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

CapitalBase is a financial CRM software tailored to financial institutions, helping them manage client relationships, track investment portfolios, and enhance customer service. The platform provides features for client data management, communication tracking, and relationship-building, allowing financial professionals to provide personalized services. CapitalBase also integrates financial tools, e... Read more about CapitalBase

Digitaler Assistent is an innovative financial services software designed to streamline the management of financial tasks for individuals and businesses. The platform leverages artificial intelligence (AI) and machine learning to provide personalized financial assistance, helping users manage their personal finances, investments, and business accounts with ease. Digitaler Assistent integrates with... Read more about Digitaler Assistent

Peso is an intuitive accounts receivable software designed to help businesses manage and automate their invoicing, payment tracking, and collection processes. The software streamlines the entire accounts receivable workflow, from generating invoices to tracking payments and managing outstanding balances. Peso allows businesses to create customized invoices with company branding, payment terms, and... Read more about Peso

Miss CRM is a robust Customer Relationship Management (CRM) software solution designed to help businesses build and nurture long-term relationships with their customers. This platform enables companies to manage customer interactions, track leads, and analyze customer data in one centralized location. With Miss CRM, businesses can automate marketing campaigns, manage sales pipelines, and track cus... Read more about Miss CRM

InfoFlo is a comprehensive human services software designed to help organizations manage client data, case files, appointments, and billing processes with ease. Tailored for social service agencies, nonprofits, and healthcare providers, InfoFlo offers tools for tracking client interactions, managing case histories, and maintaining accurate records. The software allows users to organize and retriev... Read more about InfoFlo

zeb.control is an advanced financial reporting software designed to provide organizations with comprehensive insights into their financial performance. This platform offers tools for creating detailed reports, analyzing financial data, and forecasting future performance. With its user-friendly interface, zeb.control allows users to customize financial statements, dashboards, and key performance in... Read more about zeb.control

Apex 72 is a sales force automation (SFA) software designed to streamline sales processes, improve lead management, and increase sales productivity. The platform provides tools for tracking leads, managing sales pipelines, and automating follow-ups, allowing sales teams to focus on high-value activities. Apex 72 includes a customizable dashboard where users can view real-time sales metrics, set go... Read more about Apex 72

Zenith CRM is an all-in-one customer relationship management software designed to help businesses improve customer relationships, streamline operations, and enhance sales performance. With its intuitive interface and powerful functionality, Zenith CRM provides a comprehensive suite of tools for managing leads, tracking sales opportunities, and nurturing client interactions. The software offers cen... Read more about Zenith CRM

Togile is a robust customer relationship management (CRM) software designed to help businesses build and maintain strong customer relationships. With Togile, businesses can centralize all customer data, track interactions, and manage sales leads, all within one platform. The software’s intuitive interface makes it easy for teams to access and update customer information, ensuring that everyone i... Read more about Togile

CRM Aven is the all-in-one command center for small and medium-sized businesses, bringing together project management, team collaboration, sales & marketing tools, financial tracking, and HR management in one intuitive platform. Say goodbye to juggling multiple tools and hello to streamlined operations, enhanced productivity, and stronger customer relationships. With CRM Aven, you can focus on wha... Read more about CRM Aven

S&B is a comprehensive financial CRM software solution designed to help financial institutions manage their client relationships effectively. This platform provides tools for tracking client interactions, managing financial products, and automating communication processes. With S&B, users can organize client information, schedule follow-ups, and monitor account activities, ensuring that all client... Read more about S&B

GetBill is an AI-powered SaaS platform designed to automate debt collection for B2C businesses. It optimizes recovery rates through intelligent workflows, personalized communication, and predictive analytics. GetBill simplifies payment follow-ups, reduces late payments, and enhances cash flow while ensuring compliance and a seamless customer experience. Scalable and efficient, it adapts to all bu... Read more about GetBill