Financial CRM Software with Search Functionality

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16 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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Pipedrive   

2,235
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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Zoho CRM   

4,327
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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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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Freshsales   

452
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   

427
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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monday.com   

2,115
Project Management Made Easy
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Read more about monday.com
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Project Management Made Easy
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Read more about monday.com
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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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Nimble  

1,536
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
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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
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Close  

130
The Sales Engagement CRM | Turn more leads into revenue
Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A multichannel platform, Close lets you email, call, and text your leads from desktop. With productivity tools like the task reminders and the Power Dialer, you’ll reach more leads, follow up more often, and close more. Read more about Close
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The Sales Engagement CRM | Turn more leads into revenue
Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A multichannel platform, Close lets you email, call, and text your leads from desktop. With productivity tools like the task reminders and the Power Dialer, you’ll reach more leads, follow up more often, and close more. Read more about Close
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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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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
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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
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Total Expert  

28
Marketing automation tool for financial services industry
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform. Read more about Total Expert
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Marketing automation tool for financial services industry
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform. Read more about Total Expert
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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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