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Top Rated Financial CRM Software with Access controls permissions

Last updated: November 2026

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78 software options

Zoho CRM logo

Customer relationship management solution

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Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions. Create awesome experiences for your clients, and grow your business faster with the top-rated CRM solution for financial services institutions.

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Bigin by Zoho CRM logo

The easiest small business CRM, now enhanced with AI.

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Effortlessly gather new inquiries, assess their needs, and guide them through their journey toward attaining their financial goals with Bigin. From multichannel communication and foolproof automation to powerful mobile apps, Bigin has everything needed to support the financial services you offer!

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Creatio AI CRM logo

AI CRM where people and AI agents work together.

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Creatio helps financial organizations automate customer and operational workflows such as:
- Core Banking Systems
- Loan Origination & Processing
- Indirect & Digital Lending
- Collateral, Appraisal & Lien Management
- Credit Risk & Underwriting
- Collections & Delinquency Management
and more

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HoneyBook logo

Client management for freelancers & SMBs

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HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

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Maximizer CRM logo

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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eWay-CRM logo

Customer relationship management solution

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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Teamgate logo

Unlock Your Sales Potential

Teamgate CRM powers sales teams of all sizes to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.

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Sage Sales Management logo

The leading mobile CRM for field sales management.

Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. It’s a perfect messenger-based sales solution for SMBs and entrepreneurs.

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Close logo

Cloud-based sales CRM for SMB and growth teams

The most successful firms never stop recruiting new business. Easily import lists and contact hundreds of leads per day. Whether your prospects prefer to be reached by email, phone, or text — you can do it all in Close.

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Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

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Rolldog logo

Customer relationship management solution

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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Wealthbox CRM logo

Cloud CRM for financial advisors and wealth firms

Cloud-based CRM for financial advisors centralizing client records, workflow automation, contact management, and team collaboration.

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Positive User logo

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

Positive User is an omnichannel emailing and customer engagement platform aimed at boosting engagement and improving conversion by using a single data source for your customers.

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Dolibarr logo

Solutions for On-line businesses

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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Freshsales logo

Cloud-based AI CRM for sales and marketing teams

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

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MadeMarket logo

Customer relationship and deal management platform

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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Dynamo Software logo

Investment Management Software

Dynamo Software v3.0 is an AI-powered financial CRM built for alternative investment firms combining a next-gen intelligent interface with DynamoAI relationship scoring, deal pipeline automation, and seamless Outlook/Gmail/PitchBook integration to centralize IR, fundraising, and deal tracking.

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Teamogy logo

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

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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Capsule logo

Customer relationship management solution

Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Altvia logo

Cloud-based private equity CRM solution for Salesforce

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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DigiFi logo

The Origination Growth Platform for Loans & Deposits

DigiFi helps FIs drive lending growth through omnichannel acquisition, intelligent decision automation, and frictionless processing.

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