Back to Financial ServicesBrowsing CRM software for Financial Services

CRM Software for Financial Services

137 products in this category.

What is CRM software?

CRM software is a category of tools that helps businesses streamline operations, improve efficiency, and reduce manual work in the crm domain. Organizations across industries — from startups to enterprises — adopt crm to automate repetitive tasks, centralize data, and gain actionable insights that drive better decision-making. SaaSipedia tracks 137 crm software products as of 2026. The most widely adopted products include Salesforce, Wealthbox, and Redtail CRM. Each product profile includes a complete feature breakdown, pricing tiers, integration list, and comparison tools.

The best crm software for financial services in 2026: Salesforce leads the category, followed by Wealthbox and Redtail CRM. 5 of the top 10 are built specifically for financial services businesses.

1

Salesforce

Leader

The #1 AI CRM

2

Wealthbox

LeaderSpecialist

CRM designed for financial advisors

3

Redtail CRM

LeaderSpecialist

CRM and client management for financial advisors

4

HubSpot

Leader

Software & Tools for your Business

5

Microsoft Dynamics 365

Leader

The new era of AI-powered business

6

HawkSoft

LeaderSpecialist

Agency management system for insurance professionals

7

AgencyZoom

ChallengerSpecialist

Insurance agency management and automation platform

8

Pipedrive

Challenger

Sales CRM software to manage deals and close more sales

9

Jungo

ChallengerSpecialist

Salesforce-based CRM for mortgage professionals

10

Velocify

Challenger

Lead management and sales automation for mortgage

11

Zoho CRM

Niche

Cloud-based CRM software to manage your business relationships and sales pipeline.

12

Insightly

Niche

CRM software built for small business.

13

Freshsales

Niche

Sell smarter and close deals faster

14

Salesmate

CRM Software Built for Sales, Marketing and Support - Your revenue operating system

15

Copper

CRM Software Solutions Company - Recommended for Google Workspace

16

vcita

The new BizAI is here: Bringing agentic AI to SMBs

17

Follow Up Boss

The Real Estate Team OS

18

Streak

Gmail CRM for High-Performing Teams

19

JobNimbus

The all-in-one app for roofers. More jobs. Less work. More profit.

20

Capsule CRM

CRM Made Simple

21

Sage Sales Management

The CRM for sales teams on the move

22

Pipeliner CRM

AI Sales CRM: Boost Productivity and Increase Sales

23

Vtiger

Best CRM Software – All in One AI-Powered CRM Platform

24

17hats

CRM + Small Business Management Software Solution

25

Odoo

All your business on one platform. Simple, efficient, yet affordable!

26

HoneyBook

AI-powered client relationship platform

27

SugarCRM

The sales CRM for B2B growth

28

DealerCenter

All-In-One Cloud Based Dealer Management Powered by AI

29

Kommo

Boost sales with messaging apps — Messenger-based sales CRM

30

Bloomerang

Nonprofit Insights, Resources, & Helpful Information - Boost fundraising with Bloomerang's built for purpose giving platform

31

OnePageCRM

Simple CRM. Clean & affordable. Set up in 4 minutes.

32

monday.com

Outpace everyone with the best AI work platform

33

Reply.io

Supercharge your sales team with AI

34

Virtuous

Best Nonprofit CRM, Online Giving, Fundraising and AI tools to grow giving

35

Ontraport

Enterprise-level CRM for mid-sized businesses

36

Snov.io

Outreach Automation Platform & Lead Generation Tool

37

DonorPerfect

We make it easy to do good.

38

PhoneBurner

Best Sales Dialer Software To Close More Deals

39

Pipeline CRM

CRM for Salespeople, by Salespeople

40

Givebutter

Fundraising Software For Nonprofits

41

Keela

Donor Management Software & Intelligent Nonprofit CRM

42

Channeltivity

Channel Management Software, Partner Portal & PRM

43

Ylopo

AI-Driven Digital Marketing Platform for Real Estate Lead Generation

44

SuperOffice CRM

CRM built for people. Enhanced by AI.

45

Keap

Put Your Business Growth on Autopilot

46

Flexie CRM

World's most flexible CRM making the complex possible

47

RealtyJuggler

Turn Leads into Deals

48

Nutshell

Save Time. Close Deals.

49

AutoManager

Dealer Management Software & Dealer Websites for Used Car Dealers

50

Top Producer

All-in-One Real Estate Software Solutions

51

Broadly

Local Business AI Platform for Reviews & Leads

52

IXACT Contact

Best Real Estate CRM & Marketing Automation

53

CINC (Commissions Inc)

All-In-One Real Estate CRM Platform

54

Teamgate

The CRM for Sales-Led Growth

55

Thryv

The AI-Powered Platform Built to Grow Small Businesses

56

Real Geeks

The all-in-one growth software for ambitious real estate agents

57

Bloomerang Fundraising

A Unified Fundraising Platform for Nonprofits

58

REDX

Find Your Next Listing - Lead Generation Platform Built for Real Estate Agents & Teams

59

Giveffect

10-in-1 Nonprofit Software, CRM | Automate your Nonprofit Transform Your Nonprofit with Giveffect

60

LeadSquared

AI-Powered CRM For Sales, Service & Marketing

61

Salesforce Service Cloud

Small Business Customer Service Software

62

Kustomer

The AI-Powered Customer Service CRM Platform

63

Maximizer CRM

The CRM Software That Keeps You in Control

64

Mindmatrix Bridge

Next-Gen Partner Relationship Management (PRM) Platform

65

AutoRaptor

AI-First CRM. Built for Dealerships.

