Junxure Alternatives

Redtail is a web-based client relationship management solution for the financial advisors.

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.

Verify your customers in under 15 seconds anywhere in the world with a cutting-edge SaaS & API platform for Identity Verification and AML/KYC compliance.

Try for free freemium $0.1 (per credit)

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

DebtPayPro Financial Services CRM Software provides a cutting edge solution to help with debt settlement, student loan consolidation and more. Inquire today!

CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

Financial Services CRM

Nexj offers CRM solutions for finance and insurance firms.

Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

A full-fledged CRM for high-velocity sales teams.

Q4 Desktop is an all-in-one data aggregation platform that makes things possible for you with its IR program into a single platform.

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

The AI-powered CRM that works 24x7 behind the scenes to do all your trivial work, so you can focus on what really matters: closing deals