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Top Rated Financial CRM Software with Freelancers - Page 2

Last updated: September 2026

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110 software options

Teamogy logo

All-in-one cloud platform for projects, finances & teams

Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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MortgageHalo logo

MortgageHalo is a mortgage lead-generating CRM

MortgageHalo delivers leads to your Loan Officers inbox weekly. Loan Officers will know who to contact on a week by week basis.

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Positive User logo

The engine of growth. An all in one solution for user data.

Positive User is an omnichannel emailing and customer engagement platform aimed at boosting engagement and improving conversion by using a single data source for your customers.

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InsuredMine logo

Integrated agency management software for insurance firms

InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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Surefire CRM logo

CRM and lead management software for mortgage businesses

Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.

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Altvia logo

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.

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Spotler CRM logo

The Powerful CRM for Growing Teams

The powerful small business CRM for finance with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

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Centrex logo

Cloud-based CRM software for finance sector

Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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DigiFi logo

Cloud-based financial management software

DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

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Captafi logo

Simple to use loan and loan modification tracking software.

Cloud-based CRM/Agency Management designed for financial professionals. No complex setup—purpose-built for your expertise. $25/user/month, scalable, with discounts for large teams. Start with a 14-day free trial—no credit card required!

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TreasuryView logo

Financial uncertainty, meet risk management!

TreasuryView is a SaaS Treasury Risk Management Software. Our platform allows users to easily manage and oversee bank loans, future debt issuances, and interest rate hedging programs. Automated predictive insights provide enhanced clarity and confidence, enabling timely risk management decisions.

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DealCloud logo

Cloud-based deal & relationship platform for finance

DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.

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4Degrees logo

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.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

In a single platform, it combines the tools to integrate all customer relationship channels, customize relationship processes, oversee quality indicators and customer experience in real time, and more.

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InfoFlo logo

HIPAA compaliant case management software

HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

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Tier1 logo

CRM software for capital markets & investment banking.

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

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Edda logo

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

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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Rings AI logo

Cloud-based CRM and XRM platform for VC and PE firms

Cloud-based CRM and XRM platform for venture capital and private equity teams, with AI-assisted relationship intelligence.

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Togile logo

Cloud-based customer relationship management software

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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Apptivo logo

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

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Fitsyn logo

Financial services and lead management software

Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement.

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Vestio logo

Integrated wealth management and financial control system

VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Allvue logo

Investment management software for private equity firms

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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