Wealth Management CRM Software

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools... Learn more

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond... Learn more

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365... Learn more

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action... Learn more

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists,... Learn more

LiveAgent is an online Help Desk solution for e-commerce businesses at the small and midsize levels. The platform offers live chat application, ticket management, online self-service portals, and change and license management,... Learn more

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across... Learn more

SharpSpring, a Constant Contact company, is a revenue growth marketing platform that helps small businesses generate leads, improve conversions to sales, and drive higher returns on marketing investment. Our innovative platform,... Learn more

Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom... Learn more

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory... Learn more

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and... Learn more

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate... Learn more

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management,... Learn more

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and... Learn more

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user... Learn more

Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams.... Learn more

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM... Learn more

Quickbase is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions,... Learn more

Wingman is a conversation intelligence tool that helps sales teams with pipeline visibility, actionable insights, & real-time coaching. Wingman gives sales reps the right information at the right time, while they are on a call.... Learn more

Your employees have valuable knowledge, and you need to tap into it. Now, you can. 360Learning enables companies to upskill from within by turning their experts into champions for employee, customer, and partner growth. With our... Learn more

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse,... Learn more

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

 This CRM provides both salespeople and sales management with many ways of... Learn more

Seismic is the industry-leading sales enablement and digital sales engagement solution, aligning go-to-market teams and empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling Platform... Learn more

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution,... Learn more

Goldmine Premium CRM is a comprehensive customer relationship management software that is used by organizations of all sizes to manage the sales pipeline, marketing programs and deliver customer support. Goldmine Premium... Learn more

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere.... Learn more

SuperOffice CRM is a customer relationship management (CRM) solution that caters to midsize businesses across various industries such as financial services, recruitment, manufacturing, hospitality and more. Key features include... Learn more

Glue Up (Formerly EventBank) is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event management, membership management, customer relationship management (CRM), email marketing,... Learn more

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to... Learn more

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to... Learn more

Showcase Workshop is a sales enablement solution designed to help businesses create sales presentations and share them with customers via emails. The built-in analytics platform allows sales representatives to convert business... Learn more

Covve Personal CRM is your personal assistant app, reminding you to keep in touch with clients and personal contacts. Ranked #1 personal CRM in the US app stores, it is used by professionals across industries, including... Learn more

Modus is a sales enablement and content management platform that helps businesses create a variety of interactive content including product demonstrations and 360-degree spin sets. It enables sales representatives to interact... Learn more

Leadoo is a marketing software, which helps businesses convert website traffic into online sales and sales leads, and deliver a personalized user-experience to your visitors. The platform enables organizations to store information... Learn more

Designed for wealth management firms, Junxure is an intelligent practice management solution that combines intelligent workflow automation with robust client service tools to streamline client management. Built by financial... Learn more

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to... Learn more

Salesken is a sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to generate leads and streamline communication with clients through various channels such as calls, emails, chats and... Learn more

SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in generating prospective leads and managing sales operations. Prospect data is collected from customer networks over... Learn more

Sell.do is a sales & marketing CRM for real estate businesses. It enables real estate companies to automate their entire consumer cycle on a single platform. It has a suite of cloud-based sales and marketing automation products... Learn more

CustomerGauge is a customer experience solution, which helps businesses calculate net promoter score (NPS), predict churn rates and collect and organize customer feedback. It enables CX teams to embed review requests in survey... Learn more

Mention Me Retain is an all-in-one customer engagement platform that enables users to segment customers as well as carry out A/B testing and multivariate tests on variables such as average spend, net promoter score (NPS),... Learn more

MNprogram is designed to help businesses in medical, education, healthcare, legal and other industries streamline accounting, invoicing, sales and marketing operations. It enables managers to automate workflows, manage expenses,... Learn more

BrandWide is a cloud-based solution designed to help franchisees of all sizes automate sales, market products/services and onboard new business owners to grow the customer base and engage with local markets. Key features include... Learn more

AG-VIP is a Windows-based call center software for inbound and outbound calls, which is available in multiple languages, including English, German and French. Key features include MS-SQL based database, graphic campaign designer,... Learn more

4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunities, networking, deals and more. Key features include contact management, search functionality, pipeline management... Learn more

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction... Learn more

Infer is a predictive sales and marketing tool that combines artificial intelligence (AI) and custom algorithms to deliver the industry’s most accurate lead scores. It analyzes the data collected in CRM and marketing automation... Learn more

As an All-In-One CRM business solution, Smash provides an array of tools to cover end-to-end client management for small businesses. Using sales automation, Smash streamlines business operations and help businesses maximize... Learn more

Accent CRM Supercharger is a cloud-based sales force automation platform that helps businesses manage customer relationships, sales forecasting and workforce performance. The artificial intelligence (AI)-enabled system lets sales... Learn more

CREST SFA is a sales force automation software designed to help businesses manage sales orders, captured leads and agents' activities on a centralized platform. It provides a dashboard, which enables administrators to monitor the... Learn more