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description: Page 3 - 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 3 - Best Financial CRM Software - 2026 Reviews, Pricing & Demos
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# Financial CRM Software

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## Products

1. [FLG](https://www.softwareadvice.co.uk/software/13948/flg-business-technology-flg-360) — 4.8/5 (40 reviews) — FLG is a UK–based lead management CRM system designed with simplicity, power, and ease of use in mind. It comes with ...
2. [Covve App](https://www.softwareadvice.co.uk/software/96848/covve) — 4.8/5 (40 reviews) — Covve Personal CRM is your personal assistant app, reminding you to keep in touch with clients and personal contacts....
3. [User.com](https://www.softwareadvice.co.uk/software/99203/user-com) — 4.6/5 (36 reviews) — User.com is a full-stack marketing automation platform that converts visitors into satisfied and loyal customers. The...
4. [Dynamo Software](https://www.softwareadvice.co.uk/software/131884/dynamo) — 4.6/5 (34 reviews) — Dynamo Software is the leading AI-powered, cloud-native alternative investment management platform — trusted by over ...
5. [Rolldog](https://www.softwareadvice.co.uk/software/325764/rolldog-complete) — 4.9/5 (33 reviews) — Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one....
6. [Focus Softnet](https://www.softwareadvice.co.uk/software/166189/centra-hub-crm) — 3.9/5 (31 reviews) — Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketin...
7. [RAYNET CRM](https://www.softwareadvice.co.uk/software/19091/raynet) — 4.9/5 (27 reviews) — Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly or...
8. [PipeRun](https://www.softwareadvice.co.uk/software/266193/piperun) — 4.8/5 (26 reviews) — Designed for businesses in finance, energy, consulting and other industries, PipeRun is a cloud-based customer relati...
9. [ConvergeHub](https://www.softwareadvice.co.uk/software/130747/convergehub) — 4.8/5 (24 reviews) — ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and m...
10. [AdvisorEngine](https://www.softwareadvice.co.uk/software/192613/advisorengine) — 4.4/5 (24 reviews) — AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solu...
11. [SalesExec](https://www.softwareadvice.co.uk/software/28129/salesexec) — 4.7/5 (22 reviews) — SalesExec is a cloud-based sales automation, call center, and inside sales lead management solution that helps salesp...
12. [DealCloud](https://www.softwareadvice.co.uk/software/115695/dealcloud) — 4.5/5 (21 reviews) — DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraisi...
13. [MadeMarket](https://www.softwareadvice.co.uk/software/364502/mademarket) — 4.8/5 (20 reviews) — MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital...
14. [SmartOffice](https://www.softwareadvice.co.uk/software/8398/smartoffice) — 3.7/5 (17 reviews) — SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect w...
15. [Cool Life CRM](https://www.softwareadvice.co.uk/software/9722/cool-life-crm) — 4.4/5 (17 reviews) — Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various...
16. [Teamogy](https://www.softwareadvice.co.uk/software/241031/teamogy) — 4.8/5 (17 reviews) — Teamogy is a cloud-based all-in-one system designed for companies that want to run their business more clearly, effec...
17. [Standard ERP](https://www.softwareadvice.co.uk/software/157885/hansaworld-standard) — 4.2/5 (16 reviews) — Standard ERP is a robust solution that encompasses essential ERP features for accounts, order processing, inventory, ...
18. [SimpleWorks](https://www.softwareadvice.co.uk/software/335891/simplecrm) — 4.5/5 (15 reviews) — SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized an...
19. [CentrixOne](https://www.softwareadvice.co.uk/software/367163/centrixone) — 4.2/5 (13 reviews) — CentrixOne is a Canadian CRM featuring simple, intuitive, and affordable applications designed for SMEs. The CentrixO...
20. [Altvia](https://www.softwareadvice.co.uk/software/124390/alternative-investment-management) — 4.8/5 (11 reviews) — Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of a...
21. [CreditOnline](https://www.softwareadvice.co.uk/software/240654/creditonline) — 4.6/5 (11 reviews) — CreditOnline is a loan origination and servicing solution that helps organizations streamline processes related to th...
22. [Heeros PSA](https://www.softwareadvice.co.uk/software/382823/heeros-psa) — 4.4/5 (11 reviews) — Heeros PSA allows users to deliver on time and on budget by managing their business seamlessly and more efficiently w...
23. [Saleoid](https://www.softwareadvice.co.uk/software/381715/equp) — 4.6/5 (10 reviews) — Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight...
