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Financial CRM Software with Workflow Management (2026) - Page 4

Last updated: April 2026

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96 software options

Edda logo

An all-in-one investment tracking suite built for VCs

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From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

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Tier1 logo

CRM software for capital markets & investment banking.

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Global relationship management software for capital markets, corporate & investment banking, and investment management.

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Exact for CRM logo

Leverage your data to boost sales.

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Exact CRM offers a complete solution for sales, marketing and operations teams to manage relationships with customers across sales channels - providing critical sales intelligence for increase in revenue.

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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

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Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

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Doxim CRM logo

Financial services CRM software

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Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain relationships with new and existing clients using contact, campaign, and pipeline management tools, plus sales tracking technology, and more

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Allvue logo

Investment management software for private equity firms

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Never miss an opportunity with a CRM that tracks prospects, investors, and deal opportunities, while utilizing native apps for tablets and smartphones to keep crucial information at your fingertips.

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Unbox ERP logo

The lead solution in Training, Consulting and 24/7 Support.

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Unbox ERR & CRM Solutions is a cloud based service helping to streamline all aspects of your business including Invoicing, Inventory Management, Project Management, Third-party management with over 20 modules available. See customer trends and patterns within one centralized platform.

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Peso logo

Accounts Receivable Automation Software

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Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

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telecrm logo

Sell to serve

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Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

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Q4 Desktop logo

Cloud-based investor relations solutions

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

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Practifi logo
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The single, unified workplace for your advisory firm.

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Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM.

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BSI Customer Suite logo
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Omnichannel customer experience software.

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BSI Customer Suite is a cloud-based customer experience solution for midsize banking, investment, retail, and health and fitness businesses, which provides features such as reporting and insights, customer lifecycle management, marketing automation, customer database, and data-based automation.

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Hoopiz Credit Management logo
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Financial services platform

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Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

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AdviAlly logo
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Take your financial planning to new heights with AdviAlly.

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AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

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IR.Manager logo
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Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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ProTracker Advantage logo
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On-premise client relationship & practice management tool

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ProTracker Advantage is an on-premise client relationship and practice management software designed to help businesses record and track communications, tasks, documents, and more from within a unified platform. Administrators can generate custom reports to ensure regulatory compliance purposes and gain insights into trends across clients and prospects.

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Financial Cloud CRM logo
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Cloud-based CRM software for financial services

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Financial Cloud CRM is a software built specifically for financial services. It unifies customer data, automates critical workflows, and integrates seamlessly with industry-leading tools to help users drive operational performance, ensure regulatory compliance, and more.

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Veritouch logo
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CRM software for improving client engagement

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CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.

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Altitude logo
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AI-native CRM built for financial advisors

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Altitude CRM is an AI-native platform built for financial advisors. It combines CRM, marketing automation, and practice management in one intelligent system that automates workflows, strengthens client relationships, and drives measurable business growth.

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