Best Financial CRM Software for Small Businesses (Free & Paid)

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

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

Financial Services Cloud is a specialized customer relationship management (CRM) software designed for the financial services industry. This platform provides tools for managing client relationships, tracking financial transactions, and ensuring compliance with industry regulations. With its userfriendly interface, financial advisors can easily access client information, monitor account performanc... Read more about Financial Services Cloud

Nasdaq IR Insight is a sophisticated investment management software designed to empower financial advisors, portfolio managers, and investment firms with advanced tools for portfolio analysis, risk management, performance tracking, and client reporting. The platform offers a comprehensive suite of features including portfolio construction, asset allocation, real-time market data integration, compl... Read more about Nasdaq IR Insight

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

IR.Manager is an innovative financial services software designed to optimize investor relations and enhance communication between companies and their shareholders. This platform offers a suite of tools for managing investor communications, tracking shareholder engagement, and ensuring compliance with regulatory requirements. With IR.Manager, users can access real-time data on stock performance, ma... Read more about IR.Manager

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

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

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

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

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

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

Deltek Vision is a comprehensive time tracking software designed for project-based businesses. The platform offers tools for managing time and expenses, ensuring accurate billing and financial visibility. Deltek Vision's integrated project management features allow organizations to monitor project performance, track budgets, and manage resources effectively. The software's reporting capabilities p... Read more about Deltek Vision

NOLA is a customer relationship management (CRM) software that enables businesses to manage interactions, track leads, and improve client engagement. The platform’s contact management features allow users to store and organize customer information in a centralized database, making it easy to access client details, track communication history, and enhance service quality. NOLA’s lead management... Read more about NOLA

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

Daylite for Mac is a powerful project management software designed to enhance productivity and collaboration for teams using macOS. This platform offers comprehensive tools for managing projects, tracking tasks, and facilitating communication, ensuring efficient project operations. With Daylite, users can easily create project plans, assign tasks, and monitor progress in real-time, promoting effec... Read more about Daylite for Mac

Q4 Desktop is a robust customer relationship management (CRM) software designed to enhance client engagement and streamline communication for businesses. This platform provides comprehensive tools for managing customer interactions, tracking sales pipelines, and analyzing client data, enabling organizations to build stronger relationships with their customers. With Q4 Desktop, users can easily org... Read more about Q4 Desktop

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

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

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

Exact for CRM is a Customer Relationship Management Software designed to help businesses manage and enhance customer relationships. The platform provides a range of tools for managing contacts, sales opportunities, and customer interactions. Exact for CRM allows businesses to track customer data, including contact details, communication history, and purchase behavior, helping sales teams provide p... Read more about Exact for CRM

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

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

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

Creatio CRM is an advanced sales force automation software that helps organizations streamline their sales processes and enhance customer relationships. With its user-friendly interface, Creatio enables sales teams to manage leads, opportunities, and customer interactions efficiently. The software offers powerful analytics tools that provide insights into sales performance, helping teams make data... Read more about Creatio CRM