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Top Rated Financial CRM Software with Free trial - Page 3

Last updated: November 2026

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85 software options

Apptivo logo

CRM solution for managing customer accounts

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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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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F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

F-RevoCRM is a cloud-based, open-source CRM software that is only available in Japanese. The software provides customer relationship management tools and automated workflows, designed for both sales and service departments. F-RevoCRM is suitable for various use cases such as managing leads, cases, inquiries, and sales data. It can be used to manage all contact information and track activity in real-time. Customizable reporting and an optional customer portal are also available.

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Heeros PSA logo

All-in-one professional service automation platform

The professional service automation platform that simplifies the way businesses are run and grown.

It has all: project and resource management, sales, profitability monitoring and more.

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Shape logo

Cloud-based CRM, sales & marketing automation software

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Q4 Desktop logo

Cloud-based investor relations solutions

Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence.

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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

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Corefactors logo

RevOps Enabling AI-powered CRM- A Zero Revenue Leakage Tool

Corefactors is a RevOps-enabling AI-powered CRM software that automates operations and integrates data across your revenue-generating teams. The solution is easy to customize and designed to handle increasing volumes of data and users without compromising performance.

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Standard ERP logo

Standard ERP is a powerful system

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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ezeeCRM logo

Customer relationship management for sales teams

ezeeCRM is a cloud-based CRM (customer relationship management) solution, which is designed to help sales teams reach new leads, track opportunities, manage pipelines, and communicate with clients. The platform helps businesses across various industries streamline their sales processes.

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Copper logo

The CRM designed for Google Workspace

Copper is a CRM tool that’s designed for and recommended by Google. Get set up in minutes thanks to its seamless integration with Google Workspace (formerly G Suite) and beautiful user experience. Automate repetitive tasks, stay on top of projects and deadlines, and build more valuable, long-lasting relationships.

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Nimble logo

Contact management & social relationship solution

Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

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Method CRM logo

The Customizable QuickBooks CRM That Works Your Way

Method CRM is the customizable financial CRM for QuickBooks. Connect quotes, invoices, and card or ACH payments with patented two-way sync. Ask Method AI to “flag past-due invoices with a balance” and see who owes you at a glance.

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SmartOffice logo

Enhancing sales via smart reports & marketing.

SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

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Contactually logo

Turn relationships into results

Contactually is an easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, it gives you everything you need to organize, follow-up, and engage with everyone who matters to your business.

Read more about Contactually

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Redtail CRM logo

Web-based CRM for financial professionals

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Read more about Redtail CRM

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Bitrix24 logo

Cloud & on-premises workspace for all business sizes

Bitrix24 is the fastest growing FREE CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing more

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Keap logo

An all-in-one CRM, sales and marketing automation solution

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

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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.

Read more about Campaigner

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TatvaCRM logo
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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.

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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
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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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