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Best Financial CRM Apps Integrated with Microsoft Outlook

26 software options

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Customer rating



Keap

4.1
(1K)

An all-in-one CRM, sales and marketing automation software

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Integrates with Microsoft Outlook, Xero, PieSync, …

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Pipedrive

4.5
(2.3K)

CRM built by salespeople, for salespeople

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Integrates with Microsoft Outlook, monday.com, CallPage, …

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Junxure Cloud

4.4
(22)

Cloud-based CRM solution for financial advisors

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Integrates with Microsoft Outlook, Constant Contact, NetX, …

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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 Outlook, 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 Outlook, Xero, Microsoft Azure, …

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monday.com

4.6
(2.4K)

Project Management Made Easy

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Integrates with Microsoft Outlook, 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 Outlook, ConnectWise Manage, CallPage, …

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Zoho CRM

4.3
(5K)

CRM software that helps you sell smarter, better, faster.

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Integrates with Microsoft Outlook, TIBCO Cloud Integration, Xero, …

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Less Annoying CRM

4.8
(469)

A simple CRM built just for small businesses

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Integrates with Microsoft Outlook, PieSync, LeadsBridge, …

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Bitrix24

4.0
(482)

100% free CRM, collaboration and communication tool suite

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Integrates with Microsoft Outlook, ISL Light Remote Desktop, Xero, …

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Method CRM

4.2
(90)

The #1 rated CRM for QuickBooks Desktop and Online users

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Integrates with Microsoft Outlook, Google Workspace, doForms, …

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4Degrees

5.0
(4)

Customer relationship & pipeline management for companies

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Integrates with Microsoft Outlook, monday.com, Google Workspace, …

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HarmonyPSA

4.5
(22)

The next generation of professional services automation.

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Integrates with Microsoft Outlook, Xero, Google Workspace, …

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Teamgate

4.8
(120)

Simply smart Sales CRM software

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Integrates with Microsoft Outlook, Xero, PieSync, …

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Zendesk Sell

4.3
(134)

All-in-one sales platform for sales teams.

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Integrates with Microsoft Outlook, Xero, PieSync, …

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InfoFlo

4.5
(87)

All-in-One CRM Software Solution

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Integrates with Microsoft Outlook, Wordpress, Microsoft 365, …

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enVisual360

4.8
(5)

Integrated software solution for wealth management firms

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Integrates with Microsoft Outlook, LiveFile360

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Apptivo

4.4
(572)

CRM for managing customer accounts

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Integrates with Microsoft Outlook, Xero, PieSync, …

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amoCRM

4.4
(136)

Messenger-based sales tool for SMBs and entrepreneurs

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Integrates with Microsoft Outlook, Xero, PieSync, …

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Contactually

4.3
(101)

Turn relationships into results

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Integrates with Microsoft Outlook, Phone Validator, Prospect.io, …

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ConvergeHub

4.8
(24)

Sales, marketing, customer service & billing CRM for SMBs

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Integrates with Microsoft Outlook, Xero, Twilio, …

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ClickPoint

4.6
(19)

Lead Management for Call Centers and Sales Teams

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Integrates with Microsoft Outlook, Twilio, LeadExec, …

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Kushim

4.8
(4)

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

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Integrates with Microsoft Outlook, PitchBook, Dropbox Business, …

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Onpipeline

4.5
(2)

Customer relationship management (CRM) with visual pipeline

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Integrates with Microsoft Outlook, Microsoft 365, Google Calendar, …

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Financial Services Creatio

(0)

Process-driven CRM for banks and financial institutions

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Integrates with Microsoft Outlook, Twitter, Brandwatch, …

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