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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.

With Malinko CRM software it is possible to organize today’s plan for tomorrow. The CRM is customer-centric and allows you to hold your customer database, like data, dropdowns, notes, etc. The tool is ideal for powerful reporting, maintaining custom reports, employee reports, and contact-based reports.

Efficy CRM adapts to your needs and not the other way around. Efficy CRM enables you to grow and develop your business activity in a very structured way.

Zoho One CRM is an integrated, smart, customizable business software designed to escalate your business way faster than before. Zoho One CRM is the ideal tool for operating your small business.

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.

Commence is a complete CRM solution designed to automate the front-end business process that impacts the sales execution and customer service including contact and account management and email.

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.

Zoho CRM is the name of an on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support and other business functions.

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.

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.