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Financial CRM Software with Access Controls/Permissions (2026) - Page 2

Last updated: March 2026

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71 software options

LeadSquared logo

Marketing automation and sales execution platform

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All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly.

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Zendesk Sell logo

All-in-one sales platform for sales teams.

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Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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Dolibarr logo

Solutions for On-line businesses

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Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Available as a Cloud solution on On premise.

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InfoFlo logo

HIPAA compaliant case management software

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HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

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Method CRM logo

The most customizable QuickBooks CRM

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Rated #1 by QuickBooks users, Method connects with your accounting software to keep your data accurate with no double entry. Your customers can approve invoices, sign proposals, and make payments online. Easily manage your workflows in one place to close deals faster and improve cash flow.

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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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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Rolldog logo

Customer relationship management solution

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Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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User.com logo

The engine of growth. An all in one solution for user data.

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User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place.

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Dynamo Software logo

Investment Management Software

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Dynamo Software is a modern financial CRM built for asset managers, integrating AI-driven insights, intuitive UX, and robust automation to streamline investor workflows, fundraising, and deal tracking with unmatched efficiency and scalability.

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Total Expert logo

Marketing automation tool for financial services industry

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Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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Backstop logo

Cloud-based investment management platform

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Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

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MadeMarket logo

Customer relationship and deal management platform

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MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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AdvisorEngine logo

Wealth management platform for investment companies

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AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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DealCloud logo

Deals, relationship, and firm management software

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DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

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Altvia logo

Cloud-based private equity CRM solution for Salesforce

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AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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SimpleCRM offers financial institutions tools like Customer360, GPT-powered coaches, R-YaBot, KYC via mobile, and advanced BPM. It ensures secure, compliant, scalable operations with multi-language support, enhancing customer engagement and satisfaction

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Cool Life CRM logo

360° marketing & relationship lifecycle management

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Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

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Centrex logo

Cloud-based CRM software for finance sector

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Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.

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Standard ERP logo

Standard ERP is a powerful system

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Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

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With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

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Heeros PSA logo

All-in-one professional service automation platform

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The professional service automation platform that simplifies the way businesses are run and grown.

It has all: project and resource management, sales, profitability monitoring and more.

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