CRM Software with Financial Analysis

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14 apps

Accelo   

134
Automation software for all Professional Service Businesses
Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device. Read more about Accelo
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Automation software for all Professional Service Businesses
Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device. Read more about Accelo
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Scoro   

138
All-in-one business management software.
Scoro is an award-winning end-to-end project & business management solution which enables you to control your entire workflow in one place. Read more about Scoro
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All-in-one business management software.
Scoro is an award-winning end-to-end project & business management solution which enables you to control your entire workflow in one place. Read more about Scoro
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Kaseya BMS   

19
Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS
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Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS
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JobNimbus  

424
The Most Flexible & Easiest to Use Home Services Software
JobNimbus is the hub to track your sales and production. Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business. Read more about JobNimbus
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The Most Flexible & Easiest to Use Home Services Software
JobNimbus is the hub to track your sales and production. Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business. Read more about JobNimbus
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NetSuite  

574
The World’s Leading, Most Deployed Cloud ERP Solution
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. Read more about NetSuite
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The World’s Leading, Most Deployed Cloud ERP Solution
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. Read more about NetSuite
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MagHub  

53
End-to-End Media Publishing Solution
MagHub is your complete ERP solution, created to help you leverage your sales process, increase revenue, and manage your client relationships. With dozens of other integrations and modules available, your entire publishing business is managed with MagHub. Read more about MagHub
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End-to-End Media Publishing Solution
MagHub is your complete ERP solution, created to help you leverage your sales process, increase revenue, and manage your client relationships. With dozens of other integrations and modules available, your entire publishing business is managed with MagHub. Read more about MagHub
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Acumatica Cloud ERP  

30
Connected business. Delivered.
Acumatica Customer Management at https://www.acumatica.com/cloud-erp-software/customer-management/ Read more about Acumatica Cloud ERP
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Connected business. Delivered.
Acumatica Customer Management at https://www.acumatica.com/cloud-erp-software/customer-management/ Read more about Acumatica Cloud ERP
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Financial Services Cloud  

0
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device. Read more about Financial Services Cloud
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The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device. Read more about Financial Services Cloud
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Dynamics 365  

3,725
ERP and CRM applications from Microsoft
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools. Read more about Dynamics 365
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ERP and CRM applications from Microsoft
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools. Read more about Dynamics 365
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Flowlu  

44
Online project management & collaboration suite
Easily manage new sales opportunities and sales funnels, track interaction with your customers, plan new activities and store your email communication in one single place. Read more about Flowlu
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Online project management & collaboration suite
Easily manage new sales opportunities and sales funnels, track interaction with your customers, plan new activities and store your email communication in one single place. Read more about Flowlu
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PROMYS CRM Help Desk PSA  

27
Cloud-based CRM, Help Desk, and PSA software.
CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information. Read more about PROMYS CRM Help Desk PSA
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Cloud-based CRM, Help Desk, and PSA software.
CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information. Read more about PROMYS CRM Help Desk PSA
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Ellucian  

92
Suite of operations tools for higher education
Ellucian is a suite of operations tools for higher education institutions with modules for enterprise resource planning (ERP), student information systems (SIS), constituent relationship management, & analytics. It offers mobile apps, third party integrations & student self service. Read more about Ellucian
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Suite of operations tools for higher education
Ellucian is a suite of operations tools for higher education institutions with modules for enterprise resource planning (ERP), student information systems (SIS), constituent relationship management, & analytics. It offers mobile apps, third party integrations & student self service. Read more about Ellucian
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HarmonyPSA  

18
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
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The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
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Atlas CRM  

1
Customer information management for Atlassian tools
See the bigger picture by integrating and managing your customer information & sales across Atlassian tools. Read more about Atlas CRM
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Customer information management for Atlassian tools
See the bigger picture by integrating and managing your customer information & sales across Atlassian tools. Read more about Atlas CRM
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