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Best Banking CRM Software of 2026 - Page 9

Updated January 27, 2025 at 9:55 AM

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Showing 201 - 219 of 219 products

Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and ins...Read more about Maximizer CRM

Free trial
Free version
Integrations
Microsoft Excel
Microsoft Excel
+15 more

Maximizer CRM's Best Rated Features

5.0Alerts/Notifications

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Maximizer CRM's Worst Rated Features

3.0Workflow Management

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Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers ...Read more about Agile CRM

Free trial
Free version
Integrations
WordPress
WordPress
+29 more

Agile CRM's Best Rated Features

5.0Support Ticket Management

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Agile CRM's Worst Rated Features

2.63Email Management

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Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), m...Read more about Keap

Free trial
Free version
Integrations
Google Drive
Google Drive
+61 more

Keap's Best Rated Features

4.71Customizable Templates

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Keap's Worst Rated Features

2.64Calendar/Reminder System

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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as the...Read more about Insightly

Free trial
Free version
Integrations
Google Drive
Google Drive
+113 more

Insightly's Best Rated Features

4.86Task Editing

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Insightly's Worst Rated Features

2.67Collaboration Tools

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Act! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-sized businesse...Read more about Act!

Free trial
Free version
Integrations
Slack
Slack
+23 more

Act!'s Best Rated Features

4.79Data Security

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Act!'s Worst Rated Features

2.38Social Media Integration

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SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and custo...Read more about SugarCRM

Free trial
Free version
Integrations
Slack
Slack
+44 more

SugarCRM's Best Rated Features

4.54Lead Capture

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SugarCRM's Worst Rated Features

3.50Data Import/Export

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CenturionCARES, Inc. designs and manufactures state-of-the-art software solutions that enable organizations of all sizes to opti...Read more about CenturionCARES

No reviews yet

Free trial
Free version

Top-rated artificial intelligence knowledge management software - Rated #1 by analysts such as Gartner and infused with AI and ...Read more about eGain AI Knowledge Hub

No reviews yet

Free trial
Free version
Integrations
Microsoft Teams
Microsoft Teams
+6 more

Fision offers an integrated marketing automation and sales enablement solution to help distributed field sales and local markete...Read more about Fision

No reviews yet

Free trial
Free version

Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations...Read more about Intelligent Customer Management

No reviews yet

Free trial
Free version

Prompto is a cloud-based interactive content creation and lead generation solution designed to help real estate businesses strea...Read more about Prompto

No reviews yet

Free trial
Free version

Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It features le...Read more about Second CRM

No reviews yet

Free trial
Free version
Integrations
Microsoft 365
Microsoft 365
+8 more

TrackMyLeads is a cloud-based call tracking and intake management solution. Key features include lead management, internal messa...Read more about TrackMyLeads

No reviews yet

Free trial
Free version
Integrations
Google Ads
Google Ads
+0 more

X2CRM is an on-premise and cloud-based open source customer relationship management solution. It offers marketing, sales and cus...Read more about X2CRM

No reviews yet

Free trial
Free version

Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. Sal...Read more about Salesmate

Free trial
Free version
Integrations
Google Drive
Google Drive
+27 more

Salesmate's Best Rated Features

5.0Email Campaign Management

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Salesmate's Worst Rated Features

4.17Alerts/Notifications

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Glue Up is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event management, member...Read more about Glue Up

Free trial
Free version
Integrations
PayPal
PayPal
+12 more

Glue Up's Best Rated Features

4.83Enrollments/Onboarding

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Glue Up's Worst Rated Features

3.67Interaction Tracking

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Allbound offers a channel management platform for organizations looking to build or expand indirect sales channels that include ...Read more about Allbound

Free trial
Free version
Integrations
Zoho CRM
Zoho CRM
+9 more

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Fie...Read more about Dynamics 365

Free trial
Free version
Integrations
Microsoft Excel
Microsoft Excel
+23 more

Dynamics 365's Best Rated Features

4.89Dispatch Management

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Dynamics 365's Worst Rated Features

3.75Sales Trend Analysis

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Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry vertica...Read more about Campaigner

Free trial
Free version
Integrations
Salesforce Sales Cloud
Salesforce Sales Cloud
+17 more

Campaigner's Best Rated Features

4.67Campaign Management

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Campaigner's Worst Rated Features

2.50Spam Blocker

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