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

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 through loyalty programs, offers, and promotions. Yoyo Wallet allows businesses to gather valuable customer data, track purch... Read more about Yoyo Wallet

eWay-CRM is a versatile software designed to streamline customer relationship management (CRM) for businesses. It serves as a comprehensive solution for organizing contacts, managing projects, and tracking sales in one user-friendly platform. With a focus on simplicity, eWay-CRM offers tools for efficient lead management, enabling businesses to nurture and convert leads seamlessly. The software in... Read more about eWay-CRM

BigContacts is a user-friendly CRM software designed for small businesses. It centralizes contact management, making it easy to store and access client information. The platform features calendar and task management, helping users organize meetings and follow-ups efficiently. Email integration allows for streamlined communication with contacts. BigContacts provides customizable templates for email... Read more about BigContacts

Standard ERP is a versatile project management software solution designed to help organizations plan, execute, and monitor projects effectively. This comprehensive platform offers a suite of tools that enable teams to collaborate seamlessly, manage resources, and track project progress in real time. With features like Gantt charts, task management, and time tracking, Standard ERP allows project ma... Read more about Standard ERP

Backstop is a powerful investment management software tailored for private equity, venture capital, and institutional investors. With its comprehensive features, Backstop helps organizations manage their investment portfolios, track performance, and streamline reporting processes. The platform offers tools for data aggregation, investor relations management, and compliance tracking, enabling firms... Read more about Backstop

Redtail CRM is a specialized customer relationship management tool designed specifically for financial advisors. It excels in managing client data, streamlining workflow, and enhancing client communication. A standout feature is its comprehensive client record-keeping system, which includes detailed client profiles, account information, and document storage, ensuring all pertinent client data is e... Read more about Redtail CRM

Total Expert is a comprehensive marketing and customer engagement platform primarily designed for financial institutions like banks, lenders, and credit unions. It uniquely combines marketing automation, CRM, and compliance management into a single, integrated solution. The platform excels in personalizing customer interactions, utilizing data-driven insights to tailor marketing campaigns and comm... Read more about Total Expert

Foundersuite 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, entrepreneurs can create and manage investor lists, track interactions, and streamline the fundraising process. Investors and... Read more about Foundersuite

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, and customer relationship management (CRM), integrating these components into a seamless user experience. Equisoft's s... Read more about Equisoft/connect

AdvisorEngine CRM is a sophisticated software platform designed specifically for financial advisors and wealth management professionals. It integrates advanced customer relationship management (CRM) capabilities with financial planning tools, creating a comprehensive solution for managing client relationships and investment portfolios. Key features include detailed client profiles, portfolio manag... Read more about AdvisorEngine CRM

Doxim 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 every customer engagement is optimized for success. Doxim CRM provides intuitive tools for lead management, opportunity tra... Read more about Doxim CRM

ConvergeHub 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. The software offers a range of tools for sales, marketing, support, and billing, ensuring seamless coordination across... Read more about ConvergeHub

Method CRM is an innovative customer success software designed to help organizations enhance customer relationships and drive engagement. This platform provides tools for managing customer interactions, tracking support requests, and analyzing customer feedback, ensuring that businesses can optimize their service delivery. With its user-friendly interface, Method CRM allows users to easily access ... Read more about Method CRM

Envestnet TAMARAC is a comprehensive portfolio and client management software tailored for independent advisors and wealth managers. Central to its design is an advanced portfolio management system, which facilitates efficient asset allocation, performance reporting, and rebalancing. The platform integrates a client portal, offering a clear and interactive interface for clients to view their inves... Read more about Tamarac CRM

Dynamo Software is an advanced real estate CRM software tailored to meet the unique needs of real estate professionals. This platform offers a comprehensive suite of tools for managing property listings, tracking client interactions, and automating marketing campaigns. With features such as customizable dashboards, lead management, and performance analytics, Dynamo Software enhances productivity a... Read more about Dynamo Software

Intelligent Customer Management is a powerful customer relationship management (CRM) software designed to help businesses build and maintain strong relationships with their customers. It offers a comprehensive suite of tools for managing leads, tracking customer interactions, and automating sales processes. Intelligent Customer Management’s intuitive interface allows sales teams to organize and ... Read more about Intelligent Customer Management

Covve is a cutting-edge Customer Relationship Management (CRM) software designed to help individuals and businesses build and manage meaningful connections. The app focuses on simplifying the way users engage with contacts, whether they are customers, colleagues, or business partners. Covve offers intelligent tools for organizing contacts, tracking interactions, and maintaining relationships by au... Read more about Covve App

Vymo is an innovative, AI-enhanced sales enablement platform designed to optimize sales team performance. Tailored for mobile-first users, it employs predictive analytics to provide personalized recommendations, enhancing sales strategies. Key features include automated data capture, which minimizes manual data entry by tracking sales activities and client interactions. Vymo's intelligent lead man... Read more about Vymo

SYDLE ONE is a cutting-edge data analysis software designed to empower organizations with powerful insights and data-driven decision-making capabilities. This platform provides a comprehensive suite of analytical tools for processing, visualizing, and interpreting data from various sources. With SYDLE ONE, users can easily create customizable dashboards, generate reports, and perform advanced anal... Read more about SYDLE ONE

Surefire CRM is a dynamic customer relationship management software specifically designed for the mortgage industry. It distinguishes itself with its robust marketing automation, personalized content creation, and lead management capabilities. The platform offers a comprehensive suite of tools for mortgage professionals, including automated communication workflows, which ensure consistent engageme... Read more about Surefire CRM

FreeAgent CRM is a modern, cloud-based customer relationship management solution tailored for small and medium-sized businesses seeking to enhance customer engagement and streamline sales processes. Its standout features include a highly customizable interface, enabling users to tailor the CRM solution to their specific business needs. FreeAgent CRM excels in automating sales workflows, managing c... Read more about FreeAgent CRM

Practifi is a specialized software platform tailored for wealth management and financial advisory firms, offering a suite of features to streamline operations and enhance client engagement. Central to its design is a robust client relationship management (CRM) system, which organizes client data efficiently and provides insightful analytics for better decision-making. Practifi's integration capabi... Read more about Practifi

folk is an innovative and user-friendly software designed for efficient contact management and team collaboration. It stands out with its ability to aggregate contacts from various sources into one organized place, making it easier to manage both personal and professional networks. folk offers customizable tags and filters, allowing users to categorize contacts effectively and find them quickly. I... Read more about folk

Allvue is a powerful accounting software designed to meet the complex financial management needs of businesses and investment firms. With its user-friendly interface, Allvue streamlines financial processes, including accounting, reporting, and compliance management. The software provides comprehensive features that support multi-currency transactions, portfolio accounting, and regulatory reporting... Read more about Allvue

CloudBlue PSA (Professional Services Automation) is a comprehensive contract management software designed to streamline and automate service contracts within businesses. This platform allows businesses to manage the entire contract lifecycle, from creation to execution and renewal, all within a single, unified system. With CloudBlue PSA, users can easily track contract milestones, manage complianc... Read more about CloudBlue PSA