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. 

Top Rated Financial CRM Software with Email notifications - Page 3

Last updated: June 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

93 software options

Edda logo

An all-in-one investment tracking suite built for VCs

learn more
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

Read more about Edda

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
Togile logo

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
Vestio logo

Integrated wealth management and financial control system

learn more
VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

Read more about Vestio

Users also considered
Allvue logo

Investment management software for private equity firms

learn more
Never miss an opportunity with a CRM that tracks prospects, investors, and deal opportunities, while utilizing native apps for tablets and smartphones to keep crucial information at your fingertips.

Read more about Allvue

Users also considered
Unbox ERP logo

The lead solution in Training, Consulting and 24/7 Support.

learn more
Unbox ERR & CRM Solutions is a cloud based service helping to streamline all aspects of your business including Invoicing, Inventory Management, Project Management, Third-party management with over 20 modules available. See customer trends and patterns within one centralized platform.

Read more about Unbox ERP

Users also considered
SimpleWorks logo

Cloud-based all-in-one marketing platform

learn more
SimpleCRM offers financial institutions tools like Customer360, GPT-powered coaches, R-YaBot, KYC via mobile, and advanced BPM. It ensures secure, compliant, scalable operations with multi-language support, enhancing customer engagement and satisfaction

Read more about SimpleWorks

Users also considered
Exact for CRM logo

Leverage your data to boost sales.

learn more
Exact CRM offers a complete solution for sales, marketing and operations teams to manage relationships with customers across sales channels - providing critical sales intelligence for increase in revenue.

Read more about Exact for CRM

Users also considered
AdvisorEngine logo

Wealth management platform for investment companies

learn more
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

Read more about AdvisorEngine

Users also considered
F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

learn more
F-RevoCRM is a cloud-based, open-source CRM software that is only available in Japanese. The software provides customer relationship management tools and automated workflows, designed for both sales and service departments. F-RevoCRM is suitable for various use cases such as managing leads, cases, inquiries, and sales data. It can be used to manage all contact information and track activity in real-time. Customizable reporting and an optional customer portal are also available.

Read more about F-RevoCRM

Users also considered
Heeros PSA logo

All-in-one professional service automation platform

learn more
The professional service automation platform that simplifies the way businesses are run and grown.

It has all: project and resource management, sales, profitability monitoring and more.

Read more about Heeros PSA

Users also considered
FPS GOLD Core Banking logo

Core processing software for community banks

learn more
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 Banking

Users also considered
telecrm logo

Sell to serve

learn more
Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

Read more about telecrm

Users also considered
eWay-CRM logo

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
Q4 Desktop logo

Cloud-based investor relations solutions

learn more
Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence.

Read more about Q4 Desktop

Users also considered
CentrixOne logo

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
Corefactors logo

RevOps Enabling AI-powered CRM- A Zero Revenue Leakage Tool

learn more
Corefactors is a RevOps-enabling AI-powered CRM software that automates operations and integrates data across your revenue-generating teams. The solution is easy to customize and designed to handle increasing volumes of data and users without compromising performance.

Read more about Corefactors

Users also considered
Backstop logo

Cloud-based investment management platform

learn more
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Read more about Backstop

Users also considered
equisoft/connect logo

CRM software for businesses of all sizes

learn more
Equisoft/connect is a powerful CRM software designed to help financial advisors, insurance professionals, and enterprises spend less time maintaining data and more time engaging customers. It is deployed as a cloud-based solution, allowing businesses to access the software from any location.

Read more about equisoft/connect

Users also considered
Nimble logo

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
Copper logo

The CRM designed for Google Workspace

learn more
Copper is a CRM tool that’s designed for and recommended by Google. Get set up in minutes thanks to its seamless integration with Google Workspace (formerly G Suite) and beautiful user experience. Automate repetitive tasks, stay on top of projects and deadlines, and build more valuable, long-lasting relationships.

Read more about Copper

Users also considered
SmartOffice logo

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
Contactually logo

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
Focus Softnet logo

One Platform. Complete Business Control

learn more
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 Focus Softnet

Users also considered
Method CRM logo

The most customizable QuickBooks CRM

learn more
Rated #1 by QuickBooks users, Method connects with your accounting software to keep your data accurate with no double entry. Your customers can approve invoices, sign proposals, and make payments online. Easily manage your workflows in one place to close deals faster and improve cash flow.

Read more about Method CRM

Users also considered