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Top Rated Financial CRM Software with Small business - Page 3

Last updated: September 2026

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77 software options

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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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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Users also considered
Focus Softnet logo

One Platform. Complete Business Control

Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media.

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Zendesk Sell logo

All-in-one sales platform for sales teams.

Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

Read more about Zendesk Sell

Users also considered
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

Read more about Redtail CRM

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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.

Read more about Efficy CRM

Users also considered
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.

Read more about Keap

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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.

Read more about Campaigner

Users also considered
Capsule logo

Customer relationship management solution

Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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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.

Read more about ISOhub

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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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Messenger logo

Secure messaging & board communication tool

Diligent Messenger is a secure board communication and real-time collaboration tool designed to mitigate the risk of communication breaches and leaks

Read more about Messenger

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Silvasoft logo
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Online booking and invoicing solution

Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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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.

Read more about Altitude

Users also considered
Tchat N Sign logo
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Your Tool for Efficient Financial Advisory

Targeted at financial advisors and MGAs seeking improved workflow, enhanced client communication, and regulatory compliance. Ideal for financial firms seeking a user-friendly digital solution.

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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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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.

Read more about AdviAlly

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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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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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Apex 72 logo
(0)

Manage Activity, Build Results.

Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.

Read more about Apex 72

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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.

Read more about Datasite Outreach

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