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Financial CRM Software

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Financial CRM Software

Popular Financial CRM Software

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Accident and Health Contingency
Accounting
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Contractors
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Debt Collection
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Website
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Provider Size
1-10 Employees
11-50 Employees
51-100 Employees
101-500 Employees
500+ Employees
Price
$
$$
$$$
Features
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
Customer Communication Tracking
Email Integration
Customer Segmentation
Deal Pipeline Management
Customer Service/Support
Social Media Integration

99 Review(s)

Pipeliner CRM

Elevate your business with Pipeliner CRM. Experience high adoption rates, reduced costs, and rapid returns on investment. Its user-friendly interface, streamlined workflows, and fast deployment process make us the ideal choice for businesses aiming for success.

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77 Review(s)

Meritto

Meritto facilitates a Student Recruitment and Enrollment Operating System for educational institutions worldwide. Its robust enrollment functionality streamlines processes from inquiry to payment, enhancing student experiences. Despite potentially high costs for smaller institutions, Meritto provides automated admissions, streamlined data management, and intuitive analytics for targeted decision-making and efficiency in education.

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70 Review(s)

Claritysoft

Claritysoft is a reliable customer relationship management (CRM) system for small businesses and enterprise-level organizations. The software facilitates driving revenue growth, improving customer satisfaction, and achieving business success. From sales to marketing, Claritysoft is a one-stop solution. So, revolutionize your sales and customer management with Claritysoft today.

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67 Review(s)

Pipedrive CRM

Pipedrive CRM streamlines the entire sales process with its advanced features like leads inbox and revenue forecasting. The software makes it easy for teams to manage leads, improve customer relationships, and track deals effectively. Despite the tricky customization, Pipedrive is a reliable choice for businesses looking to improve sales efficiency.

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50 Review(s)

ConnectWise Control

ConnectWise ScreenConnect (formerly ConnectWise Control) offers an operations management solution for remote support, access, and meetings. It is a connected hub for technicians and customers, providing solutions without traditional communication. Despite the cost constraints, users find it excelling in remote connections, file transfers, and swift access.

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47 Review(s)

Really Simple Systems CRM Software

Really Simple Systems is specifically designed for small B2B businesses, providing essential tools for efficient sales and marketing management. It streamlines complex applications, making them implementable at an affordable cost. The goal is to offer a user-friendly CRM platform that meets targeted needs of organizations, ensuring effective business management.

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25 Review(s)

SharpSpring from Constant Contact Software

SharpSpring software is a marketing and sales platform designed to help businesses grow their pipeline, nurture leads, and close deals through increased conversions. While the systems’ visual email builder can be meticulous, occasionally demanding direct code edits, it does provide attractive templates for creating impactful sales emails.

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25 Review(s)

PracticePanther Legal Software

PracticePanther streamlines law practice management, task automation and productivity escalation. It offers the benefits of a full-time employee at a minimal cost. The software extends user-friendly features, excellent support, and well-ordered updates to increase efficiency for law offices of any size.

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25 Review(s)

Streak Software

Streak enables organizations to oversee projects and fundraising campaigns within Gmail. It facilitates sharing invitation links across departments with employee permissions, while performance reports offer valuable insights into product development and sales. Support response times are inconsistent, often requiring follow-ups, yet the platform is continuously evolving by enhancing its features.

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25 Review(s)

BoomTown Software

Boomtown software offers tailored marketing and sales automation solutions for real estate. Brokers can customize lead generation websites, manage leads efficiently, and monitor team performance via a multi-device SaaS platform. While comprehensive training is needed for optimal use, the platform is user-friendly and well-structured.

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25 Review(s)

EngageBay

EngageBay is an all-in-one CRM software that will elevate your business. Integrate CRM, marketing automation, and customer support effortlessly. Although there are limited integration options with other apps, but this software will efficiently streamline operations, optimize customer interactions, and boost productivity with a unified platform designed for success.

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25 Review(s)

Vtiger CRM

Vtiger boasts an AI-powered CRM solution, enabling organizations to maximize growth by aligning their marketing, sales, and support teams with ease. Its collective customer data empowers businesses to make informed decisions by simplifying CRM processes, making it an effective tool for uninterrupted operations and strong customer management.

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25 Review(s)

PlanPlus Online

PlanPlus productivity software emerges as the go-to solution for efficient time and task management. Packed with features like calendar integration, goal setting, and collaboration, it transforms businesses by enhancing productivity, streamlining workflows, and propelling success. Foster a meaningful culture of productivity for your business with PlanPlus Online today.

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25 Review(s)

Mothernode CRM

Mothernode is an all-in-one business management software. From sales and inventory management to dashboard, reporting, and marketing automation, the software accommodates all a business's needs. Its tools provide convenience and speedy task processing, automating various manual procedures. Transform your business with Mothernode today.

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24 Review(s)

SugarCRM Software

SugarCRM's advanced CRM platform enhances customer interactions and accelerates sales. It features user-friendly dashboards, detailed reports, selling strategies, AI-driven analytics, and a mobile app for smooth operations. While navigation improvements are warranted, the system offers 24/7 support and user forums for prompt issue resolution and knowledge sharing.

