# Page 3 | Best Financial CRM Software - 2026 Reviews & Pricing > Page 3 - Find the best Financial CRM Software for your organization. Compare top Financial CRM Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/crm/financial-comparison --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / Page 3 Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Financial CRM Software of 2026 - Page 3 Filter products 117 results ### Compare Products Showing 51 - 75 of 117 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management software, exp...[Read more about Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** ([687 reviews](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/)) Free trial Free version Integrations Integrations PayPal Microsoft Excel +112 more +111 more +110 more Sage Intacct's Best Rated Features 4.83Third-Party Integrations See All Sage Intacct's Worst Rated Features 3.17Expense Claims See All [Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/) Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its fe...[Read more about Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/) **4.1** ([85 reviews](https://www.softwareadvice.com/crm/redtail-profile/reviews/)) Free trial Free version Integrations Integrations Nitrogen +0 more +0 more +0 more Redtail CRM's Best Rated Features 4.67Contact Database See All Redtail CRM's Worst Rated Features 3.22Interaction Tracking See All [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce f...[Read more about NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** ([2045 reviews](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)) Free trial Free version Integrations Integrations Salesforce Sales Cloud Docusign +18 more +17 more +16 more NetSuite's Best Rated Features 4.75Check Writing See All NetSuite's Worst Rated Features 2.71Dashboard See All [Efficy CRM](https://www.softwareadvice.com/crm/efficy-profile/) At last, a CRM solution that truly adapts to your needs! Our mission is to help each company or organisation succeed by helping...[Read more about Efficy CRM](https://www.softwareadvice.com/crm/efficy-profile/) **4.0** ([90 reviews](https://www.softwareadvice.com/crm/efficy-profile/reviews/)) Free trial Free version Integrations Integrations Google Docs Microsoft PowerPoint +18 more +17 more +16 more [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relationships in ...[Read more about Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) **4.2** ([993 reviews](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/)) Free trial Free version Integrations Integrations Google Docs Google Drive +72 more +71 more +70 more Bitrix24's Best Rated Features 4.88Client Database See All Bitrix24's Worst Rated Features 3.41Activity Dashboard See All [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and ins...[Read more about Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) **4.1** ([366 reviews](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/)) Free trial Free version Integrations Integrations Microsoft Excel Mailchimp +15 more +14 more +13 more Maximizer CRM's Best Rated Features 5.0Alerts/Notifications See All Maximizer CRM's Worst Rated Features 3.0Workflow Management See All [Deltek Vision](https://www.softwareadvice.com/accounting/deltek-vision-profile/) Deltek Vision is a project-based ERP solution for professional services firms. It provides full visibility into the project life...[Read more about Deltek Vision](https://www.softwareadvice.com/accounting/deltek-vision-profile/) **4.1** ([472 reviews](https://www.softwareadvice.com/accounting/deltek-vision-profile/reviews/)) Free trial Free version Deltek Vision's Best Rated Features 4.29Reporting/Analytics See All Deltek Vision's Worst Rated Features 3.50Online Time Tracking See All [Keap](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/) Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), m...[Read more about Keap](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/) **4.1** ([1298 reviews](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Slack +61 more +60 more +59 more Keap's Best Rated Features 4.71Customizable Templates See All Keap's Worst Rated Features 2.64Calendar/Reminder System See All [Apex 72](https://www.softwareadvice.com/crm/apex-72-profile/) The one-step CRM and sales activity manager for producers of life insurance and advisors is called APEX72. Our APEX Hub offers ...[Read more about Apex 72](https://www.softwareadvice.com/crm/apex-72-profile/) No reviews yet Free trial Free version [Intelligent Customer Management](https://www.softwareadvice.com/crm/next-generation-crm-profile/) Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations...[Read more about Intelligent Customer Management](https://www.softwareadvice.com/crm/next-generation-crm-profile/) No reviews yet Free trial Free version [SolvCRM](https://www.softwareadvice.com/crm/solvcrm-profile/) Unlock unrivaled sales growth with SolvCRM: Your trusted CRM software companion. In today's ever-evolving business landscape, st...[Read more about SolvCRM](https://www.softwareadvice.com/crm/solvcrm-profile/) No reviews yet Free trial Free version [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on grea...[Read more about Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) **4.7** ([732 reviews](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/)) Free trial Free version Integrations Integrations Mailchimp Google Workspace +71 more +70 more +69 more Bigin by Zoho CRM's Best Rated Features 4.83For Startups See All Bigin by Zoho CRM's Worst Rated Features 3.95Social Media Integration See All [Teamgate](https://www.softwareadvice.com/crm/teamgate-profile/) Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on empowering...[Read more about Teamgate](https://www.softwareadvice.com/crm/teamgate-profile/) **4.8** ([155 reviews](https://www.softwareadvice.com/crm/teamgate-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Slack +20 more +19 more +18 more Teamgate's Best Rated Features 5.0CRM See All Teamgate's Worst Rated Features 4.43Data Import/Export See All [OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) ...