---
description: Page 2 - See our list of the best rated Financial CRM Software. We provide UK business users the most detailed information on software. Our free interactive tool allows you to filter by price, features, and reviews.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Page 2 - Financial CRM Software - Prices & Reviews | GetApp UK 2026
---

Breadcrumb: [Home](/) > [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

Page: 2 / 5\
Prev: [Previous page](https://www.getapp.co.uk/directory/1265/financial-crm/software)\
Next: [Next page](https://www.getapp.co.uk/directory/1265/financial-crm/software?page=3)

-----

## Products

1. [LeadSquared](https://www.getapp.co.uk/software/101405/leadsquared) — 4.3/5 (167 reviews) — Built for Experiences, Tuned for Outcomes.
2. [Close](https://www.getapp.co.uk/software/91339/close-io) — 4.7/5 (164 reviews) — The conversation-first CRM for small, scaling sales teams
3. [Zendesk Sell](https://www.getapp.co.uk/software/9589/zendesk-sell) — 4.3/5 (160 reviews) — All-in-one sales platform for sales teams.
4. [Teamgate](https://www.getapp.co.uk/software/100925/teamgate) — 4.8/5 (155 reviews) — Unlock Your Sales Potential
5. [Wealthbox](https://www.getapp.co.uk/software/2057636/wealthbox) — 4.7/5 (146 reviews) — Wealthbox is CRM you’ll actually enjoy.
6. [Method CRM](https://www.getapp.co.uk/software/90941/method-crm) — 4.2/5 (142 reviews) — The most customizable QuickBooks CRM
7. [Creatio CRM](https://www.getapp.co.uk/software/90504/bpm-online-crm) — 4.7/5 (134 reviews) — New era CRM to manage all customer and operational workflows
8. [Corefactors](https://www.getapp.co.uk/software/132075/corefactors) — 4.4/5 (132 reviews) — RevOps Enabling AI-powered CRM- A Zero Revenue Leakage Tool
9. [Foundersuite](https://www.getapp.co.uk/software/2059380/foundersuite-1) — 4.7/5 (110 reviews) — Investment management software
10. [Dolibarr](https://www.getapp.co.uk/software/91350/dolibarr-erp) — 4.5/5 (105 reviews) — Solutions for On-line businesses
11. [Contactually](https://www.getapp.co.uk/software/100229/contactually) — 4.3/5 (103 reviews) — Turn relationships into results
12. [Wingmate](https://www.getapp.co.uk/software/108827/gopher-leads) — 4.6/5 (101 reviews) — Field Service Management Software
13. [OnePageCRM](https://www.getapp.co.uk/software/9568/onepagecrm) — 4.8/5 (99 reviews) — \#1 Action-Focused CRM Software for Small Business
14. [InfoFlo](https://www.getapp.co.uk/software/91218/infoflo) — 4.5/5 (98 reviews) — HIPAA compaliant case management software
15. [Efficy CRM](https://www.getapp.co.uk/software/100561/efficy-crm) — 4.0/5 (90 reviews) — Pay-less for more. Europe's most flexible CRM
16. [Redtail CRM](https://www.getapp.co.uk/software/114375/redtail-crm) — 4.1/5 (85 reviews) — Web-based CRM for financial professionals
17. [servis.ai](https://www.getapp.co.uk/software/116723/freeagent-crm) — 4.6/5 (71 reviews) — Powerful, easy-to-use BOMP your whole team will love.
18. [Unanet ERP AE](https://www.getapp.co.uk/software/103489/infocus) — 4.4/5 (69 reviews) — Project-based ERP for mid-to-large size AE firms
19. [Escala](https://www.getapp.co.uk/software/2064590/escala) — 4.7/5 (69 reviews) — CRM and marketing automation platform
20. [Surefire CRM](https://www.getapp.co.uk/software/2039055/surefire-crm) — 4.5/5 (55 reviews) — CRM and lead management software for mortgage businesses
21. [Total Expert](https://www.getapp.co.uk/software/170471/total-expert) — 4.3/5 (48 reviews) — Marketing automation tool for financial services industry
22. [MortgageHalo](https://www.getapp.co.uk/software/2067153/mortgagehalo) — 4.4/5 (47 reviews) — MortgageHalo is a mortgage lead-generating CRM
23. [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
24. [Shape](https://www.getapp.co.uk/software/115787/shape) — 4.7/5 (44 reviews) — Cloud-based CRM, sales \& marketing automation software
25. [Vymo](https://www.getapp.co.uk/software/112395/vymo) — 4.7/5 (41 reviews) — Mobile-first intelligent sales assistant for field sales

