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.

38 apps
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O software de CRM que ajuda você a vender de maneira mais inteligente, melhor e mais rápida.
O Zoho CRM ajuda empresas de todos os tamanhos a fechar negócios de maneira mais inteligente, melhor e mais rápida. Leia mais sobre o Zoho CRM
CRM criado por vendedores para vendedores.
O Pipedrive é uma ferramenta de gestão de CRM e pipeline para pequenas e médias equipes de vendas, que ajuda os usuários a se concentrarem nas ações que importam. Leia mais sobre o Pipedrive
Pacote 100% gratuito de ferramentas de CRM, colaboração e comunicação
O Bitrix24 é uma plataforma gratuita de colaboração com código aberto e na nuvem, que oferece ferramentas de CRM, gestão de documentos, tarefas, gestão de tempo e gestão de projetos. Usado por mais de 5 milhões de empresas em todo o mundo. Leia mais sobre o Bitrix24

Q4

Cloud-based investor relations solutions
Q4 offers cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence. Leia mais sobre o Q4
Tudo o que você precisa para vender em um pacote integrado
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
A última geração de automação de serviços profissionais.
O HarmonyPSA é compatível com todo o ciclo de vida do negócio, desde a geração de leads até a renovação de contratos. Ele foi projetado e construído especificamente para empresas de software e serviços, automatizando funções de negócios em uma única plataforma disponível a partir da nuvem em qualquer dispositivo. Obtenha informações valiosas Com... Leia mais sobre o HarmonyPSA
Contact management & social relationship software
Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing Leia mais sobre o Nimble
An all-in-one CRM, sales and marketing automation software
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 Infusionsoft
A simple CRM built just for small businesses
A simple customer relationship manager made for small businesses. Track leads, manage contact info, and never miss a follow-up. Leia mais sobre o Less Annoying CRM
Mac CRM & Project Management for small business
Daylite is a Mac CRM that helps small businesses remember every detail, communication, and next steps for their clients so they can manage more client projects as well as keep track of their day-to-day and personal stuff all in one place. Leia mais sobre o Daylite for Mac
Best-in-class Cloud ERP for Finance
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
All-Inclusive, easy-to-use CRM Software at one simple price.
We aren't just another CRM software provider – we provide companies with a proven competitive advantage! Maximizer CRM is customizable and scalable, so it will grow as your business grows. Proven around the world, and with over 120,000 companies. Leia mais sobre o Maximizer CRM
The Powerful Small Business CRM
Really Simple Systems CRM has been specifically designed for small and mid-sized businesses so it's easy to set up and simple to use. Leia mais sobre o Really Simple Systems
Gestão de vendas e leads para pequenas e médias empresas
O amoCRM é uma solução de gestão de vendas e leads para pequenas e médias empresas. Com um pipeline interativo, os usuários podem automatizar os fluxos de vendas do início ao fim, definir tarefas e personalizar atividades acionadas, como mala direta e publicidade em mídia social. Integrações perfeitas mantêm os usuários e seus dados sempre... Leia mais sobre o amoCRM
Turn relationships into results
Contactually is a powerful, 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, Contactually gives you everything you need to quickly organize, follow-up, and engage with everyone who matters to you and your business. Contactually... Leia mais sobre o Contactually
Solutions for On-line businesses
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
All-in-One CRM Software Solution
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
ERP baseado em projetos para empresas de arquitetura e engenharia de médio e grande porte.
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 InFocus
Marketing automation and sales execution platform
LeadSquared is a complete CRM & marketing automation software to help businesses capture, nurture, manage & track their leads in one place. The cloud-based solution is designed for enterprises & SMEs and provides tools for lead capturing, lead nurturing, sales management, marketing analytics & more. Leia mais sobre o LeadSquared
Web-based CRM for financial professionals
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
Unleash your team's potential with the next generation CRM
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Leia mais sobre o FreeAgent CRM
Cloud-based investment management platform
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
Sales, marketing, customer service & billing CRM for SMBs
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
Lead Management for Call Centers and Sales Teams
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 SalesExec
Customer relationship management & workflow automation tool
FLG is a cloud-based CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports & updates, compliance management, & reporting. Leia mais sobre o FLG
360° marketing & relationship lifecycle management
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
CRM for financial advisors in Canada
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
Compliance solution for wealth management firms
enVisual360 is a cloud-based wealth management solution that helps small to large enterprises manage accounting operations and streamline communication across the business. It comes with a centralized dashboard, which enables users to gain insight into business operations using charts. Leia mais sobre o enVisual360
Customer relationship & pipeline management for companies
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
Cloud-based CRM solution for financial advisors
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
Financial services CRM software
Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain relationships with new and existing clients using contact, campaign, and pipeline management tools, plus sales tracking technology, and more Leia mais sobre o Doxim CRM
Cloud-based private equity CRM solution for Salesforce
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
Solução de gestão de relacionamento com o cliente (CRM) com pipeline visual
O Onpipeline é uma solução de gestão de relacionamento com o cliente (CRM, na sigla em inglês) baseada na nuvem para equipes de vendas, que oferece gestão visual de pipeline, além de integração com e-mail e agenda. A solução pode ser aplicada à gestão de contatos, vendas, tarefas, prazos, leads e muito mais em um local central. Leia mais sobre o Onpipeline
CRM orientado a processos para bancos e instituições financeiras
Poderoso CRM para bancos e instituições financeiras para aumentar a lucratividade, aumentar a retenção de clientes e gerenciar com eficiência cada etapa das interações com os clientes. Leia mais sobre o Financial Services Creatio
Marketing Automation & CRM software for Insurance providers
Market Quest for Insurance is a web based insurance marketing automation & CRM software used by insurance brokers to increase their sales & keep organized Leia mais sobre o Market Quest Insurance
Core processing software for community banks
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 Processing
CRM solution for automating sales, marketing & services
Centra Hub CRM is a CRM solution that helps businesses automate processes related to sales, marketing and services. The platform comes with an appointment scheduling functionality, which enables enterprises to capture leads from websites, forums and social media platforms. Leia mais sobre o Centra Hub CRM
Financial CRM platform with AI insights
Squirro is a cloud-based and on-premise platform that helps businesses gain insight into market trends using artificial intelligence (AI) technology. With its machine learning capabilities, the platform can generate data-driven recommendations for marketing content. Leia mais sobre o Squirro