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description: Page 2 - 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: Page 2 - Best Financial CRM Software - 2026 Reviews, Pricing & Demos
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# Financial CRM Software

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## Products

1. [LeadSquared](https://www.softwareadvice.co.uk/software/33191/leadsquared) — 4.3/5 (167 reviews) — LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses ...
2. [Close](https://www.softwareadvice.co.uk/software/31057/close-io) — 4.7/5 (164 reviews) — Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling s...
3. [Sage Sales Management](https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile) — 4.6/5 (162 reviews) — Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI a...
4. [Zendesk Sell](https://www.softwareadvice.co.uk/software/93337/zendesksell) — 4.3/5 (159 reviews) — Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B...
5. [Teamgate](https://www.softwareadvice.co.uk/software/14812/teamgate) — 4.8/5 (155 reviews) — Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on ...
6. [Wealthbox](https://www.softwareadvice.co.uk/software/220273/wealthbox) — 4.7/5 (145 reviews) — Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportun...
7. [Corefactors](https://www.softwareadvice.co.uk/software/167107/Corefactors) — 4.4/5 (132 reviews) — Corefactors AI CRM is AI AI-powered unified CRM solution for entire revenue-generating processes. The CRM solution is...
8. [Method CRM](https://www.softwareadvice.co.uk/software/141742/method-crm) — 4.2/5 (129 reviews) — Method CRM is the \#1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibili...
9. [Foundersuite](https://www.softwareadvice.co.uk/software/84947/foundersuite) — 4.7/5 (110 reviews) — Foundersuite makes a database of investors + tools for raising capital and managing investor relations. Foundersuite ...
10. [Dolibarr](https://www.softwareadvice.co.uk/software/131476/dolibarr) — 4.5/5 (105 reviews) — Dolibarr ERP \& CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for ...
11. [Contactually](https://www.softwareadvice.co.uk/software/31013/contactually) — 4.3/5 (103 reviews) — Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive person...
12. [Wingmate](https://www.softwareadvice.co.uk/software/193924/wingmate) — 4.6/5 (100 reviews) — Unite your troops to save time \& sell more. Wingmate provides intuitive solutions earning powerful results to hel...
13. [InfoFlo](https://www.softwareadvice.co.uk/software/138010/infoflo) — 4.5/5 (96 reviews) — InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help or...
14. [OnePageCRM](https://www.softwareadvice.co.uk/software/8278/onepagecrm) — 4.8/5 (91 reviews) — OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship manage...
15. [Efficy CRM](https://www.softwareadvice.co.uk/software/38575/efficy) — 4.0/5 (90 reviews) — At last, a CRM solution that truly adapts to your needs\! Our mission is to help each company or organisation succeed ...
16. [Redtail CRM](https://www.softwareadvice.co.uk/software/76515/redtail) — 4.1/5 (85 reviews) — Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial profession...
17. [servis.ai](https://www.softwareadvice.co.uk/software/113880/freeagent) — 4.6/5 (71 reviews) — Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organ...
18. [Unanet ERP AE](https://www.softwareadvice.co.uk/software/351018/unanet-erp-ae) — 4.4/5 (69 reviews) — Unanet’s ERP solutions are purpose-built from the ground up for Government Contractors, A/E, and Professional Service...
19. [Escala](https://www.softwareadvice.co.uk/software/372425/escala) — 4.7/5 (69 reviews) — Escala is a customer relationship management marketing automation solution that allows businesses to streamline adver...
20. [Surefire CRM](https://www.softwareadvice.co.uk/software/233455/surefire-crm) — 4.5/5 (55 reviews) — Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat b...
21. [Total Expert](https://www.softwareadvice.co.uk/software/295506/total-expert) — 4.3/5 (48 reviews) — Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed ...
22. [folk](https://www.softwareadvice.co.uk/software/427780/folk) — 4.5/5 (46 reviews) — folk is a customer relationship management (CRM) platform that enables organizations to centralize and customize all ...
23. [MortgageHalo](https://www.softwareadvice.co.uk/software/54657/mycrmdashboard) — 4.3/5 (44 reviews) — MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the res...
24. [Shape](https://www.softwareadvice.co.uk/software/49041/shapeb) — 4.7/5 (44 reviews) — Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from onli...
25. [Vymo](https://www.softwareadvice.co.uk/software/62069/vymo) — 4.7/5 (41 reviews) — Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lea...

