Financial CRM Software with Lead Management

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Salesforce Essentials   

177
CRM for small business
Salesforce Essentials is a cloud-based CRM for small businesses which allows users to manage leads, opportunities, pipelines, support requests, and more. Read more about Salesforce Essentials
CRM for small business
Salesforce Essentials is a cloud-based CRM for small businesses which allows users to manage leads, opportunities, pipelines, support requests, and more. Read more about Salesforce Essentials

amoCRM   

128
Lead & Sales Management for SMBs
Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. Sell easy and smart with amoCRM! Read more about amoCRM
Lead & Sales Management for SMBs
Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. Sell easy and smart with amoCRM! Read more about amoCRM

HubSpot CRM   

1,950
Everything you need to sell in one integrated suite
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data. Read more about HubSpot CRM
Everything you need to sell in one integrated suite
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data. Read more about HubSpot CRM

Pipedrive   

2,020
CRM built by salespeople, for salespeople
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter. Read more about Pipedrive
CRM built by salespeople, for salespeople
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter. Read more about Pipedrive

LeadSquared  

50
Marketing automation and sales execution platform
LeadSquared is a Financial CRM tool that enhances your teams' productivity, not eats into it, enabling digital transformation for 750+ customers worldwide. Read more about LeadSquared
Marketing automation and sales execution platform
LeadSquared is a Financial CRM tool that enhances your teams' productivity, not eats into it, enabling digital transformation for 750+ customers worldwide. Read more about LeadSquared

Zoho CRM  

2,879
CRM software that helps you sell smarter, better, faster.
Zoho CRM helps businesses of all sizes close deals smarter, better and faster. Read more about Zoho CRM
CRM software that helps you sell smarter, better, faster.
Zoho CRM helps businesses of all sizes close deals smarter, better and faster. Read more about Zoho CRM

Infusionsoft  

942
Powerful marketing automation & CRM built for SMBs
Software designed specifically for small businesses, Infusionsoft intelligently helps you get your daily work done. Infusionsoft organizes your customer information & daily work in one place, freeing you up from repetitive tasks so you have more time to focus on delivering consistently great service… Read more about Infusionsoft
Powerful marketing automation & CRM built for SMBs
Software designed specifically for small businesses, Infusionsoft intelligently helps you get your daily work done. Infusionsoft organizes your customer information & daily work in one place, freeing you up from repetitive tasks so you have more time to focus on delivering consistently great service… Read more about Infusionsoft

Copper  

350
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks - is the only Financial CRM recommended for Google, and allows your team to focus on what they do best - closing more deals. Read more about Copper
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks - is the only Financial CRM recommended for Google, and allows your team to focus on what they do best - closing more deals. Read more about Copper

Zendesk Sell  

112
All-in-one sales platform for sales teams.
Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance. Read more about Zendesk Sell
All-in-one sales platform for sales teams.
Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance. Read more about Zendesk Sell

ConvergeHub  

24
Sales, marketing, customer service & billing CRM for SMBs
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time. Read more about ConvergeHub
Sales, marketing, customer service & billing CRM for SMBs
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time. Read more about ConvergeHub

Dolibarr ERP & CRM  

24
Solutions for On-line businesses
Dolibarr ERP & CRM is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Install and use it as a standalone application, or online on a dedicated server and use it from any device. Read more about Dolibarr ERP & CRM Dolibarr is also available on several ready to use Cloud services.
Solutions for On-line businesses
Dolibarr ERP & CRM is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Install and use it as a standalone application, or online on a dedicated server and use it from any device. Read more about Dolibarr ERP & CRM Dolibarr is also available on several ready to use Cloud services.

Method:CRM  

54
#1 CRM for QuickBooks Users
Method is the #1 CRM for Small Businesses Who Use QuickBooks. QuickBooks users give Method 5-stars on Intuit Apps.com, Google Apps Marketplace, and GetApp.  Read more about Method:CRM
#1 CRM for QuickBooks Users
Method is the #1 CRM for Small Businesses Who Use QuickBooks. QuickBooks users give Method 5-stars on Intuit Apps.com, Google Apps Marketplace, and GetApp.  Read more about Method:CRM

Redtail CRM  

38
Web-based CRM for financial professionals
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more… Read more about Redtail CRM
Web-based CRM for financial professionals
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more… Read more about Redtail CRM

Cool Life CRM  

17
360° marketing & relationship lifecycle management
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
360° marketing & relationship lifecycle management
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

FreeAgent CRM  

25
All-in-one CRM platform for sales-led organizations
FreeAgent CRM is a cloud-based solution for marketing, sales, and customer services which helps small businesses, consulting firms and insurance companies nurture customer relationships. The platform works with the user’s emails to classify and create leads, send reminders, and perform automations. Read more about FreeAgent CRM
All-in-one CRM platform for sales-led organizations
FreeAgent CRM is a cloud-based solution for marketing, sales, and customer services which helps small businesses, consulting firms and insurance companies nurture customer relationships. The platform works with the user’s emails to classify and create leads, send reminders, and perform automations. Read more about FreeAgent CRM
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