Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage mu...Read more about Backstop

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more about Pipedrive

CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With this software, marketing is done easily and efficiently because it can assist in creating strategic plans, sending ...Read more about eWay-CRM

Less Annoying CRM is a customer relationship management solution built for small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information, project...Read more about Less Annoying 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 respo...Read more about Zoho CRM

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheets-like simplicity to CRM and allows anyone to get started in ...Read more about Bigin by Zoho CRM

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, ...Read more about AdvisorEngine

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching ...Read more about Kushim

InfoFlo is an integrated CRM solution that can be accessed online or installed on-premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users also ha...Read more about InfoFlo

SalesExec is a cloud-based sales automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. SalesExec captures both inbound phone calls and web leads,...Read more about ClickPoint

Kommo 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 chatbot...Read more about Kommo

Vantage Integrated Production (VIP) is a cloud-based mortgage sales and marketing process management solution that offers applications for marketing and sales automation, partner relationship management and web self-service. It is...Read more about Tabrasa

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, em...Read more about Nimble

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24

CRMnext is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-related processes, from lead capture to post-sale. Key features include marketing solutions, process management, analyt...Read more about CRMnext

Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so...Read more about Spotler CRM

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), indus...Read more about Creatio CRM

Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense mana...Read more about Deltek Vision

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management,...Read more about Method CRM

OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. You can u...Read more about OnePageCRM

SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, b...Read more about SmartOffice

Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features ...Read more about Cool Life CRM

Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations in financial services, insurance and health care. Next Generation CRM is an integrated solution ...Read more about Intelligent Customer Management

FLG is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage leads and streamline communication with customers. The centralized platform enables administrators to configure syst...Read more about FLG

Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle. With an in...Read more about Teamgate

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads. ...Read more about ConvergeHub

Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your ...Read more about RAYNET CRM

Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following possibl...Read more about Contactually

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale w...Read more about Close

vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, mo...Read more about vcita

At last, a CRM solution that truly adapts to your needs! Our mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees...Read more about Efficy CRM

CloudBlue PSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed eithe...Read more about CloudBlue PSA

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for b...Read more about Shape

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and f...Read more about FreeAgent CRM

MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referr...Read more about MortgageHalo

Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lead capturing and performance management. It allows users to automatically allocate leads to sales representatives ...Read more about Vymo

HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. Use one platform to see what’s happening with all projects. M...Read more about HoneyBook

Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how ...Read more about Affinity

Doxim is a cloud-based solution designed to help banks and credit unions automate processes for sales tracking, contact management and campaign workflow to improve customer engagement. Key features include interaction tracking, we...Read more about Doxim CRM

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automat...Read more about Redtail CRM

SS&C Tier1 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 tracki...Read more about Tier1

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 about 4Degrees

Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables...Read more about Freshsales

IRIS CRM is an end-to-end sales, customer support, and residuals management solution. Manage your entire payments business from the same platform. IRIS CRM eliminates the need to invest in multiple systems....Read more about IRIS CRM

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketin...Read more about EngageBay CRM

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and a...Read more about CentraHub CRM

Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, reporting, and producing price quotes and invoices.  The immediate advantages of our system are that all cu...Read more about Onpipeline

NOLA is a call center solution designed to help businesses connect with customers through outbound or inbound calls in compliance with telephone consumer protection act (TCPA) regulations. It enables sales and marketing teams to i...Read more about NOLA

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. Th...Read more about Zendesk Sell

Covve Personal CRM is your personal assistant app, reminding you to keep in touch with clients and personal contacts. Ranked #1 personal CRM in the US app stores, it is used by professionals across industries, including entrepren...Read more about Covve App

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to ...Read more about DealCloud

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform, it...Read more about Altvia

Caspio is a cloud-based, no-code, application development solution for organizations of all sizes. The platform is suitable for industries such as health care, media, government, education, nonprofits, consulting, churches and com...Read more about Caspio

Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management, hu...Read more about Dolibarr

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments, rel...Read more about Foundersuite

With an integrated system that includes ERP, financials, commerce, inventory management, HR, PSA, supply chain management, CRM and more – NetSuite enables fast-growing businesses across all industries to work more effectively by a...Read more about NetSuite

User.com is a full-stack marketing automation platform that converts visitors into satisfied and loyal customers. The application allows you to gather information about prospects and communicate with them via live chat through cha...Read more about User.com

Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representa...Read more about Financial Services Cloud

Take back control of your business with Daylite for Mac! Daylite was designed to empower small business owners by streamlining client management, sales processes, and project organization, freeing up more time for the things the...Read more about Daylite for Mac

We like simple. Chatabox is a user-friendly customer relationship management (CRM) solution that is highly scalable for small to medium business including in the financial services sector and other business sectors and is coupled ...Read more about Chatabox

Maximizer CRM is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumb...Read more about Maximizer CRM

Fitsyn is a marketing automation software designed to help businesses create a customizable dashboard and identify loan opportunities. Administrators can create accounts for clients, track submitted applications and view declined ...Read more about Fitsyn

