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CRM Software with Financial Management (2026) - Page 2

Last updated: April 2026

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173 software options

Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.

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Accelo logo

Transform the way you manage client work

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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.

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Sage 100 logo

Enterprise resource planning software

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Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

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FranConnect logo

Franchise software for the entire franchise lifecycle

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FranConnect is a cloud-based franchise management solution designed for managing the entire franchise lifecycle, including franchisee onboarding, field ops, customer relationship management, sales, financial data management, communications, training, marketing, performance tracking, and more.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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17hats logo

The Premier Small Business Management Platform

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17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items, urgent notifications, upcoming calendar events, and weather forecasts to streamline daily operations.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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Obat logo

Comprehensive tool designed for construction specialists

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Obat is a tool designed for building specialists. It offers a host of relevant features which can be adapted to meet the requirements of small and large companies in this sector. Obat also includes an invoicing function with customizable documents available in company colors.

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WORKetc logo

Business management system for SMBs

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WORKetc helps to manage the customer lifecycle from lead capturing, assigning & nurturing, to sales pipeline and contact management, to interaction tracking.

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Dolibarr logo

Solutions for On-line businesses

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Dolibarr provide features to manage opportunities, quotes, mass e-mailings and can then convert them into its ERP area.

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Visual Planning logo

Resource management, scheduling and planning solution

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Visual Planning integrates contact, task, and schedule management in one place. Track leads, monitor customer interactions, and plan follow-ups with visual dashboards. Ensure your teams have real-time access to client data for better relationships and sales outcomes.

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ROLLER logo

Payment processing, venue and ticketing management platform

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CRM modules from ROLLER manage and analyze interactions and data over the course of the customer journey cycle. Our smart CRM allows you to better segment and target your customers with marketing communications and simplifies processes to save you time.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done.

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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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Virtuagym logo

All-in-One Gym, Studio & PT Management Software

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Virtuagym is the ultimate solution for club managers looking to take their club to the next level with powerful member engagement. Ready for all the to improve efficiency and member engagement, but most importantly, boost your profits?? Book your demo and get ready to transform your club.

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FURIOUS logo

All-in-one ERP built for agencies and consulting firms

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Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.

Replace up to seven disconnected tools and centralize all your operations — CRM, quoting, project management, time tracking, and finance — in a single real-time platform.

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SYSPRO logo

ERP software for manufacturing and distribution businesses

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SYSPRO offers industry-built Enterprise Resource Planning (ERP) software to midmarket manufacturing and distribution businesses. The solutions provide processes and tools to assist manufacturers and distributors to manage data and gain key business insights for improved decision making.

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Salesforce Customer360 logo

Comprehensive Salesforce Suite

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Salesforce Customer 360 is a suite that encompasses a range of solutions designed to help businesses connect with their customers in a whole new way.

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billage logo

Cloud-based invoicing and CRM software for SMBs

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billage is an online CRM and client billing & invoicing solution for freelancers, micro-enterprises and small businesses

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ServiceOS logo

Field service management solution

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ServiceOS is designed to automate countless interactions for you. From crew management and job scheduling to invoicing and payments. The future is now and taking your business to the next level has never been easier.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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OneHash CRM is a comprehensive business management solution that helps SMEs to record all their business transactions in a single system. With OneHash CRM, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Velneo logo

Build any kind of business applications.

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Build any business management application with Low-Code, you have the power to create your application alone or together with us, all in one place.

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