Finding software can be overwhelming. Software Advice has helped hundreds of financial advisors choose the right CRM software so they can maintain productive relationships with clients as they scale.

Showing 1-20 of 22 products

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The... Read more

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Recent recommendations: 140 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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NetSuite CRM

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read more

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Recent recommendations: 95 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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HubSpot Sales Hub

HubSpot Sales is a cloud-based sales automation software designed to build, automate and accelerate the sales process. The solution allows sales personnel to connect with promising leads and convert them into successful deals. HubSpot... Read more

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Recent recommendations: 73 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Thryv

Thryv is a cloud-based customer relationship management (CRM) solution designed for small businesses across various industry verticals. Features include appointment scheduling, billing and invoicing, contact management, reputation... Read more

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Recent recommendations: 55 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Salesforce.com

The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read more

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Recent recommendations: 43 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Prophet CRM

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify... Read more

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Recent recommendations: 29 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Infor CRM

Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer service activities and information... Read more

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Recent recommendations: 18 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Pipeliner CRM

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read more

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Recent recommendations: 16 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard"... Read more

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Recent recommendations: 13 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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4Degrees

4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunities, networking, deals and more. Key features include contact management, search functionality, pipeline management... Read more

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Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Workbooks

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market... Read more

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Recent recommendations: 5 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Tier1 Financial Solutions

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction tracking,... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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GoldMine Premium Edition

Goldmine Premium CRM is a comprehensive customer relationship management software that is used by organizations of all sizes to manage the sales pipeline, marketing programs and deliver customer support. Goldmine Premium Edition has... Read more

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Recent recommendations: 4 recommendations

Platforms: Win
Deployments: On premise
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Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Microsoft Dynamics 365

Microsoft Dynamics 365 provides integrated solutions that allow businesses to track leads, automate field service, drive sales and improve operations using mobile, enterprise-ready business apps from the cloud. Microsoft Dynamics... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Nimble

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, email... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Act!

Act! is a customer relationship management solution (CRM) that brings together contacts, account history, notes and activities into a single, centralized location. Users can take notes, manage prospect and customer information, send... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
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Insightly

Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses. Over 1.5 million users worldwide build relationships, generate quotes, accelerate sales, and deliver projects. Insightly offers Gmail and Outlook plugins,... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Bitrix24

Bitrix24’s customer relationship management (CRM) solution provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
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Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management,... Read more

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Deployments: Cloud
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