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Financial Management Software with CRM (2026) - Page 3

Last updated: April 2026

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74 software options

Infor CloudSuite logo

Smart. Preconfigured. Modern.

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Infor ERP is a suite of purpose-built, end-to-end, industry-specialized enterprise resource planning solutions for manufacturers and distributors.

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Epicor Eclipse logo

Distribution management software for wholesale businesses

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Epicor Eclipse is a distribution management software designed to help businesses manage supply chains, job orders, inventory, financing, warehousing, and customer experiences. The platform enables managers to forecast demands, automate replenishments, identify opportunities, and track orders.

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Deltek Vantagepoint logo

Power project success

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Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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RamBase logo

ERP software for the manufacturing and wholesale industry

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RamBase is an enterprise resource planning (ERP) solution that helps businesses manage processes related to accounting, invoicing, purchasing, sales, and quality assurance, among other operations. It enables staff members to manage general ledger, account receivables, budgeting, and taxes.

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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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ENSPACE logo

Work made simple

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ENSPACE is a no-code SaaS platform that helps Legal, HR, Finance, and Operations teams digitize and automate complex workflows, reduce manual work, and gain full control and visibility—without relying on IT or using multiple disconnected tools.

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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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NEObank software logo

Application development software

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NEObank software is an app development solution designed for the deployment and customization of NEObank applications. It offers a unique blend of features, including a fully customizable mobile user interface, integration options, and a modular backend core.

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Inedee logo

Cloud-based management tool for communication agencies

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Inedee is an ERP solution for communication agencies, managing projects, finances, and accounting. It centralizes, analyzes, and controls management in real time based on best practices. Optimizes workflow with project and client management, billing, purchasing, contracts, and financial reporting

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Dendreo logo

Softwre for managing training operations

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Dendreo is a cloud-based solution destined to help training centers manage their operations.

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Vestio logo

Integrated wealth management and financial control system

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VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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OneCore logo

Financial services solution for Microsoft Dynamics

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OneCore for Microsoft Dynamics is a financial management software certified by Microsoft. It allows businesses to streamline financial services operations across loans, fleet, leases, and more on a centralized platform.

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Scopevisio logo

Simplify your daily business with Scopevisio.

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Scopevisio is the cloud-based business software that automates commercial processes, aligns your company more profitably and thus makes it fit for the digital future.

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Dendreo logo

Softwre for managing training operations

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Dendreo is a cloud-based solution destined to help training centers manage their operations.

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REDA logo

Streamline Complex Problems Through Meaningful Solutions.

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Built on the highly innovative, accessible & scalable Salesforce Platform, REDA forms a holistic & collaborative knowledge ecosystem around all functions and processes of property acquisition, construction, leasing, sale, field operations, and enterprise accounting.

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Raptech logo

Automate Manual Processes, Analyze Data, Accelerate Growth

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Raptech is an AI-powered business platform designed for small and medium-sized businesses (SMBs) to automate core processes, eliminate manual work, and gain real-time insights across operations. It helps SMBs scale faster without the cost and complexity of traditional ERP systems.

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SIGE Cloud logo

An online and modular system for business management

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SIGE Cloud is a modular Portuguese-language ERP system for business management, bringing together various features for checkout management, including product registration, barcode reader, invoice issuer, and more; it also helps with accounts payable and receivable, cash flow, income, and expenses.

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Vertex Case Management & Billing logo
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Simplify scheduling and time tracking

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Vertex offers all the tools social service agencies in the United States need streamline time tracking, employee scheduling, payroll, case management and time and attendance.

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Redsky ERP logo
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Construction management and accounting solution

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Redsky ERP is a construction enterprise resource planning (ERP) system that makes real-time actions visible across finance, commercial, operational and site teams, enabling them to control change and reduce risk.

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HARMONiQ logo
(0)

Streamline your business.

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Grow your business while staying in complete control with customisable, all-in-one software made for fast-moving, inventory-based businesses.

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i3 Public Sector logo
(0)

Unified solution for government organizations

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i3 Public Sector is a cloud-based solution that helps various public organizations manage transportation, collections, utilities, court cases, and other operations. The application allows users to view and monitor their projects and track performance and tasks via a unified portal.

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daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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One Goal ERP logo
(0)

On-premise ERP system for business automation

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One Goal ERP is an on-premise enterprise resource planning system designed specifically for Mexican and Latin American businesses. The software integrates multiple business functions including accounting, finance, sales, human resources, and inventory management into a single platform. It adheres to Mexican fiscal regulations while allowing organizations to optimize processes, automate operations, and facilitate information sharing across departments.

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BPilot logo
(0)

AI-powered cloud business management platform

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Gestionale cloud con AI integrata che semplifica la gestione e automatizza contabilità e finanza, rendendo tutto più veloce e intuitivo

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