Top 10 Financial Services CRM Software SaaS Companies in July 2026

Flower Mound, Texas, United States

Unified software suite including an agency management system, CRM, commercial rating tools, a premium financing platform, lead distribution and more

Sacramento, California, United States

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Woerden, Utrecht, Netherlands

In a customer-centric world, payments don’t belong in the back office—they belong in your CRM. FinDock brings payments into Salesforce, transforming payments into a seamless, strategic interaction that enhances both customer satisfaction and operational efficiency. By putting payments at the heart of Salesforce’s Customer 360, we empower organizations to deliver personalized, frictionless payment experiences that match the unique preferences of their customers. With FinDock, you can offer every payment method your customers need, while centralizing all processes—both online and traditional—within a single, streamlined architecture. Ready to unlock the full potential of Salesforce? Discover how FinDock can transform your payment processes and elevate your entire organization to a whole new level. Start making informed, data-driven decisions that drive revenue growth and reduce costs.

Kağıthane, İstanbul, Turkey

Tegsoft is a Contact Center solution both running as on-prem and cloud SaaS, that offers omnichannel customer experience management over communication channels such as phone calls, web chat, email, messaging apps, social media, text, fax. With its integrated CRM structure, it enables you to know your customer and provide a truly customized customer experience. Tegsoft is handling more than 1 million calls per day at over 450 customers with more than 15,000 Agents in 15 countries with 25-language support. It was founded in 2008 by entrepreneurs who have over ten years of experience in software development, telecommunication sector and running international projects. Tegsoft Contact Center solution is a Web-based application which allows companies to interact with their customers via different communication channels such as Voice, E-mail, SMS, Web chat and Social Media. It allows users to manage all these communication channels from a single user-friendly interface. Tegsoft has been preferred by many different companies operating in various sectors, especially in the Finance sector. From the very beginning, Tegsoft has been focused on product development and R&D activities to disseminate the innovative features in the industry. Certified Partners offer Pre-Sales, Sales and After-Sales services. Accredited Trainers of Tegsoft Academy deliver product training.

Toronto, Ontario, Canada

Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.

United States

Since 2015, DealFabric has produced and distributed a cloud-based CRM solution dedicated to private equity firms. We improve the efficiency of investment and investor relationship management teams by providing solutions for simple deal flow management, fundraising, fund of funds, contact management, automated or online sharing of information to LP's and fostering collaboration. We are based in Switzerland and France but with a global ambition.

Glasgow, Scotland, United Kingdom

The CRM for Financial Services.

Boston, Massachusetts, United States

Knudge is a client engagement tool that helps financial professionals keep their clients on track with the things they need to do. Knudge provides an easy and repeatable process for managing client facing action items and sends timely reminders to help ensure clients get stuff done. By automating and optimizing the follow up process, Knudge empowers financial professionals to touch on more areas of their clients’ lives and develop deeper and longer relationships. Financial professionals that are using Knudge are appreciating tremendous time savings, more organization, and helping their clients get much more done in a timely manner.