---
description: Discover and compare Financial CRM Software Applications & Tools for Windows. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Financial CRM Software for Windows - Price comparison & Reviews - Capterra United Arab Emirates 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software for Windows](https://www.capterra.ae/directory/30562/financial-crm/software) > [Page 2](https://www.capterra.ae/directory/30562/financial-crm/software?page=2)

# Financial CRM Software

Canonical: https://www.capterra.ae/directory/30562/financial-crm/software

Page: 2 / 3\
Prev: [Previous page](https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software)\
Next: [Next page](https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=3)

> Financial CRM software helps banks, credit unions and insurance companies to organize and maintain information about their customers including contact details, transaction history and records of previous interactions.

-----

## Products

1. [Efficy CRM](https://www.capterra.ae/software/149894/efficy-crm) — 4.0/5 (90 reviews) — Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees.
2. [Unanet ERP AE](https://www.capterra.ae/software/130633/clearview-infocus) — 4.4/5 (69 reviews) — Unanet A/E is purpose-built ERP for A/E firms and offers Project Management, Business Intelligence, Financials, and more in one system.
3. [Escala](https://www.capterra.ae/software/1037005/escala) — 4.7/5 (69 reviews) — Grow your financial business with Escala's Financial CRM Software.
4. [Surefire CRM](https://www.capterra.ae/software/202529/surefire-crm) — 4.5/5 (55 reviews) — Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions.
5. [folk](https://www.capterra.ae/software/1029755/folk) — 4.5/5 (46 reviews) — folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 4000+.
6. [Shape](https://www.capterra.ae/software/173673/setshape) — 4.7/5 (44 reviews) — The most flexible CRM ever created\!
7. [FLG](https://www.capterra.ae/software/130021/flg-360) — 4.8/5 (40 reviews) — FLG is a simple, powerful, easy to use UK lead management CRM system with a free trial, basic and professional packages.
8. [Focus Softnet](https://www.capterra.ae/software/191388/centra-hub-crm) — 3.9/5 (31 reviews) — Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services.
9. [RAYNET CRM](https://www.capterra.ae/software/136797/raynet-crm) — 4.9/5 (27 reviews) — Conquer chaos with CRM software. All contacts, deals, your calendar, and your sales pipeline analysis in one place.
10. [DealCloud](https://www.capterra.ae/software/139967/dealcloud) — 4.5/5 (21 reviews) — Built for financial firms, Intapp DealCloud is a deal management platform that unifies relationship data, deals, and insights to power
11. [MadeMarket](https://www.capterra.ae/software/1033660/mademarket) — 4.8/5 (20 reviews) — A purpose-built tool that lets businesses manage relationships, access contacts, build buyer lists, monitor active deals, and more.
12. [SmartOffice](https://www.capterra.ae/software/133901/smartoffice) — 3.7/5 (17 reviews) — SmartOffice is a CRM solution tailored for the Financial Services industry designed for financial advisors, RIA's, B/Ds, and Banks.
13. [Teamogy](https://www.capterra.ae/software/143529/teamogy) — 4.8/5 (17 reviews) — One system for professional services: new business, projects, team, finances and reporting. Boost collaboration and profitability.
14. [Standard ERP](https://www.capterra.ae/software/92308/standard-erp) — 4.2/5 (16 reviews) — Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.
15. [SimpleWorks](https://www.capterra.ae/software/144850/simplecrm) — 4.5/5 (15 reviews) — SimpleCRM’s Financial CRM enhances engagement, compliance, and operations for financial institutions with AI-driven insights.
16. [CreditOnline](https://www.capterra.ae/software/137814/creditonline) — 4.6/5 (11 reviews) — CREDITONLINE (est.2007) currently operates in Europe, South America and Asia and has an experienced development and support team.
17. [FPS GOLD Core Banking](https://www.capterra.ae/software/172402/fps-gold-core-processing) — 4.4/5 (11 reviews) — FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, and more.
18. [Heeros PSA](https://www.capterra.ae/software/1038987/heeros-psa) — 4.4/5 (11 reviews) — Heeros PSA is a cloud -based solution that helps businesses manage projects, sales, finances, team productivity \& more on one platform.
19. [SYDLE ONE](https://www.capterra.ae/software/190522/sydle-one) — 4.7/5 (7 reviews) — Manage your customer relationship on the all-in-one platform that provides you with much more than just Financial CRM.
20. [DigiFi](https://www.capterra.ae/software/184799/DigiFi) — 4.8/5 (6 reviews) — DigiFi’s all-in-one digital origination platform streamlines the lending and account opening journey from start to finish.
21. [Senta](https://www.capterra.ae/software/206605/senta) — 3.0/5 (4 reviews) — Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.
22. [Exact for CRM](https://www.capterra.ae/software/1014678/exact-for-crm) — 4.5/5 (4 reviews) — Digitalise your sales team with CRM software to immediately see the segments you are successful in.
23. [SatuitCRM](https://www.capterra.ae/software/139631/satuitcrm) — 4.0/5 (3 reviews) — Customer relationship management (CRM) solution for buy-side investment professionals for the asset management industry.
24. [ProTrak Advantage](https://www.capterra.ae/software/169490/protrak-advantage) — 5.0/5 (3 reviews) — An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
25. [Tier1](https://www.capterra.ae/software/185566/tier1crm) — 5.0/5 (3 reviews) — Global relationship management software for capital markets, corporate and investment banking, and investment management.

