Best Financial CRM Software for Small Businesses (Free & Paid)

Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels i... Read more about Creatio

Contactually 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 with their network. Contactually’s intelligent CRM system categorizes contacts into different buckets, allowing users to... Read more about Contactually

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 efforts, ensuring that businesses can deliver personalized experiences and drive customer loyalty. EQUP allows businesses to s... Read more about EQUP

Apptivo is a cloud-based suite of business applications designed to support various aspects of organizational management. It includes a comprehensive CRM system for effective customer relationship management, streamlining communication and sales processes. The software offers project management tools, facilitating task tracking and team collaboration. Inventory management within Apptivo assists in... Read more about Apptivo

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, ensuring consistent, high-quality service. The platform’s task automation features reduce administrative burdens, al... Read more about Senta

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 processes. The software excels in contact management, helping teams organize and track their customer relationships efficien... Read more about Efficy CRM

Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users ... Read more about Capsule CRM

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 management of merchant accounts, track transactions, and ensure smooth communication with clients. The software provides... Read more about NMI Merchant Relationship Management

EBP 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, and analyzing customer data with precision and efficiency. EBP CRM Pro features intuitive dashboards, customizable workf... Read more about EBP CRM Pro

Maximizer CRM is a comprehensive customer relationship management software designed for businesses seeking efficient client management. It offers contact and lead management, centralizing customer information for easy access. Sales management tools help track deals, from initial contact to closure. Maximizer CRM features marketing automation, streamlining campaign planning and execution. Customer ... Read more about Maximizer CRM

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales pip... Read more about OnePageCRM

Affinity is a relationship intelligence CRM platform designed to transform how professionals manage and cultivate their networks. It excels in automatically capturing and organizing every interaction and relationship, eliminating the need for manual data entry. The platform uses advanced algorithms to analyze communication patterns, providing insights to strengthen relationships and identify new o... Read more about Affinity

We like to work at the highest level, ensuring our final customers use our app daily to accelerate their opportunities. Our mission is to change the world of B2B mid-market sales teams through technology. We always seek people who want to join our team to achieve this .ForceManager is the leading CRM with a full service WebApp created for a range of work styles including home, office or the field. Read more about ForceManager

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 into a unified system, providing real-time visibility into project metrics and performance. The intuitive user interface al... Read more about Unanet ERP AE

Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features include contact management, allowing users to keep track of their leads and customers; a calendar to manage tasks and event... Read more about Less Annoying CRM

LeadSquared CRM is a versatile software designed to streamline sales and marketing activities, particularly for high-velocity sales processes. It's user-friendly and focuses on automating key tasks to increase efficiency. The software excels in lead capture, tracking interactions, and nurturing leads through the sales funnel. With LeadSquared, businesses can easily manage customer data and follow-... Read more about LeadSquared CRM

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. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... Read more about EngageBay CRM

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. With its user-friendly interface, sales teams can easily manage interactions, schedule follow-ups, and analyze lead perfor... Read more about Kommo

Salesmate is an excellent software designed to enhance sales processes for small and medium-sized businesses. Tailored for simplicity, it offers a range of features to streamline customer relationship management (CRM). With Salesmate, users can efficiently manage leads, track sales pipelines, and automate repetitive tasks. The platform facilitates communication by integrating with email and provid... Read more about Salesmate

Teamgate is an innovative and user-friendly CRM software designed for businesses looking to enhance their sales processes and customer relationships. It offers a streamlined interface that simplifies lead capturing, sales pipeline management, and customer data organization. Unique features include intuitive sales funnel visualization, integrated telephony for direct client communication, and insig... Read more about Teamgate

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 and reduce manual tasks. Living Systems Process Suite supports integration with other enterprise systems, ensuring seamle... Read more about Living Systems Process Suite

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 pipeline management feature allows sales teams to visualize their sales processes, identify bottlenecks, and prioritize le... Read more about PipeRun

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 activities such as invoice processing, data entry, reconciliation, and reporting. Augmented Cash can integrate with existi... Read more about Augmented Cash

Sidetrade 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 debtors. Sidetrade Network offers features such as automated reminders, payment plans, and compliance management, helpin... Read more about Sidetrade Network

Spotler CRM is a customer relationship management software designed to help businesses improve customer engagement and streamline their sales and marketing processes. It offers tools for managing leads, tracking customer interactions, and automating marketing campaigns. Spotler CRM integrates with popular email marketing platforms, allowing businesses to create personalized campaigns based on cust... Read more about Spotler CRM