Nexj CRM Alternatives

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Redtail is a web-based client relationship management solution for the financial advisors.

Walletser is a FREE expense management and card-issuing solution for businesses. ZERO fee for service and top-up for all cards. Issue 300 virtual cards instantly for free. EU BINs and whitelisting.

Try for free Open Source freemium

Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

DebtPayPro Financial Services CRM Software provides a cutting edge solution to help with debt settlement, student loan consolidation and more. Inquire today!

CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

Financial Services CRM

Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Visit website paid Free Trial $15.0 / Monthly

Q4 Desktop is an all-in-one data aggregation platform that makes things possible for you with its IR program into a single platform.

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

Customer relationship & pipeline management for companies

Omnichannel CRM for Businesses of all sizes

Visit website freemium $14.0 / Annually ($14 USD/monthly on Annual Subscription.)

Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.