-----

Page: 2 / 3\
Prev: [Previous page](https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software)\
Next: [Next page](https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=3)

## Related Categories

- [Small Business CRM Software](https://www.capterra.ae/directory/31583/small-business-crm/software)
- [Online CRM Software](https://www.capterra.ae/directory/30072/online-crm/software)
- [Sales Tracking Software](https://www.capterra.ae/directory/32744/sales-tracking/software)
- [Lead Management Software](https://www.capterra.ae/directory/30017/lead-management/software)
- [CRM Software](https://www.capterra.ae/directory/2/customer-relationship-management/software)

## Links

- [View on Capterra](https://www.capterra.ae/directory/30562/financial-crm/software)
- [All Categories](https://www.capterra.ae/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra UAE helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.ae","url":"https://www.capterra.ae/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ae/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":null,"url":"https://www.capterra.ae/","@type":"WebSite","@id":"https://www.capterra.ae/#website","publisher":{"@id":"https://www.capterra.ae/#organization"},"potentialAction":{"query":"required","target":"https://www.capterra.ae/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Financial CRM Software","description":"Discover and compare Financial CRM Software Applications & Tools for Windows. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.","url":"https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=2","about":{"@id":"https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=2#itemlist"},"breadcrumb":{"@id":"https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=2#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=2#webpage","mainEntity":{"@id":"https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=2#itemlist"},"isPartOf":{"@id":"https://www.capterra.ae/#website"},"inLanguage":"en-AE","publisher":{"@id":"https://www.capterra.ae/#organization"}},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software for Windows","position":2,"item":"https://www.capterra.ae/directory/30562/financial-crm/software","@type":"ListItem"},{"name":"Page 2","position":3,"item":"https://www.capterra.ae/directory/30562/financial-crm/software?page=2","@type":"ListItem"}],"@id":"https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=2#breadcrumblist"}]}
</script><script type="application/ld+json">
  {"name":"Financial CRM Software for Windows - Price comparison &amp; Reviews - Capterra United Arab Emirates 2026","@context":"https://schema.org","@type":"ItemList","itemListElement":[{"name":"Efficy CRM","position":1,"description":"At last, a CRM solution that adapts to your needs. Efficy  is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy Enterprise is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy Enterprise.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e897b9cd-f43c-41de-9543-008705bbaec0.png","url":"https://www.capterra.ae/software/149894/efficy-crm","@type":"ListItem"},{"name":"Unanet ERP AE","position":2,"description":"Unanet A/E, powered by Clearview, is a purpose-built ERP for architecture and engineering firms and offers Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM in one system. Powerful analytics dashboards allow businesses to gain greater visibility and control, analyze data in real time, and drive their business forward. Unanet Connect is the first and only open integration platform that integrates Unanet with hundreds of applications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bc22a1a8-c459-4690-9b25-6450571b242e.png","url":"https://www.capterra.ae/software/130633/clearview-infocus","@type":"ListItem"},{"name":"Escala","position":3,"description":"Grow your financial business with Escala's Financial CRM Software. Prioritize the ROI of your marketing and sales actions with the easy-to-use CRM. Run effective ad campaigns, and optimize your ad budgets with a friendly dashboard for tracking your marketing and sales KPIs performance. Create Landing Pages too. Send effective email marketing campaigns and much more with Escala. Escala is the best Financial CRM Software for your business. Get more information now!