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description: Discover the best Financial CRM Software for your organisation. Compare top Financial CRM Software tools with customer reviews, pricing and free demos.
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title: Best Financial CRM Software - 2026 Reviews, Pricing & Demos
---

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# Financial CRM Software

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## Products

1. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6964 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
2. [Less Annoying CRM](https://www.softwareadvice.co.uk/software/5759/less-annoying-crm) — 4.8/5 (645 reviews) — We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owne...
3. [Bigin by Zoho CRM](https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 reviews) — Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focu...
4. [Creatio CRM](https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
5. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4451 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
6. [Backstop](https://www.softwareadvice.co.uk/software/127096/backstop) — 4.3/5 (46 reviews) — Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and ent...
7. [Maximizer CRM](https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) — Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analyt...
8. [Pipedrive](https://www.softwareadvice.co.uk/software/321306/pipedrive) — 4.5/5 (3042 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
9. [NetSuite](https://www.softwareadvice.co.uk/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
10. [Nimble](https://www.softwareadvice.co.uk/software/4225/nimble) — 4.4/5 (1868 reviews) — Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth. We help small businesses, ...
11. [Keap](https://www.softwareadvice.co.uk/software/139060/infusionsoft-crm) — 4.1/5 (1298 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
12. [Bitrix24](https://www.softwareadvice.co.uk/software/128326/bitrix24) — 4.2/5 (984 reviews) — Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relati...
13. [EngageBay CRM](https://www.softwareadvice.co.uk/software/83835/engagebay) — 4.7/5 (907 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
14. [eWay-CRM](https://www.softwareadvice.co.uk/software/31005/eway) — 4.5/5 (820 reviews) — CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With th...
15. [Apptivo](https://www.softwareadvice.co.uk/software/215896/apptivo) — 4.4/5 (708 reviews) — Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions includin...
16. [HoneyBook](https://www.softwareadvice.co.uk/software/365179/honeybook) — 4.7/5 (678 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
17. [Copper](https://www.softwareadvice.co.uk/software/63221/copper) — 4.4/5 (622 reviews) — Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads \& grow ...
18. [Freshsales](https://www.softwareadvice.co.uk/software/113796/freshsales) — 4.5/5 (621 reviews) — Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, cl...
19. [Sage Intacct](https://www.softwareadvice.co.uk/software/1710/sage-intacct) — 4.3/5 (608 reviews) — Transition from accounting to growth financials. Leverage cloud-native flexibility.​ Sage Intacct is designed to effo...
20. [Deltek Vision](https://www.softwareadvice.co.uk/software/25755/deltek-vision) — 4.1/5 (471 reviews) — Deltek Vision is a project-based ERP solution for professional services firms. It provides full visibility into the p...
21. [Spotler CRM](https://www.softwareadvice.co.uk/software/5776/really-simple-systems) — 4.4/5 (453 reviews) — Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for l...
22. [monday CRM](https://www.softwareadvice.co.uk/software/348745/monday-sales-crm) — 4.7/5 (453 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
23. [Daylite for Mac](https://www.softwareadvice.co.uk/software/187009/daylite-for-mac) — 4.6/5 (361 reviews) — Running a service-based business means balancing clients, projects, and relationships while still finding time to gro...
24. [vcita](https://www.softwareadvice.co.uk/software/31237/vcita) — 4.5/5 (291 reviews) — vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small...
25. [Kommo](https://www.softwareadvice.co.uk/software/3142/amocrm) — 4.3/5 (195 reviews) — Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With mes...

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## Related Categories

- [Professional Services Automation Software](https://www.softwareadvice.co.uk/directory/4135/psa/software)
- [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software)
- [Healthcare CRM Software](https://www.softwareadvice.co.uk/directory/393/healthcare-crm/software)
- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Equity Management Software](https://www.softwareadvice.co.uk/directory/4683/equity-management/software)

## Links

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## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/directory/3247/financial/software> |
| en | <https://www.softwareadvice.com/crm/financial-comparison/> |
| en-AU | <https://www.softwareadvice.com.au/directory/3247/financial/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/3247/financial/software> |
| en-IE | <https://www.softwareadvice.ie/directory/3247/financial/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/3247/financial/software> |
| fr | <https://www.softwareadvice.fr/directory/3247/financial/software> |

