Financial CRM Software with Data Filtering

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8 apps

Pipedrive   

2,235
CRM built by salespeople, for salespeople
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Read more about Pipedrive
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CRM built by salespeople, for salespeople
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Read more about Pipedrive
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Really Simple Systems   

277
The Powerful Small Business CRM
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. Read more about Really Simple Systems
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The Powerful Small Business CRM
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. Read more about Really Simple Systems
Visit WebsiteCompare

Zoho CRM   

4,326
CRM software that helps you sell smarter, better, faster.
Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions. Create awesome experiences for your clients, and grow your business faster with the top-rated CRM solution for financial services institutions. Read more about Zoho CRM
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CRM software that helps you sell smarter, better, faster.
Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions. Create awesome experiences for your clients, and grow your business faster with the top-rated CRM solution for financial services institutions. Read more about Zoho CRM
Visit WebsiteCompare

Caspio   

114
Build online database applications without coding.
Caspio is the world’s leading LOW-CODE platform for building online database applications without coding. Read more about Caspio
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Build online database applications without coding.
Caspio is the world’s leading LOW-CODE platform for building online database applications without coding. Read more about Caspio
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Daylite for Mac   

320
Mac CRM & Project Management for small business
Exclusively for Mac, iPhone & iPad. Daylite is a CRM for small businesses that need to keep track of client communication & details, next steps, and team tasks all in one place. Read more about Daylite for Mac
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Mac CRM & Project Management for small business
Exclusively for Mac, iPhone & iPad. Daylite is a CRM for small businesses that need to keep track of client communication & details, next steps, and team tasks all in one place. Read more about Daylite for Mac
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enVisual360  

5
Compliance solution for wealth management firms
enVisual360 is a cloud-based wealth management solution that helps small to large enterprises manage accounting operations and streamline communication across the business. It comes with a centralized dashboard, which enables users to gain insight into business operations using charts. Read more about enVisual360
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Compliance solution for wealth management firms
enVisual360 is a cloud-based wealth management solution that helps small to large enterprises manage accounting operations and streamline communication across the business. It comes with a centralized dashboard, which enables users to gain insight into business operations using charts. Read more about enVisual360
Learn moreCompare

Maximizer CRM  

275
Find the right plan to help you get growing.
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing. Read more about Maximizer CRM
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Find the right plan to help you get growing.
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing. Read more about Maximizer CRM
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InFocus  

70
Project-based ERP for mid-to-large size AE firms
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively. Read more about InFocus
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Project-based ERP for mid-to-large size AE firms
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively. Read more about InFocus
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