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Top Financial CRM
Software Solutions

Discover our collection of Financial CRM software solutions, designed to streamline digital content creation and management.

NetSuite logo

NetSuite

NetSuite is a cloud-based enterprise resource planning (ERP) software that provides integrated business management solutions for companies of all sizes, streamlining financials, customer relationships, inventory and supply chain management in one unified platform.

Overall Rating 4.0 (5,292 Reviews)

Productivity: 178%

ROI: 25%

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Industries: 7

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Categories: 80

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Features: 397

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Bitrix24

Bitrix24 is a cloud-based collaboration platform that offers a range of business tools and features. It provides file sharing and storage, project management, communication channels, CRM system, task management, and integration with third-party apps through APIs or Zapier. Users can also create custom workflows and automate tasks within the platform.

Overall Rating 4.1 (1,559 Reviews)

Productivity: 126%

ROI: 86%

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Industries: 68

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Categories: 61

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Features: 375

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Pipedrive

Pipedrive is a sales pipeline management platform that helps businesses manage their sales process efficiently. It offers customizable pipelines, deal tracking, and sales team collaboration tools to streamline sales operations and boost revenue growth. With Pipedrive, users can visualize their sales journey, set targets, and gain insights into their sales performance in real-time, making it easier to close deals and achieve business goals.

Overall Rating 4.4 (7,651 Reviews)

Productivity: 128%

ROI: 95%

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Industries: 3

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Categories: 41

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Features: 226

Zoho CRM logo

Zoho CRM

Zoho CRM is a cloud-based customer relationship management software that helps businesses manage contacts, leads, accounts, and sales pipelines. It offers features like sales automation, marketing automation, and analytics to boost sales and productivity.

Overall Rating 4.2 (14,644 Reviews)

Productivity: 86%

ROI: 12%

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Industries: 51

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Categories: 28

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Features: 176

EngageBay Marketing logo

EngageBay Marketing

EngageBay Marketing is an all-in-one marketing software that offers email marketing, lead scoring, chatbots, and CRM tools to help businesses create personalized customer experiences, automate workflows, and drive conversions with its user-friendly interface.

Overall Rating 4.8 (1,909 Reviews)

Productivity: 53%

ROI: 67%

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Industries: 6

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Categories: 25

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Features: 176

Infusionsoft

Infusionsoft is a marketing automation platform that helps small businesses and entrepreneurs manage contacts, automate email campaigns, and track sales. It integrates with e-commerce sites and CRM systems to streamline customer engagement.

Overall Rating 3.8 (3,327 Reviews)

Productivity: 27%

ROI: 48%

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Industries: 10

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Categories: 17

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Features: 120

HubSpot CRM logo

HubSpot CRM

HubSpot CRM is an all-in-one sales and marketing platform that automates lead management, customer service, and data analysis, providing a centralized view of customers and interactions, with tools for email, phone, and chat support.

Overall Rating 4.3 (17,373 Reviews)

Productivity: 45%

ROI: 55%

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Industries: 67

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Categories: 17

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Features: 110

HoneyBook logo

HoneyBook

HoneyBook is a cloud-based business management platform designed for creative entrepreneurs and small businesses. It integrates project management, client communication, and financial tools to streamline operations, increase productivity, and enhance customer relationships. HoneyBook offers customizable templates, automated workflows, and real-time reporting to help businesses scale efficiently and maintain a professional image.

Overall Rating 4.4 (1,160 Reviews)

Productivity: 2%

ROI: 35%

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Industries: 27

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Categories: 16

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Features: 137

Nimble

Nimble is a cloud-based customer relationship management (CRM) software that helps small businesses and teams manage contacts, sales pipelines, and marketing efforts in one unified platform with AI-driven insights.

Overall Rating 4.4 (2,978 Reviews)

Productivity: 38%

ROI: 49%

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Industries: 53

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Categories: 11

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Features: 76

eWay CRM

eWay CRM is a cloud-based customer relationship management (CRM) software that automates sales, marketing, and support processes with customizable workflows, contact management, lead tracking, and analytics to boost business performance.

Overall Rating 4.1 (841 Reviews)

Productivity: 43%

ROI: 54%

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Industries: 68

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Categories: 7

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Features: 83

Apptivo

Apptivo is a comprehensive business management platform that offers integrated solutions for customer relationship management, sales force automation, marketing automation, and inventory management. It provides customizable workflows, real-time analytics, and AI-driven insights to streamline operations, enhance collaboration, and drive growth across various industries.

Overall Rating 4.4 (922 Reviews)

Productivity: 10%

ROI: 23%

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Industries: 10

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Categories: 3

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Features: 39

Less Annoying CRM

Less Annoying CRM is a user-friendly customer relationship management tool designed for small businesses and solo entrepreneurs, providing customizable pipelines, contact management, email integration, and sales tracking in a simple and easy-to-use interface.

Overall Rating 4.8 (1,229 Reviews)

Productivity: 12%

ROI: 2%

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Industries: 7

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Categories: 3

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Features: 38

Hi there, what do you need?

We need a reliable project management software for 50 for less than 10$ per user...

Audit platform with integrated learning and inventory management...

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