24. [Centrex](https://www.softwareadvice.co.uk/software/368311/centrex) — 4.9/5 (8 reviews) — Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage clie...
25. [SYDLE ONE](https://www.softwareadvice.co.uk/software/219403/sydle-bpm) — 4.7/5 (7 reviews) — SYDLE BPM is a business process management suite. It caters to midsize and large organizations across various industr...

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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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The application allows you to gather information about prospects and communicate with them via live chat through chatbots. Other contact details of clients are collected by SMS, popups or web push notifications as per individual preference.\n\n\nSet up dynamic processes and send automated emails for any predictable scenario. Modules included in each account are chat, customer relationship management (CRM), a knowledge base, and calendar integrations. 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Designed for GPs, LPs, and service providers, Dynamo v3.0 delivers a next-generation intelligent interface shaped by 5,000+ users, with AI embedded across every workflow.\n\nDynamo centralizes the full investment lifecycle — CRM & deal management, investor relations, portfolio monitoring, fund accounting, research management, and ESG reporting — in one unified, secure platform spanning private equity, venture capital, private credit, real estate, infrastructure, and fund of funds.\n\nCore Capabilities:\n•\tDynamoAI — AI embedded across every financial workflow: auto-tagging, document summarization, financial data extraction, conversational Q&A, relationship scoring, and call transcript analysis. No external AI platform or tools required.\n•\tDynamo Advantage Blueprint — Expert-designed, pre-configured layouts and reports ready for immediate use — or tailored to any business requirement.\n•\tCRM & Deal Flow Tracking — Centralize pipelines, manage fundraising, and automate relationship mapping with AI-powered tagging. Integrates with Outlook, Gmail, PitchBook, Preqin, FactSet, SourceScrub, and Dakota.\n•\tInvestor Relations & Reporting — Automate investor communications, manage K-1 distribution with electronic consent workflows, and provide LP self-service through the secure Investor Portal.\n•\tResearch Management — Centralize qualitative and quantitative insights with AI document summarization, collaborative workspaces, built-in chat, and approval workflows.\n•\tPortfolio Management — NAV-weighted what-if modeling, stress testing, cash flow modeling, liquidity analysis, and performance attribution across multi-asset, multi-currency portfolios.\n•\tHoldingsInsight — A premium data service that gathers, standardizes, and enhances fund holdings data by sector, region, and currency, providing a centralized view of underlying holdings across funds, managers, and asset classes. 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With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. \n\nRolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4d27d8b-94aa-41e6-837c-6ed1ab226031.png","url":"https://www.softwareadvice.co.uk/software/325764/rolldog-complete","@type":"ListItem"},{"name":"Focus Softnet","position":6,"description":"Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and automation tools, Centra Hub CRM can enable teams to act on business growth initiatives. The platform automatically tracks interactions with leads, prospects, and existing customers.\n\n\nSales teams can access CRM tools and a visual sales pipeline directly on Centra Hub's platform. Using the platform, reps can create deals and track progress by using drag-and-drop features. Reps can access nurturing tools to contact customers via email, phone, or text message. Centra Hub CRM also includes marketing automation features. Teams can utilize e-mail campaigns and templates, surveys, contact level analytics, visitor tracking, social media lead generation, plus more. \n\n\nPricing for Centra Hub CRM is per user and billed monthly. Support is available via online help guides, phone, and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a0afae14-7fd4-43ec-836b-338115e24689.png","url":"https://www.softwareadvice.co.uk/software/166189/centra-hub-crm","@type":"ListItem"},{"name":"RAYNET CRM","position":7,"description":"Simplify your CRM.\n\nAll contacts, deals, your calendar, your sales pipeline analysis –? all in one place. \nPerfectly organized data that simplify your work and give you a thorough overview of your business.\n\nRAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective.\n\nWho, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals.\n\nWhy Raynet?\n- Smooth integration with you calendar, e-mail, phone and other applications,\n- all your data in one place,\n- your team can work from anywhere,\n- immediate analysis of your sales score,\n- increased productivity and effectiveness.\n\nFree trial for 30 days: Make sales easier.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c61aef26-f347-4810-84c5-7d16e01acd0c.jpeg","url":"https://www.softwareadvice.co.uk/software/19091/raynet","@type":"ListItem"},{"name":"PipeRun","position":8,"description":"Designed for businesses in finance, energy, consulting and other industries, PipeRun is a cloud-based customer relationship management (CRM) platform that helps manage sales operations. It helps sales professionals handle lead capture, proposal generation, contract tracking, sales pipeline, signature collection, document templates, kanban boards and more. Pricing is based on monthly or annual subscriptions and support is extended via FAQs, knowledge base, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b159e6c-4248-4178-bc78-73dfaefcf214.png","url":"https://www.softwareadvice.co.uk/software/266193/piperun","@type":"ListItem"},{"name":"ConvergeHub","position":9,"description":"ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads.