Efficiency, unity, and success - Simplify with FinKoper.
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7.9
Spot Score
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Product Description
CRM.me is the easy, powerful web-based management tool for all your customer relationships. CRM.me lets you to add, update and share information about your customers with ease. Each customer has their own page that is customized to meet the needs of your business. All sales and support teams ...
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Contact Management
Unique Features
List Management
Customer Support
Marketing Automation
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Pricing
Free Trial available
Starts from $35/User/Month
9.0
Spot Score
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Product Description
SuperOffice CRM is the only complete web-based solution for small business and home office customer relationship management (CRM), sales force automation, marketing automation, project management and time tracking.
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Contact Management
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List Management
Customer Support
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Pricing
SuperOffice CRM offers custom pricing plan
8.4
Spot Score
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Product Description
Sage CRM is a user-friendly customer relationship management (CRM) software with an intuitive interface, integrated e-mail and web conferencing, and enhanced security--all to help you focus on what matters: growing your business. With pre-defined workflow, customizable dashboards, integrated ...
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Contact Management
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Quotes (Proposals)
List Management
Customer Support
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Pricing
Sage CRM offers custom pricing plan
7.9
Spot Score
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Product Description
CRM.io by 500apps is a powerful CRM tool designed to boost sales and streamline contact management. With innovative features like sales automation and funnel tracking, it helps businesses effectively convert leads into successful deals. The software also enables collaboration among team ...
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Contact Management
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List Management
Customer Support
Marketing Automation
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Pricing
Starts from $9.99/Month when Billed Yearly, also offers free forever plan
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Product Description
Qualified is an innovative Conversational Marketing Chatbot that enables businesses to maximize their revenue by leveraging their website. It empowers them to identify their most desirable site visitors, start conversations to convert outbound and promotional website visitors, and detect ...
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No common features
Unique Features
Pop-ups
Alerts
Co-Browsing
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Pricing
Starts from $3000/Month
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Product Description
Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
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Calendar Management
Document Management
Unique Features
Employee Database
Access Control
Screen Sharing
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Pricing
Workvivo offers custom pricing plan
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Popular alternatives include CRM.me, SuperOffice CRM, Sage CRM, CRM.io by 500apps and Workvivo.
Key factors include Task Management, Shortcut Messages, Calendar Management, Contact Management, Tax Management and pricing.
Tools like Gainns, Dealcloud, AdviAlly, Kanda and FinKoper are best for small businesses for Financial Services CRM Software.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
