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 Forecasting - Page 2

Last updated: May 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

67 software options

Spotler CRM logo

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
InfoFlo logo

HIPAA compaliant case management software

learn more
HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

Read more about InfoFlo

Users also considered
Centrex logo

Cloud-based CRM software for finance sector

learn more
Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.

Read more about Centrex

Users also considered
TreasuryView logo

Financial uncertainty, meet risk management!

learn more
TreasuryView is a SaaS Treasury Risk Management Software. Our platform allows users to easily manage and oversee bank loans, future debt issuances, and interest rate hedging programs. Automated predictive insights provide enhanced clarity and confidence, enabling timely risk management decisions.

Read more about TreasuryView

Users also considered
DealCloud logo

Deals, relationship, and firm management software

learn more
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

Read more about DealCloud

Users also considered
Zenith CRM logo

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

learn more
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
SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

learn more
In a single platform, it combines the tools to integrate all customer relationship channels, customize relationship processes, oversee quality indicators and customer experience in real time, and more.

Read more about SYDLE ONE

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
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
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
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
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
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
Onpipeline logo

Customer relationship management (CRM) with visual pipeline

learn more
CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

Read more about Onpipeline

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
Cool Life CRM logo

360° marketing & relationship lifecycle management

learn more
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

Read more about Cool Life CRM

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
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
Standard ERP logo

Standard ERP is a powerful system

learn more
Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

Read more about Standard ERP

Users also considered
Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

learn more
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

Read more about Unanet ERP AE

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
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