\n\n\nUsers can add contact details manually or import them from Microsoft Outlook. Communication summaries show contact between employees and clients. Contact lists can also be exported into Excel and PDF formats. Users can view the products or services customers have purchased, as well as marketing performance reports. Campaigns can be targeted to specific customers and sent via email, direct mail, text message and social media. The system also offers users access to email templates.\n\n\nConvergeHub’s sales dashboard offers information on deals including expected close date, leads by source, lead acquisition and deal acquisition. Users can customize dashboard settings and visualize the pipeline at various stages. The deals management module stores lead information such as account name, assignee, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2518bb3-5eea-46fc-9d02-ed60a0cb71d4.png","url":"https://www.softwareadvice.co.uk/software/130747/convergehub","@type":"ListItem"},{"name":"AdvisorEngine","position":10,"description":"AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, reporting, and more. \n\nAdvisorEngine includes customer relationship management (CRM) tools with powerful workflow automations and document storage. The client portal helps increase engagement and provides direct access to all financial accounts. The goal-based planning tools and interactive reporting allow clients to track performance, create scheduled reports, and manage financial portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56abbf0e-fb8a-427d-bc2e-a51e9c2c5c41.png","url":"https://www.softwareadvice.co.uk/software/192613/advisorengine","@type":"ListItem"},{"name":"SalesExec","position":11,"description":"SalesExec is a cloud-based sales automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. SalesExec captures both inbound phone calls and web leads, and intelligently prioritizes their delivery to salespeople and teams.  The solution is easily configured for any vertical, with built-in best practices to improve sales efficiency.\n\n\nSalesExec integrates with RingResponse, enabling salespeople to quickly reach prospects via Text SMS or email nurture while improving contact rates with local presence dialing, transfer capabilities, screen pops, dynamic scripts, and the ability to leave pre-recorded voicemails. With a simple user interface designed for salespeople in a high-velocity sales environment, they have everything they need to reach more prospects.\n\n\nSal;esExec sales acceleration features a robust API, and the company provides professional services to integrate with all your favorite internal applications. Additional capabilities include Android and IOS mobile applications, animated scoreboard reports, customized dashboards for management, workflow automation, lead routing, scripts, guided selling, pre-built lead source integrations, and IVR phone capture and routing. \n\n\nPricing is available for small businesses or enterprises on monthly and annual subscriptions per active user.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/089ed9e9-82cd-47e5-a584-769ea29676b5.png","url":"https://www.softwareadvice.co.uk/software/28129/salesexec","@type":"ListItem"},{"name":"DealCloud","position":12,"description":"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 configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository.\n\n\nUsing DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails.\n\n\nDealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c49a400c-8cf5-4730-86a2-7162dd0e9bbd.png","url":"https://www.softwareadvice.co.uk/software/115695/dealcloud","@type":"ListItem"},{"name":"MadeMarket","position":13,"description":"MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital markets professionals. Compared to a general-purpose CRM, MadeMarket’s intuitively structured platform helps teams discover and close more deals faster while lowering upfront costs by making it easier to set up and use.\n \nWith ready-built dashboards and reports designed around automated and easy-to-use data entry tools, MadeMarket makes it simple to create and share business and relationship intelligence firms can depend on.\n \nAlong with engagement tools that make it easier to build buyers lists, send and track emails in bulk, and log detailed updates directly from Outlook, MadeMarket empowers firms to move faster with confidence. \n\nIn addition to an Outlook integration that lets users log detailed activity updates to the platform’s contacts and projects directly from their email, other integrations include Office 365, Gmail, Zapier, Crunchbase, Capital IQ, Pitchbook, and more.\n \nTrusted by various investment banks and a growing number of capital markets firms, MadeMarket also offers a dedicated customer success manager, integration and training services, and a robust help desk with user-friendly videos.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/db2c8358-cffb-4ec7-a56c-79e62736dc8f.png","url":"https://www.softwareadvice.co.uk/software/364502/mademarket","@type":"ListItem"},{"name":"SmartOffice","position":14,"description":"SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, the centralized platform helps improve marketing and reporting capabilities of businesses.