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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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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
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.
Learn more about Pipedrive
Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
monday sales CRM is great for financial institutions. Keep track of your customers, transaction history, and records all in one place.
Learn more about monday sales CRM
monday sales CRM is a great CRM software for financial institutions of all sizes. Keep track of your customers, contact details, transaction history, and records all in one place. You can use smart and visual boards to assign items, automate emails, set reminders, manage your goals, and share files.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign 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.
Learn more about Freshsales
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.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.
Learn more about Bigin by Zoho CRM
We built a dedicated CRM for small businesses to help bridge the gap between lost leads and messy spreadsheets.
With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove!
Bigin brings you everything you need—multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease.
Learn more about Bigin by Zoho CRM
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Easy-to-use, affordable, small business contact manager to track contacts, schedule follow-ups, and manage workflows.
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
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Zoho CRM is an online management platform for financial service firms of all sizes to centralize functions & accelerate efficiency.
Learn more about Zoho CRM
Zoho CRM is an omnichannel, scalable software solution for financial institutions like banks, credit unions, and insurance companies, investment services of all sizes. Accelerate efficiency with a client information database, account management system, transaction history, performance dashboards, AI-powered conversational assistant, and support tools to stay ahead of the competition. Integrate with 40+ native apps and 500+ popular third-party apps.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- 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
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
NetSuite, the world’s #1 cloud ERP, gives you the visibility and control you need to make smart decisions and grow with confidence.
NetSuite is an all-in-one cloud business management solution that helps more than 37,000 organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, and supply chain and warehouse operations, NetSuite gives companies clear visibility of their information and control of their business.
Learn more about NetSuite
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign 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.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Bitrix24 is the fastest growing free CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing, more
Bitrix24 is the leading free online CRM software used by over 12 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
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign 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
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign 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.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Tools for independent business owners: invoices, contracts, scheduling, and more.
Get started with a 7 day free trial today.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant.
Small business owners and freelancers have used HoneyBook to increase their bookings and save time.
Start your 7 day free trial today.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
The best CRM for financial companies. Helps you with Clients, Sales, and Projects. It's great because it sits right inside Outlook.
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.
Learn more about eWay-CRM
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign 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.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.
Really Simple Systems CRM is the natural selection for financial services, providing a powerful yet easy to use solution to track and manage your sales. Designed for growing teams working B2B, our affordable CRM includes everything you need to manage your customer relationships and drive sales growth. Customizable to suit your needs, there's a wealth of reporting features and custom dashboard charts that track real-time data for actionable insights.
Learn more about Really Simple Systems CRM
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign 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
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Maximizer CRM for Financial Advisors streamlines organization, ensures compliance, and prepares for growth.
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.
Learn more about Maximizer CRM
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign 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
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign 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.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Close is the all-in-one sales engagement CRM designed to help startups and small businesses turn leads into revenue.
Close is the sales CRM designed to help SMBs and startups turn leads into revenue. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads from one inbox.
Packed with productivity tools like custom workflows, Call Assistant, Predictive Dialer, cold email automation, and sales enablement tools, you'll reach more leads, follow up more often and grow revenue fast.
Learn more about Close
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly.
LeadSquared’s Financial CRM empowers your field force, tele-sales, marketing & collections processes. It also automates document collection (With Self-Serve Portals) & verification processes for all your products & teams. Identify credit-worthy customers, segment them based on their product requirement (Health Insurance, Home Loan, Credit Card, etc) and send out personalised communication using our platform. Get intuitive reports for all important metrics to analyse & make incremental progress
Learn more about LeadSquared
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Kommo is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
Kommo is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
Learn more about Zendesk Sell
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Teamgate CRM powers sales teams to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.
Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise.
We pride ourselves on empowering Sales and Sales teams to increase their speed of execution across the entire sales cycle.
