Software Alternatives & Reviews

Top 9 CRM Products in Finance

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

LeadMD Coastal Cloud Sage Intacct carreers.Wipro.com Leap the Pond Birlasoft Snapsheet Ingram Micro

Summary

The top products on this list are LeadMD, Coastal Cloud, and Applied Epic. 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. 1
    LeadMD is the revenue performance consultancy that cuts through the BS by making your vision actionable and your outcomes measureable

    #Business & Commerce #Marketing Platform #B2B SaaS

  2. NOTE: Coastal Cloud has been discontinued.
    Coastal Cloud - the largest and only Platinum level Salesforce.com and Salesforce.org provider located in the Southeast. We are headquartered in Florida with offices in Kentucky and Colorado. Expert consultants in all Salesforce clouds.

    #Business & Commerce #Marketing Platform #Whitelabel

  3. 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

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

    #Accounting & Finance #Accounting #Small Business

  5. 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.

    #Business & Commerce #Marketing Platform #CRM

  6. AcctTwo is focused on delivering the future of finance and accounting to our customers.

    #Business & Commerce #Marketing Platform #CRM

  7. Birlasoft provides digital and information technology consulting, services, solutions and products for organizations across industries, worldwide.

    #Business & Commerce #Marketing Platform #CRM

  8. Snapsheet develops the best-in-class insurance claims technology including virtual appraisals, claims management, insurance payments and fleet management.

    #Insurance Administration And Management #CRM #Business & Commerce

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

    #CRM #Business & Commerce #Software

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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!