Best Financial CRM Software for Solver

Compare the Top Financial CRM Software that integrates with Solver as of June 2026

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This a list of Financial CRM software that integrates with Solver. Use the filters on the left to add additional filters for products that have integrations with Solver. View the products that work with Solver in the table below.

What is Financial CRM Software for Solver?

Financial CRM software is designed specifically for financial institutions, advisors, and wealth managers to manage client relationships, track interactions, and streamline sales and service processes. It provides tools for managing client portfolios, tracking financial goals, automating workflows, and ensuring regulatory compliance. The software integrates with financial planning, trading, and accounting systems to offer a 360-degree view of client data. By enhancing communication, personalization, and data security, financial CRM helps improve client retention, acquisition, and overall satisfaction. It supports relationship management in banking, insurance, investment advisory, and other financial services. Compare and read user reviews of the best Financial CRM software for Solver currently available using the table below. This list is updated regularly.

1

Sage Intacct

Sage Intacct

Sage Intacct’s Financial CRM capabilities bridge the gap between sales, finance, and customer service teams for improved revenue management. It centralizes customer data, billing history, and payment status within a single platform for greater transparency. The system automates billing, collections, and contract management processes tied to customer relationships. Integrated workflows streamline communication and reduce errors between finance and sales departments. Real-time dashboards provide insights into customer profitability, payment trends, and sales pipeline health. By syncing financial and CRM data, organizations improve forecasting accuracy and customer experience. Sage Intacct also supports subscription and recurring billing models for ongoing customer engagements. Overall, it empowers teams to deliver consistent, customer-focused financial operations.

8,335 Ratings

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2

Salesforce

Salesforce

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

60 Ratings

Starting Price: $25.00/month/user

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