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Top CRM.COM Alternatives, Competitors & Similar Software

Founded 2005

Find 20 competitors in the Financial Services Software. Compare other SaaS such as MenuMetric, Trade Ideas LLC and Puls Project. These CRM.COM competitors have raised $52.5M and together serve more than 490K customers and employ over 550 team members.

Compare CRM.COM with MenuMetric
1
MenuMetric

Financial Services Software

MenuMetric is a software company where innovation meets profitability in the world of F&I. Our solutions are dedicated to helping dealers and lenders optimize their profits while creating stronger customer relationships. Imagine having access to powerful tools that can transform your sale operations. Our F&I menu templates and smart menu building solutions are designed to streamline your workflow, making it easier than ever to present tailored options to your customers. With eRating and eContracting, you can bid farewell to cumbersome paperwork and embrace a seamless digital experience. Our customer profiling and DMS portal integration ensure that you have the means to deliver personalized experiences that truly resonate. At MenuMetric, we don't just understand the F&I management landscape – we've been a part of it. Our prior experience in F&I management allows us to offer innovative and effective Saas solutions that cater to the unique needs and workflows of every dealership worldwide. Our commitment to you doesn't stop at software. We believe that exceptional customer support is the foundation of a successful partnership. That's why we take great pride in offering a world-class support team that shares our passion for your satisfaction. We're not just happy with our product; we want to ensure that you're delighted too. Visit https://www.menumetric.com/ to see how we can drive your F&I sales forward.

Revenue
$3.1M
Customers
-
Year founded
2010
Funding
-
Team size
28
Location
United States
Compare CRM.COM with Trade Ideas LLC
2
Trade Ideas LLC

Financial Services Software

AI technology that assesses probabilities as trades take place. Giving our subscribers an unparalleled advantage navigating today's volatile market. Trade-Ideas provides real-time decision support and risk management for trading equity and derivative instruments based on statistical analysis of market technicals. Trade-Ideas specializes in Idea Generation Technology (IGT) to deliver filtered trading opportunities and risk managment around each opportunity. Hedge funds, Asset Managers, RIAs, Institutions, Online Brokers, and direct access traders use the software as a premier idea generation and risk management tool.

Revenue
$3.1M
Customers
-
Year founded
2002
Funding
-
Team size
28
Location
United States
Compare CRM.COM with Puls Project
3
Puls Project

Financial Services Software

FinTech SaaS for SMEs: All-rounder solution for financial management in small business covering liquidity management, non banking finance, payment.

Revenue
$3.1M
Customers
3K
Year founded
2019
Funding
$2.2M
Team size
31
Location
Germany
Compare CRM.COM with Puls Project
4
Puls Project

Financial Services Software

FinTech SaaS for SMEs: All-rounder solution for financial management in small business covering liquidity management, non banking finance, payment.

Revenue
$3.1M
Customers
3K
Year founded
2019
Funding
$2.2M
Team size
31
Location
Germany
Compare CRM.COM with awamo
5
awamo

Financial Services Software

Provider of a cloud based biometric banking platform created to empower its customers to take their business to the next level. The company's cloud based biometric banking platform offers microcredit management services as well as digitizes credit management, risk management and portfolio management processes, enabling unregulated microfinance providers in sub-Saharan Africa to digitize whole business processes and share credit information between lenders.

Revenue
$3.1M
Customers
450K
Year founded
2015
Funding
-
Team size
16
Location
Germany
Compare CRM.COM with Blooma
6
Blooma

Financial Services Software

Developer of AI driven decision making platform intended to simplify commercial loan processing decisions. The company's offerings include configurable workflows and risk settings, document management, underwriting management and deal pipeline management, enabling banking firms to prioritize the right deals, reduce loan origination costs and gain simplicity and productivity.

Revenue
$3.1M
Customers
-
Year founded
2018
Funding
$2.8M
Team size
30
Location
United States
Compare CRM.COM with Tradeworks.io
7
Tradeworks.io

Financial Services Software

Tradeworks is an independent software developer specializing in financial trade automation technology.

Revenue
$3.1M
Customers
-
Year founded
2013
Funding
$2M
Team size
18
Location
Denmark
Compare CRM.COM with Finagraph
8
Finagraph

Financial Services Software

Finagraph directly gathers and organizes financials from accounting systems, providing clear and actionable information.

Revenue
$3.1M
Customers
-
Year founded
2011
Funding
$6.3M
Team size
20
Location
United States
Compare CRM.COM with AssetBook
9
AssetBook

Financial Services Software

The Next Chapter in Portfolio Management Introducing the financial industry’s most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients

Revenue
$3M
Customers
-
Year founded
2006
Funding
-
Team size
17
Location
United States
Compare CRM.COM with Countingup
10
Countingup

Financial Services Software

Developer of an accounting software created to simplify the life of sole traders by reinventing the business bank account. The company's accounting software is a one-person enterprises business banking and accounting software which is merged to automate bookkeeping and filing accounts. It offers services like a current account, corporate contactless MasterCard, Automated receipts, automated accounting and tax calculated and filed, enabling businesses to get everything they want in one software to run their organization.

