Cloze - Smarter Relationship Management
Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.
Accompany - Accompany platform integrates with email, contacts, social feeds and more to keep you informed on your professional connections.
Pulse by Bench Accounting - See the financial health of your business in real-time.
SuiteFlow - SuiteFlow is a product to customer management solution offering a host of tools to manage inventory, contacts, invoices etc.
Wealthbox - Smart CRM for financial advisors