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. 

Financial CRM Software - Page 4

Last updated: April 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

104 software options

Backstop logo

Cloud-based investment management platform

learn more
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Read more about Backstop

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

learn more
Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

Users also considered
LeadSquared logo

Marketing automation and sales execution platform

learn more
All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly.

Read more about LeadSquared

Users also considered
Contactually logo

Turn relationships into results

learn more
Contactually is an easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, it gives you everything you need to organize, follow-up, and engage with everyone who matters to your business.

Read more about Contactually

Users also considered
Zendesk Sell logo

All-in-one sales platform for sales teams.

learn more
Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

Read more about Zendesk Sell

Users also considered
CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

learn more
With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

Read more about CentrixOne

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

learn more
NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
Bitrix24 logo

All in one business management workspace

learn more
Bitrix24 is the fastest growing FREE CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing more

Read more about Bitrix24

Users also considered
Standard ERP logo

Standard ERP is a powerful system

learn more
Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

Read more about Standard ERP

Users also considered
Method CRM logo

The most customizable QuickBooks CRM

learn more
Rated #1 by QuickBooks users, Method connects with your accounting software to keep your data accurate with no double entry. Your customers can approve invoices, sign proposals, and make payments online. Easily manage your workflows in one place to close deals faster and improve cash flow.

Read more about Method CRM

Users also considered
Keap logo

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

learn more
Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

Read more about Keap

Users also considered
Redtail CRM logo

Web-based CRM for financial professionals

learn more
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Read more about Redtail CRM

Users also considered
Deltek Vision logo

Project management tool for professional services managers.

learn more
Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

Read more about Deltek Vision

Users also considered
SatuitCRM logo

Cloud-based financial CRM tool for financial firms.

learn more
Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds.

Read more about SatuitCRM

Users also considered
Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

learn more
Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

Read more about Efficy CRM

Users also considered
Focus Softnet logo

CRM solution for automating sales, marketing & services

learn more
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media.

Read more about Focus Softnet

Users also considered
telecrm logo

Sell to serve

learn more
Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

Read more about telecrm

Users also considered
equisoft/connect logo

CRM software for businesses of all sizes

learn more
Equisoft/connect is a powerful CRM software designed to help financial advisors, insurance professionals, and enterprises spend less time maintaining data and more time engaging customers. It is deployed as a cloud-based solution, allowing businesses to access the software from any location.

Read more about equisoft/connect

Users also considered
NMI Merchant Relationship Management logo
(0)

Merchant management CRM tool designed for payments industry

learn more
NMI Merchant Relationship Management (MRM) tool designed for the payments industry, helping banks, ISOs, and providers automate merchant onboarding, underwriting, and monitoring. It unifies compliance, risk, and portfolio management to streamline operations and drive growth.

Read more about NMI Merchant Relationship Management

Users also considered
Antelope Systems logo
(0)

Customer relationship management (CRM) solution for brokers

learn more
Antelope is a customer relationship management (CRM) software that helps brokers maximize the company's potential.

Read more about Antelope Systems

Users also considered
ProTracker Advantage logo
(0)

On-premise client relationship & practice management tool

learn more
ProTracker Advantage is an on-premise client relationship and practice management software designed to help businesses record and track communications, tasks, documents, and more from within a unified platform. Administrators can generate custom reports to ensure regulatory compliance purposes and gain insights into trends across clients and prospects.

Read more about ProTracker Advantage

Users also considered
SolvCRM logo
(0)

A CRM Software Solution for a Profitable Sales Pipeline

learn more
SolvCRM: Powerful CRM software tailored for financial services. Streamline client acquisition, nurture prospects and manage advisor productivity with robust lead/deal tracking and analytics.

Read more about SolvCRM

Users also considered
ISOhub logo
(0)

Merchant management CRM for payment processors

learn more
ISOhub helps ISOs and payment processors scale their business with ease. Designed for the payment processing industry, ISOhub provides everything you need to manage sales teams, merchants, and operations.

Read more about ISOhub

Users also considered
AdviAlly logo
(0)

Take your financial planning to new heights with AdviAlly.

learn more
AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

Read more about AdviAlly

Users also considered
Practifi logo
(0)

The single, unified workplace for your advisory firm.

learn more
Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM.

Read more about Practifi

Users also considered