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Budgeting Software with CRM (2026) - Page 2

Last updated: April 2026

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44 software options

Accurants logo

Cloud based accounting solution for SMBs and freelancers

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Accurants is a cloud based accounting platform for SMBs and self-employed professionals that helps in accounting and project management activities

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Fincome logo

Centralize performance indicators from MRR to cash.

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Fincome is a subscription analytics platform that allows users to monitor the growth of SaaS in real-time. It helps users automatically calculate performance indicators in real-time, monitor activity, and make informed decisions at the right time.

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Uptempo logo

Enterprise Marketing Operations software

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Uptempo’s product suite consolidates real-time budgeting with always-on reconciliation, enabling marketing teams to plan, gain control, and rapidly shift budget to align with strategic objectives or respond to changes in the market. Our software supports multiple views and budget structures.

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UXBI logo

Software UXBI ERP-CRM

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Intuitive and easy to use mobile application. Control your quotes, orders and follow-up to your customers

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Kepion logo

Collaborative business planning software

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Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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JAMIS Prime ERP logo

Cloud-based government contract accounting ERP

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Built from the ground up to be DCAA-compliant, JAMIS Prime ERP is designed to meet the critical accounting, back-office, and operational needs and challenges of the most demanding government contractors while offering real-time insight into key contract and project management performance metrics.

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CenterPoint Accounting for Agriculture logo

Manage your farm's finances with software for agriculture.

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Gain control of your finances by creating “what if” scenarios. Project future sales, cash flow, income statements, and assets and liabilities.

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TeamSystem Enterprise logo

ERP platform for small to midsize businesses

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TeamSystem Enterprise is an enterprise resource planning (ERP) platform that optimizes and helps small to midsize businesses streamline workflows through guided configuration, centralized updates, and data security.

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Allocadia logo

Marketing Performance Management Software

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Allocadia helps marketing teams manage their marketing budgets, gain visibility into their global marketing spend, and stay within 3% or less of spend targets.

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RightCapital logo

Financial planning solution

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RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.

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SiS ERP Construccion logo

Spanish-language ERP for construction companies

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SiS ERP Construction - the true leader in comprehensive management ERP software specialized in the construction sector.

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electron-ERP logo

Cloud-based project management tool

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electron-ERP is a cloud-based project management tool that provides businesses with a comprehensive suite of features. It offers multiple views, including calendar, Kanban, and timeline, ensuring a 360-degree perspective on tasks.

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FutureView Systems logo

Where Finance Software and Service Intersect

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FutureView offers transformative finance solutions and tools created by finance professionals for finance professionals. This FP&A software centralizes your financial and operational data through dynamic integrations for custom expedited reporting, budgeting and forecasting at a detailed level.

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FutureView Systems logo

Where Finance Software and Service Intersect

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FutureView offers transformative finance solutions and tools created by finance professionals for finance professionals. This FP&A software centralizes your financial and operational data through dynamic integrations for custom expedited reporting, budgeting and forecasting at a detailed level.

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CloudBudget logo

Budgeting on Salesforce

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CloudBudget is a Salesforce solution that provides a secure, cloud-based budgeting alternative, eliminating spreadsheet limitations for organizations.

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JMServices Job System Pro logo

Streamline jobs, inventory, and customers with ease.

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Try JMServices Job System Pro for free - the comprehensive, AI-powered, cloud-based solution to manage jobs, suppliers, inventory, customers, contractors, and building codes. Streamline your business operations with ease.

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PracticePro 365 logo
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The Best All-in-One Practice Management Software

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PracticePro 365 is a unitized cloud practice management software with nine core features that run your firm, an all-in-one platform topped off with real-time visual dashboards.

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OneLynk logo
(0)

Accelerate Your Government Contracting Business

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We equip companies of all sizes with processes and systems that help them mature so they can run their GovCon businesses with greater success.

Manage your personnel, finances, payroll, and more with integrated document management and policy-based workflow while meeting DCAA compliance.

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Una logo
(0)

Cloud-based financial planning software

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Una is an intelligent platform that drives corporate performance through dynamic plans, revenue intelligence, and continuous improvement. Its flexible and future-ready templates automatically adapt to new business dimensions, eliminating manual rework. Users can access a growing library of forms, reports, and workflows to support changing needs.

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