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
101	DebtPayPro	5	2	-	3.5 / 5.0 / 4.0 / 5.0	Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Learn more about DebtPayPro
102	Rings AI	5	2	-	5.0 / 5.0 / 4.5 / 4.5	Rings AI is a relationship intelligence platform that serves as a CRM or enhances CRMs to help teams map and leverage their networks Learn more about Rings AI
103	UGRU	5	2	-	4.5 / 5.0 / 5.0 / 5.0	The #1 CRM Financial Practice Management Suite. Learn more about UGRU
104	ezTask.io	4.5	2	-	4.0 / 4.0 / 4.0 / 5.0	Task management software and collaboration software with the newest features Learn more about ezTask.io
105	Doxim CRM	4.5	2	-	4.5 / 4.5 / 0.0 / 0.0	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
106	CRMNEXT	4.5	2	-	4.5 / 4.5 / 4.0 / 4.5	CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships. Learn more about CRMNEXT
107	Elements	4.5	2	-	4.5 / 5.0 / 5.0 / 5.0	Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports. Learn more about Elements
108	MeridianLink Engage	5	1	-	5.0 / 5.0 / 5.0 / 5.0	Data‑driven marketing automation for financial institutions to deliver personalized lending and account‑service campaigns. Learn more about MeridianLink Engage
109	Profit CRM	5	1	-	5.0 / 5.0 / 4.0 / 5.0	Management software (CRM) for the Finance and Gaming industries. Enables customer relationship with the most affordable solution Learn more about Profit CRM
110	Fitsyn	5	1	-	5.0 / 5.0 / 4.0 / 0.0	Fitsyn is a white-label, full suite front-end CRM that simplifies your sales cycle and helps your business convert more leads. Learn more about Fitsyn
111	Vestio	5	1	-	5.0 / 5.0 / 5.0 / 5.0	IDS FinTech is a financial software provider, offering wealth and asset management solutions to financial companies in the MENA region. Learn more about Vestio
112	EBP CRM Pro	5	1	-	5.0 / 5.0 / 5.0 / 5.0	This software allows you to collect all the information relating to your customers and prospects and to set up commercial actions. Learn more about EBP CRM Pro
113	Allvue	5	1	-	5.0 / 4.0 / 5.0 / 5.0	Discover a CRM that tracks prospects, investors, and deal opportunities, while keeping crucial information at your fingertips. Learn more about Allvue
114	Unbox ERP	5	1	-	5.0 / 5.0 / 5.0 / 5.0	Unbox has every solution for all your business needs. AP, AR, GL, Stock management, Project management and many more. Free 30 day trail Learn more about Unbox ERP
115	Peso	5	1	-	5.0 / 5.0 / 5.0 / 5.0	Accounts receivable solution that helps businesses with billing and invoicing, customer statements, collection strategies, and more. Learn more about Peso
116	Nasdaq IR Insight	4	1	-	4.0 / 4.0 / 4.0 / 4.0	Nasdaq IR Insight empowers IR teams to measure impact, uncover trends, and demonstrate ROI. Learn more about Nasdaq IR Insight
117	Tabrasa	3	1	-	2.5 / 3.0 / 3.0 / 0.0	Sales and marketing solution with preset campaigns for the mortgage loan sector. Learn more about Tabrasa
118	Q4 Desktop	2	1	-	1.0 / 4.0 / 2.0 / 3.0	The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow. Learn more about Q4 Desktop
119	Practifi	0	0	-	– / – / – / –	Powered by Salesforce, Practifi is the leading CRM purpose-built for wealth management. Learn more about Practifi
120	ISOhub	0	0	-	– / – / – / –	ISOhub is cloud-based CRM software for merchant services that streamlines onboarding, automates residuals, and provides insights. Learn more about ISOhub
121	InvestorFlow	0	0	-	– / – / – / –	The Smarter, Simpler Investor Portal for Asset and Investment Managers Learn more about InvestorFlow
122	IR.Manager	0	0	-	– / – / – / –	IR.Manager is a user-friendly CRM and targeting tool for investor relations professionals Learn more about IR.Manager
123	Silvasoft	0	0	-	– / – / – / –	Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It al Learn more about Silvasoft
124	Altitude	0	0	-	– / – / – / –	AI-native Financial CRM for advisors to manage clients, automate marketing, and drive growth. Learn more about Altitude
125	SolvCRM	0	0	-	– / – / – / –	SolvCRM, a CRM software, streamlines finances, automates tasks, and boosts sales for businesses. Learn more about SolvCRM