Financial CRM Software

Best for companies with 10-1,000 employees. Step into the 21st century with the HubSpot CRM, an easy to use CRM system that eliminates manual work and actually helps your sales team sell. It's free, and you can start using it right now. The HubSpot CRM allows you to keep all your contacts in one centralized, customizable database, automatically logs every interaction for you, and crawls the internet for you, keeping track of over 13M companies (and growing). Learn more about HubSpot CRM

Freshsales is a full-fledged CRM & Lead Management Software made for high-velocity sales teams, packed with features such as, built-in phone, integrated email, user behavior tracking, deal management, reporting and more. Learn more about Freshsales

ProsperWorks is the first construction CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first customer success CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first online CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first financial CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first healthcare CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first CRM for inside sales that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first CRM for Macs that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first real estate CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first sales enablement CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first sales forecasting CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first sales force automation CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first contact management CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first lead management CRM that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster.ProsperWorks is the first Customer Relationship Management Software that isn't complicated or confusing. By integrating with tools you're already using and eliminating repetitive tasks with automation, ProsperWorks drives productivity and helps you sell more, faster. Learn more about ProsperWorks CRM

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Learn more about Zoho CRM

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 50,000+ paying customers spanning across 155 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with CRM that is both agile and powerful. Learn more about Pipedrive

Maximizer CRM for Financial Advisors is CRM software tailored specifically for financial, insurance and group benefits advisors and wealth managers. Developed in partnership with advisors from across Canada and the U.S., Maximizer CRM Wealth Manager combines industry insight with over 28 years of expertise in CRM software. It enables users to optimize their most important asset - time - through being organized, remaining compliant, providing superior client service and preparing for succession Learn more about Maximizer CRM Wealth Manager

Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Learn more about Doxim CRM

Dynamo Hedge Fund Edition is a Web-based CRM solution with industry-specific capabilities for managing fundraising, investor relations, and fund reporting. The application is also utilized by funds of funds for manager due diligence, pipeline management, and performance tracking. With a simple, intuitive interface, tight Microsoft Office integration, and smartphone and tablet mobile access, Dynamo delivers a rich, interactive user experience anywhere over the Web. Learn more about Dynamo

Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Learn more about Cool Life CRM

Infusionsoft is a cloud-based sales and marketing platform trusted by 125,000 small business users. The platform brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales and customer service experiences and close more business. Infusionsoft is currently offering 50% off for the first 3 months. Watch the demo now to see how it can help your small business. Learn more about Infusionsoft

Backstop Solutions exists to help the alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop

Less Annoying CRM is a simple contact manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free through the phone and email if users have questions. Learn more about Less Annoying CRM

Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Learn more about InfoFlo

The mission of Marketing 360 is to provide SMB's with the #1 marketing platform in the world by offering world-class digital marketing software & highly skilled professional marketing services through a single, powerful, affordable platform. Learn more about Marketing 360

Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you wh Learn more about Contactually

Really Simple Systems Cloud CRM is an easy to use CRM system covering sales, marketing and customer service & support. Designed for small and mid-sized B2B organizations, the system runs on desktops, laptops, tablets and smartphones. Email Marketing is built-in, so there is no need to use a third party product for sending newsletters. You can start with our Free CRM and upgrade as your business grows. With over 17,000 users, Really Simple Systems is one of the largest Cloud CRM suppliers. Learn more about Really Simple Systems CRM

Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Learn more about Market Quest For Insurance

Sage Intacct is a leading provider of best-in-class cloud Accounting and ERP software. In use by more than 11,000 businesses from startups to public companies, Intacct's applications help small and mid-sized organizations reach peak levels of performance by empowering finance professionals with deep functionality, real-time financial and operational insights, and the ability to automate critical processes. Learn more about Sage Intacct

Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience. The solution provides a complete set of tools for bank front-office and contact center management, allows managing end-to-end sales processes of financial products and services to the bank's corporate clients, as well as multichannel marketing campaigns to boost demand generation. - bank customer journey - bank sales - marketing Learn more about bpm'online financial services

Whether you're managing a sales pipeline or closing business development deals, SalesforceIQ CRM eliminates the tedious, manual parts of your job through automatic data capture, freeing up your time to get back to the relationships that matter most to your business. SalesforceIQ's algorithms use data science to surface information that is otherwise hidden in emails, invites and other sources.

Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.

A CRM designed specifically for QuickBooks users, Method streamlines your business from lead to repeat and anything in between. #1 rated CRM by QuickBooks users, Method empowers thousands of SMBs that have outgrown their processes by streamlining their operations and increasing their sales. Unlike other CRMs, the combination of Methods deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows.

MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction.

DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal.

Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business.

UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning.

Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite recently launched a new Investor Updater product to help you run investor relations. Other key features includes Startup Docs (templates, pitch decks, term sheets, etc) and FoundersMarket (deals on other products).

ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The features are optimized for SMBs that don't have massive budgets to integrate or pay for expensive add-ons.

Finaeo is a cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data.

Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription

Customer relationship data analytics platform for financial institutions.

Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs.

Clienteer is an intuitive and highly configurable technology developed to streamline investor relations, business development, operations and compliance workflows for hedge funds and institutional asset managers. Clienteer provides a comprehensive suite of features within an intuitiveand powerful user interface, allowing you to manage communications with your investors and prospects while keeping track of investor accounts and transactions.

360 View CRM is a web-based software that was developed by financial institutions for financial institutions.

Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn.

CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.

Base enables sales teams to sell more efficiently with less effort. With a powerful all-in-one CRM platform that increases rep adoption and automates data capture, sales reps get a tool that simplifies their daily lives allowing them to focus on revenue generation. Base automatically analyzes data to provide sales leaders with the actionable insights they need to coach team performance and accelerate revenue growth in a way thats measurable, repeatable and scalable.

Sidetrade (EURONEXT: ALBFR.PA) is the most compelling A.I. Software Company shaping the future of Customer Engagement and empowering Marketing, Sales and Finance people to grow sales and accelerate cash. Seamlessly integrated with existing CRM and ERP, Sidetrade leverages Artificial Intelligence to disclose untapped new business opportunities, increase upsell, reduce churn, predict customer payments and accelerate cash flow generation.

Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.

The Living Systems Process Suite - or LSPS - from Whitestein is revolutionary. The platform is designed from first principles to answer the needs of business and IT in one seamless, transformational package. Whether you need to build a simple standalone application to automate a paper-based workflow, integrate ageing legacy infrastructure, or create intelligent software solutions that adapt their behaviour to business events in order to achieve business outcomes, it is the intelligent choice. S

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools.

Designed specifically for financial institutions, CoreTrac CRM gives you a centralized, 360 degree view of clients information; enabling you and your workforce to deliver outstanding customer service. Reduce the risk of losing customers from the help of a platform that manages, prioritizes and helps you understand their feedback and needs. Insight from Core Trac can be used to expose developing issues, help your business build better relations, drive a product or service, and expand.

SalesPage Technologies is your partner for intelligent distribution. Whether you're in operations, sales management, marketing, or IT, we provide the best software solutions, services and integrations to help you get the data right, maximize your time, and distribute your products intelligently. Experience, technical strength, industry knowledge, and collaboration with a strong client communitythese set SalesPage apart as the best software solution provider for asset management distribution.

An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.

Portfolio Plus integrates with CANNEX enabling you to manage each stage of the term deposit broker purchasing cycle.

Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance.

Scale your financial planning practice easily through this instant client engagement system.

Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.

SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry.

Our Business Activity Monitor, enables you to make decisions based on statistics, access trends and the use of channels. Use our Analyzer and filter results per channel, country, time zone or device. Analyze the amount of transactions and the most used functions of your portal.

Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

Integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need.

zeb.control - Increase your earnings while managing your risk! An efficient management of financial service providers requires flexible information, planning and analysis tools. The zeb.control product range provides the technical support for managing a variety of financial controlling, risk measurement and monitoring, accounting and value management tasks. The product range and the modules are freely combined, enabling a quick integration into existing IT structures.

Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility.

Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly modular structure and open technology. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa. This gives you a clear 360 view of customer data and customer behavior at any time, in any department and at any touch point

Engage today's connected clients, and exceed their expectations with Salesforce Financial Services Cloud. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from one connected platform.Take advantage of actionable client insights delivered to you on any device. Build meaningful 1-to-1 relationships with a holistic view into a clients financial past, present, and future.

Customer relationship management software designed for the financial industry for professionals.