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All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. \n\nWhat you *won’t* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature.\n\nWe believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. \n\nStart your no-hassle, 30-day free trial today -- no credit card needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8bb981b-d4b3-4979-94e3-70e864b812e0.png","url":"https://www.softwareadvice.co.uk/software/5759/less-annoying-crm","@type":"ListItem"},{"name":"Bigin by Zoho CRM","position":3,"description":"Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheet-like simplicity to CRM and allows anyone to get started immediately.\n\nWith options to create multiple pipelines to manage different business processes, Bigin allows small businesses to streamline customer-centric operations more easily and manage their day-to-day activities better. Bigin also comes with built-in telephony and email, workflow automation, no-code forms, product tracker, customizable dashboards, and real-time notifications.  \n\nBigin integrates with third-party tools such as G Suite, Microsoft 365 (Formerly Office 365), Zapier, Zoho Desk, Zoho Campaigns, Zoho Meeting, Zoho Flow and Zoho CardScanner. Bigin's mobile apps for iOS & android offer seamless access to customer information anytime, anywhere so that businesses can close deals even on the go.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/174f7c9f-e410-4b75-800e-4eaefb5058f9.png","url":"https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm","@type":"ListItem"},{"name":"Creatio CRM","position":4,"description":"Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.\n\nCreatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.\n\nCreatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.\n\nAnd Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"HubSpot CRM","position":5,"description":"HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others.\n\nHubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights. \n\nHubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers.\n\nHubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f94dcf3a-e9ef-4673-80a0-d25bd50a393d.png","url":"https://www.softwareadvice.co.uk/software/1854/hubspot","@type":"ListItem"},{"name":"Backstop","position":6,"description":"Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships. \n\nFeatures of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more.\n\nEnterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1f8e3bdf-4cb7-401c-aaca-af9d4b05fd2a.png","url":"https://www.softwareadvice.co.uk/software/127096/backstop","@type":"ListItem"},{"name":"Maximizer CRM","position":7,"description":"Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and insights, teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. \n\nMaximizer's CRM solution consolidates all account information in a single, easily accessible location. Experience the seamless integration capabilities and complete customization options that Maximizer offers, guaranteeing a smooth transition without disrupting your workflow.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/62f02345-3554-401c-8a79-90f2dc8edac2.png","url":"https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management","@type":"ListItem"},{"name":"Pipedrive","position":8,"description":"Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features.\n\nPipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2e2e04e-14be-474e-8d90-7162080c28b0.png","url":"https://www.softwareadvice.co.uk/software/321306/pipedrive","@type":"ListItem"},{"name":"NetSuite","position":9,"description":"NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises.\n\nNetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights.\nNetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management.\n\nThe platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics.\n\nNetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76ba5be7-e39f-481e-9045-7c45d7cf6d39.png","url":"https://www.softwareadvice.co.uk/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"Nimble","position":10,"description":"Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth.\n\nWe help small businesses, entrepreneurs, and teams nurture relationships, streamline outreach, and grow faster — all from one simple platform.\n\nNimble integrates with Microsoft 365 and Google Workspace to unify your contacts, conversations, and calendar. Use built-in email marketing and customizable web forms to capture leads, send targeted outreach, and manage relationships — without the complexity or cost of traditional CRM stacks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a460f98-bfe9-4de9-a3b8-9d1a269fb560.png","url":"https://www.softwareadvice.co.uk/software/4225/nimble","@type":"ListItem"},{"name":"Keap","position":11,"description":"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 various industries streamline sales and manage customer experiences.\n\n\nUsers can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.\n\n\nThe system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. \n\n\nPricing is on a monthly subscription basis and includes support via phone, email, and FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bbf09836-8786-4e7d-909b-10b75adc5ef6.png","url":"https://www.softwareadvice.co.uk/software/139060/infusionsoft-crm","@type":"ListItem"},{"name":"Bitrix24","position":12,"description":"Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relationships in one environment. It is suitable for organizations of various sizes and industries, including retail, real estate, professional services, and software development. The platform serves as a central hub for business operations by combining multiple tools into a single system.