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

PM-RECORD CRM is a specialized financial customer relationship management software designed to meet the unique needs of financial institutions. This platform offers tools for managing client interactions, tracking sales pipelines, and analyzing financial performance. With its intuitive interface, PM-RECORD CRM enables users to centralize customer data, ensuring that all team members have access to... Read more about PM-RECORD CRM

AtomInvest is a sophisticated investment management software designed for both individual investors and financial institutions. This platform provides comprehensive tools for portfolio management, risk analysis, and performance tracking, helping users make informed investment decisions. AtomInvest allows users to track a diverse range of asset classes, from stocks and bonds to real estate and comm... Read more about AtomInvest

BSI Customer Suite is a comprehensive customer relationship management (CRM) solution designed to help businesses manage customer interactions and improve overall customer satisfaction. The platform provides a 360-degree view of customer data, allowing sales, marketing, and customer support teams to collaborate more effectively. BSI Customer Suite includes features such as contact management, sale... Read more about BSI Customer Suite

SwiftFox is a user-friendly and powerful Customer Relationship Management (CRM) software designed to help businesses manage and nurture customer relationships effectively. With its intuitive interface and robust features, SwiftFox enables organizations to track customer interactions, manage sales leads, and automate marketing efforts. The software centralizes customer data, giving teams a comprehe... Read more about SwiftFox

Funden is a lead generation software that helps businesses find and qualify potential customers more effectively. The platform uses data-driven algorithms to identify leads that are most likely to convert based on factors like industry, company size, and purchasing behavior. Funden provides tools for segmenting leads, tracking interactions, and managing the sales pipeline. The software also offers... Read more about Funden

MYBREEX is a versatile billing and invoicing software designed to streamline financial management for small and medium-sized businesses. With its user-friendly interface, MYBREEX allows businesses to generate professional invoices, manage payments, and track financial transactions with ease. The software offers customizable invoice templates that can be tailored to fit a company’s branding, prov... Read more about MYBREEX

Easybox is a user-friendly billing and invoicing software designed to help small businesses and freelancers manage their financial transactions with ease. The platform allows users to create and send professional invoices quickly, track payments, and manage recurring billing. Easybox also includes features for expense tracking, payment reminders, and generating detailed financial reports. With its... Read more about Easybox

Dialllog is a specialized venture capital CRM software designed to streamline relationship management and investment processes for venture capital firms. Its intuitive interface allows firms to efficiently track interactions with entrepreneurs, investors, and other stakeholders throughout the investment lifecycle. Dialllog offers robust deal pipeline management tools, enabling firms to track and p... Read more about Dialllog

MyPlanMap is a specialized financial customer relationship management (CRM) software designed for financial advisors and professionals. The platform provides tools for managing client relationships, tracking interactions, and organizing financial plans effectively. MyPlanMap supports customizable workflows, allowing users to tailor the software to fit their specific processes and services. With fe... Read more about MyPlanMap

Profit CRM is a robust financial CRM software designed to help businesses optimize customer relationships and manage financial operations in one unified platform. It offers a wide range of tools to track client interactions, manage accounts, and facilitate billing and invoicing. The software integrates with accounting systems, providing financial professionals with seamless access to transaction h... Read more about Profit CRM

AdviAlly is a financial customer relationship management (CRM) software designed specifically for financial advisors, wealth managers, and investment firms. It provides a comprehensive set of tools for managing client relationships, tracking financial goals, and organizing portfolios. AdviAlly’s features include lead management, sales tracking, client communication, and portfolio analysis. The s... Read more about AdviAlly

AskLogix is a financial CRM software designed to help businesses in the financial services sector manage client relationships and optimize their sales process. This platform provides tools for managing leads, tracking client interactions, and automating follow-ups, ensuring that no opportunity is missed. AskLogix also offers features such as portfolio management, financial planning, and investment... Read more about AskLogix

