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Top Rated Financial CRM Software with Freelancers - Page 3

Last updated: November 2026

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113 software options

Skywave CRM logo

Cloud-based customer relationship management software

Skywave CRM is a cloud-based customer relationship management software that provides businesses with tools to manage and streamline marketing processes on a centralized platform. Supervisors can use the dashboard to track incoming/outgoing calls, access audit trails, and generate customizable reports.

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Uptrader logo

Decision support for business process improvement

Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

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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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Peso logo

Accounts Receivable Automation Software

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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SimpleWorks logo

Cloud-based all-in-one marketing platform

SimpleCRM offers financial institutions tools like Customer360, GPT-powered coaches, R-YaBot, KYC via mobile, and advanced BPM. It ensures secure, compliant, scalable operations with multi-language support, enhancing customer engagement and satisfaction

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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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Exact for CRM logo

Leverage your data to boost sales.

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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AdvisorEngine logo

Wealth management platform for investment companies

AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

F-RevoCRM is a cloud-based, open-source CRM software that is only available in Japanese. The software provides customer relationship management tools and automated workflows, designed for both sales and service departments. F-RevoCRM is suitable for various use cases such as managing leads, cases, inquiries, and sales data. It can be used to manage all contact information and track activity in real-time. Customizable reporting and an optional customer portal are also available.

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Heeros PSA logo

All-in-one professional service automation platform

The professional service automation platform that simplifies the way businesses are run and grown.

It has all: project and resource management, sales, profitability monitoring and more.

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FPS GOLD Core Banking logo

Core processing software for community banks

FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more

Read more about FPS GOLD Core Banking

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Cool Life CRM logo

360° marketing & relationship lifecycle management

Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

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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Shape logo

Cloud-based CRM, sales & marketing automation software

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Q4 Desktop logo

Cloud-based investor relations solutions

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

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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

Read more about Unanet ERP AE

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Corefactors logo

RevOps Enabling AI-powered CRM- A Zero Revenue Leakage Tool

Corefactors is a RevOps-enabling AI-powered CRM software that automates operations and integrates data across your revenue-generating teams. The solution is easy to customize and designed to handle increasing volumes of data and users without compromising performance.

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Agentforce Financial Services (formerly Salesforce Financial Services Cloud) logo

Cloud CRM for banks, wealth & insurance firms

Agentforce Financial Services is a cloud-based CRM for financial institutions, unifying banking, wealth management, and insurance.

Read more about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

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Standard ERP logo

Standard ERP is a powerful system

Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

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Total Expert logo

Marketing automation tool for financial services industry

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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Backstop logo

Cloud-based investment management platform

Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

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equisoft/connect logo

CRM software for businesses of all sizes

Equisoft/connect is a powerful CRM software designed to help financial advisors, insurance professionals, and enterprises spend less time maintaining data and more time engaging customers. It is deployed as a cloud-based solution, allowing businesses to access the software from any location.

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