Software category
CRM For Banks
Banking customer relationship management (CRM) is a way for the banking industry to provide better and more reliable support for its clients
Apps in CRM For Banks
Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of...
SalesForce
Salescloud CRM Platform is the world’s most complete sales application that takes the very best consumer technologies and puts them at the fingertips of today’s sales rep. Sales...
Oracle Sales
Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information a...
Zoho CRM
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 oth...
SugarCRM
SugarCRM helps businesses everywhere provide the most outstanding experiences of all time — for every customer, from anywhere in the world. We’re building a world where companie...
Financial Services Creatio
Innovative low-code platform for process management and CRM for banks and financial institutions to streamline customer-facing processes
Practifi
Practifi is the business management platform powering growing financial advice firms around the world. We’re more than your average CRM. Unlock new insights, manage your pipelin...
CRMNEXT
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...
Pipeliner CRM
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 platfo...
FinCRM
FinCRM holds expertise in providing Customer Relationship Management (CRM) Software and Full Stack Office Management solutions. The company possesses prowess in developing tailo...
Wealthbox
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 pro...
Tamarac CRM
Tamarac CRM is a web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Office 365 platform.
Junxure
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.
Efficy CRM
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.
Redtail CRM
Redtail CRM - web-based Client Relationship Management software, integrates widely and deeply with other popular tools in the financial services industry.