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Financial CRM
Page 2

Financial CRM Software with Financial Management (2026) - Page 2

Last updated: April 2026

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Features

Financial Management

API(37)

Access Controls/Permissions(34)

Activity Dashboard(38)

Activity Tracking(37)

Integrated with

Microsoft Outlook(12)

Google Calendar(10)

QuickBooks Online Advanced(4)

Docusign(6)

Dropbox Business(5)

Pricing model

Free(9)

Open Source(3)

Free Trial(23)

One Time License(0)

Subscription(36)

Devices supported

Mac(18)

iPad(22)

Android(26)

Linux(15)

Web-based(42)

iPhone(24)

Windows(24)

Organization types

Small Business(41)

Non Profit(15)

Large Enterprises(39)

Public Administrations(13)

Freelancers(24)

Mid Size Business(40)

User rating

All Reviews

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42 software options

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Sponsored

DigiFi

4.8

(6)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based financial management software

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

Financial Services Cloud

4.8

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

Read more about Financial Services Cloud

Users also considered

Zenith CRM

5.0

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM, Auto Call, AI Dialer, Call Center Software.

Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

Read more about Zenith CRM

Users also considered

Edda

4.8

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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

Tier1

5.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM software for capital markets & investment banking.

Global relationship management software for capital markets, corporate & investment banking, and investment management.

Read more about Tier1

Users also considered

Togile

4.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based customer relationship management software

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

Allvue

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment management software for private equity firms

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

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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

Peso

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Accounts Receivable Automation Software

Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

Read more about Peso

Users also considered

Practifi

(0)

The single, unified workplace for your advisory firm.

Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM.

Read more about Practifi

Users also considered

Hoopiz Credit Management

(0)

Financial services platform

Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

Read more about Hoopiz Credit Management

Users also considered

AdviAlly

(0)

Take your financial planning to new heights with AdviAlly.

AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

Read more about AdviAlly

Users also considered

Financial Cloud CRM

(0)

Cloud-based CRM software for financial services

Financial Cloud CRM is a software built specifically for financial services. It unifies customer data, automates critical workflows, and integrates seamlessly with industry-leading tools to help users drive operational performance, ensure regulatory compliance, and more.

Read more about Financial Cloud CRM

Users also considered

Veritouch

(0)

CRM software for improving client engagement

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

Read more about Veritouch

Users also considered

AdviAlly

(0)

Take your financial planning to new heights with AdviAlly.

AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

Read more about AdviAlly

Users also considered

Altitude

(0)

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.

Read more about Altitude

Users also considered

Silvasoft

(0)

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.

Read more about Silvasoft

Users also considered

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