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 Lead management - Page 5

Last updated: June 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

107 software options

Veritouch logo
(0)

CRM software for improving client engagement

learn more
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 logo
(0)

Take your financial planning to new heights with AdviAlly.

learn more
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
ProTracker Advantage logo
(0)

On-premise client relationship & practice management tool

learn more
ProTracker Advantage is an on-premise client relationship and practice management software designed to help businesses record and track communications, tasks, documents, and more from within a unified platform. Administrators can generate custom reports to ensure regulatory compliance purposes and gain insights into trends across clients and prospects.

Read more about ProTracker Advantage

Users also considered
Antelope Systems logo
(0)

Customer relationship management (CRM) solution for brokers

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

Read more about Antelope Systems

Users also considered
BSI Customer Suite logo
(0)

Omnichannel customer experience software.

learn more
BSI Customer Suite is a cloud-based customer experience solution for midsize banking, investment, retail, and health and fitness businesses, which provides features such as reporting and insights, customer lifecycle management, marketing automation, customer database, and data-based automation.

Read more about BSI Customer Suite

Users also considered
NMI Merchant Relationship Management logo
(0)

Merchant management CRM tool designed for payments industry

learn more
NMI Merchant Relationship Management (MRM) tool designed for the payments industry, helping banks, ISOs, and providers automate merchant onboarding, underwriting, and monitoring. It unifies compliance, risk, and portfolio management to streamline operations and drive growth.

Read more about NMI Merchant Relationship Management

Users also considered
Apex 72 logo
(0)

Manage Activity, Build Results.

learn more
Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.

Read more about Apex 72

Users also considered