---
description: Discover the most popular Free Financial CRM Software tools and compare user ratings, pricing, features, and free demo versions.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Top Free Financial CRM Software Applications and Tools | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Free Financial CRM Software](https://www.getapp.co.uk/directory/1265/financial-crm/software) > [Page 2](https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2)

# Financial CRM Software

Canonical: https://www.getapp.co.uk/directory/1265/financial-crm/software

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## Products

1. [Method CRM](https://www.getapp.co.uk/software/90941/method-crm) — 4.2/5 (129 reviews) — The most customizable QuickBooks CRM
2. [Foundersuite](https://www.getapp.co.uk/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
3. [Dolibarr](https://www.getapp.co.uk/software/91350/dolibarr-erp) — 4.5/5 (105 reviews) — Solutions for On-line businesses
4. [Contactually](https://www.getapp.co.uk/software/100229/contactually) — 4.3/5 (103 reviews) — Turn relationships into results
5. [Wingmate](https://www.getapp.co.uk/software/108827/gopher-leads) — 4.6/5 (100 reviews) — Field Service Management Software
6. [InfoFlo](https://www.getapp.co.uk/software/91218/infoflo) — 4.5/5 (96 reviews) — HIPAA compaliant case management software
7. [OnePageCRM](https://www.getapp.co.uk/software/9568/onepagecrm) — 4.8/5 (91 reviews) — \#1 Action-Focused CRM Software for Small Business
8. [Redtail CRM](https://www.getapp.co.uk/software/114375/redtail-crm) — 4.1/5 (85 reviews) — Web-based CRM for financial professionals
9. [folk](https://www.getapp.co.uk/software/2071513/folk) — 4.5/5 (46 reviews) — The all-in-one CRM to manage all your business relationships
10. [Shape](https://www.getapp.co.uk/software/115787/shape) — 4.7/5 (44 reviews) — Cloud-based CRM, sales \& marketing automation software
11. [MortgageHalo](https://www.getapp.co.uk/software/2067153/mortgagehalo) — 4.3/5 (44 reviews) — MortgageHalo is a mortgage lead-generating CRM
12. [Covve App](https://www.getapp.co.uk/software/106543/covve) — 4.8/5 (40 reviews) — Stay in touch effectively with clients and personal contacts
13. [FLG](https://www.getapp.co.uk/software/126955/flg) — 4.8/5 (40 reviews) — The best solution for first time CRM adopters.
14. [User.com](https://www.getapp.co.uk/software/104019/user) — 4.6/5 (36 reviews) — The engine of growth. An all in one solution for user data.
15. [Rolldog](https://www.getapp.co.uk/software/2063140/rolldog) — 4.9/5 (33 reviews) — Customer relationship management solution
16. [Focus Softnet](https://www.getapp.co.uk/software/128751/centra-hub-crm) — 3.9/5 (31 reviews) — CRM solution for automating sales, marketing \& services
17. [RAYNET CRM](https://www.getapp.co.uk/software/100389/raynet-crm) — 4.9/5 (27 reviews) — The most easy-to-use CRM solution.
18. [PipeRun](https://www.getapp.co.uk/software/2071483/piperun) — 4.8/5 (26 reviews) — Cloud-based CRM tool for sales professionals.
19. [ConvergeHub](https://www.getapp.co.uk/software/90838/converge-enterprise) — 4.8/5 (24 reviews) — Sales, marketing, customer service \& billing CRM for SMBs
20. [InsuredMine](https://www.getapp.co.uk/software/2052806/insuredmine) — 4.7/5 (23 reviews) — Integrated agency management software for insurance firms
21. [SalesExec](https://www.getapp.co.uk/software/91101/salesexec) — 4.7/5 (22 reviews) — SalesExec for Call Centers and Sales Teams
22. [MadeMarket](https://www.getapp.co.uk/software/2061403/mademarket) — 4.8/5 (20 reviews) — Customer relationship and deal management platform
23. [Teamogy](https://www.getapp.co.uk/software/129943/ad-in-one) — 4.8/5 (17 reviews) — All-in-one cloud platform for projects, finances \& teams
24. [SmartOffice](https://www.getapp.co.uk/software/2073565/smartoffice-2) — 3.7/5 (17 reviews) — Enhancing sales via smart reports \& marketing.
25. [Standard ERP](https://www.getapp.co.uk/software/2066948/standard-erp) — 4.2/5 (16 reviews) — Standard ERP is a powerful system

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## Related Categories

- [Online CRM Software](https://www.getapp.co.uk/directory/232/online-crm/software)
- [CRM Software for Mac](https://www.getapp.co.uk/directory/2887/mac-crm/software)
- [Sales Force Automation Software](https://www.getapp.co.uk/directory/338/sales-force-automation/software)
- [Real Estate CRM Software](https://www.getapp.co.uk/directory/767/real-estate-crm/software)
- [Sales Tracking Software](https://www.getapp.co.uk/directory/3059/sales-tracking/software)

## Links

- [View on GetApp](https://www.getapp.co.uk/directory/1265/financial-crm/software)
- [All Categories](https://www.getapp.co.uk/directory)

-----

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