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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)

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Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. \n\nCore capabilities include:\n\n- Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing\n- Inbox for managing two-way email conversations with open and click tracking\n- Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria\n- Pipeline management with Opportunities and deal tracking across stages\n- Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup\n- Web Forms for capturing and routing inbound leads directly into the CRM\n- Call coaching tools including listen, whisper, and barge\n\nClose automates the sales activities that happen between conversations:\n\n- Notetaker joins calls and meetings to record, transcribe, and summarize every conversation\n- AI Drafts writes follow-up emails after each call\n- AI Summaries give reps instant context on any lead\n- AI Enrich pulls live company and contact data from public sources\n- A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode\n\nThese features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026.\n\nClose is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline.\n\nPlans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ee4671b1-24c6-4b6e-a880-54a586c6f021.png","url":"https://www.softwareadvice.co.uk/software/31057/close-io","@type":"ListItem"},{"name":"Sage Sales Management","position":3,"description":"Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: \n\n- AI-powered analysis for real-time sales impact measurement. \n- Geolocated opportunity information for strategic planning. \n- Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. \n\n- Customizable real-time data fields and stages to match unique sales processes. \n- AI-driven insights to minimize errors and misunderstandings. \n- Easy integration with your favorite apps. \n- Enhanced collaboration across departments, fostering a unified approach to sales success. \n\nAvailable on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/955d66db-44da-4e2a-afa1-71d21d9c9d1f.png","url":"https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile","@type":"ListItem"},{"name":"Zendesk Sell","position":4,"description":"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. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.\n\n\nZendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.\n\n\nSales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.\n\n\nZendesk Sell has native applications for iOS, Android and Windows phones. The solution can also integrate with MailChimp. The system is suitable for small to midsize companies across most industries looking for a mobile CRM solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91713ea5-644a-4395-afc8-4b7f6206a913.png","url":"https://www.softwareadvice.co.uk/software/93337/zendesksell","@type":"ListItem"},{"name":"Teamgate","position":5,"description":"Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes.\n\nWe pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle. \n\nWith an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8b7cf1c8-476a-481c-846e-a63396e82402.jpeg","url":"https://www.softwareadvice.co.uk/software/14812/teamgate","@type":"ListItem"},{"name":"Wealthbox","position":6,"description":"Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail module, which allows businesses to establish two-way data sync through integration with several mail clients including Microsoft Outlook, Microsoft Exchange, Yahoo!, and more.  \n\nKey features of Wealthbox including calendar, contact management, reporting, workflow automation, and search. It offers mobile applications for Android and iOS devices, which allows employees to manage notes, schedule meetings, find contacts, and track office activity on the go. Additionally, it allows sales representatives to centralize contacts, manage social profiles, and connect with clients using a click to call functionality.\n\nWealthbox facilitates integrations with various compliance management, scheduling, marketing, payment processing, voice dictation, and more. 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Lead Management\n3. Multiple Pipeline Management\n4. Omni-channel communication capabilities including telephony. \n5. Ticket Management\n6. Task and Activity Management\n7.  Sales Automations\n8. Marketing Automation\n9. Renewal Management\n10. Powerful Dashbbaord and Analytics","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3dc14fc3-1611-411c-b076-f88b82a5fd53.png","url":"https://www.softwareadvice.co.uk/software/167107/Corefactors","@type":"ListItem"},{"name":"Method CRM","position":8,"description":"Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate.\n\nMost CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software.\n\nFor growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve.\nWith a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information.\n\nTrusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business.\n\nMethod CRM is the #1 rated QuickBooks CRM on the Intuit App Marketplace and a proud Intuit Platinum Partner.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9d47f49-f8c5-43fa-ba1d-c5cae1733ccd.png","url":"https://www.softwareadvice.co.uk/software/141742/method-crm","@type":"ListItem"},{"name":"Foundersuite","position":9,"description":"Foundersuite makes a database of investors +\ntools for raising capital and managing investor\nrelations. Foundersuite will help you build a target investor list and run an efficient fundraising process. Foundersuite has been used by 87,000 startups around the world to raise over $17B in capital. