Financial CRM Software
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Backstop Solutions exists to help the alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop
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
ProsperWorks is the #1 Financial Services CRM for G Suite users. ProsperWorks CRM seamlessly integrates with G Suite, gets rid of manual data entry, and is super easy to use. If you can use Gmail, you'll know how to use ProsperWorks. Join the over 10,000 customers love using ProsperWorks and start selling more with the CRM teams love to use, today. Learn more about ProsperWorks CRM
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Learn more about Zoho CRM
MyCRMDashboard, mortgage lead generating CRM, was built specifically for residential lenders, banks and credit unions. The easy-to-use SaaS solution includes automated marketing based on 45 years of experience in the industry. Increase your repeat business, referrals, testimonials, and more! MyCRMDashboard.com is powered by Continuity Programs. The platform is also known as MGIC Elements. Lenders who use MGIC mortgage insurance can sign up at a significantly reduced price per loan officer. Learn more about MyCRMDashboard.com
Obsidian is an all in one investor management framework with a proven track record helping financial clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from 4 key suites: Finance CRM, Data Rooms, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations. Learn more about Obsidian Suite
Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Learn more about Doxim CRM
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
For financial service providers, enVisual 360 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 enVisual 360
Maximizer CRM for Financial Advisors is CRM software tailored specifically for financial, insurance and group benefits advisors and wealth managers. Developed in partnership with advisors from across Canada and the U.S., our solution combines industry insight with over 28 years of expertise in CRM software. It enables users to optimize their most important asset - time - through being organized, remaining compliant, providing superior client service and preparing for succession Learn more about Maximizer CRM for Advisors
Build valuable lead and client relationships with amoCRM. Our exclusive Digital Pipeline eliminates routine tasks by automating lead capture, email send outs, behavior-triggered movement through the pipeline and task reminders. Focus on growing revenue, not data entry. Even better, amoCRM's analytics track your growth and measure ROI. Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. Sell easy and smart with amoCRM! Learn more about amoCRM
Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience. The solution provides a complete set of tools for bank front-office and contact center management, allows managing end-to-end sales processes of financial products and services to the bank's corporate clients, as well as multichannel marketing campaigns to boost demand generation. - bank customer journey - bank sales - marketing Learn more about bpm'online financial services
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
The #1 software for companies looking for an all-in-one solution that integrates with all their favorite software. Shape allows you to directly connect to over 500 lead sources, manage and market leads, send automated e-mails, texts, contracts, invoices, and create custom workflows and reports. Grow like a company twice your size by leveraging technology and automation tailor-made to your industry, APIs/integrations with any software, and customer service second to none. Learn more about SetShape
Freshsales is a full-fledged CRM & Lead Management Software made for high-velocity sales teams, packed with features such as, built-in phone, integrated email, user behavior tracking, deal management, reporting and more. Learn more about Freshsales
We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today! Learn more about Sticky Advisor
THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Learn more about Foundersuite
Less Annoying CRM is a simple contact manager 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 through the phone and email if users have questions. Learn more about Less Annoying CRM
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
The mission of Marketing 360 is to provide SMB's with the #1 marketing platform in the world by offering world-class digital marketing software & highly skilled professional marketing services through a single, powerful, affordable platform. Learn more about Marketing 360
Infusionsoft is a cloud-based sales and marketing platform trusted by 125,000 small business users. The platform brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales and customer service experiences and close more business. Infusionsoft is currently offering 50% off for the first 3 months. Watch the demo now to see how it can help your small business. Learn more about Infusionsoft
Best for companies with 10-1,000 employees. Step into the 21st century with the HubSpot CRM, an easy to use CRM system that eliminates manual work and actually helps your sales team sell. It's free, and you can start using it right now. The HubSpot CRM allows you to keep all your contacts in one centralized, customizable database, automatically logs every interaction for you, and crawls the internet for you, keeping track of over 13M companies (and growing). Learn more about HubSpot CRM
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 wh Learn more about Contactually
Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed for small and mid-sized organizations, this GDPR compliant CRM is easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth. Learn more about Really Simple Systems CRM
Base enables sales teams to sell more efficiently with less effort. With a powerful all-in-one CRM platform that increases rep adoption and automates data capture, sales reps get a tool that simplifies their daily lives allowing them to focus on revenue generation. Base automatically analyzes data to provide sales leaders with the actionable insights they need to coach team performance and accelerate revenue growth in a way thats measurable, repeatable and scalable. Learn more about Base
Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Learn more about Market Quest For Insurance
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
#1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.
Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
Investors and advisors come to DealCloud to power their deal teams.
Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.
Customer relationship data analytics platform for financial institutions.
Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers.
CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm.
360 View CRM is a web-based software that was developed by financial institutions for financial institutions.
A solution for customer relationship management through scoring and analysis.
CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.
Sidetrade, leading global provider of Predictive Sales-to-Cash solutions, delivers high value creation over the customer journey.
LSPS from Whitestein is the most advanced, intelligent BPMS available today.
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.
It provides vital financial information and key financial indicators of your business whenever you want them.
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.
Core Trac helps financial institutions deliver consistent, tailored and memorable experiences to clients and simplifies CRM data.
Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.
An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.
Portfolio Plus integrates with CANNEX enabling you to manage each stage of the term deposit broker purchasing cycle.
A software platform that serves the specialist accounting and administration requirements of trust companies.
Scale your financial planning practice easily through this instant client engagement system.
Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.
SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.
Enables you to make strategic decisions based on statistics, access trends and the use of your channels
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
Salesforce Essentials is the new out-of-the-box solution for small business from the world's #1 CRM.
Bank information system that addresses all aspects of modern bank management
Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.
A complete set of cloud based CRM tools and integrations to help financial service providers.
Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.
Customer relationship management software designed for the financial industry for professionals.
CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.
Intelligent banking CRM that helps bankers never miss opportunities to proactively engage with their customers.
Building the relationship between retailers and their customers
The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.
Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.