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Financial CRM
Page 4

Financial CRM Software with Activity Tracking (2026) - Page 4

Last updated: March 2026

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Features

Activity Tracking

API(83)

Access Controls/Permissions(68)

Activity Dashboard(85)

Alerts/Notifications(77)

Integrated with

Microsoft Outlook(39)

Google Calendar(31)

QuickBooks Online Advanced(18)

Docusign(17)

Dropbox Business(18)

Pricing model

Free(17)

Open Source(4)

Free Trial(61)

One Time License(0)

Subscription(81)

Devices supported

Mac(43)

iPad(53)

Android(60)

Linux(27)

Web-based(90)

iPhone(58)

Windows(50)

Organization types

Small Business(88)

Non Profit(43)

Large Enterprises(76)

Public Administrations(29)

Freelancers(56)

Mid Size Business(79)

User rating

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Sponsored

Unbox ERP

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Read more about Unbox ERP

Users also considered

telecrm

3.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Sell to serve

Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

Read more about telecrm

Users also considered

equisoft/connect

1.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM software for businesses of all sizes

Equisoft/connect is a powerful CRM software designed to help financial advisors, insurance professionals, and enterprises spend less time maintaining data and more time engaging customers. It is deployed as a cloud-based solution, allowing businesses to access the software from any location.

Read more about equisoft/connect

Users also considered

Q4 Desktop

2.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based investor relations solutions

Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence.

Read more about Q4 Desktop

Users also considered

Financial Cloud CRM

(0)

Cloud-based CRM software for financial services

Financial Cloud CRM is a software built specifically for financial services. It unifies customer data, automates critical workflows, and integrates seamlessly with industry-leading tools to help users drive operational performance, ensure regulatory compliance, and more.

Read more about Financial Cloud CRM

Users also considered

Veritouch

(0)

CRM software for improving client engagement

CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.

Read more about Veritouch

Users also considered

NMI Merchant Relationship Management

(0)

Merchant management CRM tool designed for payments industry

NMI Merchant Relationship Management (MRM) tool designed for the payments industry, helping banks, ISOs, and providers automate merchant onboarding, underwriting, and monitoring. It unifies compliance, risk, and portfolio management to streamline operations and drive growth.

Read more about NMI Merchant Relationship Management

Users also considered

Antelope Systems

(0)

Customer relationship management (CRM) solution for brokers

Antelope is a customer relationship management (CRM) software that helps brokers maximize the company's potential.

Read more about Antelope Systems

Users also considered

SolvCRM

(0)

A CRM Software Solution for a Profitable Sales Pipeline

SolvCRM: Powerful CRM software tailored for financial services. Streamline client acquisition, nurture prospects and manage advisor productivity with robust lead/deal tracking and analytics.

Read more about SolvCRM

Users also considered

Altitude

(0)

AI-native CRM built for financial advisors

Altitude CRM is an AI-native platform built for financial advisors. It combines CRM, marketing automation, and practice management in one intelligent system that automates workflows, strengthens client relationships, and drives measurable business growth.

Read more about Altitude

Users also considered

Silvasoft

(0)

Online booking and invoicing solution

Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

Read more about Silvasoft

Users also considered

Pepper

(0)

Investment data management platform

Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

Read more about Pepper

Users also considered

Practifi

(0)

The single, unified workplace for your advisory firm.

Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM.

Read more about Practifi

Users also considered

AdviAlly

(0)

Take your financial planning to new heights with AdviAlly.

AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

Read more about AdviAlly

Users also considered

Apex 72

(0)

Manage Activity, Build Results.

Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.

Read more about Apex 72

Users also considered

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