Screenshot of Nutshell, the best CRM software for financial services companies
At the heart of every financial services business is a great customer relationship management (CRM) system. Your CRM acts as a foundation and central hub for your tech stack, providing you with the data and tools needed to build better experiences and stronger relationships with customers and prospects.
Sourcing the best CRM for your financial services organization philippines telegram means finding one that manages customer information and interactions, allows for task and activity automation, lets you segment and market to customers via email, improves collaboration across departments, and simplifies your sales process.
Nutshell: Nutshell provides a world-class all-in-one CRM solution for financial services companies, including powerful email marketing tools, advanced automation capabilities, thousands of integrations, robust reporting and analytics, and award-winning customer support. Nutshell plans start at just $16 per user per month.
HubSpot CRM: HubSpot’s CRM tool offers several different features that are split across four pricing tiers. To gain access to all the automation, support, and customization options, you’ll need to sign up for its Professional plan, which starts at $90 per user per month.
Zoho CRM: Zoho CRM is a well-known platform offering some marketing functionality, detailed reports, and pipeline automation features. For improved analytics, customization, and automation options, users should opt for the Enterprise plan, starting at $35 per user per month.
COMPARE
Which CRM has the features you need?
Our interactive worksheet compares the benefits offered by Nutshell, your existing contact management solution, and any other CRMs you’re currently evaluating.
FREE DOWNLOAD
a piece of paper with the words Nutshell - 16 B2B cold email templates that sales experts swear by on it
Financial management
Screenshot of QuickBooks, the best financial management software for financial services companies
Financial management tools provide the backbone for managing, monitoring, and evaluating financial transactions, from invoicing to payroll, expense tracking, and more. They’re also integral for determining a business’s overall fiscal health and