Best Financial CRM Software for VoiceSpin

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.

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.

To accelerate your growth, measure and track your sales and business. Skale Customer Revenue Management Platform streamlines the sales process, allowing brokers to increase their sales staff from 6 to 600 in just 12 months. Automate client interactions to reduce acquisition costs. You can rest easy knowing that your clients' information is secure. How to increase revenue by $2M to $8M in 12 Months using an in-house sales team without compromising security, privacy, and risk. To maintain stability, you must keep track of compliance and regulatory requirements. Skale Customer Revenue Management Platform internal auditors will save you time and reduce your monthly travel time to 1-2 days. Skale Forex CRM gives you everything you need to trade immediately. Marketing, sales & retention. Fully transparent MT4 integration. PSPs. And many other FinTech tools. Skale CRM can be customized in hours, rather than days, maximising profits and minimizing risk.

A CRM system is essential for any retail brokerage. LXCRM was designed to make it easy for you to stay in touch with your Forex traders. Each feature of our CRM system was specifically designed to meet the needs of Forex traders. LXCRM can help you increase your performance through integrated marketing and automation tools. Multiple dashboards allow you to access all the information you need on one page. LXCRM integrates seamlessly with emailers, affiliate systems, SMS, and many other systems. You can track the performance of your success teams and sales individually and collectively. To ensure maximum data protection, assign specific permissions to different staff members. Your personal success manager will help to create the best package for you. Our technical team will install all components of your brokerage. Once you have all the systems in place, a trained professional will help guide your team.

This CRM tool is specifically designed for finance. It allows you to acquire, convert and retain clients, as well as monetize them. You can easily track leads and onboard clients. A thorough client overview is essential for effective communication. Your KYC checks will be quick and easy. Native integration is available for the most prominent eKYC providers. BrokerIQ's KYC-based client statuses make it easy to manage and keep track of your clients. Access all documents and KYC information via exportable, designated reports. BrokerIQ allows integration with all major PSPs. You can choose who will process your payments. BrokerIQ records all transactions, both internal and external. This gives you a complete picture about your business. Automated bonuses are based on flexible client segment configurations. Bonus amounts can be fixed or percentage-based with limits. BrokerIQ integrates with industry-leading trading platforms. You can keep the platforms you already have and easily add new ones.

The CRM for Financial Services. Comprehensive Management Solution. Multibrands, platforms, and call-centers can all be managed in one system. Proftit CRM can be divided into sales, marketing management, management, and reports. Proftit lets you keep control of your data. All leads can be analyzed according to your brand's requirements. Optimize how leads are handled in order to get the best value per client. Automate. Automate to create a more efficient, accurate, and goal-oriented business. Features. Your sales agents should have all the information they need to communicate with clients. This will improve the quality of communication. Based on the trader’s location, receive the current time, weather conditions and news events. Verify clients and comply with regulatory requirements. See the behavior of trader, most traded assets, history, and overall performance. Real-time notifications provide key trading insights, such as trading PNL, margins, and more. You can track and view trader activity without accessing MT4 Manager.