Best NexJ Alternatives & Competitors in 2025

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

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

Introducing Bigin by Zoho CRM, the most simple-yet-powerful CRM solution for small and micro businesses. Get started today with your free CRM trial.

Visit website

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.

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

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.

paid Free Trial $14.0 / Monthly (Essential package)

Omnichannel CRM for Businesses of all sizes

Visit website freemium $14.0 / Annually ($14 USD/monthly on Annual Subscription.)

Simply powerful CRM. Automates your data to build better relationships and make more sales.

Unify CRM and ERP capabilities and break down data silos with Dynamics 365—modern, intelligent cloud applications that help move your business forward.

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.

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