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 230,000+ investors to help you build your funnel. Foundersuite is an all-in-one platform that streamlines fundraising and investor relations for startups. Access a DB of 230,000+ global investors, manage your pipeline using our CRM, send out your pitch deck, investor updates, follow up emails, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bef16f0b-ab69-4446-ba29-4b1db43a6f10.png","url":"https://www.softwareadvice.co.uk/software/84947/foundersuite","@type":"ListItem"},{"name":"Dolibarr","position":10,"description":"Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management, human resource management, product and stock management, financial management, billing, marketing management and reporting.\n\n\nOther features include payments management, donation management, shipping management, order management, contract management, proposals/quotes management, expense management, e-commerce and more.\n\n\nDolibarr includes a REST API that allows users to integrate with third-party applications. Some of these include Paypal, Stripe, Paybox, Google Maps, Google Contacts, Google Calendar, Magento, WooCommerce and more.\n\n\nIt is compatible with Windows, Linux and Mac operating systems. Users can install Dolibarr in two options: as a standalone application or an online version hosted on shared network or a virtual machine.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/326e2090-fffb-42d0-9ad7-98cf033fa0a8.png","url":"https://www.softwareadvice.co.uk/software/131476/dolibarr","@type":"ListItem"},{"name":"Contactually","position":11,"description":"Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. With Contactually, businesses can organize their contact list into multiple categories and engage with different sets of audiences accordingly.\n\n\nContactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients. Businesses can create multiple buckets from their contact list and configure sales pipelines across multiple channels. \n\n\nWith Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46009d8f-9517-410d-8ead-83bf64354935.png","url":"https://www.softwareadvice.co.uk/software/31013/contactually","@type":"ListItem"},{"name":"Wingmate","position":12,"description":"Unite your troops to save time & sell more. Wingmate provides intuitive solutions earning powerful results to help commercial service businesses dominate their competition.  \n\n1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. \n\n2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. \n\n3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.\n\nWingmate provides commercial service with the support to successfully prospect new businesses from start to finish, all without a single new hire.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9f564a05-5ba4-4961-829c-904b781932d6.png","url":"https://www.softwareadvice.co.uk/software/193924/wingmate","@type":"ListItem"},{"name":"InfoFlo","position":13,"description":"InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard.\n\nSeamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV.\n\nWith InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06dc248a-f5da-4a6a-ac4b-25dbfaadb6b7.png","url":"https://www.softwareadvice.co.uk/software/138010/infoflo","@type":"ListItem"},{"name":"OnePageCRM","position":14,"description":"OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. \n\nYou can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. \n\nUnique CRM features:\n\n— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.\n\n— Contact management:  All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. \n\n— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub!\n\n— Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions.\n\nMore CRM features:\n\n— Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool.\n\n— Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature.\n\n— Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner.\n\n— CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues.\n\n— CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce33782-6b0e-49c6-9a2c-9ff42da6fa67.png","url":"https://www.softwareadvice.co.uk/software/8278/onepagecrm","@type":"ListItem"},{"name":"Efficy CRM","position":15,"description":"At last, a CRM solution that truly adapts to your needs!\n\nOur mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player in the European CRM market. With our personalised range of solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. And we have no intention of stopping there! Our ambition? To become the #EuropeanCRMChampion.  \n\nOur CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools: customer database, opportunity tracking, lead nurturing, or online forms, to name a few. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system.   \n\nDon’t waste time on administrative tasks - empower your employees and grow your business with Efficy Enterprise.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e897b9cd-f43c-41de-9543-008705bbaec0.png","url":"https://www.softwareadvice.co.uk/software/38575/efficy","@type":"ListItem"},{"name":"Redtail CRM","position":16,"description":"Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management.\n\n\nRedtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform.\n\n\nRedtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up data to an offsite location, which can be accessed whenever users want. In addition, it offers support through webinars, online help docs and training sessions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23d687eb-aa30-4c77-ab98-9f694482ec2a.png","url":"https://www.softwareadvice.co.uk/software/76515/redtail","@type":"ListItem"},{"name":"servis.ai","position":17,"description":"Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. \n\nWork smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. \nLift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45375506-7b1f-4956-aed6-3d57776346f4.jpeg","url":"https://www.softwareadvice.co.uk/software/113880/freeagent","@type":"ListItem"},{"name":"Unanet ERP AE","position":18,"description":"Unanet’s ERP solutions are purpose-built from the ground up for Government Contractors, A/E, and Professional Services organizations. 