Financial CRM

https://www.capterra.com/financial-crm-software/

Niches in this category - the functional product types blended into "Financial CRM" (35)

CRM Software55 Wealth & Financial Advisor CRM19 Investment & Deal Management CRM15 ERP Suite6 Mortgage & Loan Origination CRM6 Business Management Suite for SMBs5 Industry-Specific Vertical Business Software3 Professional Services Automation (PSA) Software3 Marketing Automation Platform3 Loan Origination & Servicing Platform2 Accounts Receivable Automation & Collections Software2 Conversational & Messaging CRM2 Investment Accounting & Portfolio Reporting Platform2 Field Sales & Route Management Software2 Investor Portal & LP Reporting Platform2 Investor Relations & Public Company IR Platform2 Insurance Agency Management & CRM2 Portfolio Management System for Asset & Wealth Managers1 Contact Center & Helpdesk Software1 Small Business Accounting Software1 Accounting Firm Practice Management Software1 Cash Flow & Treasury Management Software1 Sales Engagement & Dialer Platform1 Lead Capture & Lead Management Software1 Invoicing & Billing Software1 Email Client-Integrated CRM1 Sales Intelligence & Prospecting Platform1 No-Code / Low-Code Application Platform1 Digital Business Card & Networking Platform1 Customer Data Platform & AI Personalization1 All-in-One Team Collaboration Suite1 Ecommerce Marketing Automation Platform1 Financial & Investment Analytics Platform1 Banking-as-a-Service & Core Banking Platform1 Credit Risk & Decisioning Platform1

141 products4 pages scraped of 4142 in category4 sponsored15 shortlisted

#	Product	Rating	Reviews	Rec	Ease / Svc / Feat / Value	Description
26	Close	4.7	164	-	4.6 / 4.5 / 4.3 / 4.4	Close is the all-in-one sales engagement CRM designed to help startups and small businesses turn leads into revenue. Learn more about Close
27	Zendesk Sell	4.3	160	-	4.4 / 4.1 / 4.0 / 4.0	Zendesk Sell is sales CRM software that helps you close more deals. Learn more about Zendesk Sell
28	Teamgate	4.8	155	91%	4.9 / 4.9 / 4.7 / 4.8	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
29	Wealthbox	4.7	146	91%	4.8 / 4.5 / 4.4 / 4.7	Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers. Learn more about Wealthbox
30	Method CRM	4.2	139	-	3.9 / 4.2 / 4.1 / 4.0	Method CRM helps QuickBooks users manage quotes, invoices, payments, and customer data with real-time sync. Learn more about Method CRM
31	Corefactors	4.4	132	-	4.4 / 4.4 / 4.3 / 4.3	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
32	Foundersuite	4.7	110	89%	4.6 / 4.8 / 4.4 / 4.4	Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck & ++ Learn more about Foundersuite
33	Dolibarr	4.5	105	85%	4.3 / 3.7 / 4.2 / 4.7	Open source solution for all around business management from customers and orders to invoicing and inventory. Learn more about Dolibarr
34	Contactually	4.3	103	-	4.2 / 4.0 / 4.0 / 3.6	Contactually helps you maintain and strengthen professional relationships. Learn more about Contactually
35	Wingmate	4.6	101	82%	4.7 / 4.7 / 4.4 / 4.4	Simple, compliant CRM for outreach teams. Capture referrals, manage pipelines and territories, and e-sign proposals Learn more about Wingmate
36	OnePageCRM	4.8	97	-	4.8 / 4.8 / 4.4 / 4.8	A super simple and intuitive CRM trusted by small businesses in 80+ countries Learn more about OnePageCRM
37	InfoFlo	4.5	97	-	4.4 / 4.3 / 4.4 / 4.6	Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades Learn more about InfoFlo
38	Efficy CRM	4	90	-	3.9 / 3.8 / 3.9 / 4.0	Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees. Learn more about Efficy CRM
39	Redtail CRM	4.1	85	-	4.0 / 3.9 / 4.0 / 4.2	Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals. Learn more about Redtail CRM
40	servis.ai	4.6	71	-	4.5 / 4.9 / 4.5 / 4.8	FreeAgent CRM is a fully-featured CRM + financial management tool. Invoice quicker to optimize your financial ecosystem. Learn more about servis.ai
41	Escala Shortlist	4.7	69	-	4.7 / 4.9 / 4.6 / 4.6	Grow your financial business with Escala's Financial CRM Software. Learn more about Escala
42	Unanet ERP AE	4.4	69	-	4.0 / 4.6 / 4.1 / 4.3	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
43	Surefire CRM	4.5	55	-	4.1 / 4.4 / 4.4 / 4.4	Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. Learn more about Surefire CRM
44	Total Expert	4.3	48	-	4.1 / 4.5 / 4.0 / 4.3	Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS). Learn more about Total Expert
45	folk	4.5	46	-	4.6 / 4.5 / 4.1 / 4.5	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
46	Backstop	4.3	46	-	4.2 / 4.4 / 4.2 / 4.0	Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. Learn more about Backstop
47	Shape	4.7	44	-	4.7 / 4.6 / 4.7 / 4.6	The most flexible CRM ever created! Learn more about Shape
48	MortgageHalo	4.3	44	-	4.4 / 4.6 / 4.2 / 4.3	Delivers Purchase Leads & Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals Learn more about MortgageHalo
49	Vymo	4.7	41	-	4.5 / 4.6 / 4.5 / 4.7	Sales Acceleration Platform for the world's largest Financial Services Institutions. Learn more about Vymo
50	FLG	4.9	40	-	4.7 / 4.8 / 4.5 / 4.7	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