Aqui está nossa lista de aplicativos para Software de CRM Financeiro. Use os filtros para restringir os resultados e encontrar exatamente o que você está procurando.

67 opções de software

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O Pipedrive é uma ferramenta de CRM financeiro fácil de implementar que ajuda você a se concentrar nas atividades que levam ao fechamento de negócios. Leia mais sobre o Pipedrive
O Bitrix24 é um software gratuito de CRM, usado por mais de 3,5 milhões de empresas em todo o mundo. Marketing por e-mail, cotações, faturamento e mais. Leia mais sobre o Bitrix24
Obtenha acesso rápido a informações cruciais do cliente. Aprenda as necessidades deles e surpreenda-os com soluções rápidas. Crie experiências para os clientes e expanda os negócios com uma solução de gestão do relacionamento com o cliente (CRM na sigla em inglês) para instituições de serviços financeiros. Leia mais sobre o Zoho CRM
O Freshworks CRM Sales Cloud é uma solução completa para as equipes de vendas atraírem leads de qualidade, participarem de conversas contextuais, promoverem negócios com informações baseadas em IA e cultivarem o relacionamento com os clientes. O Sales Cloud capacita as equipes de vendas com mais tempo para vender, automatizando o processo de... Leia mais sobre o Freshsales
Planilhas, e-mails e notificações intermináveis são os principais bloqueadores do trabalho em equipe que afetam as equipes comerciais atuais, independentemente do seu tamanho. Atribuições, tarefas e atividades diárias do projeto são perdidas, a transparência fica de lado e as pessoas perdem a produtividade com a confusão. Além de gerenciar esse... Leia mais sobre o Trello
Economize tempo valioso de vendas com o HubSpot CRM que cuida de todos os pequenos detalhes de gravação de chamadas, registro de e-mails e gerenciamento de dados. Leia mais sobre o HubSpot CRM
O monday.com é a plataforma de trabalho mais fácil para gerenciar qualquer equipe e qualquer projeto: Sincronize, planeje, organize e acompanhe os projetos da equipe, desde um resumo de alto nível até os menores detalhes. Mais de 90.000 equipes usam o monday.com para visualizar os responsáveis por qualquer processo, mantendo-se atualizadas com uma... Leia mais sobre o monday.com
Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing Leia mais sobre o Nimble
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service. Leia mais sobre o Keap
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities. Leia mais sobre o Apptivo
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up. Leia mais sobre o Less Annoying CRM
Daylite is a customizable CRM that's great for financial services firms. Keep track of communication with clients, documents, and next steps so nothing slips through the cracks. Integrate with Apple Mail, share with Apple Contacts and iCal, and use Siri. Save time and keep clients happy with Daylite Leia mais sobre o Daylite for Mac
Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA. Leia mais sobre o Sage Intacct
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking to move away from spread sheets and get strategic or drill down on data, Maximizer's new tiered product offering can help you get growing. Leia mais sobre o Maximizer CRM
The powerful small business CRM for finance with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale. Leia mais sobre o Really Simple Systems CRM
The most successful firms never stop recruiting new business. Easily import lists and contact hundreds of leads per day. Whether your prospects prefer to be reached by email, phone, or text — you can do it all in Close. Leia mais sobre o Close
O Caspio é uma plataforma de pouco código para a criação de aplicativos de banco de dados online sem codificação. Leia mais sobre o Caspio
Avalie o desempenho do gerente de contas com o acompanhamento de metas e direcione sua estratégia com relatórios que ajudam a identificar gargalos. É uma solução de vendas baseada em mensagens ideal para empreendedores e PMEs. Leia mais sobre o amoCRM
O Zendesk Sell é um software CRM com foco em capacitar as equipes de vendas para conquistar mais negócios. Ao automatizar as tarefas e a análise de dados, a plataforma tudo-em-um ajuda os representantes de vendas a aumentar a produtividade, permitindo que os líderes de vendas forneçam o treinamento personalizado necessário para acelerar o... Leia mais sobre o Zendesk Sell
Um processo de CRM para vendas completo, baseado na Internet e idealizado para você, para gerenciar cada etapa do pipeline de venda de maneira simples e eficiente. Leia mais sobre o Teamgate
Contactually is an easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, it gives you everything you need to organize, follow-up, and engage with everyone who matters to your business. Leia mais sobre o Contactually
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed. Plus, our 100% customizable platform means you can get the perfect CRM for your unique business needs. Leia mais sobre o Method CRM
Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...). It's an opensource and free software designed for companies, foundations and freelances. Available as a Cloud solution on On premise. Leia mais sobre o Dolibarr
InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage all emails, documents, tasks, invoices, sales/opportunities, tasks, calendar events in one simple to use interface Leia mais sobre o InfoFlo
Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more. Leia mais sobre o Wingmate
O InFocus da Clearview é uma solução de planejamento de recursos empresariais (ERP) para o setor de arquitetura/engenharia, incorporando recursos de planejamento de projetos, contabilidade e cobrança, além de painéis e gerenciamento de API para conectar todos os seus aplicativos favoritos. Leia mais sobre o Unanet A/E
FreeAgent is a complete CRM platform with robust work management. We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more. Leia mais sobre o FreeAgent CRM
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more Leia mais sobre o Redtail CRM
FLG is a cloud-based financial CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, workflow & marketing automation, integrations, bulk data imports & updates, compliance management & reporting. Leia mais sobre o FLG
Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR Leia mais sobre o Backstop
O User.com é uma plataforma de automação de marketing que visa aumentar a participação e melhorar a conversão usando uma única fonte de dados para os clientes, alcançando-os através de uma ampla variedade de canais de comunicação: e-mail, chat ao vivo, chatbot, notificação por push e muito mais; tudo disponível em um só lugar. Leia mais sobre o User.com
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform. Leia mais sobre o Total Expert
YayPay is a cloud-based accounts receivable management & automation solution which offers real-time analytics, automated workflows, CRM functionality, and more Leia mais sobre o YayPay
ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time Leia mais sobre o ConvergeHub
O HarmonyPSA é compatível com todo o ciclo de vida do negócio, desde a geração de leads até a renovação de contratos. Desenvolvido especificamente para empresas de software e serviços, automatizando funções de negócios em uma única plataforma disponível na nuvem. Inclui sistemas integrados de monitoramento de horas e cobrança automatizada. Leia mais sobre o HarmonyPSA
Junxure Cloud is a cloud-based financial Customer Relationship Management (CRM) for advisors and firms that blends centralized client information handling with intelligent workflow automation, customized search, action / task management, financial portfolio reporting, plus a ClearView public portal Leia mais sobre o Junxure Cloud
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Leia mais sobre o CentraHub CRM
Route web leads, inbound phone calls, and improve your sales teams ability to reach and convert more of their leads to paying customers. Leia mais sobre o ClickPoint
DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization. Leia mais sobre o DealCloud
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more. Leia mais sobre o Cool Life CRM
Sistema na nuvem fácil de usar para empresas de serviços profissionais, desde startups até grandes empresas internacionais. O programa gerencia as finanças, o pessoal e os documentos da empresa. Compartilhe, acesse e colabore a qualquer hora e em qualquer lugar. Leia mais sobre o Teamogy
FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more Leia mais sobre o FPS GOLD Core Banking
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Leia mais sobre o AIM
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere Leia mais sobre o Sticky Advisor
enVisual360 is a fully integrated wealth management software solution that helps small to large enterprises manage accounting operations and streamline communication across the business. enVisual has a centralized dashboard, which enables users to gain insight into business operations using charts. Leia mais sobre o enVisual360
Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform. Leia mais sobre o Centrex
4Degrees is a cloud-based relationship and pipeline management tool which assists recruitment and real estate firms with collaboration and reporting. Key features include interaction tracking, lead management, task tracking, documentation, customer segmentation and talent management. Leia mais sobre o 4Degrees
NOLA AUTOMATION is an auto dialer solution that helps call centers communicate with customers via various methods including outbound or inbound calls, SMS, emails, live chat, and more. It allows sales teams to analyze customer journey by targeting leads or customers and creating strategic plans. Leia mais sobre o NOLA
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds. Leia mais sobre o Kushim
Global relationship management software for capital markets, corporate & investment banking, and investment management. Leia mais sobre o Tier1

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