The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help accounting firms enhance their stock trading experience using third-party integration interfaces. Using the accou...Read more about Vestio

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM 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 ...Read more about HubSpot CRM

SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized and large enterprises in the Asia Pacific, Middle East, and North Africa regions. With headquarters in Singapore an...Read more about SimpleCRM

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) app...Read more about Apptivo

ProTracker Advantage is a financial customer relationship management (CRM) solution, which enables businesses to handle tasks, communications, documents, workflows and more. Professionals can use the on-premise platform to gain in...Read more about ProTracker Advantage

Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail m...Read more about Wealthbox

In Asklogix we offer specialized financial and administrative systems and services, built on Salesforce for corporate financial services, to facilitate the management and administration of all your business and marketing processes...Read more about AskLogix

Teamogy is a cloud-based system for companies who want to have full control over their projects, finances, time management, teams, and communication. Teamogy helps companies to maximize their profit. It also supports cooperation...Read more about Teamogy

Squirro is an insight engine software designed to help businesses in the insurance, finance, marketing, manufacturing, IT and other sectors analyze multiple data sources to gain insights into contextualized insights. The platform ...Read more about Squirro

Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other features include custom workflows, override/SlowPay...Read more about Centrex

IR Manager is a comprehensive CRM investor relations platform that helps listed companies, advisory firms and private companies manage their shareholder outreach strategies with post-listing analytics. It features everything fro...Read more about IR.Manager

Exact for CRM is a comprehensive CRM software solution that helps you get serious about being successful at sales. This powerful CRM tool gives you complete insight into your customers, so that you can make more informed decisions...Read more about Exact for CRM

Funden is an AI-powered platform that helps startups search investors and VC firms. The AI technology will recommend potential investors based on users' profiles, so they can get straight to approaching the ideal partner. Funden m...Read more about Funden

Designed for businesses in finance, energy, consulting and other industries, PipeRun is a cloud-based customer relationship management (CRM) platform that helps manage sales operations. It helps sales professionals handle lead cap...Read more about PipeRun

CentrixOne is a Canadian CRM featuring simple, intuitive, and affordable applications designed for SMEs. The CentrixOne CRM is designed to optimize your sales processes and propel your revenue in an environment that is easy to und...Read more about CentrixOne

Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering ...Read more about Allvue

Designed for businesses of all sizes, DigiFi is a cloud-based loan origination software that helps request information from borrowers, assign value to variables, and process lending decisions. Key features include compliance manag...Read more about DigiFi

Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides ...Read more about Total Expert

Toolyt, the smart mobile CRM assistant that lets users collaborate with their customers and partners with ease. Toolyt is a CRM mobile solution for the field sales team. The CRM software is built to guide salespeople with their ...Read more about Toolyt SFA

Equisoft/connect integrates with your existing sales and service tools so data entry is reduced and advisor workflows run efficiently. The built-in advisor-specific processes streamline and secure communications, reduce errors and...Read more about equisoft/connect

enVisual360 is a wealth management/CRM software solution that helps small to large enterprises monitor client and entity information. enVisual can be implemented as a cloud application or on-premise application. enVisual includes...Read more about enVisual WealthDesk

Yoyo Wallet is a cloud-based loyalty management solution that helps businesses create marketing campaigns and launch loyalty programs to improve customers’ overall experience with the brand. Yoyo Wallet provides a dashboard, whic...Read more about Yoyo Wallet

Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best investment decisions. Pepper is a System of Engagement (SOE) with a cloud-based platform adaptable to the types o...Read more about Pepper

Irwin is a comprehensive investor relations software system that gives you the tools to manage your investor relationships from one place. With Irwin, you can connect with investors through social media, email, and traditional IR ...Read more about Irwin

Antelope Systems is a cloud-based business software that integrates voice, SMS, email, and calendar features into one platform. Targeted at small to midsize businesses, Antelope Systems streamlines business communications and boos...Read more about Antelope Systems

Amplify is a bespoke, SaaS-based, mobile-optimized CRM platform developed from the “economic developers’ point of view”. It helps economic development organizations to enhance their productivity with a complete focus on the specif...Read more about Amplify

SYDLE BPM is a business process management suite. It caters to midsize and large organizations across various industries like finance, healthcare, education, and retail. SYDLE BPM offers powerful features for managing business pr...Read more about SYDLE ONE

Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps companies manage their business relationships, increase revenue, and boost sales & marketing effec...Read more about Rolldog

The Q4 Platform is a comprehensive solution designed to enhance investor relations (IR) programs and streamline key processes. With its suite of applications, the platform enables businesses to effectively manage investor engageme...Read more about Q4 Desktop

JUMP Front-to-Back is a comprehensive and modular asset management platform covering front-to-back office functions. It streamlines operations for asset managers, wealth managers, insurers, and other financial services firms. The...Read more about JUMP Front-to-Back

Unite your troops to save time & sell more. Wingmate provides intuitive solutions earning powerful results to help commercial service businesses dominate their competition. 1. Mobile Reporting App - Quick & easy tool for your f...Read more about Wingmate