-----

Page: 2 / 5\
Prev: [Previous page](https://www.getapp.co.uk/directory/1265/financial-crm/software)\
Next: [Next page](https://www.getapp.co.uk/directory/1265/financial-crm/software?page=3)

## Related Categories

- [CRM for Small Businesses](https://www.getapp.co.uk/directory/4959/small-business-crm/software)
- [Insurance CRM Software](https://www.getapp.co.uk/directory/3083/insurance-crm/software)
- [Online CRM Software](https://www.getapp.co.uk/directory/232/online-crm/software)
- [Sales Force Automation Software](https://www.getapp.co.uk/directory/338/sales-force-automation/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)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Review, Compare, and Evaluate small business software. GetApp UK has software offers, SaaS and Cloud Apps, independent evaluations, and reviews.","email":"info@getapp.co.uk","url":"https://www.getapp.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/GetApp"]},{"name":"GetApp UK","url":"https://www.getapp.co.uk/","@id":"https://www.getapp.co.uk/#website","@type":"WebSite","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"potentialAction":{"query":"required","target":"https://www.getapp.co.uk/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Financial CRM Software","description":"Page 2 - See our list of the best rated Financial CRM Software. We provide UK business users the most detailed information on software. Our free interactive tool allows you to filter by price, features, and reviews.","url":"https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2","about":{"@id":"https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2#itemlist"},"breadcrumb":{"@id":"https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2#breadcrumblist"},"@id":"https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.getapp.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"mainEntity":{"@id":"https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2#itemlist"}},{"@id":"https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"https://www.getapp.co.uk/directory/1265/financial-crm/software","@type":"ListItem"},{"name":"Page 2","position":3,"item":"https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 2 - Financial CRM Software - Prices &amp; Reviews | GetApp UK 2026","@context":"https://schema.org","@id":"https://www.getapp.co.uk/directory/1265/financial-crm/software?page=2#itemlist","@type":"ItemList","itemListElement":[{"name":"LeadSquared","position":1,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e5a618b-25a4-45e3-a86b-7642ea6f585a.png","url":"https://www.getapp.co.uk/software/101405/leadsquared","@type":"ListItem"},{"name":"Close","position":2,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ee4671b1-24c6-4b6e-a880-54a586c6f021.png","url":"https://www.getapp.co.uk/software/91339/close-io","@type":"ListItem"},{"name":"Zendesk Sell","position":3,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91713ea5-644a-4395-afc8-4b7f6206a913.png","url":"https://www.getapp.co.uk/software/9589/zendesk-sell","@type":"ListItem"},{"name":"Teamgate","position":4,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8b7cf1c8-476a-481c-846e-a63396e82402.jpeg","url":"https://www.getapp.co.uk/software/100925/teamgate","@type":"ListItem"},{"name":"Wealthbox","position":5,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8284a165-597c-493f-80cb-b39e8c942fc3.png","url":"https://www.getapp.co.uk/software/2057636/wealthbox","@type":"ListItem"},{"name":"Method CRM","position":6,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9d47f49-f8c5-43fa-ba1d-c5cae1733ccd.png","url":"https://www.getapp.co.uk/software/90941/method-crm","@type":"ListItem"},{"name":"Creatio