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Financial CRM
Web based

Top Rated Financial CRM Software with Web based - Page 6

Last updated: September 2026

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141 software options

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Webtrekk

3.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Europe's Independent Premium Customer Analytics Platform

Webtrekk is a digital intelligence and marketing analytics software that gives you complete control over your online digital marketing reports and portfolio. Webtrekk provides valuable insights and KPI's needed to help maximize your enterprises online performances and business development potential, along with search engine optimization and online marketing.

Hoopiz Credit Management

(0)

Financial services platform

Hoopiz helps finance and sales departments save time, reduce their customer risks and develop their turnover by accelerating their performance. Hoopiz combines business experience in customer credit management, technical expertise, and knowledge of technology development.

Read more about Hoopiz Credit Management

Users also considered

ProTracker Advantage

(0)

On-premise client relationship & practice management tool

ProTracker Advantage is an on-premise client relationship and practice management software designed to help businesses record and track communications, tasks, documents, and more from within a unified platform. Administrators can generate custom reports to ensure regulatory compliance purposes and gain insights into trends across clients and prospects.

Antelope Systems

(0)

Customer relationship management (CRM) solution for brokers

Antelope is a customer relationship management (CRM) software that helps brokers maximize the company's potential.

BSI Customer Suite

(0)

Omnichannel customer experience software.

BSI Customer Suite is a cloud-based customer experience solution for midsize banking, investment, retail, and health and fitness businesses, which provides features such as reporting and insights, customer lifecycle management, marketing automation, customer database, and data-based automation.

COMPLY

4.8

(24)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Advanced compliance technology empowers compliance teams

We offer a full suite of governance, risk, and compliance (GRC) consulting, technology, managed services, analytics, and outsourcing solutions for the financial services industry.

Zoot

(0)

Loan origination and credit decisioning platform

Zoot Solutions is a loan origination and credit decisioning platform for financial service providers. It offers digital onboarding, data orchestration, fraud prevention, and risk assessment tools. With case management and underwriting features, it blends automated workflows and manual reviews. The platform supports consumer lending, credit card origination, mortgage lending, auto finance, and merchant onboarding.

NMI Merchant Relationship Management

(0)

Merchant management CRM tool designed for payments industry

NMI Merchant Relationship Management (MRM) tool designed for the payments industry, helping banks, ISOs, and providers automate merchant onboarding, underwriting, and monitoring. It unifies compliance, risk, and portfolio management to streamline operations and drive growth.

Read more about NMI Merchant Relationship Management

Users also considered

Total Family

(0)

Legacy software for wealth advisors and families.

Total Family is a cloud-based legacy platform for RIAs, advisory firms, and family offices. Advisors invite clients to build a Family Vision, track Milestones, write Legacy Letters, and use KinAI to organize it all — strengthening retention across generational wealth transfers.

Apex 72

(0)

Manage Activity, Build Results.

Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.

TNET Front Office

(0)

Trust accounting software for the banking sector

TNET Front Office is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries, and IRA companies generate detailed account summaries, including information like asset location, market value reconciliation, and portfolio rates. It offers check writing, portfolio modeling, performance management, and document imaging features.

Datasite Outreach

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Optimize your deal marketing.

Whether compiling buyer lists, executing outreach activities or managing NDAs, Datasite Outreach is your resource for deal marketing.

Finly

(0)

Software for managing policy management operations

Finly provides financial advisors with a comprehensive software solution that streamlines administrative workflows from lead capture to policy management. The platform features an integrated CRM system, task management tools, and mobile accessibility, allowing advisors to focus more on client consultation rather than paperwork. Finly's cloud-based architecture enables structured advisory processes with data visualization capabilities for effective client management.

SmartOffice

(0)

Comprehensive workforce management solution

SmartPeople is an all-in-one workforce management solution that streamlines key HR processes through automation. The platform offers comprehensive features including payroll management, attendance tracking, shift scheduling, tax compliance, and employee data centralization. SmartPeople incorporates multi-layered access control to ensure data security while providing customizable notification systems for effective organizational communication.

Skywave CRM

4.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based customer relationship management software

Skywave CRM is a cloud-based customer relationship management software that provides businesses with tools to manage and streamline marketing processes on a centralized platform. Supervisors can use the dashboard to track incoming/outgoing calls, access audit trails, and generate customizable reports.

Acre

(0)

The all-in-one mortgage and protection platform for brokers

Acre offers an all-in-one mortgage and protection software with automation tools, analytics, and real-time collaboration for thriving businesses. Empowering advisors with intuitive mortgage sourcing and efficient financial management, it helps users streamline operations and deliver better customer outcomes.