Financial CRM Software with Pipeline Management

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Doxim CRM   

2
Financial services CRM software
Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain relationships with new and existing clients using contact, campaign, and pipeline management tools, plus sales tracking technology, and more… Read more about Doxim CRM
Financial services CRM software
Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain relationships with new and existing clients using contact, campaign, and pipeline management tools, plus sales tracking technology, and more… Read more about Doxim CRM

HubSpot CRM   

1,972
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   

2,027
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

Bitrix24   

339
Free collaboration, communication & management tool suite
Bitrix24 is an online -or self-hosted- business collaboration platform providing CRM, document management, tasking, time management, & project management tools. Read more about Bitrix24
Free collaboration, communication & management tool suite
Bitrix24 is an online -or self-hosted- business collaboration platform providing CRM, document management, tasking, time management, & project management tools. Read more about Bitrix24

amoCRM   

131
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

Zoho CRM  

2,914
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

Nimble  

1,263
Contact management & social relationship software
Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. Read more about Nimble
Contact management & social relationship software
Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. Read more about Nimble

Infusionsoft  

955
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

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

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

Contactually  

91
Turn relationships into results
Contactually is a powerful, easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, Contactually gives you everything you need to quickly organize, follow-up, and engage with everyone who matters to you and your business. Read more about Contactually Contactually relies on a simple premise — better, more productive relationships are often simply a matter of staying in touch over time. That simple, proven logic is behind everything Contactually does, from its automatic follow-up reminders to its advanced automation and pipeline management features that allow you to scale your efforts to thousands of potential contacts. You don’t have to radically change the way you work or the tools you’re comfortable with to get more from your daily work. Try Contactually, and see what better relationships can do for your business.
Turn relationships into results
Contactually is a powerful, easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, Contactually gives you everything you need to quickly organize, follow-up, and engage with everyone who matters to you and your business. Read more about Contactually Contactually relies on a simple premise — better, more productive relationships are often simply a matter of staying in touch over time. That simple, proven logic is behind everything Contactually does, from its automatic follow-up reminders to its advanced automation and pipeline management features that allow you to scale your efforts to thousands of potential contacts. You don’t have to radically change the way you work or the tools you’re comfortable with to get more from your daily work. Try Contactually, and see what better relationships can do for your business.

Method:CRM  

53
#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

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

Backstop  

17
Cloud-based investment management platform
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR… Read more about Backstop
Cloud-based investment management platform
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR… Read more about Backstop
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