\n\n\nFeatures of SmartOffice include multi-custodian aggregation, daily rate-of-return calculation, custom reporting, fee billing automation, a client mobile portal, anomaly monitoring, team onboarding, data conversion, cybersecurity and financial planning integration. Its fraud scrubbing module allows users to detect fraud and identify suspicious transactions to ensure brand reputation. \n\n\nAdditionally, SmartOffice allows users to track product and policy details, account values, activities, new businesses, in-force policies and provides an overall picture of client financials. It comes with pre-built templates related to birthdays, holidays and other important life events.\n\n\nSmartOffice can either be deployed on-premise or hosted in the cloud. Pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19a84ee5-149f-4b97-8ce9-c54b001cbaa4.jpeg","url":"https://www.softwareadvice.co.uk/software/8398/smartoffice","@type":"ListItem"},{"name":"Cool Life CRM","position":15,"description":"Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features include lead management, financial management, marketing automation integration, expense tracking and segmentation capabilities.\n\n\nCool Life CRM’s users can integrate the solution with their existing business processes and also manage communications, transactions, documents and more in a central database. The solution’s segmentation and account-based nurturing capabilities help users to manage interactions and communicate with customers individually or in bulk. \n\n\nAdditionally, Cool Life CRM features a custom reporting module that enables users to keep track of their organizations' performance.\n\n\nPricing is per month. Support is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/93077781-803d-4a3b-9e5c-1cbcf285faa2.png","url":"https://www.softwareadvice.co.uk/software/9722/cool-life-crm","@type":"ListItem"},{"name":"Teamogy","position":16,"description":"Teamogy is a cloud-based all-in-one system designed for companies that want to run their business more clearly, effectively and profitably.\n\nInstead of juggling spreadsheets, email threads and disconnected apps, Teamogy brings everything into one platform – projects, finances, clients, tasks, documents, and team communication. This helps managers make informed decisions, employees save time, and companies grow sustainably.\n\nWho is Teamogy for?\n\nTeamogy is built for professional services companies such as agencies, consultancies, architectural studios, law firms and other project-driven businesses. It works just as well for small growing teams as for established companies with multiple offices.\n\nWhat problems does Teamogy solve?\n\n#1 Lack of visibility: Managers see real-time profitability of projects and clients, instead of waiting weeks for accounting reports.\n\n#2 Chaotic workflows: All tasks, documents and conversations are linked to the right project or client, so nothing is lost.\n\n#3 Capacity overload: Workload dashboards make it easy to spot who is overbooked and who has free capacity.\n\n#4 Unclear profitability: With every cost, invoice and hour tracked, companies know exactly which projects are profitable and which are not.\n\n#5 Overlooked overheads: Beyond project costs, Teamogy also manages operational expenses, yearly overhead budgets and internal cost allocations, so firms see the full financial picture in one place.\n\nWhat makes Teamogy unique?\n\n#1 All modules included in every plan – no hidden limitations.\n\n#2 Combines project management, financial control, collaboration and reporting in one place.\n\n#3 Easy to use, even for non-technical users.\n\n#4 Scales with the company – from 10 to thousands of users.\n\n#5 Secure and compliant – GDPR compliant, role-based access, end-to-end data encryption, cloud hosting with backups and disaster recovery.\n\n#6 Integrations & automation – API architecture and Teamogy Flow platform allow connections with accounting, ERP, HR, BI and other third-party systems, plus customizable workflows and alerts.\n\nSupport and onboarding\n\nUnlike many systems, Teamogy includes professional onboarding to guide companies step by step when starting with the system. Users also benefit from ongoing live chat support and a knowledge base full of tutorials and best practices.\n\nWhy do companies choose Teamogy?\n\nBecause it saves them time, eliminates chaos, and shows where profit is gained or lost. Thousands of users across different industries rely on Teamogy every day to stay in control and focus on growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/59e7770a-c08a-4cb1-aee6-70194c86dec8.png","url":"https://www.softwareadvice.co.uk/software/241031/teamogy","@type":"ListItem"},{"name":"Standard ERP","position":17,"description":"Standard ERP is a robust solution that encompasses essential ERP features for accounts, order processing, inventory, production and job costing. What sets it apart is the seamless integration of CRM, including email, document management and graphical calendars. This powerful combination facilitates enhanced collaboration and interaction across a diverse range of industry-specific functionalities. Standard ERP's global reach spans over 120 countries, with support for over 30 languages.