66

Studio Ninja

AUTOMATE YOUR BUSINESS. RECLAIM YOUR TIME.

67

Wise Agent

Real Estate CRM Software | The Best CRM for Top Agents

68

Concord

Modern CRM for sales teams and service businesses

69

Close CRM

Sales CRM built for outbound teams

70

Workbooks

Powerful CRM Software With Expert Implementation

71

Salesforce Agentforce 360

Elevated humans. 24/7 AI agents. Limitless customer success.

72

Salesflare

Intelligent Sales CRM for Small Businesses

73

Nimble

AI-powered CRM for small businesses and sales teams

74

Prezly

PR Software For Modern Public Relations Management

75

Less Annoying CRM

More than a spreadsheet, less than a CRM

76

Zendesk Sell

Sell smarter, not harder

77

Lofty

Close More Deals Faster With Mobile - The award-winning, AI-powered platform for real estate professionals

78

Aisle Planner

The Most Comprehensive Booking and Planning Software Platform for Today's Event Professional

79

Work Truck Solutions

MOVE & MANAGE MORE COMMERCIAL VEHICLES

80

Assembly

AI-Powered Client Portal Software

81

Folk

The CRM that works for you

82

Close

Stop missing leads and wasting time with the wrong CRMs. Close brings clarity to your sales process so you can move fast and close deals before they go cold.

83

Attio

Ask more from CRM. Ask Attio.

84

PartnerStack

The #1 Partner Ecosystem Platform

85

ShootQ

Photography Business Management Software

86

Salesforce for Nonprofits

Scale and maximize impact with Salesforce and the power of Agentforce 360 for Nonprofits

87

Impartner

The #1 Rated Partner Management Platform

88

Little Green Light

Illuminating Data. Advancing Nonprofits.

89

Pixieset

Client Photo Gallery, Website, CRM for Photographers

90

VSCO Workspace

Grow Your Business, Not Your To-Do List

91

BoomTown

Real Estate Marketing Software & Technology - All the Tools, Technology, and Teams for Real Estate Success

92

CiviCRM

Open source constituent relationship management for non-profits, NGOs and advocacy organizations

93

InterAction+

Client Relationship Management Software for Law Firms

94

Cox Automotive Inc.

Transforming the Automotive Experience

95

Realvolve

Build your business on the foundation you'll never outgrow.

96

Dominion VUE DMS

Cloud Core DMS - Freedom, Foundation, Client Experience

97

VinSolutions

Experience More Intelligent Sales & Marketing

98

ProMax

Credit Driven Retailing for Auto Dealers

99

Podium

AI Lead Generation & Lead Management Platform

100

DealerBuilt

Powered by Dealers. Built for You.

101

Market Leader

Convert Leads Into Clients

102

Highrise

Simple CRM Software

103

Dealer Inspire

Advanced Automotive Dealer Websites & Technology

104

Creatio

Agentic CRM & Workflow Platform with No-Code and AI at Its Core

105

Blackbaud eTapestry

Fundraising Growth Starts Here

106

Cloze

AI-Powered Real Estate Solutions for Brokerages

107

Unifyr One

AI-powered PRM software for partner programs

108

Autosoft DMS

The #1 DMS for Low- to Mid-Volume Franchise Dealers

109

DealerPeak

The all-in-one CRM for automotive dealerships

110

HqO

Real Estate Experience Software - Elevating the Tenant & Real Estate Experience

111

DealerSocket

We Are Automotive™

112

Solera Titling

Takes the pain out of the titling process and helps independent and franchise dealerships improve efficiency

113

CDK Global

Creating Connections That Move Automotive Retail

114

Fullpath

The AI Ecosystem for Car Dealerships

115

PBS Systems v10 APEX

The Definition of Dealership Management Systems

116

WorkSpan

Build your partnership. Let AI scale it.

117

Propertybase

Salesforce-powered Real Estate

118

AutoAlert

Turning Data Into Direction for Higher Dealership Performance

119

Lone Wolf Relationships

Real estate's new and simplified contact management system

120

Zurple

Automated, Intelligent Real Estate Client Generation

121

Autotrader

Find car dealers near you

122

kvCORE

All-in-one real estate platform by Inside Real Estate

123

Buildertrend CRM

Construction project management platform with integrated CRM for home builders and remodelers.

124

Shopify Plus CRM

Built-in CRM solution designed specifically for Shopify Plus merchants to manage customer relationships and sales data.

125

Resy for Business

Restaurant reservation and guest management platform with built-in CRM capabilities.

126

Toast CRM

Integrated CRM built into Toast's restaurant management platform for customer engagement and loyalty.

127

Dentrix CRM

Comprehensive practice management and CRM solution specifically designed for dental practices.

128

SimplePractice CRM

Practice management and CRM platform designed specifically for mental health and wellness providers.

129

Epic MyChart CRM

Patient engagement and CRM platform integrated with Epic EHR systems.

130

LawnPro

Lawn care business management software

131

PestRoutes

Software built for pest control businesses

132

FitGrid

Instructor-powered member engagement for studios

133

MarketSharp

CRM for remodelers and home improvement companies

134

AccuLynx

Roofing contractor CRM and project management

135

Intake.me

Legal client intake management platform

136

Clio Grow

Legal client intake and CRM (formerly Lexicata)

137

Lawmatics

Legal CRM and client intake automation

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