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Financial CRM
Contact history

Top Rated Financial CRM Software with Contact history - Page 4

Last updated: June 2026

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89 software options

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Redtail CRM

4.1

(85)

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

Web-based CRM for financial professionals

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Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

NetSuite

4.2

(2K)

955

785

212

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

AI-powered cloud-based business management suite

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NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Efficy CRM

3.9

(91)

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

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

Bitrix24

4.2

(996)

461

356

120

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

All in one business management workspace

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

Deltek Vision

4.1

(472)

166

207

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

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

Keap

4.1

(1.2K)

613

418

149

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

An all-in-one CRM, sales and marketing automation solution

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Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

Practifi

(0)

The single, unified workplace for your advisory firm.

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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.

IR.Manager

(0)

Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

Altitude

(0)

AI-native CRM built for financial advisors

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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.

SolvCRM

(0)

A CRM Software Solution for a Profitable Sales Pipeline

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

Veritouch

(0)

CRM software for improving client engagement

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

AdviAlly

(0)

Take your financial planning to new heights with AdviAlly.

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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.

ProTracker Advantage

(0)

On-premise client relationship & practice management tool

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ProTracker Advantage is an on-premise client relationship and practice management software designed to help businesses record and track communications, tasks, documents, and more from within a unified platform. Administrators can generate custom reports to ensure regulatory compliance purposes and gain insights into trends across clients and prospects.

BSI Customer Suite

(0)

Omnichannel customer experience software.

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BSI Customer Suite is a cloud-based customer experience solution for midsize banking, investment, retail, and health and fitness businesses, which provides features such as reporting and insights, customer lifecycle management, marketing automation, customer database, and data-based automation.