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Top Rated Financial CRM Software with Web based - Page 5

Last updated: September 2026

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141 software options

Campaigner logo

Powerful Email Marketing & Automation platform

Advanced yet easy-to-use email marketing platform featuring automation workflows, contact segmentation, multivariate experiments and A/B split testing, drag & drop and HTML email editors, pre-built templates. conversion tracking and real time reporting.

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Practifi logo
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Cloud CRM for wealth management firms

Cloud-based CRM for wealth management firms, combining client data, workflow automation, and reporting in one platform.

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Capsule logo

Customer relationship management solution

Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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ISOhub logo
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Merchant management CRM for payment processors

ISOhub helps ISOs and payment processors scale their business with ease. Designed for the payment processing industry, ISOhub provides everything you need to manage sales teams, merchants, and operations.

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Uptrader logo

Decision support for business process improvement

Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

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Messenger logo

Secure messaging & board communication tool

Diligent Messenger is a secure board communication and real-time collaboration tool designed to mitigate the risk of communication breaches and leaks

Read more about Messenger

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Akkuro CRM for banks logo
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Cloud-agnostic CRM for banks and financial firms

Akkuro CRM for banks is a cloud-agnostic CRM for banks and financial institutions, unifying fragmented customer data into real-time.

Read more about Akkuro CRM for banks

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Lunar CRM logo

Lunar CRM - Bespoke CRM solutions for your business

Cloud-based system that monitors KPIs, manages workflow, integrates with dialler for outsourced call centres and insurance brokers.

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OmegaFP logo
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Platform for fee-only advisor management

OmegaFP is an AI-powered CRM for fee-only financial advisors and RIAs, combining client relationship management, an AI meeting notetaker, and an autonomous AI assistant in one system — so advisors can manage clients, capture meetings, and automate busywork without switching tools.

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IR.Manager logo
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Investor relationship management software

IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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Silvasoft logo
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Online booking and invoicing solution

Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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Altitude logo
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AI-native CRM built for financial advisors

Altitude CRM is an AI-native platform built for financial advisors. It combines CRM, marketing automation, and practice management in one intelligent system that automates workflows, strengthens client relationships, and drives measurable business growth.

Read more about Altitude

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Tchat N Sign logo
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Your Tool for Efficient Financial Advisory

Targeted at financial advisors and MGAs seeking improved workflow, enhanced client communication, and regulatory compliance. Ideal for financial firms seeking a user-friendly digital solution.

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SolvCRM logo
(0)

A CRM Software Solution for a Profitable Sales Pipeline

SolvCRM: Powerful CRM software tailored for financial services. Streamline client acquisition, nurture prospects and manage advisor productivity with robust lead/deal tracking and analytics.

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Veritouch logo
(0)

CRM software for improving client engagement

CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.

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Speed Car Rental System logo
(0)

Best Car rental Software | Speed Auto Systems

Speed Car Rental System is a multi-tenant cloud-based software solution to help manage the car rental business in a more user-friendly and efficient way. Speed software is integrated software that allows users to access their data from any mobile device or computer, making it easy to keep track of the inventory and rates, and manage fleets.

Read more about Speed Car Rental System

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Pepper logo
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Investment data management platform

Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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Broker CRM logo
(0)

Cloud-based CRM solution for brokers

Broker CRM is a customer relationship management solution designed for brokerage professionals to manage clients, leads, and deals.

Read more about Broker CRM

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WealthSphere logo
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Wealth management solution for entity compliance/financials

WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.

Read more about WealthSphere

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Financial Cloud CRM logo
(0)

Cloud-based CRM software for financial services

Financial Cloud CRM is a software built specifically for financial services. It unifies customer data, automates critical workflows, and integrates seamlessly with industry-leading tools to help users drive operational performance, ensure regulatory compliance, and more.

Read more about Financial Cloud CRM

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TaskSuite logo

Lending Simplified, Success Amplified.

TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

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Baker Hill NextGen logo
(0)

Software for managing risk and increasing profitability.

Baker Hill NextGen is a single unified platform that streamlines loan origination and portfolio risk management for commercial, small business, and consumer lending for banks and credit unions.

Read more about Baker Hill NextGen

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AdviAlly logo
(0)

Take your financial planning to new heights with AdviAlly.

AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

Read more about AdviAlly

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FXCRM logo
(0)

All-in-One Forex CRM for Modern Brokerage Management

FXCRM is a Forex CRM and brokerage management platform that helps brokers manage traders, IBs, leads, KYC workflows, accounts, payments, bonuses, and back-office operations from one centralized system.

Read more about FXCRM

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FYNXT logo
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Your Next-Gen Fintech Partner

FYNXT offers a leading low code & modular Forex CRM Platform for Multi-Asset Brokers and other FIs. Choose us as your Next-Gen Fintech Partner.

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