Financial services software

7 products

by Attio · CRM

Modern, flexible CRM with a free plan for small teams

Best for: Startups and modern teams wanting a flexible CRM

Attio is a newer CRM that lets teams model their own data with flexible objects and attributes. It syncs email and calendar to build…

  • API access
  • Customisation
  • Data enrichment
  • Email and calendar sync
Starting from$35/mo
Free trial Free version
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by Creatio · CRM

No-code CRM and workflow automation platform with AI for sales, marketing and service

Best for: Mid-size and enterprise teams that want CRM and process automation in one no-code platform

No-code CRM and workflow automation with AI. Growth from $40 and Enterprise from $75 per user per month, plus $15 per module.

  • AI assistant
  • Customisation
  • Marketing automation
  • Pipeline management
Starting from$40/user/mo
Free trial
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by Gong.io Ltd. · Sales

Revenue intelligence platform that records and analyses sales conversations

Best for: Established B2B sales organisations that can justify a significant platform investment

Revenue intelligence platform for sales teams. Quote-based; third-party estimates of a platform fee plus about $1,360 to $1,600 per user per year.

  • AI assistant
  • CRM integration
  • Meeting recording
  • Meeting transcription
PricingCustom quote
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by Microsoft · CRM

Enterprise CRM tightly integrated with Microsoft 365 and Teams

Best for: Microsoft-centric organisations

Dynamics 365 Sales is Microsoft's CRM for sales teams. It integrates with Outlook, Teams, Excel and Power Platform, making it a natural fit for…

  • AI assistant
  • Customisation
  • Dataverse
  • Email and calendar sync
Starting from$65/user/mo
Free trial
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by Outreach · Sales engagement

Enterprise sales execution platform with sequences, dialer, AI agents and forecasting

Best for: Mid-size and enterprise sales teams that run structured outbound and pipeline management

Enterprise sales execution platform with sequences, dialer, AI agents and forecasting. Quote-based annual contracts.

  • AI assistant
  • Email sequences
  • Pipeline management
  • Reporting and analytics
PricingCustom quote
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by Salesforce · CRM

The configurable enterprise CRM, with Starter Suite for smaller teams

Best for: Mid-size and enterprise sales teams with complex processes

Salesforce Sales Cloud is the best-known CRM for complex sales organisations. It manages leads, opportunities, accounts and forecasting, and its configuration layer lets administrators…

  • AI assistant
  • Customisation
  • Integrations
  • Lead management
Starting from$25/user/mo
Free trial Free version
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by Salesloft · Sales engagement

Revenue workflow platform with cadences, conversation intelligence and forecasting

Best for: B2B sales teams that want a full revenue workflow platform

Revenue workflow platform with cadences and conversation intelligence. Quote-based; third-party estimates from about $125 to $180 per user per month.

  • AI assistant
  • CRM integration
  • Email sequences
  • Reporting and analytics
PricingCustom quote
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Listings marked Sponsored are paid placements. Ratings come from user reviews, or from our editorial rating where no reviews exist yet.

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