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. 

Top Rated Financial CRM Software with Ipad - Page 2

Last updated: May 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

65 software options

Dynamo Software logo

Investment Management Software

learn more
Dynamo Software v3.0 is an AI-powered financial CRM built for alternative investment firms combining a next-gen intelligent interface with DynamoAI relationship scoring, deal pipeline automation, and seamless Outlook/Gmail/PitchBook integration to centralize IR, fundraising, and deal tracking.

Read more about Dynamo Software

Users also considered
Teamogy logo

All-in-one cloud platform for projects, finances & teams

learn more
Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

Read more about Teamogy

Users also considered
Shape logo

Cloud-based CRM, sales & marketing automation software

learn more
Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

Read more about Shape

Users also considered
User.com logo

The engine of growth. An all in one solution for user data.

learn more
User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place.

Read more about User.com

Users also considered
InsuredMine logo

Integrated agency management software for insurance firms

learn more
InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

Read more about InsuredMine

Users also considered
Surefire CRM logo

CRM and lead management software for mortgage businesses

learn more
Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.

Read more about Surefire CRM

Users also considered
InfoFlo logo

HIPAA compaliant case management software

learn more
HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

Read more about InfoFlo

Users also considered
Centrex logo

Cloud-based CRM software for finance sector

learn more
Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.

Read more about Centrex

Users also considered
DealCloud logo

Deals, relationship, and firm management software

learn more
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

Read more about DealCloud

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
4Degrees logo

Customer relationship & pipeline management for companies

learn more
4Degrees is a cloud-based relationship and pipeline management tool which assists recruitment and real estate firms with collaboration and reporting. Key features include interaction tracking, lead management, task tracking, documentation, customer segmentation and talent management.

Read more about 4Degrees

Users also considered
ProBuilt ERP logo

Accounting CRM ERP Business Management

learn more
ProBuilt ERP offers a patent-pending ERP system built on Floating Forms and Data Stacking technologies. The platform integrates accounting, sales management, and operations management functionalities into a unified system. Companies can implement ProBuilt directly, license its technology for integration into existing applications, or utilize white-label options that replace multiple separate business tools.

Read more about ProBuilt ERP

Users also considered
CreditOnline logo

Loan management software for lending businesses of all sizes

learn more
CREDITONLINE is a cloud-based solution, which helps lending businesses manage the entire lifecycle of loan origination and servicing based on various marketing requirements. Using multiple lending models, it lets users automate business processes to provide P2P and secured/unsecured loans.

Read more about CreditOnline

Users also considered
DigiFi logo

Cloud-based financial management software

learn more
DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

Read more about DigiFi

Users also considered
Tier1 logo

CRM software for capital markets & investment banking.

learn more
Global relationship management software for capital markets, corporate & investment banking, and investment management.

Read more about Tier1

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
SimpleWorks logo

Cloud-based all-in-one marketing platform

learn more
SimpleCRM offers financial institutions tools like Customer360, GPT-powered coaches, R-YaBot, KYC via mobile, and advanced BPM. It ensures secure, compliant, scalable operations with multi-language support, enhancing customer engagement and satisfaction

Read more about SimpleWorks

Users also considered
Exact for CRM logo

Leverage your data to boost sales.

learn more
Exact CRM offers a complete solution for sales, marketing and operations teams to manage relationships with customers across sales channels - providing critical sales intelligence for increase in revenue.

Read more about Exact for CRM

Users also considered
AdvisorEngine logo

Wealth management platform for investment companies

learn more
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

Read more about AdvisorEngine

Users also considered
Heeros PSA logo

All-in-one professional service automation platform

learn more
The professional service automation platform that simplifies the way businesses are run and grown.

It has all: project and resource management, sales, profitability monitoring and more.

Read more about Heeros PSA

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
Q4 Desktop logo

Cloud-based investor relations solutions

learn more
Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence.

Read more about Q4 Desktop

Users also considered
Standard ERP logo

Standard ERP is a powerful system

learn more
Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

Read more about Standard ERP

Users also considered
Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

learn more
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

Read more about Unanet ERP AE

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