In the financial industry, trust is everything and managing client relationships with the right tools can make a real difference. At SoftwareWorld, our experts have gone through the top financial CRM platforms and put together a list you can actually trust. Compare features, pricing, and real user reviews all in one place. Whether you're an independent financial advisor looking to stay on top of your client portfolio or a large financial firm managing complex relationships across multiple teams, find a financial CRM that helps you track client interactions, stay compliant, and deliver the kind of personalized service that keeps clients coming back for years.
Explore the ten category leaders by rank, product, and starting price. Hover over any product to see its USP.
CR
Creatio
$25 Per month
Sponsored USPAgentic CRM & Workflow Platform with No-Code and AI at Its Core
2nd
ZO
Zoho CRM
₹9.08 Per month
Sponsored USPStreamline sales processes with customizable and user-friendly CRM solutions
3rd
BI
Bigin by Zoho CRM
$7 Per month
Sponsored USPThe easiest CRM to manage your customers
4th
PI
Pipedrive
$14 Per month
Sponsored USPStreamline your sales process with Pipedrive's intuitive CRM platform
5th
RE
Redtail CRM
$39 Per month
USPStreamline client management with intuitive and efficient CRM solutions
6th
SP
Spotler CRM
Contact Vendor
USPStreamline customer relationships with intuitive and efficient CRM solutions
7th
CL
Close
$35 Per month
USPAll-in-one CRM built to accelerate and simplify high-velocity sales.
8th
FO
folk
$24 Per month
USPFlexible relationship centric CRM designed for modern collaborative teams.
9th
NE
NetSuite
Contact Vendor
USPStreamline business operations with NetSuite's all-in-one cloud solution
10th
HU
HubSpot CRM
$752 Per month
USPStreamline your sales process with intuitive and all-in-one CRM
11th
SA
Salesforce Financial Services Cloud
$325 Per month
USPStreamline financial services with personalized client engagement and insights
Continue with products 51–75. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.
Use search, filters, and available product tabs to evaluate the next 25 listings in this category.
User.com is a comprehensive software platform designed to streamline business operations and enhance customer engagement. It's an all-in-one solution that combines advanced CRM (Customer Relationship Management) capabilities, marketing automation, and live chat tools. The platfor...
Read more about User.comContactually is a customer relationship management (CRM) software focused on building and nurturing strong relationships with clients and prospects. The platform offers tools for managing contacts, tracking communication, and automating follow-ups, helping users stay connected wi...
Read more about ContactuallyAvailable plan information from the product profile.
EQUP is a robust customer relationship management (CRM) software designed to help businesses manage and nurture customer relationships effectively. The platform provides a suite of tools for tracking customer interactions, managing sales pipelines, and automating marketing effort...
Read more about EQUPAvailable plan information from the product profile.
Senta is a specialized financial CRM software designed to help accountants and financial advisors manage client relationships and streamline workflows. With Senta, users can store client information, track communications, and automate recurring tasks like reminders and follow-ups...
Read more about SentaAvailable plan information from the product profile.
Efficy CRM is a comprehensive software solution designed to streamline customer relationship management for businesses of all sizes. With its user-friendly interface, Efficy CRM simplifies data management, allowing easy access to customer information, interactions, and sales proc...
Read more about Efficy CRMCommon software connections available for this product.
Available plan information from the product profile.
NMI Merchant Relationship Management is a comprehensive financial CRM software solution designed to help businesses manage their merchant relationships more effectively. Whether you're a payment service provider, financial institution, or business owner, NMI helps streamline the...
Read more about NMI Merchant Relationship ManagementEBP CRM Pro is a sophisticated customer relationship management software tailored to empower businesses with advanced tools for managing and nurturing customer relationships effectively. It offers a comprehensive platform for tracking sales leads, managing customer interactions,...
Read more about EBP CRM ProAvailable plan information from the product profile.
Since the beginning of ForceManager our mission has been simple, transform the sales experience through mobility solutions designed for optimal productivity. We do this so our customers can focus their time on what really matters – building customer relationships. ForceManager is...
Read more about ForceManagerAvailable plan information from the product profile.
