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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.

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM.

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.

Onpipeline is a cloud-based, reliable, and scalable Sales CRM (SaaS) that includes a full suite of tools that boost sales productivity and make the sales process more human. We believe your business deserves software that's easy to setup and use, and requires minimal training and customization. When you choose Onpipeline, you get more than just a product. You get our commitment!

DonorPerfect is a fundraising solution suitable for all nonprofits. It helps users manage donations, contacts, receipting, reporting, email and fundraising initiatives from a single system.

Equisoft is another CRM solution specifically designed for financial advisors. It is the only CRM that aggregates client and product data from gateways with insurance and investment platforms—giving advisors a full view of all client data at a glance.

IXACT Contact is a real estate CRM oriented toward the agent who focuses on emails, drip campaigns, and snail mail to cultivate their relationships

Copper is a CRM solution designed for its further integration with G Suite. The software resembles the look of Google products. This CRM platform is an ideal choice for small businesses that aim to increase their productivity level.

Junxure is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

Contactually is a real estate CRM that focuses on relationship building and automation to help realtors get more business and more referrals from their sphere. Contactually knows it’s easy to get overwhelmed by the sheer volume of your contact list. When you get overwhelmed, you miss opportunities.