With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Automate lead management workflows, run multi-stage multichannel marketing campaigns, build scoring and qualification models with ML/AI
Creatio CRM for Financial Industry offers an award-winning CRM, a great variety of financial apps, and unlimited freedom of innovation with no-code development tools! Creatio CRM enables financial companies to streamline and automate lead management workflows, run multi-stage multichannel marketing campaigns, build intelligent scoring and qualification models with ML/AI tools, and many more. With Creatio no-code tools, you can do as much as replicate your company’s very DNA in a digital form.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Contactually helps you maintain and strengthen professional relationships.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice.
With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.
Learn more about Dolibarr
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between.
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.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync.
We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user!
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees.
At last, a CRM solution that adapts to your needs. Efficy is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy CRM is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy CRM.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Intuitive solutions earning powerful results to help commercial service businesses dominate their competition.
Wingmate engages your field staff, on the go, to generate new sales, improve service & communicate in real-time. Our solution is comprised of a Mobile App for your staff on the move to capture/report intel and send it back to your team at the office. Our Simple CRM - management dashboard (Web-based CRM) enables two-way communication & tracking between both your sales staff and team in the field.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.
Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
FreeAgent is a fully-featured CRM that helps your team get more done with a powerful, easy-to-use sales platform your team will love.
FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love.
Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Unanet A/E is purpose-built ERP for A/E firms and offers Project Management, Business Intelligence, Financials, and more in one system.
Unanet A/E, powered by Clearview, is a purpose-built ERP for architecture and engineering firms and offers Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM in one system. Powerful analytics dashboards allow businesses to gain greater visibility and control, analyze data in real time, and drive their business forward. Unanet Connect is the first and only open integration platform that integrates Unanet with hundreds of applications.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
#1 Action-Focused Sales CRM for Small Business. Focus on the Next Action, follow up with every lead, and stay in control of your sales.
OnePageCRM is the 1st action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Any questions? We offer support via email, phone and chat.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions.
Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business.
With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers.
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
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks, and credit unions.
MortgageHalo, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Grow your financial business with Escala's Financial CRM Software.
Grow your financial business with Escala's Financial CRM Software. Prioritize the ROI of your marketing and sales actions with the easy-to-use CRM. Run effective ad campaigns, and optimize your ad budgets with a friendly dashboard for tracking your marketing and sales KPIs performance. Create Landing Pages too. Send effective email marketing campaigns and much more with Escala. Escala is the best Financial CRM Software for your business. Get more information now!
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Covve is designed to help you better manage relationships and create business opportunities
Covve: Your Personal CRM
Stay in touch effectively with clients and personal connections.
"This simple yet state-of-the-art app will revolutionize your business relationships like you've never seen" - Inc
What you will love about Covve: Reminders to follow up; Notes on your contacts to always be relevant; Tags for organizing and grouping your network; Statistics on your weekly networking progress. Find out more at covve.com. We are always here to help, reach out at [email protected]
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Sales Acceleration Platform for the world's largest Financial Services Institutions.
Vymo is the Sales Acceleration Platform for leading Financial Institutions across the world. It
solves for frontline personnel, sales managers and business leaders through mobility, insights
and industry playbooks.
60+ global financial institutions have deployed Vymo to solve over 18 deep industry-relevant use cases ranging from allocating leads to the best-fit salespeople to identifying potential cross-sell opportunities and driving conversions.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
The most flexible CRM ever created!
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform.
Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer r
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data.
As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
A simple yet powerful financial CRM focused on workflow to automate & control processes. Nothing missed, no opportunity left behind.
FLG is a simple yet powerful financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes.
Perfect for UK small to medium B2C finance businesses that need a CRM with multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics.
Unlike other CRMs, we include 5* UK-based telephone and email support, built-in compliance templates, and we don't make you change your sales process to use it.
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Features
- Expense Tracking
- Lead Management
- Marketing Automation
- Relationship Tracking
- Customer Database
- Data Import/Export
- Email Marketing
- Activity Dashboard
- Client Management
- Document Management
- Campaign Management
