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

Kushim is a specialized investment management software designed to streamline the investment process for venture capital firms, private equity, and asset managers. The platform provides tools for tracking investments, managing portfolios, and analyzing performance, ensuring that investment professionals can make informed decisions. With Kushim, users can monitor deal flow, manage investor relation... Read more about Kushim

Wealthbox is a cutting-edge financial CRM software designed specifically for financial advisors and wealth management firms. It streamlines client relationship management by providing a centralized platform for tracking client interactions, managing accounts, and automating workflows. Wealthbox offers intuitive contact management, task automation, and customizable pipelines, enabling advisors to m... Read more about Wealthbox

Panda CRM is an innovative customer relationship management (CRM) software designed to help businesses manage customer interactions, streamline sales processes, and boost customer satisfaction. The platform offers a comprehensive suite of tools for lead management, contact organization, email marketing, and task automation. Panda CRM provides a 360-degree view of customer interactions, allowing bu... Read more about Panda CRM

Navatar Edge is a customer relationship management (CRM) software designed specifically for financial services professionals, including wealth managers, private equity firms, and investment advisors. The platform provides tools to help firms manage client relationships, track opportunities, and optimize sales processes. With Navatar Edge, financial services teams can manage contacts, track investo... Read more about Navatar Edge

Finnegans GO CRM is an innovative Customer Relationship Management Software designed to help businesses manage their customer interactions and relationships effectively. The platform provides tools for tracking leads, managing sales pipelines, and automating customer communications, ensuring that businesses can nurture leads and convert them into loyal customers. With Finnegans GO CRM, users can s... Read more about Finnegans GO CRM

Escala is a comprehensive Customer Relationship Management (CRM) Software designed to help businesses manage and enhance their interactions with current and potential customers effectively and efficiently. It offers a robust platform for organizing customer information, tracking sales activities, and automating marketing efforts, ensuring that organizations can build strong, lasting relationships ... Read more about Escala

InsuredMine is a versatile insurance agency software that revolutionizes client relationship and agency management. It features an intuitive CRM system, centralizing client data for more effective communication and service. The software's automated marketing tools, including email and text campaigns, enhance client engagement and retention. Sales pipeline management is a key feature, allowing agen... Read more about InsuredMine

ClickPoint is an advanced lead management software designed to optimize lead tracking and conversion for sales teams. This powerful platform provides tools for capturing leads, managing follow-ups, and analyzing sales performance efficiently. With its user-friendly interface, users can easily prioritize leads, automate outreach, and monitor conversion rates. ClickPoint features robust reporting ca... Read more about ClickPoint

4Degrees is a cutting-edge customer relationship management (CRM) software designed to enhance relationship-building for professionals and organizations. This platform leverages artificial intelligence to provide users with actionable insights into their connections, helping them nurture relationships effectively. 4Degrees offers features such as relationship mapping, which visualizes connections ... Read more about 4Degrees

ObjectWay is a specialized financial services software designed to help organizations manage their investment portfolios and enhance client engagement. This platform provides a comprehensive suite of tools for portfolio management, risk assessment, and compliance monitoring, enabling financial institutions to optimize their operations effectively. With its user-friendly interface, users can easily... Read more about ObjectWay

Intelisis CRM is a comprehensive Customer Relationship Management (CRM) software designed to help businesses manage and enhance their interactions with customers. The platform offers a wide range of tools for sales automation, lead management, contact organization, and customer service, ensuring that businesses can build and maintain strong customer relationships. With features such as pipeline ma... Read more about Intelisis CRM

SmartOffice is a cloud-based CRM (Customer Relationship Management) and AMS (Agency Management System) specifically designed for financial advisors and agents. Its user-friendly interface allows advisors to efficiently manage client relationships and track interactions. With SmartOffice, advisors can easily store and access client information, including contact details, financial goals, and commun... Read more about SmartOffice

