Financial CRM Apps Integrated with Microsoft Excel

Filter byclear all
Pricing models
Devices supported
Organization types
Geographies served
Customer rating
Integrated with
Integrated with
Features
No filters available

Personalize your search in 2 clicks

Select your company sizeSelect your industry type

Personalize your search in a few taps

just me
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
7 apps

monday.com   

2,159
Project Management Made Easy
Integrates with Microsoft Excel, Twilio, FastField, … Learn more
Visit WebsiteAdd to compareCompareRemove app
Project Management Made Easy
Integrates with Microsoft Excel, Twilio, FastField, … Learn more
Visit WebsiteCompare

HubSpot CRM   

2,646
Everything you need to sell in one integrated suite
Integrates with Microsoft Excel, ConnectWise Manage, CallPage, … Learn more
Visit WebsiteAdd to compareCompareRemove app
Everything you need to sell in one integrated suite
Integrates with Microsoft Excel, ConnectWise Manage, CallPage, … Learn more
Visit WebsiteCompare

Sage Intacct   

293
Best-in-class Cloud ERP for Finance
Integrates with Microsoft Excel, ADP Workforce Now, SmartTurn, … Learn more
Visit WebsiteAdd to compareCompareRemove app
Best-in-class Cloud ERP for Finance
Integrates with Microsoft Excel, ADP Workforce Now, SmartTurn, … Learn more
Visit WebsiteCompare

Really Simple Systems   

277
The Powerful Small Business CRM
Integrates with Microsoft Excel, Xero, Microsoft Azure, … Learn more
Visit WebsiteAdd to compareCompareRemove app
The Powerful Small Business CRM
Integrates with Microsoft Excel, Xero, Microsoft Azure, … Learn more
Visit WebsiteCompare

Maximizer CRM  

275
Find the right plan to help you get growing.
Integrates with Microsoft Excel, Twilio, Typeform, … Learn more
Learn moreAdd to compareCompareRemove app
Find the right plan to help you get growing.
Integrates with Microsoft Excel, Twilio, Typeform, … Learn more
Learn moreCompare

HarmonyPSA  

18
The next generation of professional services automation.
Integrates with Microsoft Excel, Xero, Google Workspace, … Learn more
Learn moreAdd to compareCompareRemove app
The next generation of professional services automation.
Integrates with Microsoft Excel, Xero, Google Workspace, … Learn more
Learn moreCompare

Financial Services Creatio  

0
Process-driven CRM for banks and financial institutions
Integrates with Microsoft Excel, Twitter, Brandwatch, … Learn more
Learn moreAdd to compareCompareRemove app
Learn moreCompare
Filter by
Customer rating
Features