Unanet ERP AE is a powerful project management software designed for organizations that manage complex projects across various industries. This comprehensive platform integrates essential functions such as resource management, budgeting, time tracking, and financial reporting int...
Read more about Unanet ERP AEAvailable plan information from the product profile.
LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and...
Read more about LeadSquared CRMCommon software connections available for this product.
Available plan information from the product profile.
EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities....
Read more about EngageBay CRMCommon software connections available for this product.
Available plan information from the product profile.
Kommo is an advanced lead management software designed to help businesses optimize their sales processes and improve lead conversion rates effectively. This platform offers a comprehensive suite of tools for capturing, tracking, and nurturing leads throughout the sales funnel. Wi...
Read more about KommoAvailable plan information from the product profile.
Living Systems Process Suite is an application development software designed to help businesses create and manage custom workflow applications. The platform provides tools for designing, automating, and optimizing business processes, enabling organizations to improve efficiency a...
Read more about Living Systems Process SuiteAvailable plan information from the product profile.
PipeRun is a powerful customer relationship management (CRM) software that helps businesses manage their sales processes and customer interactions effectively. It offers a user-friendly interface for managing leads, tracking interactions, and analyzing customer data. PipeRun's pi...
Read more about PipeRunAvailable plan information from the product profile.
Augmented Cash is a cutting-edge robotic process automation (RPA) software that automates repetitive tasks in finance, accounting, and business operations. This software helps organizations streamline their processes by using AI-powered bots to handle manual and time-consuming ac...
Read more about Augmented CashSidetrade Network is a powerful debt collection software designed to optimize the recovery of outstanding payments for businesses. It leverages advanced algorithms and automation to manage and prioritize debt collection efforts, ensuring efficient and effective interactions with...
Read more about Sidetrade NetworkAvailable plan information from the product profile.
Yoyo Wallet is a financial CRM software designed to help businesses manage customer relationships while offering a convenient, personalized experience for users. The platform combines CRM capabilities with mobile wallet functionality, enabling businesses to engage customers throu...
Read more about Yoyo WalleteWay-CRM is a fully integrated customer relationship management solution built directly inside Microsoft Outlook, transforming email and contact lists into structured sales, marketing, and customer service workflows without switching apps. It lets teams manage deals, track intera...
Read more about eWay-CRMAvailable plan information from the product profile.
Standard ERP is an integrated enterprise resource planning solution designed to help businesses manage daily operations through one central system. It combines accounting order processing inventory management purchasing sales CRM manufacturing and job costing within a single plat...
Read more about Standard ERPFoundersuite is a comprehensive investment management software tailored for startups, investors, and venture capital firms. The platform offers a suite of tools including fundraising management, investor relations, deal tracking, and portfolio management. With Foundersuite, entre...
Read more about FoundersuiteAvailable plan information from the product profile.
Equisoft is a specialized software solution tailored for the financial services and insurance sectors. It's renowned for its comprehensive features that cater to the unique needs of these industries. The software includes modules for insurance policy management, wealth management...
Read more about Equisoft/connectDoxim CRM is a robust customer relationship management software designed to help businesses build and maintain strong relationships with their clients. It offers a centralized platform for managing contacts, tracking interactions, and organizing sales pipelines, ensuring that eve...
Read more about Doxim CRMConvergeHub is a comprehensive Customer Relationship Management (CRM) software designed for small to medium-sized businesses. It stands out for its user-friendly interface and multifunctional features, making it easy for teams to manage customer interactions and data in one place...
Read more about ConvergeHubAvailable plan information from the product profile.
Method CRM is a customizable customer relationship management software designed to help businesses manage leads, customer interactions, and sales processes while staying fully connected with their accounting system. The software is widely known for its deep integration with Quick...
Read more about Method CRMAvailable plan information from the product profile.
Envestnet Wealth Management CRM Is A Purpose Built Client Relationship Platform Designed For Financial Advisors And Wealth Management Firms To Deliver More Personalized And Data Driven Client Experiences. Instead Of Relying On Multiple Disconnected Tools For Client Data, Communic...
Read more about Tamarac CRMRemove one or more filters or search using a broader term.
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