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

Union.digital is a comprehensive financial CRM software tailored to meet the unique needs of financial services organizations. The platform provides tools for managing client relationships, tracking sales opportunities, and streamlining communication between financial advisors and clients. With its intuitive interface, users can easily access client profiles, monitor interactions, and manage follo... Read more about Union.digital

PackHedge is an advanced investment management software designed to optimize portfolio management and enhance decision-making for investors. This comprehensive platform offers a range of tools for tracking investment performance, analyzing market trends, and managing risk effectively. With its user-friendly interface, PackHedge enables users to monitor portfolios in real time, providing valuable i... Read more about PackHedge

UGRU is a powerful customer relationship management (CRM) software designed to support businesses in building strong customer connections. With tools for managing contacts, tracking interactions, and setting follow-up reminders, UGRU enables sales and customer service teams to personalize their approach, ensuring no interaction is missed. The software also includes sales pipeline management, allow... Read more about UGRU

Tier1 is an advanced lead management software designed to optimize the process of capturing, nurturing, and converting leads into customers. This platform offers a comprehensive set of tools for tracking leads across various channels, including web forms, emails, and social media, providing a unified view of lead interactions. Its intuitive interface allows sales teams to score and prioritize lead... Read more about Tier1

CentrixOne is an all-in-one customer relationship management (CRM) software that helps businesses enhance customer interactions, increase sales, and improve service delivery. The platform enables businesses to centralize customer data, track sales leads, and manage marketing campaigns in one easy-to-use system. CentrixOne’s intuitive dashboard allows users to view customer profiles, monitor enga... Read more about CentrixOne

Hoopiz Credit Management is a comprehensive financial services software solution designed to help businesses manage and optimize their credit portfolios. The platform offers tools for monitoring customer creditworthiness, managing credit risk, and automating the credit approval process. With Hoopiz, financial institutions can evaluate and approve credit applications based on real-time financial da... Read more about Hoopiz Credit Management

CRMNEXT is a comprehensive customer relationship management (CRM) platform designed to streamline and enhance the customer engagement process for businesses. It stands out by offering a blend of traditional CRM functionalities with advanced features like workflow automation, omnichannel support, and AI-driven insights. The software is highly adaptable, catering to various industries including bank... Read more about CRMNEXT

DebtPayPro is a comprehensive software solution designed for businesses in the debt settlement and financial management sector. It offers an array of features that streamline debt management processes. Key functionalities of the tool include automated payment tracking, which simplifies the management of multiple accounts and payment schedules, and a robust customer relationship management (CRM) sy... Read more about DebtPayPro

CreditOnline is a specialized loan servicing software designed to streamline the management of loans for financial institutions and lenders. This platform offers a comprehensive suite of tools for loan origination, servicing, and collections, enabling organizations to manage the entire loan lifecycle efficiently. With CreditOnline, users can automate routine tasks such as payment processing, repor... Read more about CreditOnline

DigiFi is a sophisticated banking systems software designed to empower financial institutions with the tools needed to manage customer relationships and streamline operations. This platform provides a comprehensive suite of features for loan origination, underwriting, and servicing, ensuring that banks can offer competitive financial products efficiently. With DigiFi, users can automate workflows,... Read more about DigiFi

Centrex is a powerful financial CRM software designed to help financial institutions manage customer relationships, track financial data, and improve client engagement. The platform offers tools for managing contacts, tracking interactions, and providing personalized services based on customer needs and financial goals. Centrex integrates with various financial systems, including accounting and in... Read more about Centrex

MissionKontrol is a sophisticated financial CRM (Customer Relationship Management) software designed to optimize financial operations and improve client relationship management for financial advisors, wealth managers, and financial institutions. This platform offers a centralized hub for managing client portfolios, tracking financial goals, and automating processes such as investment tracking, bil... Read more about MissionKontrol

Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and cli... Read more about Chelmer

SolvCRM is a feature-rich customer relationship management (CRM) software designed to help businesses manage and nurture relationships with customers and prospects. This platform enables businesses to centralize customer data, track interactions, and automate sales and marketing workflows, enhancing both customer acquisition and retention. SolvCRM’s intuitive interface allows users to manage con... Read more about SolvCRM

Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital. Read more about Fundingstack

irsLogics is a specialized financial customer relationship management (CRM) software designed to help financial institutions manage client interactions, track financial data, and streamline operations. The software integrates key financial tools with CRM capabilities, allowing users to manage customer accounts, track transactions, and monitor financial performance all in one platform. irsLogics of... Read more about irsLogics

Jobstream 9 is a comprehensive financial CRM software designed to help organizations manage their customer relationships and optimize their sales processes. The platform provides powerful tools for tracking leads, managing accounts, and analyzing sales performance, ensuring that businesses can enhance their customer engagement strategies. With its user-friendly interface, users can easily access c... Read more about Jobstream 9

ProTrak Advantage is a powerful investment management software designed to streamline portfolio management and enhance decisionmaking for financial institutions. This comprehensive platform offers tools for tracking investments, managing assets, and analyzing market trends, enabling users to make informed investment decisions. ProTrak Advantage provides realtime reporting capabilities, allowing fi... Read more about ProTrak Advantage

ezTask.io is an intuitive Customer Relationship Management (CRM) Software designed to help businesses manage and enhance their interactions with customers. It offers a centralized platform for tracking customer information, managing sales pipelines, and automating marketing efforts, ensuring that every customer interaction is personalized and effective. ezTask.io provides robust tools for lead man... Read more about ezTask.io

Antelope Systems is a feature-rich customer relationship management (CRM) software designed to help businesses build and maintain strong relationships with their customers. The platform offers tools for managing customer data, tracking interactions, and automating key sales and marketing processes. Antelope Systems includes features such as lead management, pipeline tracking, task management, and ... Read more about Antelope Systems

Vumi is an intuitive investment management software solution that enables investors and asset managers to streamline portfolio management, track performance, and make informed decisions. With Vumi, users can manage a wide range of investment types, including stocks, bonds, mutual funds, and real estate, from a centralized dashboard. The software provides detailed analytics, performance reports, an... Read more about Vumi

TreasuryView is a specialized currency exchange software designed to streamline foreign exchange operations for businesses involved in international trade. This platform offers comprehensive tools for managing currency transactions, monitoring exchange rates, and analyzing market trends, ensuring effective foreign exchange management. With TreasuryView, users can easily execute currency trades, ma... Read more about TreasuryView

Teamogy is an intuitive task management software designed to enhance team collaboration and streamline project workflows. It offers features such as task assignment, deadline tracking, priority setting, and progress monitoring, ensuring that projects stay on track and goals are met. Teamogy’s user-friendly interface allows team members to easily create, update, and manage tasks, fostering transp... Read more about Teamogy

Sticky Advisor is an innovative financial CRM software designed to help financial institutions manage client relationships and enhance service delivery. This platform offers a userfriendly interface that enables users to track customer interactions, manage leads, and monitor sales pipelines effortlessly. Sticky Advisor supports features for customizable dashboards, allowing organizations to visual... Read more about Sticky Advisor

BankSight is a financial CRM software designed to meet the specific needs of banks, credit unions, and other financial institutions. The platform provides tools for managing customer relationships, tracking interactions, and analyzing financial data, enabling financial professionals to deliver personalized services and improve customer satisfaction. BankSight integrates with core banking systems, ... Read more about BankSight