Designed for midsize banking, insurance, retail, and investment businesses, BSI Customer Suite is a cloud-based software that helps businesses with customer relationship management, customer experience, AI and automation, and cust...Read more about BSI Customer Suite

LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, market...Read more about LeadSquared

Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to pos...Read more about monday sales CRM

F-RevoCRM is a cloud-based, open-source customer relationship management (CRM) software designed for businesses in the Japanese market. This software can be used by sales and service departments to manage all customer data and acc...Read more about F-RevoCRM

TeleCRM is a telesales CRM and automation app to help boost your sales. TeleCRM will capture leads automatically from various platforms including Facebook ads, Google ads, WhatsApp, MagicBricks, 99 Acres, etc. and smartly distrib...Read more about TeleCRM

Unanet’s ERP solutions are purpose-built from the ground up for Government Contractors, A/E, and Professional Services organizations. 3,100+ organizations utilize the power of the Unanet software to gain insights, make more strate...Read more about Unanet ERP AE

folk is a customer relationship management (CRM) platform that enables organizations to centralize and customize all relationships to the adapted workflow from Sales CRM, recruiting pipeline, deal flow management, prospection mana...Read more about folk

MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital markets professionals. Compared to a general-purpose CRM, MadeMarket’s intuitively structured platform helps tea...Read more about MadeMarket

Miss CRM is an easy-to-use cloud-based customer relationship management system that lets users manage sales, leads, tasks, projects, contacts, and user profiles from one location. It also helps you keep track of and manage custome...Read more about Miss CRM

Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winnin...Read more about Surefire CRM

TreasuryView is an all-in-one platform designed to simplify financial risk management for companies. With its intuitive interface and powerful automation tools, TreasuryView streamlines treasury functions, providing real-time data...Read more about TreasuryView

Developed by financial institution Digitaler Assistent is a web-based software that offers all service providers an individual solution for digital customer contact. The software is tailored to the needs of the German market and o...Read more about Digitaler Assistent

Escala is a customer relationship management marketing automation solution that allows businesses to streamline advertising efforts. Users can create and edit professional emails using a drag-and-drop interface and templates. Te...Read more about Escala

EQUP is designed is to bridge the gap between the currently available solutions and the requirements of small business owners. Things that no one else offers - Inventory pooling - Free version has no feature restrictions - De...Read more about EQUP

Heeros PSA allows users to deliver on time and on budget by managing their business seamlessly and more efficiently with Heeros PSA. All-in-one professional service automation software makes life simpler and helps their business ...Read more about Heeros PSA

The one-step CRM and sales activity manager for producers of life insurance and advisors is called APEX72. Our APEX Hub offers lead creation techniques, sales training, and connect / discover. To make sure you are on the right ro...Read more about Apex 72

By offering an all-in-one solution combining software, hardware and service, MYBREEX allows you to digitise and automate both your incoming and outgoing invoicing, quotations, work orders and bank transactions. Furthermore, you ca...Read more about MYBREEX

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more about Keap

Easybox is an ERP that allows companies to manage people, finances and their support chains. Easybox provides its customers with a tool to improve workflow and take the first step toward digitization and automation. Easybox helps ...Read more about Easybox

AdviAlly is a cloud-based CRM, incorporating an all-in-one personal finance management platform. With its set of features, such as automated budgeting, detailed financial tracking, and personalized customer insights, AdviAlly is a...Read more about AdviAlly

Standard ERP is a robust solution that encompasses essential ERP features for accounts, order processing, inventory, production and job costing. What sets it apart is the seamless integration of CRM, including email, document mana...Read more about Standard ERP

CreditOnline is a loan origination and servicing solution that helps organizations streamline processes related to the line of credits, crowdfunding, refinancing, payday loan management, and more from within a unified platform. It...Read more about CreditOnline

The Tonic Wealth Management solution is a platform made up of a number of modules designed to allow Fintech organizations to offer a host of services. The investor portal provides access to real-time portfolio management, cash b...Read more about Tonic

Financial Cloud is a powerful Financial CRM platform that seamlessly connects all data sources into a single view, enabling you to better understand your customers, and deliver personalised experiences at scale. With our cutting...Read more about Financial Cloud CRM

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational insight...Read more about Sage Intacct

Unlock unrivaled sales growth with SolvCRM: Your trusted CRM software companion. In today's ever-evolving business landscape, staying ahead of the curve is paramount. At SolvCRM, we understand the unique challenges faced by agile ...Read more about SolvCRM

Z-CRM transforms how you connect with customers through a cloud-based, AI-powered CRM and comprehensive call center suite. Enhance your team's productivity with intelligent dialers, streamline multi-channel communication, and tail...Read more about Zenith CRM

Peso is a cloud-based accounts receivable automation tool designed to meet the diverse needs of businesses, finance professionals, and those managing invoicing and payment follow-ups. Designed for small to mid-sized businesses, Pe...Read more about Peso