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UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact management, sales forecasting, and pipeline management.

IXACT Contact is a real estate CRM oriented toward the agent who focuses on emails, drip campaigns, and snail mail to cultivate their relationships

Capsule CRM is an online Customer Relationship CRM that is very simple to use. Capsule CRM is the ideal choice for small and medium-sized businesses. Capsule CRM helps you develop strong customer relationships, make more sales, and get a clear picture of your business so that you can make more informed decisions.

Locobuzz is a SaaS platform which converges with technologies like Artificial Intelligence, Machine Learning, Big Data Analytics, to create a 360-degree marketing automation suite to provide a complete Digital Customer Experience.

Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

With a limit of 1,000 contacts and 1,000 emails/month, Enagebay CRM suggests its users the cheapest paid plans of the 3 providers. The basic plan will cost you $12 a month per user, and it includes 10,000 contacts and the same amount of emails.

Equisoft is another CRM solution specifically designed for financial advisors. It is the only CRM that aggregates client and product data from gateways with insurance and investment platforms—giving advisors a full view of all client data at a glance.

Less Annoying CRM is a simple customer relationship manager designed specifically for small business. Store all of your contacts and their histories, track sales leads, customize the CRM to fit your unique workflow, and manage your events/reminders.

Commence is a complete CRM solution designed to automate the front-end business process that impacts the sales execution and customer service including contact and account management and email.

Sendible is an all-in-one social media management tool. The SaaS platform simplifies the process of planning and executing multi-platform social media marketing campaigns.