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Top Rated Financial CRM Software with Freelancers - Page 4

Last updated: November 2026

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113 software options

Copper logo

The CRM designed for Google Workspace

Copper is a CRM tool that’s designed for and recommended by Google. Get set up in minutes thanks to its seamless integration with Google Workspace (formerly G Suite) and beautiful user experience. Automate repetitive tasks, stay on top of projects and deadlines, and build more valuable, long-lasting relationships.

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Nimble logo

Contact management & social relationship solution

Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

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Contactually logo

Turn relationships into results

Contactually is an easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, it gives you everything you need to organize, follow-up, and engage with everyone who matters to your business.

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LeadSquared logo

Built for Experiences, Tuned for Outcomes.

All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly.

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Redtail CRM logo

Web-based CRM for financial professionals

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Bitrix24 logo

Cloud & on-premises workspace for all business sizes

Bitrix24 is the fastest growing FREE CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing more

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Keap logo

An all-in-one CRM, sales and marketing automation solution

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

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Campaigner logo

Powerful Email Marketing & Automation platform

Advanced yet easy-to-use email marketing platform featuring automation workflows, contact segmentation, multivariate experiments and A/B split testing, drag & drop and HTML email editors, pre-built templates. conversion tracking and real time reporting.

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Practifi logo
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Cloud CRM for wealth management firms

Cloud-based CRM for wealth management firms, combining client data, workflow automation, and reporting in one platform.

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ISOhub logo
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Merchant management CRM for payment processors

ISOhub helps ISOs and payment processors scale their business with ease. Designed for the payment processing industry, ISOhub provides everything you need to manage sales teams, merchants, and operations.

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Akkuro CRM for banks logo
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Cloud-agnostic CRM for banks and financial firms

Akkuro CRM for banks is a cloud-agnostic CRM for banks and financial institutions, unifying fragmented customer data into real-time.

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TatvaCRM logo
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OmegaFP logo
(0)

Platform for fee-only advisor management

OmegaFP is an AI-powered CRM for fee-only financial advisors and RIAs, combining client relationship management, an AI meeting notetaker, and an autonomous AI assistant in one system — so advisors can manage clients, capture meetings, and automate busywork without switching tools.

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IR.Manager logo
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Investor relationship management software

IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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Altitude logo
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AI-native CRM built for financial advisors

Altitude CRM is an AI-native platform built for financial advisors. It combines CRM, marketing automation, and practice management in one intelligent system that automates workflows, strengthens client relationships, and drives measurable business growth.

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SolvCRM logo
(0)

A CRM Software Solution for a Profitable Sales Pipeline

SolvCRM: Powerful CRM software tailored for financial services. Streamline client acquisition, nurture prospects and manage advisor productivity with robust lead/deal tracking and analytics.

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Veritouch logo
(0)

CRM software for improving client engagement

CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.

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Speed Car Rental System logo
(0)

Best Car rental Software | Speed Auto Systems

Speed Car Rental System is a multi-tenant cloud-based software solution to help manage the car rental business in a more user-friendly and efficient way. Speed software is integrated software that allows users to access their data from any mobile device or computer, making it easy to keep track of the inventory and rates, and manage fleets.

Read more about Speed Car Rental System

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Broker CRM logo
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Cloud-based CRM solution for brokers

Broker CRM is a customer relationship management solution designed for brokerage professionals to manage clients, leads, and deals.

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Arx CRM logo
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Baker Hill NextGen logo
(0)

Software for managing risk and increasing profitability.

Baker Hill NextGen is a single unified platform that streamlines loan origination and portfolio risk management for commercial, small business, and consumer lending for banks and credit unions.

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FXCRM logo
(0)

All-in-One Forex CRM for Modern Brokerage Management

FXCRM is a Forex CRM and brokerage management platform that helps brokers manage traders, IBs, leads, KYC workflows, accounts, payments, bonuses, and back-office operations from one centralized system.

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