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Top Rated Financial CRM Software with Email marketing - Page 4

Last updated: September 2026

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86 software options

OmegaFP logo
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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.

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Silvasoft logo
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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.

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Altitude logo
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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.

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Veritouch logo
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CRM software for improving client engagement

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

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TaskSuite logo

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.

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FXCRM logo
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All-in-One Forex CRM for Modern Brokerage Management

FXCRM is a Forex CRM and brokerage management platform that helps brokers manage traders, IBs, leads, KYC workflows, accounts, payments, bonuses, and back-office operations from one centralized system.

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ProTracker Advantage logo
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On-premise client relationship & practice management tool

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.

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Antelope Systems logo
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Customer relationship management (CRM) solution for brokers

Antelope is a customer relationship management (CRM) software that helps brokers maximize the company's potential.

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BSI Customer Suite logo
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Omnichannel customer experience software.

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.

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NMI Merchant Relationship Management logo
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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.

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Skywave CRM logo

Cloud-based customer relationship management software

Skywave CRM is a cloud-based customer relationship management software that provides businesses with tools to manage and streamline marketing processes on a centralized platform. Supervisors can use the dashboard to track incoming/outgoing calls, access audit trails, and generate customizable reports.

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