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 Engagement Tracking (2026)

Last updated: March 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.

Key features of Financial CRM Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers value easy access, sorting, and synchronization with deals, enhancing client interaction and operational efficiency. 95% of reviewers rated this feature as important or highly important.
  • Client Management: Users appreciate centralized data storage, improved communication, and ease of tracking client interactions and behavior. 91% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers highlight the importance of organized task tracking, prioritization, and delegation to maintain workflow efficiency and client follow-ups. 88% of reviewers rated this feature as important or highly important.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

23 software options

Zoho CRM logo

Zoho CRM

Category Leaders

Customer relationship management solution

visit website
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
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Pipeline-centric CRM system for small businesses

visit website
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
EngageBay CRM logo

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
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
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
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
Spotler CRM logo
Category Leaders

The Powerful CRM for Growing Teams

learn more
The powerful small business CRM for finance with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

Read more about Spotler CRM

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
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
OnePageCRM logo

#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
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
Wingmate logo

Field Service Management Software

learn more
Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

Read more about Wingmate

Users also considered
Escala logo
Category Leaders

CRM and marketing automation platform

learn more
Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

Read more about Escala

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
Rolldog logo

Customer relationship management solution

learn more
Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

Read more about Rolldog

Users also considered
Vymo logo

Mobile-first intelligent sales assistant for field sales

learn more
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more

Read more about Vymo

Users also considered
Efficy CRM logo

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

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
InsuredMine logo

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
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
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
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