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 Email Marketing (2026) - Page 2

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.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

80 software options

NetSuite logo

NetSuite

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
SalesExec logo

SalesExec

SalesExec for Call Centers and Sales Teams

learn more
Route web leads, inbound phone calls, and improve your sales teams ability to reach and convert more of their leads to paying customers.

Read more about SalesExec

Users also considered
Efficy CRM logo

Efficy CRM

Pay-less for more. Europe's most flexible CRM

learn more
Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

Read more about Efficy CRM

Users also considered
User.com logo

User.com

The engine of growth. An all in one solution for user data.

learn more
User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place.

Read more about User.com

Users also considered
CentrixOne logo

CentrixOne

CentrixOne all in one CRM - Simple, Intuitive Affordable

learn more
With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

Read more about CentrixOne

Users also considered
FLG logo

FLG

The best solution for first time CRM adopters.

learn more
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

Users also considered
Contactually logo

Contactually

Turn relationships into results

learn more
Contactually is an easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, it gives you everything you need to organize, follow-up, and engage with everyone who matters to your business.

Read more about Contactually

Users also considered
Sage Sales Management logo

Sage Sales Management

The leading mobile CRM for field sales management.

learn more
Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

Read more about Sage Sales Management

Users also considered
Daylite for Mac logo

Daylite for Mac

All-in-One Business App for Service-Based Firms.

learn more
Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

Read more about Daylite for Mac

Users also considered
SmartOffice logo

SmartOffice

Enhancing sales via smart reports & marketing.

learn more
SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

Read more about SmartOffice

Users also considered
folk logo

folk

The all-in-one CRM to manage all your business relationships

learn more
folk is the all-in-one CRM. Centralize all the relationships that matter for your organization and customize it to the adapted workflow: from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.

Read more about folk

Users also considered
EngageBay CRM logo

EngageBay CRM

Integrated sales & marketing software for growing teams

learn more
AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Close logo

Close

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
ConvergeHub logo

ConvergeHub

Sales, marketing, customer service & billing CRM for SMBs

learn more
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

Users also considered
DigiFi logo

DigiFi

Cloud-based financial management software

learn more
DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

Read more about DigiFi

Users also considered
Togile logo

Togile

Cloud-based customer relationship management software

learn more
Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

Read more about Togile

Users also considered
Nimble logo

Nimble

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
ProTracker Advantage logo

ProTracker Advantage

(0)

On-premise client relationship & practice management tool

learn more
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.

Read more about ProTracker Advantage

Users also considered
Antelope Systems logo

Antelope Systems

(0)

Customer relationship management (CRM) solution for brokers

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

Read more about Antelope Systems

Users also considered
BSI Customer Suite logo

BSI Customer Suite

(0)

Omnichannel customer experience software.

learn more
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.

Read more about BSI Customer Suite

Users also considered
Zendesk Sell logo

Zendesk Sell

All-in-one sales platform for sales teams.

learn more
Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

Read more about Zendesk Sell

Users also considered
OnePageCRM logo

OnePageCRM

#1 Action-Focused CRM Software for Small Business

learn more
OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

Read more about OnePageCRM

Users also considered
Teamgate logo

Teamgate

Unlock Your Sales Potential

learn more
Teamgate CRM powers sales teams of all sizes to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.

Read more about Teamgate

Users also considered
InsuredMine logo

InsuredMine

Integrated agency management software for insurance firms

learn more
InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

Read more about InsuredMine

Users also considered
eWay-CRM logo

eWay-CRM

Customer relationship management solution

learn more
eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered