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Junxure is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

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.

Pipeliner CRM is a sales CRM software designed to deliver higher levels of engagement not only between the user and the software but also between users and customers. The platform offers a highly visual interface with drag and drop functions, plus visual reports and automation.

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.

Salsa CRM is a cloud-based constituent relationship management platform that helps nonprofits track supporter relationships, manage online and offline fundraising, and intelligently report on everything.

Tamarac CRM is a web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Office 365 platform.

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.

Salesmate CRM is designed for modern sales teams. SalesmateCRM automates lead assignment by any criterion. Everything your sales team needs to sell more and to be more productive like building a sales line and tracking the progress of your leads is built in this software.

Copper is a CRM solution designed for its further integration with G Suite. The software resembles the look of Google products. This CRM platform is an ideal choice for small businesses that aim to increase their productivity level.

Vtiger CRM Customer Relationship Management is software that helps businesses get organized, grow sales, improve marketing ROI, and deliver delightful customer service experiences. The program has been tailored to meet clients' needs based on feedback from their customer base. Built for small to medium enterprises, Vtiger CRM allows businesses to be more productive throughout their day, stay informed, and avoid any unnecessary data duplication.