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Top Rated Financial CRM Software with Non profits - Page 5

Last updated: September 2026

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122 software options

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
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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
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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
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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.

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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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Financial Cloud CRM logo
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Cloud-based CRM software for financial services

Financial Cloud CRM is a software built specifically for financial services. It unifies customer data, automates critical workflows, and integrates seamlessly with industry-leading tools to help users drive operational performance, ensure regulatory compliance, and more.

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Baker Hill NextGen logo
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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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AdviAlly logo
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Take your financial planning to new heights with AdviAlly.

AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

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FXCRM logo
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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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Webtrekk logo

Europe's Independent Premium Customer Analytics Platform

Webtrekk is a digital intelligence and marketing analytics software that gives you complete control over your online digital marketing reports and portfolio. Webtrekk provides valuable insights and KPI's needed to help maximize your enterprises online performances and business development potential, along with search engine optimization and online marketing.

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Hoopiz Credit Management logo
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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.

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ProTracker Advantage logo
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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.

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Antelope Systems logo
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Customer relationship management (CRM) solution for brokers

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

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BSI Customer Suite logo
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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.

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COMPLY logo

Advanced compliance technology empowers compliance teams

We offer a full suite of governance, risk, and compliance (GRC) consulting, technology, managed services, analytics, and outsourcing solutions for the financial services industry.

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NMI Merchant Relationship Management logo
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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.

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TNET Front Office logo
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Trust accounting software for the banking sector

TNET Front Office is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries, and IRA companies generate detailed account summaries, including information like asset location, market value reconciliation, and portfolio rates. It offers check writing, portfolio modeling, performance management, and document imaging features.

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Datasite Outreach logo

Optimize your deal marketing.

Whether compiling buyer lists, executing outreach activities or managing NDAs, Datasite Outreach is your resource for deal marketing.

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Finly logo
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Software for managing policy management operations

Finly provides financial advisors with a comprehensive software solution that streamlines administrative workflows from lead capture to policy management. The platform features an integrated CRM system, task management tools, and mobile accessibility, allowing advisors to focus more on client consultation rather than paperwork. Finly's cloud-based architecture enables structured advisory processes with data visualization capabilities for effective client management.

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SmartOffice logo
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Comprehensive workforce management solution

SmartPeople is an all-in-one workforce management solution that streamlines key HR processes through automation. The platform offers comprehensive features including payroll management, attendance tracking, shift scheduling, tax compliance, and employee data centralization. SmartPeople incorporates multi-layered access control to ensure data security while providing customizable notification systems for effective organizational communication.

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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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Acre logo
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The all-in-one mortgage and protection platform for brokers

Acre offers an all-in-one mortgage and protection software with automation tools, analytics, and real-time collaboration for thriving businesses. Empowering advisors with intuitive mortgage sourcing and efficient financial management, it helps users streamline operations and deliver better customer outcomes.

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