Top 4 Financial Services CRM Software Companies With $5M–$10M Revenue (September 2026)

Bangalore, Karnataka, India

SalesGO CRM Technologies "( formerly Node Technologies ) is a software product company based in Bangalore, India. SalesGO, a sales force enablement product is built on the ‘Salespeople First’ philosophy making it a preferred favorite by salespeople on the field. Unlike most CRMs and SFAs SalesGo has a 100% adoption rate by its users. With Leads, Visits, DSR, and Campaign modules SalesGO caters to a host of clients across categories like Asset Management, Banking, Consumer Durables, Electric Automation, Construction, Telecom, IT hardware etc. SalesGO is currently focused on India as a market and caters to Large, Medium, Small, and Micro segments in relevant industries pan-India. SalesGO has worked with clients like IBM, Apple, Lenovo, Airtel, Samsung, LIC Nomura, Cisco, SBI, Schneider Electric, and many more. It also pioneers the Customer Success Model in product delivery, a result-oriented, output-based model to help clients see tangible results in sales effectiveness from day one. SalesGO stands out for its ease of use, deployment, and strong RoI compared to any conventional CRM product making It a preferred choice, especially in the Indian marketing scenario.

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.