Banking CRM Software

Brokermint provides real estate with a back-office management platform offering interesting tools and features to streamline administrative tasks for real estate professionals. While some users find difficulty with the reporting feature, the functionality for transaction management, commission tracking, document storage and task management are a highlight.

DealerCenter streamlines accounting tasks for automotive businesses, offering intuitive features for efficient financial management. While it may require initial familiarization, its tailored solutions prove invaluable for automotive professionals. DealerCenter stands as a reliable partner in navigating complex financial processes, ensuring seamless operations.

iAuditor, developed by Safety Culture, helps organizations conduct inspections and audits with ease. The platform offers various features designed to streamline the inspection process and enhance safety as well as quality management. Overall, iAuditor bags attractive reviews from its users, making it a suitable choice for businesses of all sizes.

Workday ERP software offers comprehensive solutions for enterprise resource planning, taking things a step ahead with its enterprise management cloud. While navigating it may be challenging at times, its scalability and real-time insights make it a useful asset for businesses aiming for efficiency and growth.

Odoo transforms business operations through a powerful open-source suite of integrated applications. Its scalability, and user-friendly interface offers a comprehensive set of features for businesses of all sizes and industries. Initial implementation of the software can be challenging but overall, it is a good choice for business evolution.

Jolt (by Intuiplan) simplifies daily operations by tracking tasks and keeping everyone in the loop. Although there is a slight learning curve, its effectiveness in monitoring assignments is undeniable. All in all, Jolt is a dependable tool for improving productivity and organization in the workplace.

ACE streamlines debt collection processes, automates tasks, and provides essential tools for managing accounts. Robust features such as account bundling, custom payment plans, judgement tracking, and report automation make up for the slow customer service. ACE is an efficient and accurate software to optimize financial management processes.

Wave accounting platform software offers a seamless solution for managing finances with its intuitive design and practical aspects. Useful features such as professional invoicing, mobile receipts and payroll make it worth the learning curve. It is a good choice overall, to simplify accounting tasks and drive success.

Jedox enhances planning, analysis, reporting, and value-creation processes providing a unified platform for multiple business units, enabling collaboration and shared insights across departments. Appreciated for its intuitive interface, Jedox offers flexibility to cater to organizations of all sizes and budgets globally.

Tipalti streamlines financial tasks for businesses, offering intuitive interfaces and robust automation capabilities. Despite occasional complexity in setup, its comprehensive features, including mass payment processing and procurement control, make it indispensable. Tipalti emerges as a dependable ally for businesses aiming to ensure financial compliance.

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.

Growlabs is a powerful sales automation platform that helps businesses generate leads and accelerate sales processes. Its advanced features include lead scoring, email automation, and CRM integration, enabling efficient prospecting and outreach. While it is slightly pricier than the alternatives, Growlabs proves an efficient solution for businesses aiming to scale their sales efforts and drive revenue growth.

If you are looking for an effective customer relationship management (CRM) solution, try Zoho CRM software. With features such as lead management, sales automation, and analytics, it empowers businesses to streamline their sales processes, boost customer engagement, and drive growth. Transform your business with the help of Zoho CRM.

Unlock the power of your business processes with Axelor's integrated BPM and Low-code platform. Create and modify processes in real-time, generating complete applications that seamlessly integrate with your existing tools. Boost collaboration, reduce costs, and increase productivity. Experience the future of business management with Axelor.

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.

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.

