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Best Financial CRM Apps Integrated with Microsoft Excel

8 software options

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Maximizer CRM

4.0
(300)

Find the right plan to help you get growing.

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Integrates with Microsoft Excel, Twilio, Typeform, …

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Really Simple Systems CRM

4.4
(297)

The Powerful CRM for Growing Teams

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Integrates with Microsoft Excel, Xero, Microsoft Azure, …

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monday.com

4.6
(2.4K)

Project Management Made Easy

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Integrates with Microsoft Excel, Twilio, FastField, …

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HubSpot CRM

4.5
(2.8K)

Everything you need to sell in one integrated suite

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Integrates with Microsoft Excel, ConnectWise Manage, CallPage, …

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HarmonyPSA

4.5
(22)

The next generation of professional services automation.

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Integrates with Microsoft Excel, Xero, Google Workspace, …

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Sage Intacct

4.2
(307)

Best-in-class Cloud ERP for Finance

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Integrates with Microsoft Excel, ADP Workforce Now, SmartTurn, …

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Squirro

5.0
(1)

Augmented Intelligence to enhance decision intelligence

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Integrates with Microsoft Excel, Marketo Engage, PitchBook, …

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Financial Services Creatio

(0)

Process-driven CRM for banks and financial institutions

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Integrates with Microsoft Excel, Twitter, Brandwatch, …

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