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Financial CRM
Customizable fields

Top Rated Financial CRM Software with Customizable fields - Page 4

Last updated: September 2026

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93 software options

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Bitrix24

4.2

(1K)

467

357

120

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

Cloud & on-premises workspace for all business sizes

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

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

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.

Campaigner

3.9

(428)

144

183

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

Powerful Email Marketing & Automation platform

Advanced yet easy-to-use email marketing platform featuring automation workflows, contact segmentation, multivariate experiments and A/B split testing, drag & drop and HTML email editors, pre-built templates. conversion tracking and real time reporting.

Practifi

(0)

Cloud CRM for wealth management firms

Cloud-based CRM for wealth management firms, combining client data, workflow automation, and reporting in one platform.

Capsule

4.5

(167)

103

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

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.

ISOhub

(0)

Merchant management CRM for payment processors

ISOhub helps ISOs and payment processors scale their business with ease. Designed for the payment processing industry, ISOhub provides everything you need to manage sales teams, merchants, and operations.

Lunar CRM

4.5

(2)

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

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.

OmegaFP

(0)

Platform for fee-only advisor management

OmegaFP is an AI-powered CRM for fee-only financial advisors and RIAs, combining client relationship management, an AI meeting notetaker, and an autonomous AI assistant in one system — so advisors can manage clients, capture meetings, and automate busywork without switching tools.

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.

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.

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.

TaskSuite

4.8

(6)

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

Lending Simplified, Success Amplified.

TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

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.

FYNXT

(0)

Your Next-Gen Fintech Partner

FYNXT offers a leading low code & modular Forex CRM Platform for Multi-Asset Brokers and other FIs. Choose us as your Next-Gen Fintech Partner.

Hoopiz Credit Management

(0)

Financial services platform

Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

Read more about Hoopiz Credit 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.

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

TNET Front Office

(0)

Trust accounting software for the banking sector

TNET Front Office is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries, and IRA companies generate detailed account summaries, including information like asset location, market value reconciliation, and portfolio rates. It offers check writing, portfolio modeling, performance management, and document imaging features.