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Top Rated Financial CRM Software with Open source - Page 5

Last updated: November 2026

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144 software options

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

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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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.

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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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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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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.

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TatvaCRM logo
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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.

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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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Veritouch logo
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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.

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Arx CRM logo
(0)

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UltimateCRM logo
(0)

CRM software for business relationship management

Cloud-based CRM platform for businesses to track interactions, manage pipelines, and automate sales workflows.

Read more about UltimateCRM

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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
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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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