Best Financial CRM Software for Mac
View:
Compare the Top Financial CRM Software for Mac as of October 2025
Sort By:
What is Financial CRM Software for Mac?
Financial CRM software is designed specifically for financial institutions, advisors, and wealth managers to manage client relationships, track interactions, and streamline sales and service processes. It provides tools for managing client portfolios, tracking financial goals, automating workflows, and ensuring regulatory compliance. The software integrates with financial planning, trading, and accounting systems to offer a 360-degree view of client data. By enhancing communication, personalization, and data security, financial CRM helps improve client retention, acquisition, and overall satisfaction. It supports relationship management in banking, insurance, investment advisory, and other financial services. Compare and read user reviews of the best Financial CRM software for Mac currently available using the table below. This list is updated regularly.
-
1
InfoFlo
InfoFlo Solutions Inc
Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.Starting Price: $20/month/user -
2
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.">
Starting Price: $24/month
- Previous
- You're on page 1
- Next