\n\nStandard ERP is a powerful multilingual system with comprehensive verticals including production, rental, construction, hospitality, warehouse management, retail, services and consolidation","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/658a6d97-29aa-4659-ad1e-dd3fa6b6c6e6.png","url":"https://www.softwareadvice.co.uk/software/157885/hansaworld-standard","@type":"ListItem"},{"name":"SimpleWorks","position":18,"description":"SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized and large enterprises in the Asia Pacific, Middle East, and North Africa regions. With headquarters in Singapore and development centers in Nagpur and Hyderabad, Simpleworks ensures high scalability and adheres to ISO 27001:2013 standards, providing a reliable and secure platform. Our expertise extends beyond the Asia Pacific region, allowing businesses in the Middle East and North Africa to leverage SimpleCRM's robust features and capabilities to streamline customer relationship management and drive business growth. With our comprehensive solution, businesses in these regions can enhance customer experiences, optimize processes, and achieve their CRM objectives with confidence.\n\nThe solution offers a diverse portfolio of products tailored to meet various business requirements. It includes an Omnichannel Support Centre System, Omnichannel Lead Management System, Marketing Automation, Sales Mobile App, Smart AI Chatbot, Digital Account Opening Solution (Mobile App & Bot), and AI-Based Predictive Analytics. This comprehensive range of products empowers businesses to streamline customer support, optimize lead management, automate marketing processes, enhance sales activities, and harness the power of AI for intelligent decision-making.\n\nBacked by a team of approximately 100 dedicated professionals with vast experience in over 400 CRM projects, SimpleCRM provides robust product support. The company has a global presence with sales and support offices and partners worldwide, ensuring exceptional service and assistance. With a track record of successful delivery and expertise gained from over 350 software projects, Simpleworks serves a notable customer base that includes prominent insurance and banking organizations across Asia.\n\nWhether catering to large enterprises with CRM users ranging from 500 to 5,000+ or SMBs with CRM users ranging from 5 to 500, SimpleCRM caters to the diverse needs of businesses in the Middle East, North Africa, South Asia, and Southeast Asia regions. Offering impressive product capabilities, reliable support, and extensive industry experience, SimpleCRM from Simpleworks emerges as the ideal CRM solution for businesses seeking to optimize customer management, drive growth, and stay ahead in a competitive market.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8cf34641-fc97-48f2-9529-e85ec1d5f46c.png","url":"https://www.softwareadvice.co.uk/software/335891/simplecrm","@type":"ListItem"},{"name":"CentrixOne","position":19,"description":"CentrixOne is a Canadian CRM featuring simple, intuitive, and affordable applications designed for SMEs. The CentrixOne CRM is designed to optimize your sales processes and propel your revenue in an environment that is easy to understand and use. Boosting your sales is child's play: just centralize, manage and automate. Try it for free today.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d98cab9f-f89d-4f1f-9964-ff30d62565d3.png","url":"https://www.softwareadvice.co.uk/software/367163/centrixone","@type":"ListItem"},{"name":"Altvia","position":20,"description":"Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform, it allows users to track and store communication across calls, emails and meetings.\n\n\nAIM’s fundraising functionality automatically generates, distributes and tracks private placement memorandums (PPMs). Additionally, users can view the progress of multiple events in real-time via engaging reports. Its deal tracking module enables teams to handle investment pipelines with deal information, fund details, metrics and custom checklists for evaluation.\n\n\nAIM offers a customizable dashboard, which provides insights into deal sources, valuation trends, capital raising and internal processes for a streamlined data visualization. The platform integrates with various third-party applications such as Microsoft Outlook and Excel. Pricing of the product is available on request and support is extended via phone, email and online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/245a5d65-053b-4c66-a277-b25866ad2eaf.png","url":"https://www.softwareadvice.co.uk/software/124390/alternative-investment-management","@type":"ListItem"},{"name":"CreditOnline","position":21,"description":"CreditOnline is a loan origination and servicing solution that helps organizations streamline processes related to the line of credits, crowdfunding, refinancing, payday loan management, and more from within a unified platform. It allows staff members to access the communication module to send automated and personalized emails as well as SMS messages to clients.\n\nCreditOnline enables team members to access the administration functionality to create load agreement templates and generate as well as send legal loan documentation to clients. 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/9033bf81-e622-41f0-9d3e-e159aa371fe5.png","url":"https://www.softwareadvice.co.uk/software/240654/creditonline","@type":"ListItem"},{"name":"Heeros PSA","position":22,"description":"Heeros PSA allows users to deliver on time and on budget by managing their business seamlessly and more efficiently with Heeros PSA.  All-in-one professional service automation software makes life simpler and helps their business bloom.