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/47ebac34-e8e9-4950-b477-2c292e1aaa3e.png","url":"https://www.capterra.ae/software/1037005/escala","@type":"ListItem"},{"name":"Surefire CRM","position":4,"description":"Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. \n\nWith intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1d8c40d2-0bed-43f6-b870-5e6601cb0959.png","url":"https://www.capterra.ae/software/202529/surefire-crm","@type":"ListItem"},{"name":"folk","position":5,"description":"folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 4000+ award-winning service businesses around the world. \n\n\nfolk does the busy work for you, so you can focus on building real relationship\n- Sync all your inboxes and centralize your history of interactions\n- Import contacts from anywhere on the web with our folkX extension\n- Find emails and contact details with 1-click Enrichment\n- Customize pipeline views and collaborate on deals as a team\n- Automate workflows with over 6,000+ integrations\n- Send messages, schedule multi-step sequences, and personalize faster with templates\n\nClient management is complicated enough, your CRM doesn’t have to be…","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9af199a6-e274-4f9a-940e-816fa3db2e59.png","url":"https://www.capterra.ae/software/1029755/folk","@type":"ListItem"},{"name":"Shape","position":6,"description":"Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform.\n\nShape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer r","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bca0b2f-7b74-41cd-a603-ad186a618a8d.png","url":"https://www.capterra.ae/software/173673/setshape","@type":"ListItem"},{"name":"FLG","position":7,"description":"FLG is a simple, powerful, easy to use UK lead management CRM system with a free trial, basic and professional packages. It can handle 100,000s of leads, help automate workflows and schedule appointments.  It comes with a unique free amount of set up days to help businesses new to CRMs start off on the right configuration for them.\n\nPerfect for UK small to medium businesses that are first-time CRM adopters looking for improved reporting and data accuracy when working with their customers. In addition, FLG offers easy lead management, multi-channel marketing options, intelligent sales workflows, voice dialer integration options, and general efficiency through task automation.\n\nUnlike other CRMs, we include free set up assistance, UK-based telephone and email support and adapt quickly and easily to your existing or preferred processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5adc6af7-ed2f-428b-8c21-d5addd3a466c.png","url":"https://www.capterra.ae/software/130021/flg-360","@type":"ListItem"},{"name":"Focus Softnet","position":8,"description":"Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics.\nIt offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Centra Hub CRM caters to 1000+ customers across a wide range of industries, including distribution, manufacturing, retail, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a0afae14-7fd4-43ec-836b-338115e24689.png","url":"https://www.capterra.ae/software/191388/centra-hub-crm","@type":"ListItem"},{"name":"RAYNET CRM","position":9,"description":"Raynet CRM is a user-friendly customer relationship management tool packed with powerful features, making it a great choice for companies with sophisticated business processes that are ready to go digital. Conquer chaos with effortless contact and deal management, activity planning, reports, and much more — all in an intuitive and modern app on desktop and mobile.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c61aef26-f347-4810-84c5-7d16e01acd0c.jpeg","url":"https://www.capterra.ae/software/136797/raynet-crm","@type":"ListItem"},{"name":"DealCloud","position":10,"description":"Intapp DealCloud is a data-powered, AI-enhanced platform built for financial services firms. It enables professionals to efficiently source and originate deals, manage pipelines with precision, and collaborate seamlessly across teams. \n\nDealCloud delivers intelligent, AI-driven insights to help professionals uncover opportunities, deepen relationships, and make faster, smarter decisions. It also flexes to your firm’s needs and integrates easily with third-party data and tools. \n\nMore than a CRM, DealCloud centralizes workflows and streamlines deal execution — enabling investment banks, private capital markets, and M&A teams to operate with greater efficiency, visibility, and confidence in today’s competitive environment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c49a400c-8cf5-4730-86a2-7162dd0e9bbd.png","url":"https://www.capterra.ae/software/139967/dealcloud","@type":"ListItem"},{"name":"MadeMarket","position":11,"description":"MadeMarket is a purpose-built customer relationships and deal-management platform that helps investment bankers and capital markets professionals discover, execute, and close more deals faster. With a variety of ready-built, industry-orientated dashboards, reports, analytics, and project management tools, MadeMarket helps firms lower their transition costs to a new platform by making it easier to set up and use. Well beyond your average CRM, MadeMarket offers a fully-integrated digital home.