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Top Rated Financial CRM Software with Workflow management - Page 5

Last updated: November 2026

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105 software options

Slant logo

The AI CRM for financial advisors and RIAs

One client record with built-in AI meeting notes, follow-ups and nudges. Used by 1,000+ advisory firms, from $150 per user per month.

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Hoopiz Credit Management logo

Financial services platform

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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ProTracker Advantage logo

On-premise client relationship & practice management tool

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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BSI Customer Suite logo

Omnichannel customer experience software.

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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Nullpoint Forex CRM logo

Forex CRM Software for MT4, MT5 & cTrader Brokers

Forex CRM software for MT4, MT5 and cTrader brokers, combining Client Area, KYC, payments, IB management, integrations and automation.

Read more about Nullpoint Forex CRM

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