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Financial CRM
Mid size business

Top Rated Financial CRM Software with Mid size business - Page 4

Last updated: May 2026

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Sage Intacct

4.3

(677)

5

320

4

266

3

68

2

14

1

9

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

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.

Read more about Sage Intacct

Users also considered

Efficy CRM

4.0

(90)

5

26

4

44

3

14

2

4

1

2

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

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.

Read more about Efficy CRM

Users also considered

Bitrix24

4.2

(989)

5

456

4

354

3

120

2

29

1

30

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

All in one business management workspace

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

Read more about Bitrix24

Users also considered

Deltek Vision

4.1

(471)

5

166

4

207

3

71

2

21

1

6

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

Project management tool for professional services managers.

Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

Read more about Deltek Vision

Users also considered

Keap

4.1

(1.2K)

5

613

4

418

3

149

2

57

1

61

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

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.

Read more about Keap

Users also considered

SolvCRM

(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.

Read more about SolvCRM

Users also considered

Veritouch

(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.

Read more about Veritouch

Users also considered

BSI Customer Suite

(0)

Omnichannel customer experience software.

BSI Customer Suite is a cloud-based customer experience solution for midsize banking, investment, retail, and health and fitness businesses, which provides features such as reporting and insights, customer lifecycle management, marketing automation, customer database, and data-based automation.

Read more about BSI Customer Suite

Users also considered

Hoopiz Credit Management

(0)

Financial services platform

Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

Read more about Hoopiz Credit Management

Users also considered

NMI Merchant Relationship Management

(0)

Merchant management CRM tool designed for payments industry

NMI Merchant Relationship Management (MRM) tool designed for the payments industry, helping banks, ISOs, and providers automate merchant onboarding, underwriting, and monitoring. It unifies compliance, risk, and portfolio management to streamline operations and drive growth.

Read more about NMI Merchant Relationship Management

Users also considered

IR.Manager

(0)

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.

Read more about IR.Manager

Users also considered

ISOhub

(0)

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.

Read more about ISOhub

Users also considered

Practifi

(0)

The single, unified workplace for your advisory firm.

Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM.

Read more about Practifi

Users also considered

Altitude

(0)

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.

Read more about Altitude

Users also considered

ProTracker Advantage

(0)

On-premise client relationship & practice management tool

ProTracker Advantage is an on-premise client relationship and practice management software designed to help businesses record and track communications, tasks, documents, and more from within a unified platform. Administrators can generate custom reports to ensure regulatory compliance purposes and gain insights into trends across clients and prospects.

Read more about ProTracker Advantage

Users also considered

Antelope Systems

(0)

Customer relationship management (CRM) solution for brokers

Antelope is a customer relationship management (CRM) software that helps brokers maximize the company's potential.

Read more about Antelope Systems

Users also considered

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