UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact management, sales forecasting, and pipeline management.

ActiveCampaign is a platform that helps businesses automate customer experiences and build meaningful connections with their customers. Since 2003, ActiveCampaign has created tools that are both powerful and easy to use – because growing businesses don't always have the time to set up new tech. Today, 80,000+ businesses use ActiveCampaign for their email marketing, marketing automation, or CRM.

Locobuzz is a SaaS platform which converges with technologies like Artificial Intelligence, Machine Learning, Big Data Analytics, to create a 360-degree marketing automation suite to provide a complete Digital Customer Experience.

CRMNEXT is a global cloud CRM solution provider credited with the world's largest installation. The technology helps to organize, automate and synchronize business processes for an organization’s interactions with leads, customers and partners. The benefits of CRM solutions include faster lead conversions, accurate sales predictions, efficient customer services, productive collaborations with partners, knowledge management and real-time analytics.

InSyncTelco is the Best CRM for Small Business that has all the basic capabilities that small businesses need in CRM software, but is also highly ascendible as your business grows up. Moreover, InSyncTelco is one of the most affordable CRM solutions available; there's a free version to help you get started, and paid plans to start at a small part of the price of comparable CRM software.

Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

OnePageCRM is an easy to use sales CRM used by sales people and business owners worldwide. Ideal for small to medium sized businesses. Inspired by Getting Things Done (GTD) Productivity principles, you're encouraged to add Next Actions to ensure you always follow up with your prospects.

Pipeliner CRM is a sales CRM software designed to deliver higher levels of engagement not only between the user and the software but also between users and customers. The platform offers a highly visual interface with drag and drop functions, plus visual reports and automation.

Redtail CRM - web-based Client Relationship Management software, integrates widely and deeply with other popular tools in the financial services industry.

Tamarac CRM is a web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Office 365 platform.