\n\nIt includes a CRM system for managing sales pipelines, leads, deals, and contacts, with communication options such as forms, chat, social media, telephony, and email. Project management tools offer features such as Kanban boards, Gantt charts, Scrum frameworks, time tracking, and workload management. Collaboration tools include team chat, video conferencing, shared calendars, and document storage. A website builder is also available for creating websites and online stores with e-commerce functionality.\n\nThe platform provides HR management tools such as employee directories, absence tracking, and company structure organization. An AI assistant, CoPilot, supports productivity in areas such as CRM, tasks, and communication. Workflow automation features include business process automation, rules, triggers, and no-code robotic process automation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0d820dd6-6e0b-43de-becb-e9078a2d9fac.png","url":"https://www.softwareadvice.co.uk/software/128326/bitrix24","@type":"ListItem"},{"name":"EngageBay CRM","position":13,"description":"EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships.\n\n\nFeatures of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.\n\n\nEngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f68dbd37-d921-4284-a28c-535eb223074a.png","url":"https://www.softwareadvice.co.uk/software/83835/engagebay","@type":"ListItem"},{"name":"eWay-CRM","position":14,"description":"CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. \n\nWith this solution, marketing is done efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation.\n\nThe CRM, together with Outlook, stores data about the customers and allows users to access them. \n\nThe platform also offers a project management module that allows automation of the workflow. \n\nAdditionally, assessment of the business performance is possible with the analytics tool available. \n\nProfessionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96c95171-8a65-4b39-82b8-8606dda3c33f.png","url":"https://www.softwareadvice.co.uk/software/31005/eway","@type":"ListItem"},{"name":"Apptivo","position":15,"description":"Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need.\n\nOther applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available. Pricing is per user per month, billed annually.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7012d9e-9541-4054-8c2e-dc0a95befb32.png","url":"https://www.softwareadvice.co.uk/software/215896/apptivo","@type":"ListItem"},{"name":"HoneyBook","position":16,"description":"HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows.\n\nThe system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options.\n\nHoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8c70159d-32c2-43c6-87a7-f1f66d5d622b.png","url":"https://www.softwareadvice.co.uk/software/365179/honeybook","@type":"ListItem"},{"name":"Copper","position":17,"description":"Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper just might be for you.\n\nIts seamless integration with Google Workspace automatically logs all your emails and other interactions to the right contact without you having to lift a finger. You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.\n\nReady to join 30,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3c269bf-3444-4ae7-bccd-d737651ad247.png","url":"https://www.softwareadvice.co.uk/software/63221/copper","@type":"ListItem"},{"name":"Freshsales","position":18,"description":"Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables organizations to design custom workflows with event-based triggers to automate repetitive tasks.\n\nFreshsales allows teams to create custom sales pipelines based on geographies, team, processes or other criteria and maintain a product catalogue with pricing, discount and tax information. It offers a host of features like customizable email templates, sales goals management, predictive contact scoring, sales forecasting, audit logs, role-based access and more. Additionally, administrators can view and track KPIs, teams’ performance, sales, client communication and other data via the analytics dashboard.\n\nFreshsales facilitates integration with numerous third-party applications such as Microsoft Outlook, PandaDoc, Xero and more. It is available on monthly/annual subscriptions and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bf6a3584-3313-4a13-86a7-6d6d000780e8.png","url":"https://www.softwareadvice.co.uk/software/113796/freshsales","@type":"ListItem"},{"name":"Sage Intacct","position":19,"description":"Transition from accounting to growth financials. Leverage cloud-native flexibility.​\n\nSage Intacct is designed to effortlessly provide you with strategic insights enabling you to scale your business. Set your operations apart, leveraging the power of Ai and seamless integrations, allowing you to combine financial & operational data. Free up time from admin to focus on accelerating growth and driving impactful decision making with key metrics. Our cloud-native growth accounting solution does the heavy lifting for you.\n\nAccelerating Growth: Lead a stronger growth strategy for your business by reducing costs, unlocking revenue and freeing up resources to support your ambitions.​\n\nCompetitive Advantage: Make faster, smarter decisions and outsmart the competition by leveraging our industry-leading real-time reporting, enabling you to combine financial & operational data. Powered by our AI and intelligent automations, consolidations, and integrations.​\n\nUnlock Team Potential: Real-time insights and new tools that empower and delight both your finance team and business users to do their best work.​\n\nReturn on Investment: Realise the value of your software (and then some) with the savings, profits, and growth from switching to a Growth Accounting Solution.\n\nSage Intacct enables you to make smarter, faster decisions and frees up time from admin through:\nAi- powered accounting: Automate time-consuming accounting processes - saving you hours every week. From automated workflows and simple cash management to an Ai-powered general ledger that detects anomalies for you.