Financial CRM Software with Reporting & Statistics

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26 apps

Backstop   

36
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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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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Financial Services Cloud   

0
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device. Read more about Financial Services Cloud
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The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device. Read more about Financial Services Cloud
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Pipedrive   

2,233
CRM built by salespeople, for salespeople
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Read more about Pipedrive
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CRM built by salespeople, for salespeople
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Read more about Pipedrive
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Sage Intacct   

293
Best-in-class Cloud ERP for Finance
Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA. Read more about Sage Intacct
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Best-in-class Cloud ERP for Finance
Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA. Read more about Sage Intacct
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Caspio   

114
Build online database applications without coding.
Caspio is the world’s leading LOW-CODE platform for building online database applications without coding. Read more about Caspio
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Build online database applications without coding.
Caspio is the world’s leading LOW-CODE platform for building online database applications without coding. Read more about Caspio
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Really Simple Systems   

277
The Powerful Small Business CRM
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 Really Simple Systems
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The Powerful Small Business CRM
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 Really Simple Systems
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DealCloud   

19
Deals, relationship, and firm management software
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
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Deals, relationship, and firm management software
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
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Zoho CRM   

4,324
CRM software that helps you sell smarter, better, faster.
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. Read more about Zoho CRM
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CRM software that helps you sell smarter, better, faster.
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. Read more about Zoho CRM
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Keap   

1,064
An all-in-one CRM, sales and marketing automation software
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service. Read more about Keap
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An all-in-one CRM, sales and marketing automation software
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service. Read more about Keap
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Freshsales   

451
The all-in-one Sales CRM
Freshsales is a sales CRM software that makes it easy for businesses to attract, manage, close, and nurture their leads. With a highly intuitive UI and a powerful feature set it gives businesses everything they need to manage and scale their sales without having to juggle multiple tools. Read more about Freshsales
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The all-in-one Sales CRM
Freshsales is a sales CRM software that makes it easy for businesses to attract, manage, close, and nurture their leads. With a highly intuitive UI and a powerful feature set it gives businesses everything they need to manage and scale their sales without having to juggle multiple tools. Read more about Freshsales
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Bitrix24   

426
100% free CRM, collaboration and communication tool suite
Bitrix24 is the fastest growing FREE CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more. Read more about Bitrix24
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100% free CRM, collaboration and communication tool suite
Bitrix24 is the fastest growing FREE CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more. Read more about Bitrix24
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Daylite for Mac   

320
Mac CRM & Project Management for small business
Exclusively for Mac, iPhone & iPad. Daylite is a CRM for small businesses that need to keep track of client communication & details, next steps, and team tasks all in one place. Read more about Daylite for Mac
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Mac CRM & Project Management for small business
Exclusively for Mac, iPhone & iPad. Daylite is a CRM for small businesses that need to keep track of client communication & details, next steps, and team tasks all in one place. Read more about Daylite for Mac
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FPS GOLD Core Processing  

11
Core processing software for community banks
FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more. Read more about FPS GOLD Core Processing
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Core processing software for community banks
FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more. Read more about FPS GOLD Core Processing
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amoCRM  

131
Messenger-based sales tool for SMBs and entrepreneurs
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 amoCRM
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Messenger-based sales tool for SMBs and entrepreneurs
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 amoCRM
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Maximizer CRM  

275
Find the right plan to help you get growing.
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing. Read more about Maximizer CRM
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Find the right plan to help you get growing.
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing. Read more about Maximizer CRM
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Dolibarr  

85
Solutions for On-line businesses
Dolibarr 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. Available as a Cloud solution on On premise. Read more about Dolibarr
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Solutions for On-line businesses
Dolibarr 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. Available as a Cloud solution on On premise. Read more about Dolibarr
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Contactually  

99
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.
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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.
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FreeAgent CRM  

47
Unleash your team's potential with the next generation CRM
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Read more about FreeAgent CRM
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Unleash your team's potential with the next generation CRM
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Read more about FreeAgent CRM
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Redtail CRM  

53
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
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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
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HarmonyPSA  

18
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
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The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
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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
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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
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AIM  

4
Cloud-based private equity CRM solution for Salesforce
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Read more about AIM
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Cloud-based private equity CRM solution for Salesforce
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Read more about AIM
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Sticky Advisor  

6
CRM for financial advisors in Canada
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere. Read more about Sticky Advisor
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CRM for financial advisors in Canada
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere. Read more about Sticky Advisor
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Junxure Cloud  

5
Cloud-based CRM solution for financial advisors
Junxure Cloud is a cloud-based financial Customer Relationship Management (CRM) for advisors and firms that blends centralized client information handling with intelligent workflow automation, customized search, action / task management, financial portfolio reporting, plus a ClearView public portal… Read more about Junxure Cloud
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Cloud-based CRM solution for financial advisors
Junxure Cloud is a cloud-based financial Customer Relationship Management (CRM) for advisors and firms that blends centralized client information handling with intelligent workflow automation, customized search, action / task management, financial portfolio reporting, plus a ClearView public portal… Read more about Junxure Cloud
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Squirro  

1
Financial CRM platform with AI insights
Squirro is a cloud-based and on-premise platform that helps businesses gain insight into market trends using artificial intelligence (AI) technology. With its machine learning capabilities, the platform can generate data-driven recommendations for marketing content. Read more about Squirro
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Financial CRM platform with AI insights
Squirro is a cloud-based and on-premise platform that helps businesses gain insight into market trends using artificial intelligence (AI) technology. With its machine learning capabilities, the platform can generate data-driven recommendations for marketing content. Read more about Squirro
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