Nimble is an award-winning social CRM and sales force automation solution designed to help users build stronger customer relationships, increase sales, and grow their business. The application allows users to manage and organize contacts, maintain relationships, set reminders, find opportunities, and meet company goals from a centralized location. Nimble Software automatically populates interaction histories, customers profiles, social media activity, and contact lists across multiple popular platforms, including LinkedIn.This all-in-one business relationship management platform helps Office 365 and G Suite teams nurture their personal and business relationships across social networks, email, and several other cloud-based business applications. Users can easily personalize customer interactions to stay connected across the entire consumer journey. Key offerings of Nimble software include task management, deal tracking, alerts, contact management, customer database, social media management, sales intelligence, and more.The mobile-based solution, further, creates valuable opportunities for informed outreach by enabling businesses to track which contacts are following, mentioning, or engaging with them. It also includes an extensive range of email widgets to let users view important details from the Nimble profiles of their contacts even from outside the system.Nimble PricingThe Nimble cost structure is based on the standard industry subscription-based model. The Nimble pricing for the vendor’s Business plan starts at $19.00 per month per user (paid annually) or $25.00 per month per user (paid monthly). You can contact the company for more pricing details.Nimble DemoYou can see the Nimble software in action by simply scheduling a demo (click the corresponding button above/on this page). The comprehensive Nimble Demo will let you evaluate the product’s features in real-time and see how it benefits your business.Nimble ReviewsNimble has been well-reviewed across most consumer testimonial avenues. The application is lauded for its wealth of customer tracking and sales force automation features, ease of use, and intuitive interface.Got something to say about this program? Share your Nimble reviews with us in our Reviews section! Our ThoughtsNimble CRM software is a one-stop-shop solution that combines the strengths of CRM, social media, contact management, marketing automation, and sales intelligence – all into a unified portal. Its price point makes it an excellent choice for small businesses that are looking for a robust yet easy-to-use customer relations platform.

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.

Pipeline CRM provides users with everything they need to manage and accelerate sales. The software includes a contact management system, a sales pipeline, and reporting tools. It also allows you to customize the deal stages to suit your team's sales language. Today, more than 18,000 users in 60 countries use Pipeline CRM to manage their sales.  With Pipeline software, sales teams are afforded complete visibility into their sales pipeline, accelerating opportunities and allowing for more deals to be closed.  The software offers a mobile app for iOS and Android that can help you stay on top of your sales. This facility provides a real-time view of your sales pipeline, so you can always stay up-to-date on your progress. You can also use the app to quickly update information about your leads and contacts, making it easy to keep your data current. Pipeline Pricing The standard Pipeline subscription costs $29.00/month. Click on the ‘Get Pricing’ button above/on this page for more details about the other pricing plans on offer. Pipeline DemoYou can request and watch a free demo to see how Pipeline CRM works. Click on the ‘Watch Demo’ button to get started. The software also offers a free trial so you can take it for a spin before having to commit. Pipeline ReviewsPipeline CRM boasts a 4.4 out of 5 stars rating – on average – on the internet. Users like the software's easy-to-use interface, sales-focused features, and great customer support. The software also continues to garner good marks for its affordable price.  Overall, Pipeline is a good choice if you're looking for a CRM that will help you close more deals. You can read verified Pipeline software reviews in our dedicated Reviews section. Our ThoughtsPipeline represents a solid subscription option for sales teams looking for a CRM to help them close more deals in less time. It is easy to use and comes with all the features you need to manage your sales. Pipeline CRM, further, is affordable, making its integration feasible for small businesses and startups.

Less Annoying CRM software is a cloud-based customer relation improvement application that facilitates feedback management, client engagement, and contact management. It has been specifically developed for small to medium businesses that are looking to improve their clienteles’ contentment. The interface’s configuration options allow you to personalize software features like the in-built to-do list, calendar, task manager, alerts, and notifications. The CRM comes with a separate dashboard for managing contacts, products, projects, and documentation on a single screen.  This SaaS-based software is compatible with Android, iOS, Mac, Windows, Linux, Chromebook, and a host of other web-based devices. It facilitates easy sharing of customer information and data between teams.  Using Less Annoying CRM, you can pipeline tasks effortlessly with the utilities’ Lead Tracking, Modules, Commission Management, and Opportunity Management features.   Less Annoying PricingThe Less Annoying CRM subscription price starts at $15/ month for one user - with no hidden costs. Click on the ‘Get Pricing’ button above/on this page for more details. Less Annoying DemoThe software offers a risk-free 30-day trial of the paid version. You can also access the Less Annoying CRM demo from the ‘Watch Demo’ button on this page. The free version of the software is currently unavailable.  The developers behind Less Annoying CRM offer dedicated training through Documentation, Webinars, Phone Support, and a Help Desk. Less Annoying CRM Software Reviews Many users have rated the software highly on account of its easy user interface, training options, and business management features. It boasts a good ranking on almost all online platforms that publicize software testimonials.  You can look up several verified Less Annoying reviews in the Reviews section below. Our ThoughtsLess Annoying software is a web-based CRM platform that streamlines customer care management, contact management, customer service, and referral tracking. You can avail yourself of the utility’s auto-sync options that come with automatic backup, easy importing, free updates, and one-click export. Less Annoying comes with 256-bit encryption making its usage safe for both users and their customers.