​\n\nDashboards & Reporting: Make data-driven, faster and smarter decisions with hundreds of out-of-the box, real-time, multi-dimensional reports and dashboards. Equip your teams with the visibility to grow your organisation.​\n\nIntuitive Budgeting & Forecasting: Compare your performance against budgets and confidently forecast with AI-enabled tools, helping you to make the right decisions today and achieve your ambitions tomorrow.​\n\nIntegrate all your business tech together: Connect Sage Intacct to your tech stack, including Salesforce, Hubspot and so much more, for a seamless, streamlined data flow across platforms, allowing you to work the way you want.​\n\nExpert Advice & Support: Our award-winning team of experts is on hand to ensure that you unlock the maximum benefit of your investment. Your success and growth matters to us. When you succeed, we succeed. From expert implementation and training, to ongoing support; we’re here as your trusted partner.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe0f5e7e-e066-4ca1-a42f-67ba4ba1c9d0.jpeg","url":"https://www.softwareadvice.co.uk/software/1710/sage-intacct","@type":"ListItem"},{"name":"Deltek Vision","position":20,"description":"Deltek Vision is a project-based ERP solution for professional services firms. It provides full visibility into the project lifecycle, helping firms win more business, execute projects successfully, and improve overall performance. Vision offers real-time information and tools to assist project managers in identifying problems early and making timely course corrections. The solution also provides comprehensive reporting and performance metrics, giving executives quick access to targeted, easy-to-understand data to address key business issues.\n\nDeltek Vision has a web-based architecture that can be accessed anywhere, anytime. Deltek handles the IT infrastructure. The solution helps streamline and automate critical business processes around engagement execution and delivery, including CRM, proposal management, purchasing, and more. This allows firms to focus on driving profitability and client satisfaction.\n\nDeltek Vision is designed to empower teams and optimize project-based businesses, whether in project management, operations, finance, or another key role. With its powerful features, the solution helps professional services firms of all sizes increase efficiency, visibility, and profitability across the entire project lifecycle.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b03aace1-f4c2-42db-a233-4955a1a4bf8c.png","url":"https://www.softwareadvice.co.uk/software/25755/deltek-vision","@type":"ListItem"},{"name":"Spotler CRM","position":21,"description":"Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.\n\nOur CRM system is designed to grow with your business. There are 4 price plans; Free, Starter, Professional and Enterprise, offering easy solutions that will work for your business. \n\nOur customer support is totally free of charge and you'll find lots of self-service resources so you can get the most from your CRM.\n\nOur integrated CRM and marketing solution lets you build campaigns and send emails directly from your CRM, using your data to personalize and segment. New leads can be captured from your website and assigned to sales staff to follow up. Or you can add them directly to an automated marketing campaign, letting you work smarter. The stats package means you can monitor the leads, opportunities and value of closed deals, then track the ROI for each campaign, and optimise your marketing spend.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7808050-a1b8-404c-88c8-7b4e7637f55e.png","url":"https://www.softwareadvice.co.uk/software/5776/really-simple-systems","@type":"ListItem"},{"name":"monday CRM","position":22,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.co.uk/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Daylite for Mac","position":23,"description":"Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress.\n\nDaylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools.\n\nWho Daylite is for\nDaylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients.\n\nWhy Daylite is different\nUnlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward.\n\nDaylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are.\n\nCollaboration and visibility\nDaylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff.\n\nSecurity and trust\nWe know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected.\n\nCustomer service that puts fit first\nAt Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite.\n\nOur approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side.\n\nThe outcome\nDaylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca07dfe8-c3e9-49db-8ee8-c8a73118c04b.png","url":"https://www.softwareadvice.co.uk/software/187009/daylite-for-mac","@type":"ListItem"},{"name":"vcita","position":24,"description":"vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, money, clients and marketing, all from one place.\n\nFrom collecting payments to managing clients, scheduling appointments to sharing documents and much more, vcita has all a business needs to organize and grow the organization. Using vcita, businesses can discover new opportunities for growth, extend the brand, drive more clients to engage and deliver unparalleled, personalized services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/675215bd-69e8-49ff-aeb7-8fe69efff96c.jpeg","url":"https://www.softwareadvice.co.uk/software/31237/vcita","@type":"ListItem"},{"name":"Kommo","position":25,"description":"Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities\n\n\nLead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses.\n\n\nWith workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android.\n\n\nThe setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1c5c666c-8d48-4e9d-ac31-e43229769881.png","url":"https://www.softwareadvice.co.uk/software/3142/amocrm","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/3247/financial/software#itemlist","numberOfItems":25}
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