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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.

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.

Contactually is a real estate CRM that focuses on relationship building and automation to help realtors get more business and more referrals from their sphere. Contactually knows it’s easy to get overwhelmed by the sheer volume of your contact list. When you get overwhelmed, you miss opportunities.

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.

InsightlyCRM started as a google app. Now InsightlyCRM is a standalone App. Insightly CRM for Small business harnesses the power of Google and Gmail Apps and brings projects and people together in one easy-to-use dashboard. Keep your projects moving and your leads high with a single point of focus to track your clients, projects and pursue an opportunity.

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

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

Zoho CRM is the name of an on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support and other business functions.

Maximizer CRM is a customer relationship management software suitable for businesses of all sizes, which includes sales management tools, a customer service system and marketing automation features.

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.