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Top Rated Financial CRM Software with Campaign management - Page 2

Last updated: November 2026

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81 software options

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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InsuredMine logo

Integrated agency management software for insurance firms

InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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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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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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Spotler CRM logo

The Powerful CRM for Growing Teams

The powerful small business CRM for finance with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

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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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Salesforce 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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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 SMB 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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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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TaskSuite logo

The AI operating system for lending

TaskSuite combines specialized AI agents with a complete loan origination and management system. Deploy agents on your existing LOS/LMS or run the TaskSuite Loan Suite end to end, with explainable decisions, configurable guardrails, and full auditability.

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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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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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InfoFlo Impact 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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vcita logo

Appointment scheduling and reminder solution

vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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telecrm logo

Sell to serve

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

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Chatabox logo

A user-friendly CRM software for small to medium business.

Chatabox is a user-friendly CRM that is highly scalable and centralises and tracks contact management, marketing campaigns, appointments, reminders, task management and more. Its built-in search functionality allows users to locate reports, emails, files, and calendar items using custom criteria.

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Togile logo

Cloud-based customer relationship management software

Togile’s Financial CRM helps financial services businesses manage leads, track client interactions, monitor sales pipelines, and streamline follow-ups. Gain visibility into team performance, organize customer data, and turn more prospects into clients with revenue intelligence.

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Fitsyn logo

Financial services and lead management software

Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement.

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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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Apptivo logo

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

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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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Lunar CRM logo

Lunar CRM - Bespoke CRM solutions for your business

Cloud-based system that monitors KPIs, manages workflow, integrates with dialler for outsourced call centres and insurance brokers.

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