Financial CRM Software with Summary Reports

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8 apps

Pipedrive   

2,234
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
Visit WebsiteCompare

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
Visit WebsiteCompare

Zoho CRM   

4,325
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
Visit WebsiteCompare

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
Visit WebsiteCompare

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
Learn moreCompare

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
Learn moreCompare

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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Q4  

0
Cloud-based investor relations solutions
Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence. Read more about Q4
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Cloud-based investor relations solutions
Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence. Read more about Q4
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