getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Top Rated Financial CRM Software with Microsoft outlook

Last updated: June 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

44 software options

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

visit website
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

visit website
HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

Read more about HoneyBook

Users also considered
Zoho CRM logo

Customer relationship management solution

visit website
Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions. Create awesome experiences for your clients, and grow your business faster with the top-rated CRM solution for financial services institutions.

Read more about Zoho CRM

Users also considered
Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

visit website
Effortlessly gather new inquiries, assess their needs, and guide them through their journey toward attaining their financial goals with Bigin. From multichannel communication and foolproof automation to powerful mobile apps, Bigin has everything needed to support the financial services you offer!

Read more about Bigin by Zoho CRM

Users also considered
HubSpot CRM logo

CRM and lead management solution

visit website
HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Maximizer CRM logo

Customer relationship and lead management solution

visit website
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Read more about Maximizer CRM

Users also considered
monday CRM logo

Customer relationship management solution

learn more
monday CRM is a great CRM software for financial institutions of all sizes. Keep track of your customers, contact details, transaction history, and records all in one place. You can use smart and visual boards to assign items, automate emails, set reminders, manage your goals, and share files.

Read more about monday CRM

Users also considered
Teamgate logo

Unlock Your Sales Potential

learn more
Teamgate CRM powers sales teams of all sizes to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.

Read more about Teamgate

Users also considered
OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

learn more
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.

Read more about OnePageCRM

Users also considered
Creatio CRM logo

New era CRM to manage all customer and operational workflows

learn more
Creatio helps financial organizations automate customer and operational workflows such as:
- Core Banking Systems
- Loan Origination & Processing
- Indirect & Digital Lending
- Collateral, Appraisal & Lien Management
- Credit Risk & Underwriting
- Collections & Delinquency Management
and more

Read more about Creatio CRM

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

learn more
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

Read more about Pipedrive

Users also considered
Wingmate logo

Field Service Management Software

learn more
Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

Read more about Wingmate

Users also considered
Rolldog logo

Customer relationship management solution

learn more
Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

Read more about Rolldog

Users also considered
servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

learn more
FreeAgent CRM is a fully-featured CRM + financial management tool. Invoice quicker and get paid faster to optimize your financial ecosystem.

Read more about servis.ai

Users also considered
Covve App logo

Stay in touch effectively with clients and personal contacts

learn more
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.

Read more about Covve App

Users also considered
Wealthbox logo

Wealthbox is CRM you’ll actually enjoy.

learn more
Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.

Read more about Wealthbox

Users also considered
ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

learn more
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time

Read more about ConvergeHub

Users also considered
Shape logo

Cloud-based CRM, sales & marketing automation software

learn more
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

Read more about Shape

Users also considered
MadeMarket logo

Customer relationship and deal management platform

learn more
MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

Read more about MadeMarket

Users also considered
SalesExec logo

Faster Lead Response. Higher Conversion Rates.

learn more
SalesExec is a high-velocity lead management and sales response platform designed to help sales teams contact, route, and convert inbound leads faster through automation, dialing, workflows, and intelligent lead distribution.

Read more about SalesExec

Users also considered
Dynamo Software logo

Investment Management Software

learn more
Dynamo Software v3.0 is an AI-powered financial CRM built for alternative investment firms combining a next-gen intelligent interface with DynamoAI relationship scoring, deal pipeline automation, and seamless Outlook/Gmail/PitchBook integration to centralize IR, fundraising, and deal tracking.

Read more about Dynamo Software

Users also considered
Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

learn more
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.

Read more about Kommo

Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

learn more
The powerful small business CRM for finance with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

Read more about Spotler CRM

Users also considered
InfoFlo logo

HIPAA compaliant case management software

learn more
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.

Read more about InfoFlo

Users also considered
4Degrees logo

Customer relationship & pipeline management for companies

learn more
4Degrees is a cloud-based relationship and pipeline management tool which assists recruitment and real estate firms with collaboration and reporting. Key features include interaction tracking, lead management, task tracking, documentation, customer segmentation and talent management.

Read more about 4Degrees

Users also considered