List of Financial Services CRM Software for SMBs in 2025

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List of the Best Financial Services CRM Software For Small Business as of May 2025

InsureCRM

Streamlining insurance for a more profitable future.

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Product Description

InsureCRM is an innovative Insurance CRM Software designed to elevate the efficiency of your business operations. With a focus on digital transformation, this cutting-edge platform empowers carriers, insurers, agencies, brokers, and agents with advanced tools and capabilities to drive sales and ...

Pricing

InsureCRM offers custom pricing plan

Gainns

Transforming financial management for stronger client relationships.

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Product Description

Elevate your financial management with Gainns, the ultimate Financial CRM and Client Portal solution. Say goodbye to scattered client data and manual processes as Gainns streamlines your client management in a centralized platform. From onboarding to reporting, Gainns offers a comprehensive ...

Pricing

Free Trial available, Try Now

Starts from $59.00/month when Billed Yearly

Dealcloud

Transforming dealmaking with cutting-edge technology.

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Product Description

Introducing Dealcloud, the premier cloud-based financial services software for dealmakers and principal investing professionals. With a cutting-edge platform that prioritizes data power, Dealcloud is redefining the standards in the industry. Designed to cater specifically to the unique ...

Pricing

Dealcloud offers custom pricing plan

AdviAlly

Empower your financial future with AdviAlly.

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Product Description

Introducing AdviAlly, the cutting-edge CRM solution that is revolutionizing the way individuals manage their financial plans. With the tagline "The Innovative CRM Solution," AdviAlly offers a comprehensive platform that combines CRM and Personal Finance Management tools to empower users in ...

Pricing

Starts from $49.00/user / month when Billed Yearly

Kanda

Efficient finance for seamless trades.

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Product Description

Introducing Kanda, your ultimate solution for transforming the way tradespeople offer and handle pay monthly options. With Kanda, the entire process becomes seamless and efficient, enabling you to streamline your workflow and enhance customer experience simultaneously. Empower your business ...

Pricing

Kanda offers custom pricing plan

Striga

Empowering FinTech revolution, one transaction at a time.

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Product Description

Introducing Striga, the cutting-edge Crypto native Banking as a Service solution, designed to revolutionize financial services infrastructure for businesses operating in the crypto, banking, and issuing sectors. Formerly known as Lastbit, Striga offers a seamless platform for companies looking ...

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FinKoper

Efficiency, unity, and success - Simplify with FinKoper.

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Product Description

FinKoper is an efficient business management solution designed to make running organizations easier. Utilizing a unified platform, FinKoper provides an all-in-one environment to cut out the inefficiencies normally caused by operating on multiple systems. Suitable for any size business, FinKoper ...

Pricing

Best Financial Services CRM Software For Small Business

InsureCRM

Streamlining insurance for a more profitable future.

InsureCRM is an innovative Insurance CRM Software designed to elevate the efficiency of your business operations. With a focus on digital transformation, this cutting-edge platform empowers carriers, insurers, agencies, brokers, and agents with advanced tools and capabilities to drive sales and ...

Gainns

Transforming financial management for stronger client relationships.

Elevate your financial management with Gainns, the ultimate Financial CRM and Client Portal solution. Say goodbye to scattered client data and manual processes as Gainns streamlines your client management in a centralized platform. From onboarding to reporting, Gainns offers a comprehensive ...

Dealcloud

Transforming dealmaking with cutting-edge technology.

Introducing Dealcloud, the premier cloud-based financial services software for dealmakers and principal investing professionals. With a cutting-edge platform that prioritizes data power, Dealcloud is redefining the standards in the industry. Designed to cater specifically to the unique ...

AdviAlly

Empower your financial future with AdviAlly.

Introducing AdviAlly, the cutting-edge CRM solution that is revolutionizing the way individuals manage their financial plans. With the tagline "The Innovative CRM Solution," AdviAlly offers a comprehensive platform that combines CRM and Personal Finance Management tools to empower users in ...

Kanda

Efficient finance for seamless trades.

Introducing Kanda, your ultimate solution for transforming the way tradespeople offer and handle pay monthly options. With Kanda, the entire process becomes seamless and efficient, enabling you to streamline your workflow and enhance customer experience simultaneously. Empower your business ...

Striga

Empowering FinTech revolution, one transaction at a time.

Introducing Striga, the cutting-edge Crypto native Banking as a Service solution, designed to revolutionize financial services infrastructure for businesses operating in the crypto, banking, and issuing sectors. Formerly known as Lastbit, Striga offers a seamless platform for companies looking ...

FinKoper

Efficiency, unity, and success - Simplify with FinKoper.

FinKoper is an efficient business management solution designed to make running organizations easier. Utilizing a unified platform, FinKoper provides an all-in-one environment to cut out the inefficiencies normally caused by operating on multiple systems. Suitable for any size business, FinKoper ...

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