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Financial CRM Software for Linux

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Pipedrive logo
4.5
(2.9K)

CRM built by salespeople, for salespeople

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Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.

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Less Annoying CRM logo
4.8
(579)

A simple CRM built just for small businesses

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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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Maximizer CRM logo
4.0
(351)

Find the right plan to help you get growing.

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Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales teams and managers face. Effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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Creatio CRM logo
4.8
(118)

Boost marketing, sales and service performance!

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Creatio CRM for Financial Industry offers an award-winning CRM, a great variety of financial apps, and enterprise-grade no-code tools!

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HoneyBook logo
4.8
(599)

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. Start a 7 day free trial today.

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monday sales CRM logo
4.7
(383)

Close deals. Automate the rest.

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monday sales 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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Spotler CRM logo
4.5
(462)

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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Bitrix24 logo
4.2
(806)

100% free CRM, collaboration, and communication tool suite

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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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Teamgate logo
4.8
(144)

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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vcita logo
4.5
(254)

vcita: Build a business you’re proud of.

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vcita is an all-in-one business management app designed with small businesses in mind, helping you manage your clients, schedule, billing and administration.

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Deltek Vision logo
4.1
(474)

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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Wealthbox logo
4.7
(144)

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
4.8
(61)

#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
4.5
(84)

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
4.5
(95)

All-in-One CRM Software Solution

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InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage all emails, documents, tasks, invoices, sales/opportunities, tasks, calendar events in one simple to use interface

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Unanet ERP AE logo
4.4
(70)

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
4.9
(27)

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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CloudBlue PSA logo
4.5
(23)

The next generation of professional services automation.

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CloudBlue supports the entire business lifecycle, from lead generation to contract renewal. It is designed specifically for software and services businesses, automating business functions in a single platform available on the cloud. It includes integrated time tracking systems and automated billing

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CentraHub CRM logo
3.9
(31)

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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SimpleCRM logo
4.5
(15)

Cloud-based all-in-one marketing platform

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SimpleCRM is an AI-enabled CRM solution for midsize to large businesses in the Asia Pacific region. The solution supports a portfolio of products that cater to various business requirements such as accounting, CRM, marketing, and more.

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Cool Life CRM logo
4.4
(17)

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
4.6
(11)

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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MadeMarket logo
4.7
(10)

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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Standard ERP logo
4.2
(16)

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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EQUP logo
4.7
(9)

A Premium CRM Software that Truly Performs

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EQUP is designed is to bridge the gap between the currently available solutions and the requirements of small business owners.

Things that no one else offer
- Inventory pooling
- Free version has no feature restrictions
- Dedicated resource to manage your account.
- Industry-specific solutions

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