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/db2c8358-cffb-4ec7-a56c-79e62736dc8f.png","url":"https://www.capterra.ae/software/1033660/mademarket","@type":"ListItem"},{"name":"SmartOffice","position":12,"description":"SmartOffice is a cloud CRM solution designed to help insurance agents and financial advisors deliver client service and create trusted relationships. It is a modular platform designed to address a practice’s immediate needs while providing the flexibility to add features as the practice expands.\n\nSmartOffice Features include: contact management, insurance policy tracking, investment tracking, Microsoft® Outlook integration, document storage, data feeds, and industry integrations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19a84ee5-149f-4b97-8ce9-c54b001cbaa4.jpeg","url":"https://www.capterra.ae/software/133901/smartoffice","@type":"ListItem"},{"name":"Teamogy","position":13,"description":"Teamogy is an all-in-one cloud software for professional service companies such as creative agencies, architects, consultancies, and law firms. It covers the entire workflow – from new business and CRM, first client contact, quotation and project management, to capacity planning, time tracking, third-party costs, and client billing. Teamogy provides one central system for collaboration, communication, and financial control. With powerful integrations, open API, smart automations, and AI-driven features, it helps teams eliminate routine work and focus on what matters. Companies using Teamogy gain full visibility of performance, reduce administration, and keep projects profitable – supported by real-time reporting that connects client profitability with operational costs, giving a clear view of the overall company profitability. Teamogy is available on web, iOS, and Android, so your team can stay productive anywhere.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/59e7770a-c08a-4cb1-aee6-70194c86dec8.png","url":"https://www.capterra.ae/software/143529/teamogy","@type":"ListItem"},{"name":"Standard ERP","position":14,"description":"Standard ERP is a robust solution that encompasses essential ERP features for accounts, order processing, inventory, production and job costing. What sets it apart is the seamless integration of CRM, including email, document management and graphical calendars. This powerful combination facilitates enhanced collaboration and interaction across a diverse range of industry-specific functionalities. Standard ERP's global reach spans over 120 countries, with support for over 30 languages.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/658a6d97-29aa-4659-ad1e-dd3fa6b6c6e6.png","url":"https://www.capterra.ae/software/92308/standard-erp","@type":"ListItem"},{"name":"SimpleWorks","position":15,"description":"SimpleCRM’s Financial CRM is tailored for banks, insurers, and wealth management firms, offering industry-specific workflows and tools to enhance engagement and streamline operations. It provides deep customer insights, supports regulatory compliance, and integrates with core financial systems for a unified data view. Features include lead management, AI-driven analytics, customer onboarding, and intelligent service automation. The CRM enables personalized interactions, improves operational efficiency, and mitigates regulatory risk. Its scalable and flexible architecture supports evolving business needs, helping financial institutions attract, retain, and serve customers effectively while maintaining compliance and driving growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8cf34641-fc97-48f2-9529-e85ec1d5f46c.png","url":"https://www.capterra.ae/software/144850/simplecrm","@type":"ListItem"},{"name":"CreditOnline","position":16,"description":"CreditOnline is an end-to-end loan business management software, integrating all relevant parties in a state-of-the-art lending ecosystem. \n\nIt was designed by software developers and lending professionals boasting years of experience in fintech. Our future-proof technology and long-term partnerships render it simple, fast, and cost-effective to expand your services portfolio and client base, allowing your business to scale up or reinvigorate itself effectively at any stage of its life-cycle.\n\nCreditOnline offers a range of Loan Management Software Services to meet the diverse needs of modern lending businesses:\n\nBNPL;\nInstallment Loans;\nPayday loans;\nLeasing;\nCrowdfunding;\nFactoring;\nLine of Credit;\nP2P;\nMarketplace;\nGreen Finance;\nUniversity Installments;\nand many more...\n\nWith CreditOnline, you can empower your business to scale up or reinvigorate itself effectively at any stage of its life-cycle.