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Financial CRM Software for Mac

Last updated: February 2026

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54 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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Bigin by Zoho CRM logo

Bigin by Zoho CRM

Pipeline-centric CRM system for small businesses

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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!

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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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RAYNET CRM logo

RAYNET CRM

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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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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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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

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eWay-CRM logo

Customer relationship management solution

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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.

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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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Apptivo logo

CRM solution for managing customer accounts

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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.

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Freshsales logo
Category Leaders

Sales management solution

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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.

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Bitrix24 logo
Category Leaders

Your ultimate 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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Daylite for Mac logo
Category Leaders

All-in-One Business App for Service-Based Firms.

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Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

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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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Close logo

The all-in-one CRM for fast-growing sales teams.

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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.

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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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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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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.

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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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LeadSquared logo

Marketing automation and sales execution platform

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All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly.

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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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Dolibarr logo

Solutions for On-line businesses

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Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Available as a Cloud solution on On premise.

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