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Top Rated Financial CRM Software with Access controls permissions - Page 2

Last updated: September 2026

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77 software options

Centrex logo

Cloud-based CRM software for finance sector

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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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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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DigiFi logo

Cloud-based financial management software

DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

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Captafi logo

Simple to use loan and loan modification tracking software.

Cloud-based CRM/Agency Management designed for financial professionals. No complex setup—purpose-built for your expertise. $25/user/month, scalable, with discounts for large teams. Start with a 14-day free trial—no credit card required!

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DealCloud logo

Cloud-based deal & relationship platform for finance

DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.

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Zenith CRM logo

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

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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ProBuilt ERP logo

Accounting CRM ERP Business Management

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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SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

In a single platform, it combines the tools to integrate all customer relationship channels, customize relationship processes, oversee quality indicators and customer experience in real time, and more.

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InfoFlo logo

HIPAA compaliant case management software

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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Tier1 logo

CRM software for capital markets & investment banking.

Global relationship management software for capital markets, corporate & investment banking, and investment management.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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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Togile logo

Cloud-based customer relationship management software

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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Allvue logo

Investment management software for private equity firms

Never miss an opportunity with a CRM that tracks prospects, investors, and deal opportunities, while utilizing native apps for tablets and smartphones to keep crucial information at your fingertips.

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Unbox ERP logo

The lead solution in Training, Consulting and 24/7 Support.

Unbox ERR & CRM Solutions is a cloud based service helping to streamline all aspects of your business including Invoicing, Inventory Management, Project Management, Third-party management with over 20 modules available. See customer trends and patterns within one centralized platform.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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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Exact for CRM logo

Leverage your data to boost sales.

Exact CRM offers a complete solution for sales, marketing and operations teams to manage relationships with customers across sales channels - providing critical sales intelligence for increase in revenue.

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eWay-CRM logo

Customer relationship management solution

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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AdvisorEngine logo

Wealth management platform for investment companies

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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Onpipeline logo

From lead to invoice, all in one sales CRM

Sales CRM for managing leads, pipelines, customer activities, quotes, e-signatures and invoicing in one connected workspace.

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F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

F-RevoCRM is a cloud-based, open-source CRM software that is only available in Japanese. The software provides customer relationship management tools and automated workflows, designed for both sales and service departments. F-RevoCRM is suitable for various use cases such as managing leads, cases, inquiries, and sales data. It can be used to manage all contact information and track activity in real-time. Customizable reporting and an optional customer portal are also available.

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Heeros PSA logo

All-in-one professional service automation platform

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.

Read more about Heeros PSA

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Cool Life CRM logo

360° marketing & relationship lifecycle management

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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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

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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