138 results
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Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Learn more about Backstop

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how teams manage relationships by automating data entry, never dropping the ball on key connections, and unlocking warm introductions to key decision-makers. Short on time for manually filling your CRM? Making decisions about your deals using guesswork? Affinity is for you. Learn more about Affinity

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
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  • Document Management Software
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more. Learn more about Pipedrive

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal. Learn more about enVisual360
For financial service providers, enVisual360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Learn more about enVisual360

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
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Bitrix24 is the fastest growing free CRM software used by over 8 million companies worldwide. Email marketing, quotes, invoicing & more Learn more about Bitrix24
Bitrix24 is the leading free online CRM software used by over 8 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 18 different languages. Learn more about Bitrix24

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
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  • Customer Database
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Zoho CRM is an online management platform for financial service firms of all sizes to centralize functions & accelerate efficiency. Learn more about Zoho CRM
Zoho CRM is an omnichannel, scalable software solution for financial institutions like banks, credit unions, and insurance companies, investment services of all sizes. Accelerate efficiency with a client information database, account management system, transaction history, performance dashboards, AI-powered conversational assistant, and support tools to stay ahead of the competition. Integrate with 40+ native apps and 500+ popular third-party apps. Learn more about Zoho CRM

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
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monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Learn more about monday.com
monday.com is a great CRM software for financial institutions of all sizes. Keep track of your customers, contact details, transaction history, and records all in one place. You can use smart and visual boards to assign items, automate emails, set reminders, manage your goals, and share files. Learn more about monday.com

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
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  • Activity Dashboard
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  • Document Management Software
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
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  • Customer Database
  • Contact Management Software
  • Activity Dashboard
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Caspio is the world's leading NO-CODE platform for building online database applications without having to write code. Learn more about Caspio
Caspio is the world's leading NO-CODE platform for building financial CRM applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. Learn more about Caspio

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
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  • Customer Database
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HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Learn more about HubSpot CRM

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
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Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Learn more about Nimble

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
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  • Customer Database
  • Contact Management Software
  • Activity Dashboard
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  • Document Management Software
Keap's platforms, Grow, Pro, Max and Max Classic provide all-in-one CRM, sales, and marketing automation software
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Learn more about Keap

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
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A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Learn more about Apptivo

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
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  • Document Management Software
Small business software to manage leads, customer information, contact history and reminders, and emails.
BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. Learn more about Less Annoying CRM

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
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  • Document Management Software
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Learn more about Deltek Vision

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency.
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency. Keep track of all your communication and documents with clients in one place. Track new deals and manage client projects all in one app. Share with your team. Control permissions for privacy and security. Made for Apple devices - integrate with Apple Mail, share with Apple Contacts and iCal, use Reminders, Siri, and more! Learn more about Daylite for Mac

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.
Really Simple Systems CRM is the natural selection for financial services, providing a powerful yet easy to use solution to track and manage your sales. Designed for small and mid-sized organizations or larger teams working B2B, our affordable CRM includes everything you need to manage your customer relationships and drive sales growth. Customizable to suit your needs, there's a wealth of reporting features and custom dashboard charts that track real-time data for actionable insights. Learn more about Really Simple Systems CRM

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
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The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. Learn more about Sage Intacct

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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Maximizer isn't just another CRM software provider. We provide successful businesses with a proven competitive advantage!
Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind. Learn more about Maximizer CRM

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
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  • Document Management Software
Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Learn more about Wealthbox

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
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  • Document Management Software
amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs. Learn more about amoCRM

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Learn more about Close

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient. Learn more about Zendesk Sell

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Teamgate represents the simplest, smartest and strongest full process Sales CRM. Easy to use, easy to manage your business growth.
A simple and transparent web-based full process Sales CRM system, Teamgate offers the functionality to guide you through the entire sales process from start to finish. Connect, organize, research, and analyze your leads from inside a super smart, fully integrated system;, closing deals faster, in a more advanced user-friendly manner. The Teamgate softwares integrated Sales stack includes access to Zendesk, Mailchimp, Zapier and other powerful features to kill your sales targets every day! Learn more about Teamgate

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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  • Pipeline Management
  • Customer Database
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  • Client Management
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Contactually helps you maintain and strengthen professional relationships.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you. Learn more about Contactually

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. Learn more about Foundersuite

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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  • Pipeline Management
  • Customer Database
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As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line. Learn more about Method CRM

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
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Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Learn more about Dolibarr

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
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Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Learn more about InfoFlo

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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  • Customer Database
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Intuitive solutions earning powerful results to help commercial service businesses dominate their competition.
Wingmate engages your field staff, on the go, to generate new sales, improve service & communicate in real-time. Our solution is comprised of a Mobile App for your staff on the move to capture/report intel and send it back to your team at the office. Our Simple CRM - management dashboard (Web-based CRM) enables two-way communication & tracking between both your sales staff and team in the field. Learn more about Wingmate

