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Financial CRM Software for Small Business (2026) - Page 5

Last updated: March 2026

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114 software options

Apex 72 logo

Manage Activity, Build Results.

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Apex 72 is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

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IR.Manager logo

Investor relationship management software

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IR.Manager is available for Small Business and offers the following support options: Chat, Phone Support, Email/Help Desk.

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Financial Cloud CRM logo

Cloud-based CRM software for financial services

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Financial Cloud CRM is available for Small Business and offers the following support options: Email/Help Desk, Chat, FAQs/Forum, Knowledge Base, Phone Support.

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SolvCRM logo

A CRM Software Solution for a Profitable Sales Pipeline

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SolvCRM is available for Small Business and offers the following support options: Email/Help Desk.

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NMI Merchant Relationship Management logo

Merchant management CRM tool designed for payments industry

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NMI Merchant Relationship Management is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

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Antelope Systems logo

Customer relationship management (CRM) solution for brokers

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Antelope Systems is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, Chat.

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Veritouch logo

CRM software for improving client engagement

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Veritouch is available for Small Business and offers the following support options: Chat, Email/Help Desk.

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Hoopiz Credit Management logo

Financial services platform

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Hoopiz Credit Management is available for Small Business and offers the following support options: Phone Support, Chat, Email/Help Desk.

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Altitude logo

AI-native CRM built for financial advisors

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Altitude is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

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Silvasoft logo

Online booking and invoicing solution

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Silvasoft is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum, Chat.

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Pepper logo

Investment data management platform

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Pepper is available for Small Business.

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ProTracker Advantage logo

On-premise client relationship & practice management tool

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ProTracker Advantage is available for Small Business and offers the following support options: Chat, Phone Support, Knowledge Base, Email/Help Desk.

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Practifi logo

The single, unified workplace for your advisory firm.

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Practifi is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base.

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BSI Customer Suite logo

Omnichannel customer experience software.

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BSI Customer Suite is available for Small Business and offers the following support options: 24/7 (Live rep), Chat, Email/Help Desk.

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