Nexj CRM

Nexj offers CRM solutions for finance and insurance firms.

21 Alternatives To Nexj CRM

Agile CRM

Agile CRM (Customer relationship management) features modern CRM with marketing automation, social suite & web analytics, allowing small businesses to sell and market like the Fortune 500.

Alore CRM

The AI-powered CRM that works 24x7 behind the scenes to do all your trivial work, so you can focus on what really matters: closing deals

Base CRM

Customer relationship management (CRM) & sales software geared towards making your small business, mid-market or enterprise sales team 10x more productive.

CRMnext

CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.

Capsule CRM

Online hosted CRM system for individuals, small businesses and sales teams wanting a simple, effective and affordable solution.

Freshsales CRM

A full-fledged CRM for high-velocity sales teams.

Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
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LeadSquared

Sales and marketing automation software for businesses that sell to directly to consumers using offline, online, phone or field sales.
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Pipedrive

Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. Pipedrive is full of features that help you prioritize deals, track performance and predict revenue

Pixie

Pixie is a free, open source web application that will help you quickly create your own website. Many people refer to this type of software as a content management system (cms), we prefer to call it a small, simple, website maker.

ProsperWorks

ProsperWorks is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
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Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
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Salesflare

Simply powerful CRM. Automates your data to build better relationships and make more sales.

SmartOffice

Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

UGRU

UGRU - CRM for Financial Planners is a Full Featured, Integrated CRM with the Best Financial Planning Software for Financial Advisors, FINRA Compliant

Zoho CRM

Omnichannel CRM for Businesses of all sizes

bpm online

Process-driven CRM for marketing, sales and service.