Financial CRM Software with Workflow Management

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20 apps

Pipedrive   

2,212
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   

288
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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Zoho CRM   

4,159
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   

1,062
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   

448
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   

419
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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FLG  

26
Customer relationship management & workflow automation tool
FLG is a cloud-based financial CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting. Read more about FLG
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Customer relationship management & workflow automation tool
FLG is a cloud-based financial CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting. Read more about FLG
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enVisual360  

5
Compliance solution for wealth management firms
enVisual360 is a cloud-based wealth management solution that helps small to large enterprises manage accounting operations and streamline communication across the business. It comes with a centralized dashboard, which enables users to gain insight into business operations using charts. Read more about enVisual360
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Compliance solution for wealth management firms
enVisual360 is a cloud-based wealth management solution that helps small to large enterprises manage accounting operations and streamline communication across the business. It comes with a centralized dashboard, which enables users to gain insight into business operations using charts. Read more about enVisual360
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Onpipeline  

1
Customer relationship management (CRM) with visual pipeline
Onpipeline is a cloud-based customer relationship management (CRM) solution for sales teams that offers visual pipeline management, as well as email and calendar integration. The solution can be used to manage contacts, sales, tasks, deadlines, leads, and more, from one central location. Read more about Onpipeline
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Customer relationship management (CRM) with visual pipeline
Onpipeline is a cloud-based customer relationship management (CRM) solution for sales teams that offers visual pipeline management, as well as email and calendar integration. The solution can be used to manage contacts, sales, tasks, deadlines, leads, and more, from one central location. Read more about Onpipeline
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amoCRM  

130
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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Contactually  

98
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  

46
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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LeadSquared  

53
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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Redtail CRM  

51
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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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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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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AIM  

2
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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Junxure Cloud  

3
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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