3,100+ organizations utilize the power of the Unanet software to gain insights, make more strategic decisions, and take their business to new heights.\n\n\nThe Unanet A/E ERP solution is built from the ground up for architecture and engineering firms and brings together Analytics, Project Management, Integrations, Time and Expense, CRM, and Financials all in one integrated system. Unanet A/E’s analytic dashboards are customizable, allowing organizations to gain greater visibility into their data, analyze data trends in real time, and grow their business. Unanet offers Unanet Connect, the only open integrations platform that seamlessly integrates hundreds of applications with Unanet.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bc22a1a8-c459-4690-9b25-6450571b242e.png","url":"https://www.softwareadvice.co.uk/software/351018/unanet-erp-ae","@type":"ListItem"},{"name":"Escala","position":19,"description":"Escala is a customer relationship management marketing automation solution that allows businesses to streamline advertising efforts. Users can create and edit professional emails using a drag-and-drop interface and templates. \n\nTeams can send welcome emails, purchase reminders and follow-up messages to customers from a unified platform. Businesses can access contacts, funnels, flows and opportunities, personalize communications by adding tags and visualize the sales process according to requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/47ebac34-e8e9-4950-b477-2c292e1aaa3e.png","url":"https://www.softwareadvice.co.uk/software/372425/escala","@type":"ListItem"},{"name":"Surefire CRM","position":20,"description":"Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1d8c40d2-0bed-43f6-b870-5e6601cb0959.png","url":"https://www.softwareadvice.co.uk/software/233455/surefire-crm","@type":"ListItem"},{"name":"Total Expert","position":21,"description":"Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides tools to improve digital experiences for customers, including personalized communications to build1:1 relationships, group segmentation based on financial journeys, and more. \n\nUsing 360-degree contact views, this solution provides access to behavioral and transactional data. Additionally, Total Expert helps institutions maintain compliance across assets through the use of audit trails and automating approval workflows for marketing content.\n\nPricing information is provided by Total Expert. Support is available via phone, email, live chat, and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0087e5c3-f83c-470b-90c0-edf208446f57.png","url":"https://www.softwareadvice.co.uk/software/295506/total-expert","@type":"ListItem"},{"name":"folk","position":22,"description":"folk is a customer relationship management (CRM) platform that enables organizations to centralize and customize all relationships to the adapted workflow from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.\n\nKey features of folk include contact sync, pipeline management, bulk email campaigns, Chrome extension, AI integration, and more. With its pipeline management feature users can streamline sales workflow and eliminate manual processes. It also allows users to create automation with Zapier to facilitate integration with external tools and import contacts from any platform including LinkedIn, Sales Navigator, Gmail, Twitter, Instagram, and TikTok.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9af199a6-e274-4f9a-940e-816fa3db2e59.png","url":"https://www.softwareadvice.co.uk/software/427780/folk","@type":"ListItem"},{"name":"MortgageHalo","position":23,"description":"MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO.\n\n\nThe CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media.\n\n\nThe online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.\n\n\nThe ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2d0d187c-effb-4d44-bf80-79e8b0f3a35b.png","url":"https://www.softwareadvice.co.uk/software/54657/mycrmdashboard","@type":"ListItem"},{"name":"Shape","position":24,"description":"Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.\n\n\nShape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.\n\n\nShape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.\n\n\nShape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bca0b2f-7b74-41cd-a603-ad186a618a8d.png","url":"https://www.softwareadvice.co.uk/software/49041/shapeb","@type":"ListItem"},{"name":"Vymo","position":25,"description":"Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lead capturing and performance management. It allows users to automatically allocate leads to sales representatives based on various criteria such as workload, performance, skills and more.\n\n\nVymo uses artificial intelligence (AI) enabled technology to plan lead engagement by categorizing opportunities and suggesting meeting time/dates. The geo-tracking functionality allows supervisors to monitor field sales activities by planning daily routes, suggesting location-based meetings and capturing activity data. Additionally, it comes with analytics dashboards, which lets managers gain insights into sales teams outcomes through key performance index (KPI), targets and business impacting metrics.\n\n\nVymo comes with an API, which allows businesses to integrate the system with several third-party solutions. Mobile applications for Android and iOS devices are also offered, allowing users to remotely manage business activities. Pricing is available on request and support is extended via phone, email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8f5fe1c3-b34f-42c0-9c83-54b10a8e6e1c.png","url":"https://www.softwareadvice.co.uk/software/62069/vymo","@type":"ListItem"}],"numberOfItems":25}
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