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 327 products

HubSpot CRM

With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read more

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Recent recommendations: 312 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Nextiva VoIP

Nextiva's Business VoIP solutions offer telephony services for small businesses with functionality that eliminates the need for a traditional phone system. The packages include VoIP phone systems, scalable PBX trunks, online faxing... Read more

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Recent recommendations: 192 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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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: 120 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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FreeAgent CRM

FreeAgent CRM is a cloud-based sales, marketing and customer service platform that helps small businesses nurture quality customer relationships. The system works automatically by pairing with the user's email to create and classify... Read more

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Recent recommendations: 91 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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amoCRM

amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots... Read more

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Recent recommendations: 86 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Zendesk Sell (formerly Base)

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

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Recent recommendations: 84 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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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: 79 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Lucrativ

Lucrativ is a multichannel customer relationship management platform suitable for businesses of all sizes. It offers pipeline management, gamification tools, an integrated dialer, SMS campaign management, workflow management, lead... Read more

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Recent recommendations: 77 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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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: 67 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Zoho CRM

Zoho offers a cloud-based customer relationship management (CRM) solution tailored to the needs of small and midsized businesses. Its interface includes CRM tools such as sales and marketing automation, customer support and a help... Read more

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Recent recommendations: 28 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Hatchbuck

Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read more

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Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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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: 17 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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bpm'online CRM

Bpm'online is a unique synergy of unified CRM and intelligent BPM platform for marketing, sales and service automation. The solution allows midsize and large companies to manage the customer lifecycle from lead to sales and to ongoing... Read more

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Recent recommendations: 16 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Claritysoft

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within... Read more

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Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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OnContact CRM

OnContact CRM is a mid-market customer relationship management (CRM) solution that can be deployed on-premise or in the cloud. OnContact includes complete sales automation, marketing automation, customer service and contact center... Read more

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Recent recommendations: 9 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Front

Front is a cloud-based collaboration tool for small and midsize businesses. Front consolidates various communication channels such as email accounts, Facebook and Twitter, and helps users to automate communication workflows. When... Read more

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Recent recommendations: 7 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On 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: 6 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On 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: 6 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Wowdesk

WowDesk is a customer service solution that helps small to large enterprises gather clients’ requests from all channels on a unified platform. With specific modules to manage customers, agents, managers, subject matter experts, administrators... Read more

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Recent recommendations: 6 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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TeamSupport

TeamSupport is a B2B customer support software that helps teams collaborate together by eliminating miscommunications, improving customer communication and swiftly addressing client issues. TeamSupport has several key features that... Read more

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Recent recommendations: 5 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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