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.

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.

SharpSpring from Constant Contact is a CRM software that helps businesses streamline their marketing, lead generation, and conversion processes – enhancing their turnover. The CRM integrates with a variety of popular applications, such as Databox, Buffer, Twist, and Salesforce, facilitating businesses with their sales and marketing automation concerns. More than 2000 agencies and 10,000 businesses continue to choose SharpSpring as their go-to CRM solution. The software comes with various features that can be helpful for businesses, such as facilities for customer behavior tracking and creating custom reports. It also has a mobile app for Android and iOS that organizations can use to track their sales and marketing processes on the go.  Overall, SharpSpring CRM makes for a solid, practical choice for businesses looking for CRM software that can help them save both time and money while increasing their marketing effectiveness. SharpSpring PricingSharpSpring costs $499/month; for more details about the SharpSpring price, click on the ‘Get Pricing’ Button.  SharpSpring DemoYou can watch a live demo of the software by clicking on the ‘Watch Demo’ Button. SharpSpring also offers a free trial so businesses can try the software before they commit to it. SharpSpring ReviewsSharpSpring CRM has positive reviews, with most users saying it’s great CRM software for small businesses. Users liked the software for its sales engagement, lead management, pipeline management, and tracking features. You can read more SharpSpring reviews in our Reviews section. Our ThoughtsIf you're looking for CRM software that can help with your marketing process, SharpSpring is worth checking out. It's designed to help businesses generate leads and conversions and allows for a higher return on investment. SharpSpring integrates with various popular applications, which can automate your sales and marketing processes. Plus, the software is easy to use and comes with various features that can be helpful for businesses.

 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.

Streak Software is a powerful customer relationship management (CRM) solution that integrates directly into Gmail to help businesses manage sales tasks from their email inbox. The application facilitates pipeline management by enabling users to track leads, partnerships, sales, hiring, support jobs, and more. Subscribers can also leverage it to gain data-driven insights into sales operations and various business development processes. The cloud-based platform allows businesses to grant permissions to specific employees and send invitation links to different departments within the organization. It comes with dedicated mobile apps for both iOS and Android devices, enabling users to update customer profiles and share important project information with team members from anywhere. Moreover, Streak software utilizes cutting-edge technology to let users automatically receive project details in their inbox and filter messages to retrieve specific task details.   This enterprise-grade solution includes an application programming interface (API) that helps small to large businesses modify the application and integrate it with various third-party tools available on the market. Built into Gmail, the application allows users to send mass emails with a personalized touch. Key Features of Streak Software Pipelines Streak CRM’s robust pipeline management system lets businesses create an unlimited number of pipelines. This offering includes filters, search, groups, and sorting features to help users configure their pipelines to suit their unique needs. The vendor’s Professional (or Enterprise) plan also allows users to create unlimited rows (called items) within each pipeline.  Customizable Workflows The Streak cloud-based software supports customizable workflows that enable users to add, move, or delete pipeline stages for easy tracking. Teams can easily color-code pipelines, achieve a higher level of transparency, and configure their workflows to fit organizational processes. Mail Merge Streak CRM software lets users send mass emails with personalization. Subscribers can easily pull data from their pipeline to customize (humanize) details like recipient names and company info. Further, its ‘Preview’ mode helps teams proofread emails before sending. Streak Pricing The Streak cost structure is based on the typical subscription-based model. It is free for individuals looking for a simple/basic CRM solution. For professionals looking for an all-purpose and professional CRM package, the Streak plan pricing starts at $19.00 per month per user. You can contact the company for more pricing information. Streak Demo You can evaluate the Streak software’s features in real-time by simply scheduling a demo (click the corresponding button above/on this page). This will allow you to check out the product in a more detailed manner and see how it benefits your business. Streak Reviews The Streak CRM software boasts an overall satisfied customer base. The cloud-based application is lauded for its lightweight, easy-to-use software that helps users ensure efficient email marketing. Got something to say about this program? Share your Streak reviews with us below! Our Thoughts Streak is a user-friendly email marketing and CRM platform that allows businesses and sales teams to deliver mass emails and achieve greater productivity via G Suite integration. We recommend opting for the software demo to see whether the program matches your unique requirements.