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Financial CRM Software for Windows

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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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ProTracker Advantage logo
(0)

On-premise client relationship & practice management tool

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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.

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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.

Get started with a 7 day free trial today.

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EngageBay CRM logo
4.7
(665)

Integrated sales & marketing software for growing teams

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EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.

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eWay-CRM logo
4.6
(557)

The Best CRM for Microsoft Outlook

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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.

It also 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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Freshsales logo
4.5
(605)

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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Apptivo logo
4.4
(711)

CRM 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 info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.

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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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Close logo
4.7
(159)

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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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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Kommo logo
4.4
(156)

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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LeadSquared logo
4.3
(157)

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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Dolibarr logo
4.5
(102)

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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FreeAgent CRM logo
4.7
(72)

Powerful, easy-to-use CRM your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love.

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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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