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Financial CRM
Page 3

Financial CRM Software for Freelancers (2026) - Page 3

Last updated: March 2026

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Features

API(61)

Access Controls/Permissions(45)

Activity Dashboard(57)

Activity Tracking(56)

Alerts/Notifications(60)

Integrated with

Microsoft Outlook(34)

Google Calendar(31)

QuickBooks Online Advanced(17)

Docusign(13)

Dropbox Business(19)

Pricing model

Free(20)

Open Source(2)

Free Trial(55)

One Time License(0)

Subscription(67)

Devices supported

Mac(34)

iPad(41)

Android(47)

Linux(19)

Web-based(70)

iPhone(46)

Windows(35)

Organization types

Small Business(70)

Non Profit(40)

Large Enterprises(59)

Public Administrations(28)

Freelancers

Mid Size Business(63)

User rating

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Centrex

4.9

(8)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based CRM software for finance sector

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

Read more about Centrex

Users also considered

Standard ERP

4.2

(16)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Standard ERP is a powerful system

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).

Read more about Standard ERP

Users also considered

Saleoid

4.6

(10)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Best CRM Software for leads, sales, marketing & billing

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.

Read more about Saleoid

Users also considered

CentrixOne

4.2

(13)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CentrixOne all in one CRM - Simple, Intuitive Affordable

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

Read more about CentrixOne

Users also considered

FPS GOLD Core Banking

4.4

(11)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Core processing software for community banks

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

Read more about FPS GOLD Core Banking

Users also considered

TreasuryView

4.8

(6)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Financial uncertainty, meet risk management!

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

Read more about TreasuryView

Users also considered

Captafi

5.0

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simple to use loan and loan modification tracking software.

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

Read more about Captafi

Users also considered

Chatabox

4.6

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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

Read more about Chatabox

Users also considered

Edda

4.8

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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

Read more about Edda

Users also considered

Onpipeline

4.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Customer relationship management (CRM) with visual pipeline

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).

Read more about Onpipeline

Users also considered

Fitsyn

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Financial services and lead management software

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

Read more about Fitsyn

Users also considered

Unbox ERP

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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.

Read more about Unbox ERP

Users also considered

equisoft/connect

1.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM software for businesses of all sizes

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

Read more about equisoft/connect

Users also considered

AdviAlly

(0)

Take your financial planning to new heights with AdviAlly.

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

Read more about AdviAlly

Users also considered

Apex 72

(0)

Manage Activity, Build Results.

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

Read more about Apex 72

Users also considered

SolvCRM

(0)

A CRM Software Solution for a Profitable Sales Pipeline

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

Read more about SolvCRM

Users also considered

Altitude

(0)

AI-native CRM built for financial advisors

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

Read more about Altitude

Users also considered

Silvasoft

(0)

Online booking and invoicing solution

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

Read more about Silvasoft

Users also considered

ProTracker Advantage

(0)

On-premise client relationship & practice management tool

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

Read more about ProTracker Advantage

Users also considered

Practifi

(0)

The single, unified workplace for your advisory firm.

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

Read more about Practifi

Users also considered

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