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Financial CRM Software - Page 3

Last updated: November 2026

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144 software options

ProBuilt SMB logo

Accounting CRM ERP Business Management

ProBuilt ERP offers a patent-pending ERP system built on Floating Forms and Data Stacking technologies. The platform integrates accounting, sales management, and operations management functionalities into a unified system. Companies can implement ProBuilt directly, license its technology for integration into existing applications, or utilize white-label options that replace multiple separate business tools.

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DealCloud logo

Cloud-based deal & relationship platform for finance

DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.

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CreditOnline logo

Loan management software for lending businesses of all sizes

CREDITONLINE is a cloud-based solution, which helps lending businesses manage the entire lifecycle of loan origination and servicing based on various marketing requirements. Using multiple lending models, it lets users automate business processes to provide P2P and secured/unsecured loans.

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TaskSuite logo

The AI operating system for lending

TaskSuite combines specialized AI agents with a complete loan origination and management system. Deploy agents on your existing LOS/LMS or run the TaskSuite Loan Suite end to end, with explainable decisions, configurable guardrails, and full auditability.

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SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

In a single platform, it combines the tools to integrate all customer relationship channels, customize relationship processes, oversee quality indicators and customer experience in real time, and more.

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Tier1 logo

CRM software for capital markets & investment banking.

Global relationship management software for capital markets, corporate & investment banking, and investment management.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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folk logo

The AI CRM for your entire sales motion

folk is the AI CRM for your entire sales motion. It helps teams capture prospects, engage leads across channels, give everyone a shared view of every relationship, and surface the next actions that help close deals—all in one platform built for teams and their agents.

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InfoFlo Impact logo

HIPAA compaliant case management software

HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

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Edda logo

An all-in-one investment tracking suite built for VCs

From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

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vcita logo

Appointment scheduling and reminder solution

vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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telecrm logo

Sell to serve

Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

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Rings AI logo

Cloud-based CRM and XRM platform for VC and PE firms

Cloud-based CRM and XRM platform for venture capital and private equity teams, with AI-assisted relationship intelligence.

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Chatabox logo

A user-friendly CRM software for small to medium business.

Chatabox is a user-friendly CRM that is highly scalable and centralises and tracks contact management, marketing campaigns, appointments, reminders, task management and more. Its built-in search functionality allows users to locate reports, emails, files, and calendar items using custom criteria.

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Togile logo

Cloud-based customer relationship management software

Togile’s Financial CRM helps financial services businesses manage leads, track client interactions, monitor sales pipelines, and streamline follow-ups. Gain visibility into team performance, organize customer data, and turn more prospects into clients with revenue intelligence.

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Skywave CRM logo

Cloud-based customer relationship management software

Skywave CRM is a cloud-based customer relationship management software that provides businesses with tools to manage and streamline marketing processes on a centralized platform. Supervisors can use the dashboard to track incoming/outgoing calls, access audit trails, and generate customizable reports.

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Uptrader logo

Decision support for business process improvement

Uptrader is a process improvement app designed to help businesses across all industries with hiring, investing, demand management, and supply chain management decisions. The platform provides a straightforward approach for decision making, based on the Smart Choices and Even Swaps methodologies.

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Fitsyn logo

Financial services and lead management software

Fitsyn is a loan origination software designed to help businesses search, analyze, and opt from different types of loans available. The platform enables administrators to create a customizable dashboard, add clients, and communicate with them, facilitating customer engagement.

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Vestio logo

Integrated wealth management and financial control system

VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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Allvue logo

Investment management software for private equity firms

Never miss an opportunity with a CRM that tracks prospects, investors, and deal opportunities, while utilizing native apps for tablets and smartphones to keep crucial information at your fingertips.

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Unbox ERP logo

The lead solution in Training, Consulting and 24/7 Support.

Unbox ERR & CRM Solutions is a cloud based service helping to streamline all aspects of your business including Invoicing, Inventory Management, Project Management, Third-party management with over 20 modules available. See customer trends and patterns within one centralized platform.

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Datasite Outreach logo

Optimize your deal marketing.

Whether compiling buyer lists, executing outreach activities or managing NDAs, Datasite Outreach is your resource for deal marketing.

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Peso logo

Accounts Receivable Automation Software

Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

SimpleCRM offers financial institutions tools like Customer360, GPT-powered coaches, R-YaBot, KYC via mobile, and advanced BPM. It ensures secure, compliant, scalable operations with multi-language support, enhancing customer engagement and satisfaction

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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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