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Financial CRM Software with Landing Pages/Web Forms (2026)

Last updated: April 2026

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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.
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24 software options

HubSpot CRM logo
Category Leaders

CRM and lead management solution

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HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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Zoho CRM logo
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Customer relationship management solution

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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.

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Pipedrive logo
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Cloud-based CRM solution for salespeople

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Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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

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Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

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A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

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Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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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!

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Freshsales logo
Category Leaders

Sales management solution

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Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

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Keap logo
Category Leaders

An all-in-one CRM, sales and marketing automation solution

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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.

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Bitrix24 logo
Category Leaders

All in one business management workspace

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Bitrix24 is the fastest growing FREE CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing more

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Spotler CRM logo
Category Leaders

The Powerful CRM for Growing Teams

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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.

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vcita logo

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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Creatio CRM logo
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New era CRM to manage all customer and operational workflows

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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

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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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.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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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.

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LeadSquared logo

Marketing automation and sales execution platform

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All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly.

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Wingmate logo

Field Service Management Software

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

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Escala logo
Category Leaders

CRM and marketing automation platform

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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.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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User.com logo

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

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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.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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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

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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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).

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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

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Fitsyn logo

Financial services and lead management software

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Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement.

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Antelope Systems logo
(0)

Customer relationship management (CRM) solution for brokers

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

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