Best Financial CRM Software for ActiveCampaign

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Zendesk Sell (formerly Base) is a next-generation CRM software that accelerates sales for modern sales teams. Zendesk Sell allows small business, mid-market, and enterprise sales teams to improve their productivity, visibility, and process efficiency. Zendesk Sell features an intuitive user interface that allows teams to access, analyze and collaborate on relevant data. It also prioritizes leads and opportunities and drives sales actions with data. You can make calls, send emails, schedule meetings, view deal history, and even log everything manually from one place. Sell allows you to close deals from anywhere. It gives you the power and flexibility of a desktop sales tool, even when you're not physically there. Zendesk Sell is simpler than legacy sales management tools and easier to use.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Mortgage professionals who want to convert more leads. MLO Shift is built using ActiveCampaign, a top-of-the-line CRM and marketing automation platform trusted by more than 50,000 businesses. Your account includes 25 users and 2,500 contacts. MLO Shift Membership gives you access to our entire library of step-by-step video training courses. This will help you get started quickly to get the most from your investment. You can create your own landing pages. You can modify a template or create your own. Pages are quick to create and easy to use on mobile devices. This allows you to run campaigns and convert more leads. You can automatically drop all your leads into one system, and instantly follow-up with email, text, and Slybroadcast voicemails. This allows you to focus on your business. Track and follow up with your referrals automatically, so you don't lose track of any leads, only to discover that they have worked with the competition.