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Top Rated Financial CRM Software with Open source - Page 4

Last updated: November 2026

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144 software options

Exact for CRM logo

Leverage your data to boost sales.

Exact CRM offers a complete solution for sales, marketing and operations teams to manage relationships with customers across sales channels - providing critical sales intelligence for increase in revenue.

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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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AdvisorEngine logo

Wealth management platform for investment companies

AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

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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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FPS GOLD Core Banking logo

Core processing software for community banks

FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more

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Cool Life CRM logo

360° marketing & relationship lifecycle management

Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

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SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

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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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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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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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Agentforce Financial Services (formerly Salesforce Financial Services Cloud) logo

Cloud CRM for banks, wealth & insurance firms

Agentforce Financial Services is a cloud-based CRM for financial institutions, unifying banking, wealth management, and insurance.

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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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Total Expert logo

Marketing automation tool for financial services industry

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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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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Backstop logo

Cloud-based investment management platform

Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

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equisoft/connect logo

CRM software for businesses of all sizes

Equisoft/connect is a powerful CRM software designed to help financial advisors, insurance professionals, and enterprises spend less time maintaining data and more time engaging customers. It is deployed as a cloud-based solution, allowing businesses to access the software from any location.

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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.

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LeadSquared logo

Built for Experiences, Tuned for Outcomes.

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

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