used by over 15 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. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 18 different languages.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform.
Learn more about EngageBay CRM
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
Learn more about Apptivo
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Tools for independent business owners: invoices, contracts, scheduling, and more.
Get started with a 7 day free trial today.
HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence.
Start your 7 day free trial today.
Learn more about HoneyBook
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.
Learn more about Freshsales
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Local product
Sage Intacct
4.3
(498)
Local product
Local product
Sage Intacct is a web-based, SaaS accounting and financial management software system designed for use by enterprise businesses.
Sage Intacct is a cloud-native growth accounting solution designed to effortlessly provide you with strategic insights enabling you to scale your business. Set your operations apart, leveraging the power of Ai and seamless integrations. Free up time from admin to focus on accelerating growth and driving impactful decision making with key metrics.
Accelerating Growth: Lead a stronger growth strategy for your business by reducing costs, unlocking revenue, and freeing up resources to support your ambitions.
Competitive Advantage: Make faster, smarter decisions and outsmart the competition by leveraging our industry-leading real-time reporting.
Unlock Team Potential: Real-time insights and new tools that empower and delight both your finance team and business users to do their best work.
Return on Investment: Realise the value of your software (and then some) with the savings, profits, and growth from switching to a Growth Accounting Solution.
Learn more about Sage Intacct
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
Learn more about Deltek Vision
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.
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 organisations, 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 Spotler CRM
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
monday CRM enables revenue teams to improve efficiency at every stage of the customer journey.
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before.
To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency.
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency. Keep track of all your communication and documents with clients in one place. Track new deals and manage client projects all in one app. Share with your team. Control permissions for privacy and security. Made for Apple devices - integrate with Apple Mail, share with Apple Contacts and iCal, use Reminders, Siri, and more!
Learn more about Daylite for Mac
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Automate time-consuming admin tasks. Manage clients, online scheduling, billing & invoicing, documents & more- all from one place.
vcita's intuitive CRM allows small businesses to manage, organize and track clients, money and time-related tasks. Automate time-consuming admin tasks, streamline and simplify your payment collection, so you spend less time chasing payments and more time growing your business. Seamlessly integrate with QuickBooks for easy accounting. Estimates, invoices, online payments and processing, client communication and scheduling - all from one single place.
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
Caspio is the world's leading NO-CODE platform for building online database applications without having to write code.
Caspio is the world's leading NO-CODE platform for building financial CRM applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE.
Learn more about Caspio
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Features
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Lead Management
- Marketing Automation
- Activity Dashboard
- Expense Tracking
- Client Management
- Campaign Management
- Document Management