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has workdays full of impact. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. Learn more about FreeAgent CRM

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
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  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Unanet A/E is purpose-built ERP for A/E firms and offers Project Management, Business Intelligence, Financials, and more in one system.
Unanet A/E, powered by Clearview, is 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 analytic dashboards 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. Learn more about Unanet A/E

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
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Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.
Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications. Learn more about Redtail CRM

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. Learn more about MyCRMDashboard

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
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A simple yet powerful financial CRM focused on workflow to automate & control processes. Nothing missed, no opportunity left behind.
FLG is a simple yet powerful financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. Perfect for UK small to medium B2C finance businesses that need a CRM with multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike other CRMs, we include 5* UK-based telephone and email support, built-in compliance templates, and we don't make you change your sales process to use it. Learn more about FLG

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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  • Pipeline Management
  • Customer Database
  • Contact Management Software
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User.com is an advanced marketing and sales system that helps automate personalized communication and streamline business processes.
User.com is an all-in-one marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers. Reach clients through a wide range of communication channels: email, live chat, chatbot, push notifications, dynamic page content, and many more - all available in one place. Interested in Marketing Automation? Get a free 14 day trial with no upfront payment Learn more about User.com

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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  • Customer Database
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Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Learn more about Total Expert

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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  • Activity Dashboard
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YayPay makes collecting money fast, easy, and highly predictable.
YayPay is an accounts receivable management & automation solution that makes collecting money fast, easy, and highly predictable. With predictive analytics, automated workflows, collections CRM functionality, and a customer payment portal, YayPay enables AR teams to achieve 3x increase in efficiency, an average of 30% reduction in DSO, and 94% accurate predictions on when invoices will be paid. Automate the collections process, mitigate risk, and seamlessly facilitate payments with YayPay. Learn more about YayPay

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses. You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents. Learn more about ConvergeHub

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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  • Customer Database
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The next generation of PSA tool. Complete professional services automation package for software and services businesses.
CloudBlue PSA (previously HarmonyPSA) supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device. Learn more about CloudBlue PSA

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
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CRM solution for financial advisors with total customization, efficient workflows, excellent support and key integrations.
Junxure is a CRM built for advisors, by advisors. Trusted by over 1400 wealth management firms since 2000. Powerful workflow automations, robust integrations and 98% customer satisfaction.

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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Simplify your daily agenda, keep track of everything that's going on and boost your business with this easy-to-use cloud CRM solution.
Try RAYNET CRM - one of the Best Free CRM! All your customer data in one place. You'll never need that old address book again! If you really want to understand your customers and what they need, you need to know your relationship history. With our CRM it takes just seconds to find out everything there is to know about any of your customers. You get a full support and a free webinar from the get-go. Keep on top of the game with RAYNET! Learn more about RAYNET CRM

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  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
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  • Document Management Software
Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services.
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It 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. Learn more about CentraHub CRM

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity. Learn more about InsuredMine

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
ClickPoint is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, Text SMS, and email nurture.
ClickPoint is an all-in-one sales and marketing solution to dramatically improve sales contact rates. ClickPoint clients contact more than 50% of their leads on average, and reach contact rates as high a as 70%. ClickPoint makes it easy for salespeople to dial their prospects - while automated texting and email marketing reach customers at the right time in their buying journey. Learn more about ClickPoint

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Investors and advisors come to DealCloud to power their deal teams.
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Learn more about DealCloud

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.
Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Learn more about Cool Life CRM

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Cloud system for professional service companies. Covers company finances, people and documents. Collaborate anytime and anywhere.
Teamogy is a comprehensive cloud system for professional services companies. Covers all steps from first contact with the client, budgeting, project management to capacity planning and time reporting, 3rd party cost and client billing. Teamogy connects internal teams and supports collaboration and communications inside the company. It lets your team work anytime and from anywhere. Learn more about Teamogy

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
SimpleCRM compares well with industry leaders and is a fantastic AI-powered, cost-effective, low-code enterprise CRM platform.
SimpleCRM is a fast and scalable CRM for lead management, contact centre automation, digital marketing, enterprise mobility, Customer360 dashboards, etc. SimpleCRM is AI-powered with AI-based chatbots, AI-based claims processing, and AI-based predictive analytics. Our key differentiator is the team with more than 300 CRM & AI / ML global project implementations on various platforms, including 10+ large-scale projects for banks and insurance companies in Southeast Asia. Learn more about SimpleCRM

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software
Web-based CRM solution that enables professionals to manage sales records, track clients, view custom dashboards and more.
Web-based CRM solution that enables professionals to manage sales records, track clients, view custom dashboards and more.

Features

  • Expense Tracking
  • Lead Management Software
  • Marketing Automation Software
  • Relationship Tracking
  • Pipeline Management
  • Customer Database
  • Contact Management Software
  • Activity Dashboard
  • Client Management
  • Document Management Software