getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial CRM Software with Data Security (2026)

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
Filter results

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

24 software options

Zoho CRM logo
Category Leaders

Customer relationship management solution

learn more
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

Users also considered
Pipedrive logo
Category Leaders

Cloud-based CRM solution for salespeople

learn more
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
Nimble logo
Category Leaders

Contact management & social relationship solution

learn more
Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

Read more about Nimble

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

learn more
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

learn more
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
NetSuite logo

AI-powered cloud-based business management suite

learn more
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.

Read more about NetSuite

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

learn more
HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

Read more about HoneyBook

Users also considered
monday CRM logo
Category Leaders

Customer relationship management solution

learn more
monday CRM is a great CRM software for financial institutions of all sizes. Keep track of your customers, contact details, transaction history, and records all in one place. You can use smart and visual boards to assign items, automate emails, set reminders, manage your goals, and share files.

Read more about monday CRM

Users also considered
Apptivo logo

CRM solution for managing customer accounts

learn more
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.

Read more about Apptivo

Users also considered
Keap logo
Category Leaders

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

learn more
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.

Read more about Keap

Users also considered
vcita logo

Appointment scheduling and reminder solution

learn more
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.

Read more about vcita

Users also considered
Close logo

The conversation-first CRM for small, scaling sales teams

learn more
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 logo
Category Leaders

New era CRM to manage all customer and operational workflows

learn more
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
Maximizer CRM logo
Category Leaders

Customer relationship and lead management solution

learn more
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Read more about Maximizer CRM

Users also considered
Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

learn more
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 logo

Marketing automation and sales execution platform

learn more
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
Teamogy logo

All-in-one cloud platform for projects, finances & teams

learn more
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.

Read more about Teamogy

Users also considered
Cool Life CRM logo

360° marketing & relationship lifecycle management

learn more
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

Read more about Cool Life CRM

Users also considered
Centrex logo

Cloud-based CRM software for finance sector

learn more
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.

Read more about Centrex

Users also considered
Saleoid logo

Best CRM Software for leads, sales, marketing & billing

learn more
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).

Read more about Saleoid

Users also considered
SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

learn more
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.

Read more about SYDLE ONE

Users also considered
Captafi logo

Simple to use loan and loan modification tracking software.

learn more
Cloud-based CRM/Agency Management designed for financial professionals. No complex setup—purpose-built for your expertise. $25/user/month, scalable, with discounts for large teams. Start with a 14-day free trial—no credit card required!

Read more about Captafi

Users also considered
Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

learn more
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
Veritouch logo
(0)

CRM software for improving client engagement

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

Read more about Veritouch

Users also considered