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Financial CRM Software is designed to help small businesses manage their customer relationships within the financial sector. This type of software integrates client data, sales processes, and marketing efforts into one centralized platform. Key features often include contact management, lead tracking, sales forecasting, and automated marketing campaigns. Financial CRM Software also offers tools for managing client portfolios, tracking financial transactions, and ensuring compliance with industry regulations. For small businesses, these functionalities mean better organization, improved client interactions, and increased sales efficiency. By having all client information in one place, businesses can provide personalized services and build stronger relationships with their customers. Additionally, automation features save time on repetitive tasks, allowing teams to focus on growth and customer satisfaction. Financial CRM Software can also generate detailed reports and analytics, helping businesses make informed decisions based on real-time data. Whether you are a small bank, an investment firm, or a financial advisor, this software can streamline your operations and enhance your client management. Here are some top Financial CRM Software options to consider for your business:
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List of Top Financial CRM Software for Small Businesses
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Free CRM Software & Tools for Your Whole Team
HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers a comprehensive suite of tools to manage customer relationships effectively, streamline sales processes, and drive reve... Read more about HubSpot CRM
Available
$20 Per month
United States
Drive customer growth and loyalty in financial services with Data + AI + CRM + Trust.
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Salesforce Financial Services Cloud is a specialized software designed for finance professionals. It's a part of Salesforce, a famous platform known for managing customer relationships. This software is tailored to help banks, insurance companies, and wealth management firms better serve their clients. It does so by giving a complete view of each customer's profile, including their financial goals... Read more about Salesforce Financial Services Cloud
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$300 Per month
United States
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Top-rated Sales CRM Software by Customers
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Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to tailo... Read more about Zoho CRM
15 Days
$14 Per month
India
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Cloud Accounting and Financial Management Software
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Sage Intacct is a tremendous cloud-hosted financial management solution that any startup or big company can use to fulfill its accounting and financial-related requirements. Businesses can easily automate fundamental financial operations utilizing Sage Intacct's excellent automation features. It dramatically reduces the close time and increases the team's productivity by 40% or higher. Sage Intacc... Read more about Sage Intacct
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United Kingdom
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Easy Sales CRM Software
Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes p... Read more about Freshsales
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United States
The sales CRM software that’s fully customizable
monday sales CRM is a versatile software designed to streamline and enhance sales processes for businesses. Functioning as a Customer Relationship Management (CRM) tool, it empowers teams to manage leads, track deals, and foster customer relationships effectively. monday sales CRM stands out with its intuitive interface, enabling easy navigation and collaboration. Noteworthy features include custo... Read more about monday sales CRM
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$12 Per month
Israel
Top Business Management Software
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Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses,... Read more about NetSuite
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United States
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All-in-one free platform to manage your team and run your sales
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Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24
15 Days
$1590 Per month
United States
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A CRM Platform that Customers Love
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SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are integrated, aiding in campaign management and targeting. SugarCRM supports customer service functions, including case mana... Read more about SugarCRM
NA
$26 Per month
United States
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Small Business Management Software & App
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vcita is a robust business management platform that simplifies scheduling and client interactions for businesses. Its user-friendly interface allows for easy appointment scheduling, helping businesses save time and enhance customer convenience. The platform offers a personalized client portal, allowing customers to seamlessly book appointments, pay for services, and engage with businesses. With vc... Read more about vcita
Available
$29 Per month
United States
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CRM Software To Grow Your Business
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Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task management features aid in scheduling and organization. Email integration streamlines communication. The tool offers sales pi... Read more about Nimble
14 Days
$24.90 Per month
United States
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The modern, scalable CRM teams love
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Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integratio... Read more about Insightly CRM
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The all-in-one clientflow platform for those who do it all
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HoneyBook is a client management software primarily designed for creative professionals and small businesses. It centralizes various business processes, including project tracking, client communication, and financial management. The platform offers tools for creating and sending custom-branded proposals, contracts, and invoices, simplifying the client onboarding process. HoneyBook also facilitates... Read more about HoneyBook
7 Days
$16 Per month
United States
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The All-In-One CRM for Growing Teams
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Close is a dynamic sales engagement CRM designed for small to medium-sized businesses, particularly those with a focus on inside sales. Its core strength lies in its ability to streamline the sales process, providing tools for email, calling, and SMS directly within the platform. This integration enables sales teams to communicate with prospects without leaving the CRM, significantly increasing ef... Read more about Close
14 Days
$49 Per month
United States
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Leading small business CRM and automation platform
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Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals.... Read more about Keap
14 Days
$249 Per month
United States
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No-Code Platform to automate workflows and CRM
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Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels i... Read more about Creatio
Available
$25 Per month
United States
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Simplify your business operations with Business Management Software.
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Apptivo is a cloud-based suite of business applications designed to support various aspects of organizational management. It includes a comprehensive CRM system for effective customer relationship management, streamlining communication and sales processes. The software offers project management tools, facilitating task tracking and team collaboration. Inventory management within Apptivo assists in... Read more about Apptivo
30 Days
$15 Per month
United States
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Everything you need to power your growth in one CRM.
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Efficy CRM is a comprehensive software solution designed to streamline customer relationship management for businesses of all sizes. With its user-friendly interface, Efficy CRM simplifies data management, allowing easy access to customer information, interactions, and sales processes. The software excels in contact management, helping teams organize and track their customer relationships efficien... Read more about Efficy CRM
14 Days
$25 Per month
Belgium
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The smart, simple online CRM
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Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users ... Read more about Capsule CRM
14 Days
$18 Per month
United Kingdom
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A CRM specifically built for the sales leader… finally.
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Maximizer CRM is a comprehensive customer relationship management software designed for businesses seeking efficient client management. It offers contact and lead management, centralizing customer information for easy access. Sales management tools help track deals, from initial contact to closure. Maximizer CRM features marketing automation, streamlining campaign planning and execution. Customer ... Read more about Maximizer CRM
NA
$65 Per month
Canada
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Find, manage, and close more deals
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Affinity is a relationship intelligence CRM platform designed to transform how professionals manage and cultivate their networks. It excels in automatically capturing and organizing every interaction and relationship, eliminating the need for manual data entry. The platform uses advanced algorithms to analyze communication patterns, providing insights to strengthen relationships and identify new o... Read more about Affinity
NA
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United States
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All of your contact information in one place
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Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features include contact management, allowing users to keep track of their leads and customers; a calendar to manage tasks and events... Read more about Less Annoying CRM
30 Days
$15 Per month
United States
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Sales CRM + Sales Automation Platform
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LeadSquared CRM is a versatile software designed to streamline sales and marketing activities, particularly for high-velocity sales processes. It's user-friendly and focuses on automating key tasks to increase efficiency. The software excels in lead capture, tracking interactions, and nurturing leads through the sales funnel. With LeadSquared, businesses can easily manage customer data and follow-... Read more about LeadSquared CRM
NA
$2500 Per month
India
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All-in-One CRM - Marketing, Sales & Support Software
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EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... Read more about EngageBay CRM
Available
$12.74 Per month
United States
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Best Sales CRM Software with Advanced Automation for Teams
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Salesmate is an excellent software designed to enhance sales processes for small and medium-sized businesses. Tailored for simplicity, it offers a range of features to streamline customer relationship management (CRM). With Salesmate, users can efficiently manage leads, track sales pipelines, and automate repetitive tasks. The platform facilitates communication by integrating with email and provid... Read more about Salesmate
15 Days
$23 Per month
United States
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