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9033bf81-e622-41f0-9d3e-e159aa371fe5.png","url":"https://www.capterra.ae/software/137814/creditonline","@type":"ListItem"},{"name":"FPS GOLD Core Banking","position":17,"description":"Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD Core Banking makes it easy to compete, profit, and thrive. And after more than 50 years of experience in the finance industry, we are still known for and proud of our preeminent customer service and close relationships with our clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a45c90d7-5534-4d33-8cdf-0803bb9875c8.png","url":"https://www.capterra.ae/software/172402/fps-gold-core-processing","@type":"ListItem"},{"name":"Heeros PSA","position":18,"description":"All-in-one professional service automation software. Save time, improve productivity, and get a full visibility on key business functions.\n\nWith Heeros PSA, you can manage all phases of running and growing a business in a unified platform: sales, projects, and finances to billable hours, resource utilization, to team productivity, and business profitability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa4920b3-b07b-4878-adb6-900185d884e0.jpeg","url":"https://www.capterra.ae/software/1038987/heeros-psa","@type":"ListItem"},{"name":"SYDLE ONE","position":19,"description":"SYDLE ONE is an all-in-one corporate digital platform providing you with seamless solutions and enabling you to keep up with the digital transformation.\n\nIn a single platform, it combines the tools to integrate all customer relationship channels, customize relationship processes, oversee quality indicators and customer experience in real time, and more.\n\nCheck out more of SYDLE ONE’s features and applications at sydle.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/df9cca78-d396-43fc-90f1-d7994fe7c230.png","url":"https://www.capterra.ae/software/190522/sydle-one","@type":"ListItem"},{"name":"DigiFi","position":20,"description":"DigiFi is powering the digital future of lending and account opening.\n\nOur all-in-one digital origination platform streamlines the lending and account opening journey from start to finish, powering a best-in-class experience for your customers and your team. We help banks, lenders and credit unions break free from the challenges of point solutions and legacy systems with an end-to-end platform for originating any product, anywhere in the world.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff9c3b06-84a9-474d-8b14-bd698f1c6df3.png","url":"https://www.capterra.ae/software/184799/DigiFi","@type":"ListItem"},{"name":"Senta","position":21,"description":"Senta is cloud-based software that will help you manage your accountancy or bookkeeping practice.\n\nFrom the moment you start, Senta will help you create loyal and enthusiastic clients who will recommend you, let you express your practice's culture, and increase the value of your practice. Senta operates completely customisable cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/04055a49-3022-45f6-848f-b17d7865c78a.png","url":"https://www.capterra.ae/software/206605/senta","@type":"ListItem"},{"name":"Exact for CRM","position":22,"description":"Exact for CRM is a customer relationship management (CRM) system that helps you manage your sales, marketing and operations processes. With Exact for CRM, you can simply manage every single detail of your customers and prospects with one system. It has a good range of features like lead management, eCommerce and reporting capabilities to suit different businesses","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a1a7fdc2-b126-4f3a-959e-188dcf54c3b3.jpeg","url":"https://www.capterra.ae/software/1014678/exact-for-crm","@type":"ListItem"},{"name":"SatuitCRM","position":23,"description":"Satuit offers a financial CRM for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers.  Our CRM enables asset and wealth managers to increase sales, improve client service, and reduce costs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c7d1ae7-0225-466e-a1c8-6d3365c4e792.png","url":"https://www.capterra.ae/software/139631/satuitcrm","@type":"ListItem"},{"name":"ProTrak Advantage","position":24,"description":"Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers.   Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance.   We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3454f765-cbb3-4708-a251-5c2118ffc926.png","url":"https://www.capterra.ae/software/169490/protrak-advantage","@type":"ListItem"},{"name":"Tier1","position":25,"description":"Global leader in CRM software for capital markets & investment banking. SS&C Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. SS&C Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48ff3a87-47a9-44c5-a111-41fc3484a843.png","url":"https://www.capterra.ae/software/185566/tier1crm","@type":"ListItem"}],"@id":"https://www.capterra.ae/directory/30562/financial-crm/deployment-options/windows/software?page=2#itemlist","numberOfItems":25}
</script>