---
description: Page 2 - Compare the top Financial CRM Software & providers for Indian businesses. Filter by price, feature or user rating to make software selection fast and easy.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Page 2 - Financial CRM Software - Compare Prices & Top Sellers - Capterra India
---

Breadcrumb: [Home](/) > [Financial CRM Software](https://www.capterra.in/directory/30562/financial-crm/software) > [Page 2](https://www.capterra.in/directory/30562/financial-crm/software?page=2)

# Financial CRM Software

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> Financial CRM software helps banks, credit unions and insurance companies to organize and maintain information about their customers including contact details, transaction history and records of previous interactions.

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## Products

1. [Sage Sales Management](https://www.capterra.in/software/153130/forcemanager) — 4.6/5 (162 reviews) — The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI.
2. [Zendesk Sell](https://www.capterra.in/software/199865/zendesk-sell) — 4.3/5 (159 reviews) — Zendesk Sell is sales CRM software that helps you close more deals.
3. [Teamgate](https://www.capterra.in/software/139094/teamgate) — 4.8/5 (155 reviews) — Teamgate CRM powers sales teams to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.
4. [Wealthbox](https://www.capterra.in/software/175666/wealthbox) — 4.7/5 (145 reviews) — Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.
5. [Creatio CRM](https://www.capterra.in/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) — Best-in-class financial services CRM and workflow platform with no-code and AI at its core.
6. [Corefactors](https://www.capterra.in/software/153366/Corefactors) — 4.4/5 (132 reviews) — Corefactors is a RevOps-enabling AI-powered CRM software, trusted by 12,000 users across India, SEA, and North America. Manage sales, m
7. [Method CRM](https://www.capterra.in/software/130389/method-crm) — 4.2/5 (129 reviews) — Method CRM helps QuickBooks users manage quotes, invoices, payments, and customer data with real-time sync.
8. [Foundersuite](https://www.capterra.in/software/144844/foundersuite) — 4.7/5 (110 reviews) — Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck \& ++
9. [Dolibarr](https://www.capterra.in/software/159500/dolibarr-erp-crm) — 4.5/5 (105 reviews) — Open source solution for all around business management from customers and orders to invoicing and inventory.
10. [Contactually](https://www.capterra.in/software/158259/contactually) — 4.3/5 (103 reviews) — Contactually helps you maintain and strengthen professional relationships.
11. [Wingmate](https://www.capterra.in/software/194762/wingmate) — 4.6/5 (100 reviews) — Simple, compliant CRM for outreach teams. Capture referrals, manage pipelines and territories, and e-sign proposals
12. [InfoFlo](https://www.capterra.in/software/96628/infoflo) — 4.5/5 (96 reviews) — Easy-To-Use CRM with contact, email, calendar, document \& task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
13. [OnePageCRM](https://www.capterra.in/software/157679/onepagecrm) — 4.8/5 (92 reviews) — A super simple and intuitive CRM trusted by small businesses in 80+ countries
14. [Efficy CRM](https://www.capterra.in/software/149894/efficy-crm) — 4.0/5 (90 reviews) — Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees.
15. [Redtail CRM](https://www.capterra.in/software/121349/redtail-crm) — 4.1/5 (85 reviews) — Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.
16. [servis.ai](https://www.capterra.in/software/167757/freeagent-network) — 4.6/5 (71 reviews) — FreeAgent CRM is a fully-featured CRM + financial management tool. Invoice quicker to optimize your financial ecosystem.
17. [Unanet ERP AE](https://www.capterra.in/software/130633/clearview-infocus) — 4.4/5 (69 reviews) — Unanet A/E is purpose-built ERP for A/E firms and offers Project Management, Business Intelligence, Financials, and more in one system.
18. [Escala](https://www.capterra.in/software/1037005/escala) — 4.7/5 (69 reviews) — Grow your financial business with Escala's Financial CRM Software.
19. [Surefire CRM](https://www.capterra.in/software/202529/surefire-crm) — 4.5/5 (55 reviews) — Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions.
20. [Total Expert](https://www.capterra.in/software/146103/total-expert) — 4.3/5 (48 reviews) — Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
21. [Backstop](https://www.capterra.in/software/169054/backstop) — 4.3/5 (46 reviews) — Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers.
22. [folk](https://www.capterra.in/software/1029755/folk) — 4.5/5 (46 reviews) — folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 4000+.
23. [MortgageHalo](https://www.capterra.in/software/173535/mortgagehalo) — 4.3/5 (44 reviews) — Delivers Purchase Leads \& Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals
24. [Shape](https://www.capterra.in/software/173673/setshape) — 4.7/5 (44 reviews) — The most flexible CRM ever created\!
25. [Vymo](https://www.capterra.in/software/149715/vymo) — 4.7/5 (41 reviews) — Sales Acceleration Platform for the world's largest Financial Services Institutions.

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## Related Categories

- [Small Business CRM Software](https://www.capterra.in/directory/31583/small-business-crm/software)
- [Online CRM Software](https://www.capterra.in/directory/30072/online-crm/software)
- [Sales Tracking Software](https://www.capterra.in/directory/32744/sales-tracking/software)
- [Contact Management Software](https://www.capterra.in/directory/30016/contact-management/software)
- [Lead Management Software](https://www.capterra.in/directory/30017/lead-management/software)

## Links

- [View on Capterra](https://www.capterra.in/directory/30562/financial-crm/software)
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The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform.\n\nShape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer r","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bca0b2f-7b74-41cd-a603-ad186a618a8d.png","url":"https://www.capterra.in/software/173673/setshape","@type":"ListItem"},{"name":"Vymo","position":25,"description":"Vymo is the Sales Acceleration Platform for leading Financial Institutions across the world. It\nsolves for frontline personnel, sales managers and business leaders through mobility, insights\nand industry playbooks. \n\n60+ global financial institutions have deployed Vymo to solve over 18 deep industry-relevant use cases ranging from allocating leads to the best-fit salespeople to identifying potential cross-sell opportunities and driving conversions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8f5fe1c3-b34f-42c0-9c83-54b10a8e6e1c.png","url":"https://www.capterra.in/software/149715/vymo","@type":"ListItem"}],"numberOfItems":25}
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