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13 Review(s)

IXACT Contact

IXACT Contact is an all-in-one customer relationship management (CRM) solution for real estate businesses. With features like contact management, marketing automation, and lead nurturing, it empowers professionals to streamline client relationships, enhance marketing efforts, and drive results. Revolutionize your real estate business with IXACT Contact now.

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8 Review(s)

ServiceWise

ServiceWise is a seamless IT service management (ITSM) software. This advanced software solution is your key to unlocking a world of unmatched application lifecycle management. Its solutions cover different areas for businesses, from sales and services to marketing automation. Empower your businesses with the multi-cloud services of ServiceWise today.

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4 Review(s)

Pipeline

Pipeline CRM, previously known as PipelineDeals, offers a customer relationship management system that targets sales teams transitioning from internal spreadsheet systems to CRM software. While it could benefit from enhanced integration capabilities with other software solutions, it maintains a straightforward design, making it an accessible option for its users.

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3 Review(s)

mHelpDesk

MHelpDesk presents a comprehensive field service management software that projects as the fastest, easiest, and most potent solution available. With its all-in-one capabilities, it efficiently automates slow, repetitive, and manual processes, helping prioritize preferences. MHelpDesk is continuously improving and excelling, leaving very little room for loopholes.

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3 Review(s)

Bullhorn ATS & CRM

Bull Horn is an Applicant Tracking and CRM System developed for staffing agencies, offering a modern recruiting solution that boosts sales and optimizes operations. While small business owners find it slightly expensive, it is easy to implement and user-friendly, featuring an intuitive interface.

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2 Review(s)

Nimble

Nimble provides a CRM solution focused on maintaining lasting customer relationships. Its flexible workflow simplifies processes like contact management and automation. While Users desire enhanced data storage to organize data and streamline workflows, the platform's capability to track and manage sales pipelines and customers in a unified location is noteworthy.

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2 Review(s)

Less Annoying CRM Software

Less Annoying CRM empowers your business with optimized customer management. Streamline your client management with powerful tools for contacts, tasks, and calendars. Some features are under development, which might limit the use of this software. Nonetheless, users can drive growth with simplicity, personalized support, and affordability.

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1 Review(s)

Act! Software

Act! Provides a trusted CRM and marketing solution that streamlines work and stresses on client relationships, promoting intelligent marketing, effective sales, and personalized customer experiences. While Act! may not have a wide range of features, it prioritizes providing key functionality that fulfills the requirements of its users effectively.

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1 Review(s)

NICE CXone

NICE CXone enables brands to strengthen customer experience, brace brand value, and improve efficiency with a diverse interaction-centric platform, advanced CX potentiality, and specialized AI. While the software has reporting challenges, it boasts extraordinary user-friendliness, requiring minimal training for effective usage.

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1 Review(s)

Nutshell

Nutshell software simplifies customer relationship management with intuitive tools for sales tracking and pipeline management. Despite limited customization, its user-friendly interface and robust features empower teams to streamline sales processes and drive growth. Nutshell is a valuable asset for optimizing sales performance and customer interactions.

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View more Products

Popular Financial CRM Software

Filters

Industry
Accident and Health Contingency
Accounting
Accounting Firms
Advertising
Analytics
Architecture
Audit
Auto Dealership
Automation
Aviation
Bank Accounting
Banking
Benefits Administration
Bidding
Billing and Invoice
Brand Management
Budgeting
Building Information Modelling
Campaign
Cargo and Stock
Casualty
Channel Management
Commercial
Commercial Real Estate
Compliance
Construction
Consultants
Content Marketing
Contract
Contractors
Cross-Platform
CRM
Crime and Fidelity
Customer Engagement
Customer Service
Custom Product
Cyber
Debt Collection
Digital Signage
Django
E-learning
Ecommerce CRM
Education
Electricity
Email Marketing
Employee Health
Engineering
Estimation
Expense Report
Finance
Financial Reporting
Financial Risks
Flutter
Full Stack
Graphic Design
Group Life
Healthcare
Higher Education
Hospitality
Hotel Accounting
Housing
Human Resources
IT
Insurance
Kotlin
Lead Generation
Lead Management
Lease Management
Legal
Legal Accounting
Manufacturing
Marketing
Merger and Acquisition
Mobile Phone
MRM
Motor Fleet
Nonprofit
Online Property
Pharmaceutical
PHP
Professional Indemnity
Property
Public Sector
Python
React Native
Real Estate
Real Estate Mortgage
Recruitment
Rental Property
Restaurant Accounting
Retail
Risk
SaaS
Sales Acceleration
Sales Enablement
Sales Engagement
Sales Force Automation
Sales Mapping
Sales Tax
Sales Tracking
SEO
Service Dispatch
Shopify
Small Business
Social Media
Swift
Talent Management
Terrorism and Political Violence
Trade and Credit
Trucking Accounting
Utility
Wealth Management
Web
Website
WordPress
Workforce Management
Provider Size
1-10 Employees
11-50 Employees
51-100 Employees
101-500 Employees
500+ Employees
Price
$
$$
$$$
Features
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
Customer Communication Tracking
Email Integration
Customer Segmentation
Deal Pipeline Management
Customer Service/Support
Social Media Integration