All categories
Niches in this category - the functional product types blended into "Financial CRM" (35)
CRM Software55Wealth & Financial Advisor CRM19Investment & Deal Management CRM15ERP Suite6Mortgage & Loan Origination CRM6Business Management Suite for SMBs5Industry-Specific Vertical Business Software3Professional Services Automation (PSA) Software3Marketing Automation Platform3Loan Origination & Servicing Platform2Accounts Receivable Automation & Collections Software2Conversational & Messaging CRM2Investment Accounting & Portfolio Reporting Platform2Field Sales & Route Management Software2Investor Portal & LP Reporting Platform2Investor Relations & Public Company IR Platform2Insurance Agency Management & CRM2Portfolio Management System for Asset & Wealth Managers1Contact Center & Helpdesk Software1Small Business Accounting Software1Accounting Firm Practice Management Software1Cash Flow & Treasury Management Software1Sales Engagement & Dialer Platform1Lead Capture & Lead Management Software1Invoicing & Billing Software1Email Client-Integrated CRM1Sales Intelligence & Prospecting Platform1No-Code / Low-Code Application Platform1Digital Business Card & Networking Platform1Customer Data Platform & AI Personalization1All-in-One Team Collaboration Suite1Ecommerce Marketing Automation Platform1Financial & Investment Analytics Platform1Banking-as-a-Service & Core Banking Platform1Credit Risk & Decisioning Platform1
141 products4 pages scraped of 4142 in category4 sponsored15 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 1 | Zoho CRM AdShortlist | 4.3 | 6,972 | - | 4.2 / 4.1 / 4.3 / 4.3 | Zoho CRM is an AI-powered sales CRM that helps banks and financial service firms automate business processes and accelerate efficiency. Learn more about Zoho CRM |
| 2 | 4.7 | 730 | 88% | 4.8 / 4.5 / 4.5 / 4.7 | 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 | |
| 3 | HubSpot CRM AdShortlist | 4.5 | 4,458 | - | 4.4 / 4.4 / 4.4 / 4.3 | Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers. Learn more about HubSpot CRM |
| 4 | Creatio CRM AdShortlist | 4.7 | 133 | 90% | 4.7 / 4.7 / 4.7 / 4.7 | Best-in-class financial services CRM and workflow platform with no-code and AI at its core. Learn more about Creatio CRM |
| 5 | Pipedrive Shortlist | 4.5 | 3,050 | 81% | 4.5 / 4.4 / 4.3 / 4.4 | 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 |
| 6 | NetSuite Shortlist | 4.2 | 2,039 | - | 4.0 / 3.8 / 4.2 / 3.9 | Web-based & AI-powered enterprise resource planning (ERP) tool that gives businesses the visibility & control needed to make decisions. Learn more about NetSuite |
| 7 | Nimble Shortlist | 4.4 | 1,868 | - | 4.3 / 4.3 / 4.2 / 4.3 | Nimble is the AI-driven CRM for smarter email marketing, engagement, sales, and business growth. Learn more about Nimble |
| 8 | Keap Shortlist | 4.1 | 1,298 | - | 3.6 / 4.0 / 4.1 / 3.8 | The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. Learn more about Keap |
| 9 | Bitrix24 Shortlist | 4.2 | 990 | - | 4.0 / 4.0 / 4.3 / 4.2 | Bitrix24 is the fastest growing free CRM software used by over 15 million companies worldwide. Email marketing, quotes, invoicing, more Learn more about Bitrix24 |
| 10 | 4.7 | 907 | 84% | 4.5 / 4.8 / 4.6 / 4.7 | AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. Learn more about EngageBay CRM | |
| 11 | 4.5 | 822 | - | 4.4 / 4.6 / 4.3 / 4.4 | The best CRM for financial companies. Helps you with Clients, Sales, and Projects. All from Microsoft Outlook and Teams. Learn more about eWay-CRM | |
| 12 | 4.4 | 708 | - | 4.2 / 4.7 / 4.3 / 4.7 | Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more. Learn more about Apptivo | |
| 13 | 4.3 | 684 | - | 4.2 / 4.0 / 4.2 / 4.0 | The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance Learn more about Sage Intacct | |
| 14 | 4.7 | 680 | 87% | 4.6 / 4.7 / 4.5 / 4.6 | HoneyBook is a client management software that helps small businesses handle proposals, contracts, invoices, payments, and projects. Learn more about HoneyBook | |
| 15 | Less Annoying CRM Shortlist | 4.8 | 649 | 95% | 4.9 / 4.9 / 4.5 / 4.9 | Less Annoying CRM is for small businesses outgrowing spreadsheets. Get simple tasks, contacts, & leads without the CRM complexity. Learn more about Less Annoying CRM |
| 16 | 4.4 | 622 | - | 4.5 / 4.3 / 4.1 / 4.1 | CRM solution that helps businesses manage contacts, deals, leads, pipelines, communications, and more in a unified interface. Learn more about Copper | |
| 17 | Freshsales Shortlist | 4.5 | 621 | 82% | 4.4 / 4.4 / 4.4 / 4.4 | Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales |
| 18 | 4.1 | 471 | - | 3.6 / 4.0 / 4.0 / 3.7 | Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt. Learn more about Deltek Vision | |
| 19 | monday CRM Shortlist | 4.7 | 461 | 85% | 4.7 / 4.6 / 4.5 / 4.5 | monday CRM enables revenue teams to improve efficiency at every stage of the customer journey. Learn more about monday CRM |
| 20 | Spotler CRM Shortlist | 4.5 | 453 | - | 4.5 / 4.6 / 4.2 / 4.5 | The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth. Learn more about Spotler CRM |
| 21 | Maximizer CRM Shortlist | 4.1 | 366 | - | 3.9 / 4.0 / 3.9 / 3.8 | Maximizer CRM for Financial Advisors streamlines organization, ensures compliance, and prepares for growth. Learn more about Maximizer CRM |
| 22 | Daylite for Mac Shortlist | 4.6 | 361 | 83% | 4.4 / 4.6 / 4.5 / 4.4 | Daylite helps service-based businesses manage clients, projects, and new client opportunities in one app — driving their growth. Learn more about Daylite for Mac |
| 23 | 4.5 | 291 | - | 4.4 / 4.2 / 4.2 / 4.2 | Automate time-consuming admin tasks. Manage clients, online scheduling, billing & invoicing, documents & more- all from one place. Learn more about vcita | |
| 24 | 4.4 | 204 | - | 4.3 / 4.1 / 4.3 / 4.3 | Kommo is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more. Learn more about Kommo | |
| 25 | 4.3 | 167 | - | 4.3 / 4.3 / 4.2 / 4.2 | All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly. Learn more about LeadSquared |