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Financial CRM
Call recording

Financial CRM Software with Call Recording (2026)

Last updated: April 2026

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Features

API(17)

Access Controls/Permissions(14)

Activity Dashboard(16)

Activity Tracking(17)

Alerts/Notifications(16)

Integrated with

Microsoft Outlook(11)

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QuickBooks Online Advanced(6)

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Pipedrive

4.5

(3K)

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

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

Read more about Pipedrive

Users also considered

EngageBay CRM

4.7

(907)

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

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.

Read more about EngageBay CRM

Users also considered

Bigin by Zoho CRM

4.7

(722)

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

Pipeline-centric CRM system for small businesses

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!

Read more about Bigin by Zoho CRM

Users also considered

eWay-CRM

4.5

(820)

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

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.

Read more about eWay-CRM

Users also considered

Freshsales

4.5

(621)

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

Sales management solution

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.

Read more about Freshsales

Users also considered

Bitrix24

4.2

(983)

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

All in one business management workspace

Bitrix24 is the fastest growing FREE CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing more

Read more about Bitrix24

Users also considered

Close

4.7

(164)

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

The conversation-first CRM for small, scaling sales 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.

Read more about Close

Users also considered

Creatio CRM

4.7

(133)

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

New era CRM to manage all customer and operational workflows

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

Read more about Creatio CRM

Users also considered

Kommo

4.3

(194)

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

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.

Read more about Kommo

Users also considered

LeadSquared

4.3

(167)

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

Marketing automation and sales execution platform

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

Read more about LeadSquared

Users also considered

Zendesk Sell

4.3

(159)

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

All-in-one sales platform for sales teams.

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.

Read more about Zendesk Sell

Users also considered

InfoFlo

4.5

(96)

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

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.

Read more about InfoFlo

Users also considered

User.com

4.6

(36)

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

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

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.

Read more about User.com

Users also considered

SalesExec

4.7

(22)

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

SalesExec for Call Centers and Sales Teams

Route web leads, inbound phone calls, and improve your sales teams ability to reach and convert more of their leads to paying customers.

Read more about SalesExec

Users also considered

Zenith CRM

5.0

(4)

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

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.

Read more about Zenith CRM

Users also considered

Onpipeline

4.3

(3)

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

Customer relationship management (CRM) with visual pipeline

CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices.

Read more about Onpipeline

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

Related categories

Contact Management

Sales Force Automation

Lead Management

Real Estate CRM

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