getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial CRM Applications for Android

Last updated: March 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

72 software options

Less Annoying CRM logo

Less Annoying CRM

Category Leaders

For small businesses outgrowing spreadsheets.

visit website
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

visit website
HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

Read more about HoneyBook

Users also considered
Zoho CRM logo

Zoho CRM

Category Leaders

Customer relationship management solution

visit website
Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions. Create awesome experiences for your clients, and grow your business faster with the top-rated CRM solution for financial services institutions.

Read more about Zoho CRM

Users also considered
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Pipeline-centric CRM system for small businesses

visit website
Effortlessly gather new inquiries, assess their needs, and guide them through their journey toward attaining their financial goals with Bigin. From multichannel communication and foolproof automation to powerful mobile apps, Bigin has everything needed to support the financial services you offer!

Read more about Bigin by Zoho CRM

Users also considered
Creatio CRM logo

Creatio CRM

Category Leaders

New era CRM to manage all customer and operational workflows

visit website
Creatio helps financial organizations automate customer and operational workflows such as:
- Core Banking Systems
- Loan Origination & Processing
- Indirect & Digital Lending
- Collateral, Appraisal & Lien Management
- Credit Risk & Underwriting
- Collections & Delinquency Management
and more

Read more about Creatio CRM

Users also considered
HubSpot CRM logo

HubSpot CRM

Category Leaders

CRM and lead management solution

visit website
HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Maximizer CRM logo

Maximizer CRM

Category Leaders

Customer relationship and lead management solution

visit website
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Read more about Maximizer CRM

Users also considered
Pipedrive logo
Category Leaders

Cloud-based CRM solution for salespeople

learn more
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

Read more about Pipedrive

Users also considered
Nimble logo
Category Leaders

Contact management & social relationship solution

learn more
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.

Read more about Nimble

Users also considered
EngageBay CRM logo

Integrated sales & marketing software for growing teams

learn more
AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

learn more
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.

Read more about NetSuite

Users also considered
eWay-CRM logo

Customer relationship management solution

learn more
eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered
monday CRM logo
Category Leaders

Customer relationship management solution

learn more
monday CRM is a great CRM software for financial institutions of all sizes. Keep track of your customers, contact details, transaction history, and records all in one place. You can use smart and visual boards to assign items, automate emails, set reminders, manage your goals, and share files.

Read more about monday CRM

Users also considered
Apptivo logo

CRM solution for managing customer accounts

learn more
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Freshsales logo
Category Leaders

Sales management solution

learn more
Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

Read more about Freshsales

Users also considered
Keap logo
Category Leaders

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

learn more
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
Bitrix24 logo
Category Leaders

All in one business management workspace

learn more
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
Copper logo

The CRM designed for Google Workspace

learn more
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.

Read more about Copper

Users also considered
vcita logo

Appointment scheduling and reminder solution

learn more
vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

Read more about vcita

Users also considered
Teamgate logo

Unlock Your Sales Potential

learn more
Teamgate CRM powers sales teams of all sizes to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.

Read more about Teamgate

Users also considered
Close logo

The conversation-first CRM for small, scaling sales teams

learn more
The most successful firms never stop recruiting new business. Easily import lists and contact hundreds of leads per day. Whether your prospects prefer to be reached by email, phone, or text — you can do it all in Close.

Read more about Close

Users also considered
Deltek Vision logo

Project management tool for professional services managers.

learn more
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
Sage Sales Management logo
Category Leaders

The leading mobile CRM for field sales management.

learn more
Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

Read more about Sage Sales Management

Users also considered
Wealthbox logo

Wealthbox is CRM you’ll actually enjoy.

learn more
Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.

Read more about Wealthbox

Users also considered
Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

learn more
Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. It’s a perfect messenger-based sales solution for SMBs and entrepreneurs.

Read more about Kommo

Users also considered