CRM","position":7,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.getapp.co.uk/software/90504/bpm-online-crm","@type":"ListItem"},{"name":"Corefactors","position":8,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3dc14fc3-1611-411c-b076-f88b82a5fd53.png","url":"https://www.getapp.co.uk/software/132075/corefactors","@type":"ListItem"},{"name":"Foundersuite","position":9,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bef16f0b-ab69-4446-ba29-4b1db43a6f10.png","url":"https://www.getapp.co.uk/software/2059380/foundersuite-1","@type":"ListItem"},{"name":"Dolibarr","position":10,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/326e2090-fffb-42d0-9ad7-98cf033fa0a8.png","url":"https://www.getapp.co.uk/software/91350/dolibarr-erp","@type":"ListItem"},{"name":"Contactually","position":11,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46009d8f-9517-410d-8ead-83bf64354935.png","url":"https://www.getapp.co.uk/software/100229/contactually","@type":"ListItem"},{"name":"Wingmate","position":12,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9f564a05-5ba4-4961-829c-904b781932d6.png","url":"https://www.getapp.co.uk/software/108827/gopher-leads","@type":"ListItem"},{"name":"OnePageCRM","position":13,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce33782-6b0e-49c6-9a2c-9ff42da6fa67.png","url":"https://www.getapp.co.uk/software/9568/onepagecrm","@type":"ListItem"},{"name":"InfoFlo","position":14,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06dc248a-f5da-4a6a-ac4b-25dbfaadb6b7.png","url":"https://www.getapp.co.uk/software/91218/infoflo","@type":"ListItem"},{"name":"Efficy CRM","position":15,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e897b9cd-f43c-41de-9543-008705bbaec0.png","url":"https://www.getapp.co.uk/software/100561/efficy-crm","@type":"ListItem"},{"name":"Redtail CRM","position":16,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23d687eb-aa30-4c77-ab98-9f694482ec2a.png","url":"https://www.getapp.co.uk/software/114375/redtail-crm","@type":"ListItem"},{"name":"servis.ai","position":17,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45375506-7b1f-4956-aed6-3d57776346f4.jpeg","url":"https://www.getapp.co.uk/software/116723/freeagent-crm","@type":"ListItem"},{"name":"Unanet ERP AE","position":18,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bc22a1a8-c459-4690-9b25-6450571b242e.png","url":"https://www.getapp.co.uk/software/103489/infocus","@type":"ListItem"},{"name":"Escala","position":19,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/47ebac34-e8e9-4950-b477-2c292e1aaa3e.png","url":"https://www.getapp.co.uk/software/2064590/escala","@type":"ListItem"},{"name":"Surefire CRM","position":20,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1d8c40d2-0bed-43f6-b870-5e6601cb0959.png","url":"https://www.getapp.co.uk/software/2039055/surefire-crm","@type":"ListItem"},{"name":"Total Expert","position":21,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0087e5c3-f83c-470b-90c0-edf208446f57.png","url":"https://www.getapp.co.uk/software/170471/total-expert","@type":"ListItem"},{"name":"MortgageHalo","position":22,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2d0d187c-effb-4d44-bf80-79e8b0f3a35b.png","url":"https://www.getapp.co.uk/software/2067153/mortgagehalo","@type":"ListItem"},{"name":"folk","position":23,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9af199a6-e274-4f9a-940e-816fa3db2e59.png","url":"https://www.getapp.co.uk/software/2071513/folk","@type":"ListItem"},{"name":"Shape","position":24,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bca0b2f-7b74-41cd-a603-ad186a618a8d.png","url":"https://www.getapp.co.uk/software/115787/shape","@type":"ListItem"},{"name":"Vymo","position":25,"image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8f5fe1c3-b34f-42c0-9c83-54b10a8e6e1c.png","url":"https://www.getapp.co.uk/software/112395/vymo","@type":"ListItem"}],"numberOfItems":25}
</script>