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Financial CRM Software for Linux

Last updated: March 2026

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32 software options

Less Annoying CRM logo

Less Annoying CRM

Category Leaders

For small businesses outgrowing spreadsheets.

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

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HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

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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.

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Creatio CRM logo

Creatio CRM

Category Leaders

New era CRM to manage all customer and operational workflows

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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

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Maximizer CRM logo

Maximizer CRM

Category Leaders

Customer relationship and lead management solution

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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.

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Pipedrive logo
Category Leaders

Cloud-based CRM solution for salespeople

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

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monday CRM logo
Category Leaders

Customer relationship management solution

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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.

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Bitrix24 logo
Category Leaders

All in one business management workspace

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Bitrix24 is the fastest growing FREE CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing more

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Spotler CRM logo
Category Leaders

The Powerful CRM for Growing Teams

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The powerful small business CRM for finance with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

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vcita logo

Appointment scheduling and reminder solution

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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.

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Teamgate logo

Unlock Your Sales Potential

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

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Deltek Vision logo

Project management tool for professional services managers.

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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.

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Sage Sales Management logo
Category Leaders

The leading mobile CRM for field sales management.

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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.

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Wealthbox logo

Wealthbox is CRM you’ll actually enjoy.

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

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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InfoFlo logo

HIPAA compaliant case management software

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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.

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Unanet ERP AE logo

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

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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.

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RAYNET CRM logo

The most easy-to-use CRM solution.

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Simplify your CRM.

All contacts, deals, your calendar, your sales pipeline analysis –? all in one place.

Perfectly organized data that simplify your work and give you a thorough overview of your business.

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Dynamo Software logo

Investment Management Software

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Dynamo Software is a modern financial CRM built for asset managers, integrating AI-driven insights, intuitive UX, and robust automation to streamline investor workflows, fundraising, and deal tracking with unmatched efficiency and scalability.

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MadeMarket logo

Customer relationship and deal management platform

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MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

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Focus Softnet logo

CRM solution for automating sales, marketing & services

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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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SimpleWorks logo

Cloud-based all-in-one marketing platform

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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

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Cool Life CRM logo

360° marketing & relationship lifecycle management

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Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

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CreditOnline logo

Loan management software for lending businesses of all sizes

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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.

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Standard ERP logo

Standard ERP is a powerful system

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

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