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Financial CRM Software for Freelancers (2026) - Page 3

Last updated: March 2026

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70 software options

Centrex logo

Cloud-based CRM software for finance sector

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Centrex is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum.

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Standard ERP logo

Standard ERP is a powerful system

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Standard ERP is available for Freelancers and offers the following support options: Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep).

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

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CentrixOne is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

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FPS GOLD Core Banking logo

Core processing software for community banks

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FPS GOLD Core Banking is available for Freelancers and offers the following support options: Phone Support, Email/Help Desk, 24/7 (Live rep), Chat.

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TreasuryView logo

Financial uncertainty, meet risk management!

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TreasuryView is available for Freelancers and offers the following support options: Chat, Email/Help Desk, Phone Support, Knowledge Base.

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Captafi logo

Simple to use loan and loan modification tracking software.

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Captafi is available for Freelancers and offers the following support options: Phone Support, Email/Help Desk.

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Chatabox logo

A user-friendly CRM software for small to medium business.

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Chatabox is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support, Chat, FAQs/Forum, Knowledge Base.

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Edda logo

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

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Edda is available for Freelancers and offers the following support options: Chat, Email/Help Desk, Knowledge Base.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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Onpipeline is available for Freelancers and offers the following support options: Email/Help Desk, Chat, Phone Support, Knowledge Base, FAQs/Forum, 24/7 (Live rep).

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Fitsyn logo

Financial services and lead management software

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Fitsyn is available for Freelancers and offers the following support options: Phone Support, Email/Help Desk.

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Unbox ERP logo

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

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Unbox ERP is available for Freelancers and offers the following support options: 24/7 (Live rep), Phone Support, Knowledge Base, Email/Help Desk, FAQs/Forum, Chat.

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equisoft/connect logo

CRM software for businesses of all sizes

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equisoft/connect is available for Freelancers and offers the following support options: Chat, Email/Help Desk.

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AdviAlly logo

Take your financial planning to new heights with AdviAlly.

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AdviAlly is available for Freelancers and offers the following support options: Email/Help Desk.

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Apex 72 logo

Manage Activity, Build Results.

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Apex 72 is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

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SolvCRM logo

A CRM Software Solution for a Profitable Sales Pipeline

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SolvCRM is available for Freelancers and offers the following support options: Email/Help Desk.

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Altitude logo

AI-native CRM built for financial advisors

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Altitude is available for Freelancers and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

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Silvasoft logo

Online booking and invoicing solution

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Silvasoft is available for Freelancers and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum, Chat.

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ProTracker Advantage logo

On-premise client relationship & practice management tool

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ProTracker Advantage is available for Freelancers and offers the following support options: Chat, Phone Support, Knowledge Base, Email/Help Desk.

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Practifi logo

The single, unified workplace for your advisory firm.

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Practifi is available for Freelancers and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

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