Financial CRM Software with Social Media Integration

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11 apps

HubSpot CRM   

2,613
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
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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
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4Degrees   

4
Customer relationship & pipeline management for companies
4Degrees is a cloud-based relationship and pipeline management tool which assists recruitment and real estate firms with collaboration and reporting. Key features include interaction tracking, lead management, task tracking, documentation, customer segmentation and talent management. Read more about 4Degrees
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Customer relationship & pipeline management for companies
4Degrees is a cloud-based relationship and pipeline management tool which assists recruitment and real estate firms with collaboration and reporting. Key features include interaction tracking, lead management, task tracking, documentation, customer segmentation and talent management. Read more about 4Degrees
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Zoho CRM   

4,322
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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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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Nimble  

1,535
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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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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LeadSquared  

55
Marketing automation and sales execution platform
LeadSquared is a Financial CRM tool that enhances your teams' productivity, not eats into it, enabling digital transformation for 750+ customers worldwide. Read more about LeadSquared
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Marketing automation and sales execution platform
LeadSquared is a Financial CRM tool that enhances your teams' productivity, not eats into it, enabling digital transformation for 750+ customers worldwide. Read more about LeadSquared
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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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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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Centra Hub CRM  

11
CRM solution for automating sales, marketing & services
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Read more about Centra Hub CRM
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CRM solution for automating sales, marketing & services
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Read more about Centra Hub CRM
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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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