\n\nUsers can manage and track all the key business functions: sales, projects, finances, billable hours, resource utilization, team productivity and business profitability. Everything happens on one unified platform so that users don't need to invest in tens of applications or service providers. \n\nHeeros PSA is a perfect fit especially from mid to larger sized companies providing professional services, so for example marketing agencies, consulting firms etc.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa4920b3-b07b-4878-adb6-900185d884e0.jpeg","url":"https://www.softwareadvice.co.uk/software/382823/heeros-psa","@type":"ListItem"},{"name":"Saleoid","position":23,"description":"Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight CRM that cannot run their full workflow, or an expensive all-in-one suite that is bloated, complex, and priced like an enterprise tool. Growing businesses need something simpler: one connected system that keeps every customer interaction, document, message, invoice, and campaign tied to the same record.\n\nThat is where Saleoid fits in. It is designed as a true all-in-one platform that connects the entire revenue journey from generating leads to managing relationships, closing deals, running marketing, and getting paid. Instead of scattered files across computers, email threads, online drives, and WhatsApp chats, Saleoid keeps documents organized under each client so your team always knows what is missing and what comes next. You can request documents over email and automate reminders to reduce back-and-forth and delays.\n\nPain points Saleoid solves\n\n* Tool overload and messy handoffs: Sales, marketing, billing, and documents often live in separate tools. Saleoid unifies them so data is not duplicated and teams do not chase updates.\n* CRMs that do not scale with real workflows: Many CRMs stop at contact and pipeline tracking. Saleoid supports automation, add-on apps, and a broader operating layer that grows with your process.\n* Pricing that punishes growth: Per-seat pricing and hidden add-ons can make suites expensive fast. Saleoid starts at just $5/month on a 2-year plan and stays modular so you add apps only when needed.\n* Low email deliverability: Saleoid supports one-time contact validation (via credits) when adding contacts for marketing emails, helping keep lists cleaner and deliverability stronger.\n* Multi-company management headaches: Agencies and multi-brand teams often need multiple accounts. Saleoid supports managing multiple companies under one subscription.\n\nHow teams use Saleoid today\nCustomers often start by centralizing contacts, deals, and documents, then layer in workflows like lead capture forms, follow-up automation, marketing campaigns, and billing without migrating to a completely different system later. Since Saleoid supports both Custom Plans and Bundled Plans, teams can begin lean and switch plans as their needs evolve.\n\nEvery plan includes a 15-day risk-free trial, and 1:1 onboarding and support is available with applicable plans or as a one-time add-on. If you want the Best CRM Software experience without the usual complexity and cost, Saleoid is built to be that connected system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/686fef78-87fb-488a-a923-5adf5ab45b96.png","url":"https://www.softwareadvice.co.uk/software/381715/equp","@type":"ListItem"},{"name":"Centrex","position":24,"description":"Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other features include custom workflows, override/SlowPay calculator, contact management, email template creation and event-triggered notifications. \n\nThe solution includes a lender matchmaking feature that enables businesses to add lender criteria such as entity type, years in business or credit score, send submissions to recommended lenders and track their deal closing performance. Centrex’s text and email marketing functionalities facilitate communication with brokers, vendors and syndicates. Clients can use their white-labelled portals to upload documents, view assigned tasks and sign off payment approvals. With its deal management module, finance teams can handle multiple deals for every contact, create pipelines and control deal permissions for representatives. \n\nCentrex offers integration with several third-party platforms including ACHWorks, Twilio and Ytel. Pricing is available on request and support is offered via email, phone and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9becb42e-2308-4839-bbac-b4ec6baa4f3d.jpeg","url":"https://www.softwareadvice.co.uk/software/368311/centrex","@type":"ListItem"},{"name":"SYDLE ONE","position":25,"description":"SYDLE BPM is a business process management suite. It caters to midsize and large organizations across various industries like finance, healthcare, education, and retail.\n\nSYDLE BPM offers powerful features for managing business processes. It provides a drag and drop process designer to model and automate processes. It has a document management system to store and manage documents. It has a customer relationship management module to manage customer data and interactions. It also has built-in analytics and reporting to gain insights into process performance and make data-driven decisions. SYDLE BPM also includes an IT service management tool to handle service requests and incidents.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/df9cca78-d396-43fc-90f1-d7994fe7c230.png","url":"https://www.softwareadvice.co.uk/software/219403/sydle-bpm","@type":"ListItem"}],"numberOfItems":25}
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