Revenue
$3.1M
Customers
34K
Year founded
2017
Funding
-
Team size
52
Location
United Kingdom
Compare CRM.COM with Finbots.AI
11
Finbots.AI

Financial Services Software

Singapore-based B2B SaaS fintech transforming financial services with AI

Revenue
$3.2M
Customers
-
Year founded
2017
Funding
$4.1M
Team size
43
Location
United States
Compare CRM.COM with Finbots.AI
12
Finbots.AI

Financial Services Software

Singapore-based B2B SaaS fintech transforming financial services with AI

Revenue
$3.2M
Customers
-
Year founded
2017
Funding
$4.1M
Team size
43
Location
United States
Compare CRM.COM with Income Lab
13
Income Lab

Financial Services Software

Income Lab develops software for retirement income management planning, providing financial advisors with cutting-edge tools to manage ongoing retirement income and improve client engagement.

Revenue
$3M
Customers
-
Year founded
2018
Funding
-
Team size
32
Location
United States
Compare CRM.COM with Ensight
14
Ensight

Financial Services Software

A break through SaaS-based sales enablement platform focused on the complex permanent life and annuity income products niche. Traditional life and annuity income sales still hinge on a manual time-consuming process requiring users to interface with multiple platforms each with their own non-uniform workflows. Our Ensight Intelligent Quote and Proposal Visualization solutions capitalize on internal and external data sources radically changing the end to end quote to presentation experience all in a unified and compliant manner to meet best interest regulations. The result is our cloud-based solutions have a demonstrated ROI and impact for Carriers, distribution, producers and advisor's and increases the ease in creating product comparisons, product bench marking with a selection of outputs based on individual preference. We deliver significant time savings while creating better collaboration between departments and ultimately driving more sales and increased premium dollars. All of th

Revenue
$3M
Customers
-
Year founded
2013
Funding
-
Team size
25
Location
United States
Compare CRM.COM with Link Investment Management Inc.
15
Link Investment Management Inc.

Financial Services Software

Link Investment Management provides business solutions for workplace savings, equity, and health plan administration. From our headquarters in Calgary, the Link team delivers group plan solutions to provide better retirements for all Canadians. Our innovative, fully digital, SaaS business solution empowers plan administrators and plan members with simple, affordable, and efficient plan management. We work directly with companies of all sizes and through channel partners to create the best solutions at an affordable price.

Revenue
$3M
Customers
-
Year founded
2015
Funding
$9.8M
Team size
22
Location
Canada
Compare CRM.COM with ZenLedger
16
ZenLedger

Financial Services Software

ZenLedger is the leading software focused on cryptocurrency tax management and accounting. ZenLedger’s platform helps both crypto investors and tax professionals with tax filings and financial analysis by providing a digital workflow to simplify, optimize, and automate the tax and accounting process. Founded in 2017, and built by industry veterans in technology, finance, and accounting, ZenLedger helps investors stay compliant by aggregating user transaction information across thousands of exchanges, wallets, and tokens into one simple dashboard. ZenLedger makes it easy to calculate tax liability and make financial decisions by offering direct integration support for over 400+ exchanges, 40+ blockchains, 20+ DeFi protocols, and all wallets. The company has grown customer and revenue 500% YoY and has now exceeded $5 billion in cryptocurrency transactions processed. Drop us a line at [email protected].

Revenue
$3M
Customers
-
Year founded
2017
Funding
-
Team size
27
Location
United States
Compare CRM.COM with GenRocket
17
GenRocket

Financial Services Software

GenRocket is a market leader in synthetic test data. The company works closely with IT services companies and enterprise customers to reduce cycle times and increase the quality of software development and testing caused by a lack of test data. GenRocket has been selected as the synthetic test data standard for over 50 of the world's largest organizations in banking, financial services, insurance and healthcare. To learn more please visit www.genrocket.com

Revenue
$3M
Customers
-
Year founded
2012
Funding
-
Team size
27
Location
United States
Compare CRM.COM with Otoma
18
Otoma

Financial Services Software

Developer of a banking platform intended to implement financial solutions faster. The company's platform covers the implementation process from the system and acceptance testing to deployment and production monitoring, enabling banks to improve the quality and reduce the cost and risk of banks' implementations.

Revenue
$3M
Customers
-
Year founded
2016
Funding
$8M
Team size
26
Location
Israel
Compare CRM.COM with Nomanini
19
Nomanini

Financial Services Software

Provider of a payment platform intended to connect the disparate informal retail ecosystem to unlock the latent potential of Africa's economy. The company's platform connects merchants and distributors to each other and global service providers, integrating payments, working capital and data analytics and turns any mobile device into a retail point-of-sale system for informal merchants that is connected to an interoperable merchant wallet, enabling merchants to get access to informal market consumers and efficiently monitor micropayments and services by offering a broad range of digital banking (including cash-in/cash-out), mobile, utility and entertainment services to their customers.

Revenue
$3.2M
Customers
-
Year founded
2010
Funding
$5.5M
Team size
17
Location
South Africa
Compare CRM.COM with Nomanini
20
Nomanini

Financial Services Software

Provider of a payment platform intended to connect the disparate informal retail ecosystem to unlock the latent potential of Africa's economy. The company's platform connects merchants and distributors to each other and global service providers, integrating payments, working capital and data analytics and turns any mobile device into a retail point-of-sale system for informal merchants that is connected to an interoperable merchant wallet, enabling merchants to get access to informal market consumers and efficiently monitor micropayments and services by offering a broad range of digital banking (including cash-in/cash-out), mobile, utility and entertainment services to their customers.

Revenue
$3.2M
Customers
-
Year founded
2010
Funding
$5.5M
Team size
17
Location
South Africa
Top CRM.COM Alternatives, Competitors & Similar Software | GetLatka