Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Zoho CRM - Omnichannel CRM for Businesses of all sizes
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...