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Financial CRM Software - Page 2

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Teamgate logo

Teamgate

4.8
(142)

Simply smart Sales CRM software

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A web based full process Sales CRM designed with you in mind to manage every step in your sales pipeline simply and efficiently.

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Caspio logo

Caspio

4.5
(213)

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Deltek Vision logo

Deltek Vision

4.1
(472)

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

Close

4.7
(157)

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

Wealthbox

4.7
(142)

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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Foundersuite logo

Foundersuite

4.7
(108)

Investment management software

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Foundersuite is a financial CRM software designed to help startups find investors, manage investor relations, and track company funding progress. The solution integrates investor relations and fundraising tools into one platform.

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Kommo logo

Kommo

4.4
(155)

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

LeadSquared

4.3
(156)

Marketing automation and sales execution platform

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LeadSquared is a complete CRM & marketing automation software to help businesses capture, nurture, manage & track their leads in one place. The cloud-based solution is designed for enterprises & SMEs and provides tools for lead capturing, lead nurturing, sales management, marketing analytics & more.

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Zendesk Sell logo

Zendesk Sell

4.3
(153)

All-in-one sales platform for sales teams.

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Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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Dolibarr logo

Dolibarr

4.5
(101)

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

FreeAgent CRM

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

OnePageCRM

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

Wingmate

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

InfoFlo

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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Contactually logo

Contactually

4.3
(103)

Turn relationships into results

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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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FLG logo

FLG

4.9
(38)

Customer relationship management & workflow automation tool

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FLG is a cloud-based financial CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting.

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Shape logo

Shape

4.8
(40)

Cloud-based CRM, sales & marketing automation software

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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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Unanet ERP AE logo

Unanet ERP AE

4.4
(70)

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

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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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Covve App logo

Covve App

4.8
(42)

Stay in touch effectively with clients and personal contacts

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Make sure you never let a relationship go cold. Stay in touch with clients and personal contacts.
Covve Personal CRM is your personal assistant app, reminding you to keep in touch and giving you the right excuse to reach out.

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Surefire CRM logo

Surefire CRM

4.6
(53)

CRM and lead management software for mortgage businesses

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Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.

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Escala logo

Escala

4.7
(43)

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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Vymo logo

Vymo

4.7
(41)

Mobile-first intelligent sales assistant for field sales

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Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more

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Redtail CRM logo

Redtail CRM

4.1
(78)

Web-based CRM for financial professionals

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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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RAYNET CRM logo

RAYNET CRM

4.9
(27)

The most easy-to-use CRM solution.

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Simplify your CRM.

All contacts, deals, your calendar, your sales pipeline analysis –? all in one place.

Perfectly organized data that simplify your work and give you a thorough overview of your business.

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Efficy CRM logo

Efficy CRM

4.0
(90)

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

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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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