Cloze - Smarter Relationship Management

Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.

Propeller CRM - Small business CRM with deep Gmail integration

Pulse by Bench Accounting - See the financial health of your business in real-time.

Streak - Manage customers inside Gmail

Wealthbox - Smart CRM for financial advisors