Top Financial CRM Software
Financial CRM software helps banks, credit unions and insurance companies to organize and maintain information about their customers including contact details, transaction history and records of previous interactions. Use our rankings below to compare Financial CRM Software options and features, and find the best one for you and your business.
Financial CRM Software Features
Activity Dashboard
Dashboard to view activity
Alerts/Notifications
Alerts/notifications within the system
Client Management
Manage company interactions with current customers
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Contact Management
Store and find contact information such as names, addresses, and social media accounts
Customer Database
Searchable repository of information about clients
Document Management
Collect, upload, store, and share all documents in a centralized location making it easier for everyone involved to access information
Expense Tracking
Detailed log and record of costs
Financial Management
Provide a comprehensive overview of organization's finances
Lead Management
Store information about leads and contacts and track them through the sales process
Marketing Automation
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Pipeline Management
Tracking the effectiveness and configuring volume of sales channels
Territory Management
Organize customer data and accounts by user or geography
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Zoho CRM is an online management platform for financial service firms of all sizes to centralize functions & accelerate efficiency. Read More
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Read More
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. Read More
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Read More
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work. Read More
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up Read More
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use. Read More
Small business software to manage leads, customer information, contact history and reminders, and emails. Read More
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Read More
Bitrix24 is the fastest growing free CRM software used by over 8 million companies worldwide. Email marketing, quotes, invoicing & more Read More