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Best Financial CRM Apps Integrated with Workato

11 software options

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Pricing models


Customer rating



Financial Services Cloud

(0)

The world's #1 CRM, reimagined for financial services.

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Integrates with Workato, Xero, Salesforce Sales Cloud, …

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Freshsales

4.6
(481)

Sales management solution

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Integrates with Workato, Phone Validator, Xero, …

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Keap

4.1
(1K)

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

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Integrates with Workato, Xero, PieSync, …

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Pipedrive

4.5
(2.3K)

CRM built by salespeople, for salespeople

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Integrates with Workato, monday.com, CallPage, …

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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 Workato, 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 Workato, TIBCO Cloud Integration, Xero, …

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Close

4.7
(137)

The CRM for high-performance sales teams.

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Integrates with Workato, Marketo Engage, Refiner, …

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Trello

4.5
(20K)

Visual collaboration tool for shared project perspectives

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Integrates with Workato, monday.com, Groove.id, …

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Sage Intacct

4.2
(307)

Best-in-class Cloud ERP for Finance

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Integrates with Workato, ADP Workforce Now, SmartTurn, …

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Zendesk Sell

4.3
(134)

All-in-one sales platform for sales teams.

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Integrates with Workato, Xero, PieSync, …

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amoCRM

4.4
(136)

Messenger-based sales tool for SMBs and entrepreneurs

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Integrates with Workato, Xero, PieSync, …

Read more about amoCRM