getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial CRM Software with Sales Pipeline Management (2026) - Page 4

Last updated: April 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.
Filter results

Features


Integrated with


Pricing model


Devices supported


Organization types


User rating


79 software options

SolvCRM logo

A CRM Software Solution for a Profitable Sales Pipeline

learn more
SolvCRM: Powerful CRM software tailored for financial services. Streamline client acquisition, nurture prospects and manage advisor productivity with robust lead/deal tracking and analytics.

Read more about SolvCRM

Users also considered
Antelope Systems logo

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
NMI Merchant Relationship Management logo

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
ISOhub logo

Merchant management CRM for payment processors

learn more
ISOhub helps ISOs and payment processors scale their business with ease. Designed for the payment processing industry, ISOhub provides everything you need to manage sales teams, merchants, and operations.

Read more about ISOhub

Users also considered