[Read more about OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) **4.8** ([101 reviews](https://www.softwareadvice.com/crm/onepagecrm-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Dropbox Business +16 more +15 more +14 more OnePageCRM's Best Rated Features 4.89Contact Management See All OnePageCRM's Worst Rated Features 4.17Reporting/Analytics See All [Foundersuite](https://www.softwareadvice.com/crm/foundersuite-profile/) Foundersuite makes a database of investors + tools for raising capital and managing investor relations. Foundersuite will help y...[Read more about Foundersuite](https://www.softwareadvice.com/crm/foundersuite-profile/) **4.7** ([110 reviews](https://www.softwareadvice.com/crm/foundersuite-profile/reviews/)) Free trial Free version Foundersuite's Best Rated Features 4.83Fund Management See All Foundersuite's Worst Rated Features 4.83Fund Management See All [Escala](https://www.softwareadvice.com/automation-testing/escala-profile/) Escala is a customer relationship management marketing automation solution that allows businesses to streamline advertising effo...[Read more about Escala](https://www.softwareadvice.com/automation-testing/escala-profile/) **4.7** ([69 reviews](https://www.softwareadvice.com/automation-testing/escala-profile/reviews/)) Free trial Free version Integrations Integrations Zapier +0 more +0 more +0 more Escala's Best Rated Features 4.89Contact Database See All Escala's Worst Rated Features 4.14Customizable Fields See All [Wingmate](https://www.softwareadvice.com/field-service/wingmate-profile/) Unite your troops to save time & sell more. Wingmate provides intuitive solutions earning powerful results to help commercial se...[Read more about Wingmate](https://www.softwareadvice.com/field-service/wingmate-profile/) **4.6** ([101 reviews](https://www.softwareadvice.com/field-service/wingmate-profile/reviews/)) Free trial Free version Integrations Integrations Salesforce Sales Cloud Gmail +3 more +2 more +1 more Wingmate's Best Rated Features 4.90Lead Generation See All Wingmate's Worst Rated Features 3.50CRM See All [Wealthbox](https://www.softwareadvice.com/crm/wealthbox-profile/) Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, proj...[Read more about Wealthbox](https://www.softwareadvice.com/crm/wealthbox-profile/) **4.7** ([146 reviews](https://www.softwareadvice.com/crm/wealthbox-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Slack +33 more +32 more +31 more Wealthbox's Best Rated Features 4.25Task Management See All Wealthbox's Worst Rated Features 3.57Workflow Management See All [PipeRun](https://www.softwareadvice.com/construction/piperun-profile/) Designed for businesses in finance, energy, consulting and other industries, PipeRun is a cloud-based customer relationship mana...[Read more about PipeRun](https://www.softwareadvice.com/construction/piperun-profile/) **4.8** ([26 reviews](https://www.softwareadvice.com/construction/piperun-profile/#reviews)) Free trial Free version PipeRun 's Best Rated Features 4.88Sales Pipeline Management See All PipeRun 's Worst Rated Features 3.88Email Management See All [MadeMarket](https://www.softwareadvice.com/crm/mademarket-profile/) MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital markets pr...[Read more about MadeMarket](https://www.softwareadvice.com/crm/mademarket-profile/) **4.8** ([20 reviews](https://www.softwareadvice.com/crm/mademarket-profile/#reviews)) Free trial Free version Integrations Integrations Mailchimp Microsoft 365 +11 more +10 more +9 more MadeMarket's Best Rated Features 4.82Contact Database See All MadeMarket's Worst Rated Features 3.57Reporting/Analytics See All [Dynamo Software](https://www.softwareadvice.com/product/131884-Dynamo/) Dynamo Software is the leading AI-powered, cloud-native alternative investment management platform — trusted by over 1,000 + glo...[Read more about Dynamo Software](https://www.softwareadvice.com/product/131884-Dynamo/) **4.6** ([34 reviews](https://www.softwareadvice.com/product/131884-Dynamo/reviews/)) Free trial Free version Integrations Integrations Dropbox Business Microsoft Excel +18 more +17 more +16 more [Dolibarr](https://www.softwareadvice.com/accounting/dolibarr-profile/) Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsi...[Read more about Dolibarr](https://www.softwareadvice.com/accounting/dolibarr-profile/) **4.5** ([105 reviews](https://www.softwareadvice.com/accounting/dolibarr-profile/reviews/)) Free trial Free version Integrations Integrations PayPal Mailchimp +12 more +11 more +10 more Dolibarr's Best Rated Features 5.0Quotes/Estimates See All Dolibarr's Worst Rated Features 4.22Contact Management See All [Teamogy](https://www.softwareadvice.com/job-evaluation/teamogy-profile/) Teamogy is a cloud-based all-in-one system designed for companies that want to run their business more clearly, effectively and ...[Read more about Teamogy](https://www.softwareadvice.com/job-evaluation/teamogy-profile/) **4.8** ([17 reviews](https://www.softwareadvice.com/job-evaluation/teamogy-profile/#reviews)) Free trial Free version Integrations Integrations Google Drive OneDrive +10 more +9 more +8 more [Positive User](https://www.softwareadvice.com/crm/user-com-profile/) Positive User is the customer engagement platform within Positive’s digital marketing ecosystem, designed to bridge the gap betw...[Read more about Positive User](https://www.softwareadvice.com/crm/user-com-profile/) **4.6** ([36 reviews](https://www.softwareadvice.com/crm/user-com-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Slack +39 more +38 more +37 more Positive User's Best Rated Features 4.67Marketing Automation See All Positive User's Worst Rated Features 4.67Marketing Automation See All [Altvia](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/) Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes ma...[Read more about Altvia](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/) **4.8** ([11 reviews](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/reviews/)) Free trial Free version Integrations Integrations Salesforce Sales Cloud +0 more +0 more +0 more [1](https://www.softwareadvice.com/crm/financial-comparison/)[2](https://www.softwareadvice.com/crm/financial-comparison/?page=2) 3 [4](https://www.softwareadvice.com/crm/financial-comparison/?page=4)[5](https://www.softwareadvice.com/crm/financial-comparison/?page=5)