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CRM Software with Financial Management (2026) - Page 5

Last updated: April 2026

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173 software options

SurePoint logo

Modern legal management system for mid-sized law firms

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SurePoint® empowers law firms to maximize financial performance and profitability with streamlined workflows and market-leading accounting capabilities.

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AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Accon logo

Enterprise Resource Planning solution

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Accon is a complete ERP that offers features such as accounting, CRM, warehouse management, sales, HHRR, purchases, manufacturing, project management and more.

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Heffl logo

All in one app

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Heffl is an all-in-one business management software designed for SMEs, offering project management, and field service solutions. It allows users to manage leads, schedule jobs, track employee performance, and generate invoices with a cloud-based platform accessible on iOS, Android, and web.

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Unypax logo

Funeral home and cemetry software

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Unypax is a cemetery software designed to help businesses manage funeral plans, benefit cards, receiver and collector applications, equipment, and customer relationships on a unified interface. The platform offers various tools for managing finances, cash flows, portfolios, fleet, access controls and more.

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STEL Order logo

Cloud-based ERP and field service management platform

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STEL Order is a cloud-based ERP and field service management platform that helps businesses streamline key workflows like scheduling, dispatching, invoicing, expense tracking, inventory management, and more. End-to-end document traceability and a full history of interactions with each client.

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RevHelm logo

Cloud-based marketing & sales platform

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RevHelm is a cloud-based marketing & sales tool that helps enterprises optimize sales, marketing and customer management operations.

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ProBuilt ERP logo

Accounting CRM ERP Business Management

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ProBuilt ERP offers a patent-pending ERP system built on Floating Forms and Data Stacking technologies. The platform integrates accounting, sales management, and operations management functionalities into a unified system. Companies can implement ProBuilt directly, license its technology for integration into existing applications, or utilize white-label options that replace multiple separate business tools.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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Deltek Vantagepoint logo

Power project success

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Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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ICS Flow logo

Automate your business, your way.

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ICS Flow by Inspired Change Solutions is a web-based automation platform that streamlines workflows, manages leads, tracks performance, and integrates communication, payments, and more — giving businesses visibility, control, and scalability from one powerful system.

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PBS Systems logo

Elevate Efficiency, Drive Innovation, Power Operations

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Our DMS tools empower auto dealers to build lasting customer relationships, increase vehicle turnover, and achieve long-term sustainability

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Red Falcon logo

Cloud-based ERP software with e-commerce integration tools

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Red Falcon provides entities with the vital growth technologies needed to streamline operations and enhance their competitive edge in trade markets. Key features include inventory control software, CRM support, EC hosting, invoicing and settlements, third-party integrations, and customizations.

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Karanext logo

Karanext, a French ERP platform designed for service firms.

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Karanext is an ERP with an integrated CRM module designed for service companies including IT services firms, engineering consultancies, architecture firms, consulting firms, and financial advisory businesses. It centralizes prospects, clients, and opportunities, automates sales tracking...

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TeamSystem Enterprise logo

ERP platform for small to midsize businesses

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TeamSystem Enterprise is an enterprise resource planning (ERP) platform that optimizes and helps small to midsize businesses streamline workflows through guided configuration, centralized updates, and data security.

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AppBase DCM & BPM Platform logo

AI supported low-code platform for case management solutions

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Eccentex delivers next-generation dynamic case management and business process automation solutions that are enhanced by Eccentex AI Services to help brands and government entities achieve results quickly and easily.

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ERPNext logo

Open-source enterprise resource planning (ERP) software

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ERPNext is a comprehensive, open-source enterprise resource planning (ERP) software that helps businesses streamline their operations. It offers a range of powerful modules, including Accounting, Selling, Buying, CRM, Project Management, and Human Resource Management. ERPNext's modular design allows companies to customize the software to their specific needs, reducing complexity and unifying their entire business performance in a single platform.

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Archipelia logo

Archipelia, Cloud ERP build for your future

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Archipelia's a full web ERP (SaaS) that covers most of the CRM features needed to any businesses from 5 to 500 users. Editor, integrator and host of its ERP, Archipelia allows you a quick change of IS. Cost and time effectiveness, traceability & reliability are the core assets of Archipelia.

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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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Yellow Jersey logo

The New And Easy To Use ERP System

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ERP solution with task manager, CRM (leads/customer management, proposals, online signature, invoicing,) Project management (full suite with task manager, sharing documents, budgets, timesheet), support ticketing, subscription for recurring payments, expense management, contract manage, filesharing

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OpusFlow logo

ERP system for the installation sector

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OpusFlow’s CRM gives installation companies full control of every lead and customer in one place. Track communication, quotes, tasks, and project status with total visibility. Automated follow-ups and connected modules help teams convert faster and deliver a smoother customer journey.

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Zendha Core logo

ERP software designed to improve SME operations

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An ERP software designed to manage operations, commerce, and administrative tasks within businesses and companies. It offers a holistic solution for comprehensive management needs.

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incwo logo

Cloud-based business management software

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incwo is a cloud-based software designed to help businesses in manufacturing, automotive, trading, finance, and other industries manage sales, purchases, inventory, production, and more via a unified portal. The application enables organizations to configure accounting codes for suppliers, customers, expense accounts, and taxes, export entries to journals, connect bank accounts to import and reconcile statements, and handle cashflow.

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Omie logo

ERP system for managing sales & issuing electronic invoices

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Omie is a cloud ERP solution that allows users to manage sales, issue electronic invoices, automate routines, and more. Integration is available with accounting and fiscal tools, and Omie provides inventory control, purchasing, and production capabilities. In Portuguese for the Brazilian market.

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