DealCloud is a sophisticated solution specifically designed for the complex needs of private equity, investment banking, and corporate development professionals. It offers a comprehensive set of tools tailored for managing the entire deal lifecycle. Its core strength lies in its powerful relationship intelligence and deal management capabilities, allowing users to efficiently track interactions, t... Read more about DealCloud

RAYNET CRM is a user-friendly customer relationship management software designed for businesses seeking efficient client management. It centralizes customer data, ensuring easy access and management of client information. The software streamlines sales processes with tools for tracking leads, deals, and sales activities, enhancing sales team productivity. RAYNET CRM offers a visual sales pipeline,... Read more about RAYNET CRM

Silvasoft is a comprehensive accounting software designed to simplify financial management for businesses of all sizes. The platform offers a range of features, including invoicing, expense tracking, and financial reporting, making it easy to manage day-to-day finances. Silvasoft enables businesses to generate and send professional invoices, track payments, and manage accounts payable and receivab... Read more about Silvasoft

Veritouch is a comprehensive customer relationship management (CRM) software designed to help businesses manage interactions with customers, streamline sales processes, and improve customer satisfaction. The platform offers a variety of tools that allow companies to track leads, manage contacts, and automate workflows. With Veritouch, businesses can easily capture customer data, segment audiences,... Read more about Veritouch

Heeros PSA is a professional services automation software designed to help service-oriented businesses manage projects, resources, and finances more effectively. With features like time tracking, invoicing, and expense management, Heeros PSA streamlines billing and financial processes, reducing administrative overhead. The platform also includes project management tools that support task schedulin... Read more about Heeros PSA

PlanMagic Finance Pro is an advanced financial CRM software designed to help businesses manage their financial planning, forecasting, and analysis effectively. This platform offers a comprehensive set of tools that streamline the budgeting process, allowing users to create detailed financial plans and projections based on various scenarios. With PlanMagic Finance Pro, organizations can easily trac... Read more about PlanMagic Finance Pro

SatuitCRM is a specialized customer relationship management (CRM) software designed for the financial services industry. The platform provides tools for managing client relationships, tracking interactions, and analyzing performance metrics, enabling financial professionals to enhance their client engagement strategies. SatuitCRM supports customizable dashboards and reporting features, offering in... Read more about SatuitCRM

Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ea... Read more about Pipedrive

Altvia is a powerful investment management software designed to support private equity and venture capital firms in managing their portfolios effectively. This comprehensive platform offers tools for deal tracking, investor reporting, and communication, enabling firms to streamline their operations and enhance investor relations. With its user-friendly interface, Altvia simplifies the management o... Read more about Altvia

TheInvestorNet is an all-in-one investment management software designed for investment firms, asset managers, and private equity professionals to streamline the management of their portfolios. The platform offers a comprehensive set of tools for tracking investments, monitoring performance, and analyzing market trends. With TheInvestorNet, users can access real-time data on their investments, asse... Read more about TheInvestorNet

Irwin is a comprehensive investment management software designed to streamline investment tracking, portfolio management, and reporting for financial professionals. The platform provides real-time insights into asset performance, helping investment managers make informed decisions. Irwin’s user-friendly interface allows for easy monitoring of individual investments, market trends, and overall po... Read more about Irwin

Ninjodo is a dynamic customer relationship management (CRM) software designed to help businesses nurture relationships and enhance customer satisfaction. Its user-friendly interface enables teams to manage contacts, track interactions, and automate follow-ups seamlessly. Ninjodo offers a range of features, including lead management, sales tracking, and customizable reporting, empowering businesses... Read more about Ninjodo

Magnifinance is a specialized financial CRM software designed to streamline customer relationship management for financial institutions. This software helps banks, credit unions, and financial services firms manage client interactions, track customer accounts, and automate workflows. Magnifinance offers tools for managing client data, including contact information, transaction history, and account... Read more about Magnifinance