BlueMind is a comprehensive Customer Relationship Management (CRM) software designed to help businesses build and maintain strong relationships with their customers. Ideal for sales teams, marketing departments, and customer service units, BlueMind offers a suite of tools to manage contacts, track interactions, and analyze customer data effectively. The software features an intuitive dashboard tha... Read more about BlueMind

Rolldog is an intuitive Customer Relationship Management (CRM) software designed to help businesses manage and nurture their customer relationships effectively. This platform offers a comprehensive suite of tools for contact management, lead tracking, and sales pipeline management, ensuring that every customer interaction is captured and leveraged for growth. With features like automated workflows... Read more about Rolldog

Financial Cloud CRM is a customer relationship management software tailored specifically for financial institutions, such as banks, wealth management firms, and insurance companies. This platform allows financial professionals to efficiently manage client interactions, track leads, and streamline sales processes while maintaining compliance with industry regulations. Financial Cloud CRM offers a 3... Read more about Financial Cloud CRM

AddACCION is an advanced customer communications management software that enables businesses to create, manage, and distribute personalized communications across multiple channels. By automating the creation and delivery of messages, AddACCION helps organizations improve engagement with their customers while reducing operational costs. The software supports a wide range of communication formats, i... Read more about AddACCION

EquinoxCRM is a sophisticated financial CRM (Customer Relationship Management) software designed to empower financial institutions, advisors, and service providers with advanced tools for managing client relationships, tracking financial interactions, and optimizing business processes. It offers a comprehensive platform for handling client data, managing leads, and automating marketing and sales w... Read more about EquinoxCRM

Fitsyn is an innovative lead management software designed to help businesses capture, track, and nurture leads effectively, ensuring enhanced sales performance and customer acquisition with precision and efficiency. It offers a comprehensive platform for managing the entire lead lifecycle, from generation and qualification to conversion and retention seamlessly. Fitsyn features intuitive lead capt... Read more about Fitsyn

MadeMarket is a comprehensive investment management software designed to help investors, financial institutions, and portfolio managers track, manage, and optimize their investment portfolios. It offers powerful tools for analyzing financial data, monitoring asset performance, and making informed investment decisions. MadeMarket provides real-time access to market trends, historical performance da... Read more about MadeMarket

Engaged CRM is a comprehensive loan servicing software designed to enhance customer relationship management for financial institutions. This platform provides robust tools for managing loan portfolios, tracking borrower interactions, and streamlining the servicing process. With its user-friendly interface, Engaged CRM allows users to track loan applications, manage payments, and monitor borrower p... Read more about Engaged CRM

SeedRM is a specialized financial CRM software designed to help financial institutions manage client relationships, track interactions, and streamline sales processes. The platform provides tools for managing client portfolios, tracking leads, and automating workflows, ensuring that financial advisors and sales teams can deliver personalized service and optimize client engagement. SeedRM integrate... Read more about SeedRM

Synertree Optimizer is a comprehensive financial reporting software that enables businesses to streamline their financial management processes and gain valuable insights into their financial health. The software offers powerful reporting tools that allow users to generate detailed financial statements, including balance sheets, income statements, and cash flow reports. With its intuitive interface... Read more about Synertree Optimizer

Credito Pratico is a comprehensive financial CRM software designed to assist financial institutions in managing customer relationships and streamlining loan processes. This platform provides a suite of tools for tracking leads, managing client interactions, and automating communication workflows, enabling organizations to enhance their customer service. With features such as customizable pipelines... Read more about Credito Pratico

Unbox ERP is a robust customer relationship management (CRM) software designed to help businesses manage and optimize their customer interactions and relationships. This platform provides a comprehensive suite of tools for tracking leads, managing sales pipelines, and enhancing customer service. Unbox ERP features an intuitive dashboard that allows users to view customer data, interactions, and sa... Read more about Unbox ERP

Round Infinity is a customer journey mapping software designed to help businesses visualize and understand the complete customer experience. This platform enables companies to track and analyze the interactions that customers have with their brand across multiple touchpoints, from initial awareness to post-purchase support. Round Infinity provides tools to create dynamic customer journey maps, hig... Read more about Round Infinity