Financial CRM Software with Document Management

Filter byclear all
Pricing models
Devices supported
Organization types
Geographies served
Customer rating
Integrated with
Integrated with
Features
Features

Personalize your search in 2 clicks

Select your company sizeSelect your industry type

Personalize your search in a few taps

just me
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
19 apps

Backstop   

37
Cloud-based investment management platform
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR… Read more about Backstop
Visit WebsiteAdd to compareCompareRemove app
Cloud-based investment management platform
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR… Read more about Backstop
Visit WebsiteCompare

Pipedrive   

2,236
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
Visit WebsiteAdd to compareCompareRemove app
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
Visit WebsiteCompare

HubSpot CRM   

2,622
Everything you need to sell in one integrated suite
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data. Read more about HubSpot CRM
Visit WebsiteAdd to compareCompareRemove app
Everything you need to sell in one integrated suite
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data. Read more about HubSpot CRM
Visit WebsiteCompare

DealCloud   

19
Deals, relationship, and firm management software
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Read more about DealCloud
Visit WebsiteAdd to compareCompareRemove app
Deals, relationship, and firm management software
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Read more about DealCloud
Visit WebsiteCompare

Zoho CRM   

4,336
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 WebsiteAdd to compareCompareRemove app
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
Visit WebsiteAdd to compareCompareRemove app
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
Visit WebsiteCompare

Bitrix24   

427
100% free CRM, collaboration and communication tool suite
Bitrix24 is the fastest growing FREE CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more. Read more about Bitrix24
Visit WebsiteAdd to compareCompareRemove app
100% free CRM, collaboration and communication tool suite
Bitrix24 is the fastest growing FREE CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more. Read more about Bitrix24
Visit WebsiteCompare

monday.com   

2,125
Project Management Made Easy
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Read more about monday.com
Visit WebsiteAdd to compareCompareRemove app
Project Management Made Easy
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Read more about monday.com
Visit WebsiteCompare

FLG  

26
Customer relationship management & workflow automation tool
FLG is a cloud-based financial CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting. Read more about FLG
Learn moreAdd to compareCompareRemove app
Customer relationship management & workflow automation tool
FLG is a cloud-based financial CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting. Read more about FLG
Learn moreCompare

FPS GOLD Core Processing  

11
Core processing software for community banks
FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more. Read more about FPS GOLD Core Processing
Learn moreAdd to compareCompareRemove app
Core processing software for community banks
FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more. Read more about FPS GOLD Core Processing
Learn moreCompare

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
Learn moreAdd to compareCompareRemove app
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
Learn moreAdd to compareCompareRemove app
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
Learn moreCompare

Dolibarr  

85
Solutions for On-line businesses
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Available as a Cloud solution on On premise. Read more about Dolibarr
Learn moreAdd to compareCompareRemove app
Solutions for On-line businesses
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Available as a Cloud solution on On premise. Read more about Dolibarr
Learn moreCompare

FreeAgent CRM  

48
Unleash your team's potential with the next generation CRM
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Read more about FreeAgent CRM
Learn moreAdd to compareCompareRemove app
Unleash your team's potential with the next generation CRM
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Read more about FreeAgent CRM
Learn moreCompare

ConvergeHub  

24
Sales, marketing, customer service & billing CRM for SMBs
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time. Read more about ConvergeHub
Learn moreAdd to compareCompareRemove app
Sales, marketing, customer service & billing CRM for SMBs
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time. Read more about ConvergeHub
Learn moreCompare

Cool Life CRM  

17
360° marketing & relationship lifecycle management
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
Learn moreAdd to compareCompareRemove app
360° marketing & relationship lifecycle management
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
Learn moreCompare

Centra Hub CRM  

11
CRM solution for automating sales, marketing & services
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Read more about Centra Hub CRM
Learn moreAdd to compareCompareRemove app
CRM solution for automating sales, marketing & services
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Read more about Centra Hub CRM
Learn moreCompare

Sticky Advisor  

6
CRM for financial advisors in Canada
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere. Read more about Sticky Advisor
Learn moreAdd to compareCompareRemove app
CRM for financial advisors in Canada
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere. Read more about Sticky Advisor
Learn moreCompare

Junxure Cloud  

5
Cloud-based CRM solution for financial advisors
Junxure Cloud is a cloud-based financial Customer Relationship Management (CRM) for advisors and firms that blends centralized client information handling with intelligent workflow automation, customized search, action / task management, financial portfolio reporting, plus a ClearView public portal… Read more about Junxure Cloud
Learn moreAdd to compareCompareRemove app
Cloud-based CRM solution for financial advisors
Junxure Cloud is a cloud-based financial Customer Relationship Management (CRM) for advisors and firms that blends centralized client information handling with intelligent workflow automation, customized search, action / task management, financial portfolio reporting, plus a ClearView public portal… Read more about Junxure Cloud
Learn moreCompare
Filter by
Customer rating