Software Alternatives, Accelerators & Startups

Top 9 CRM Products in Finance

The best CRM Products within the Finance category - based on our collection of reviews & verified products.

Sage Intacct Dolibarr carreers.Wipro.com Ingram Micro CompuCom AgencyBloc EZLynx Xero

Summary

The top products on this list are Applied Epic, Sage Intacct, and Dolibarr. All products here are categorized as: Customer Relationship Management. Software designed to manage financial transactions, track income and expenses, and provide comprehensive insights into business financial health. One of the criteria for ordering this list is the number of mentions that products have on reliable external sources. You can suggest additional sources through the form here.
  1. Applied Epic is a platform that offers an insurance solution that helps insurance providers in the exchange of insurance data.

    #Business & Commerce #Finance #Insurance Administration And Management

  2. Intacct is a cloud-based accounting and financial management system that is designed for the businesses of all levels.

    #Accounting & Finance #Accounting #Small Business

  3. Dolibarr ERP CRM is an Open Source software package for small, medium or large companies, freelancers or foundations to manage business. It's a PHP project built by modules addition (invoice, proposal, contact, stock, order, hr, agenda. .
    Pricing:
    • Open Source

    #ERP #CRM #Accounting & Finance 1 social mentions

  4. Wipro operates in over 50 countries and we largely follow a generic process that is common to all potential Wiproites. Come explore the new opportunities.

    #Developer Tools #Business & Commerce #DevOps Tools

  5. Delivering global technology and supply chain services to support cloud aggregation, data center management, logistics, technology distribution, mobility device life-cycle and training.

    #Developer Tools #CRM #DevOps Tools

  6. Technology Solutions for the Digital Workplace

    #Developer Tools #DevOps Tools #CRM

  7. CRM/Agency Management System for L&H Insurance Agencies

    #Insurance Administration And Management #CRM #Sales Workflow

  8. 8
    EZLynx® provides best-in-class Comparative Rater Software & Agency Management Systems (AMS) for insurance agencies. Get a free trial of our insurance software today.

    #Insurance Administration And Management #Office & Productivity #Business & Commerce

  9. 9
    Xero is online accounting for your small business.
    Pricing:
    • Paid
    • Free Trial
    • $9.0 / Monthly (Send 5 invoices and quotes / Enter 5 bills)

    #Accounting #Small Business #Bookkeeping 1 social mentions

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Recently added products

If you want to make changes on any of the products, you can go to its page and click on the "Suggest Changes" link. Alternatively, if you are working on one of these products, it's best to verify it and make the changes directly through the management page. Thanks!