---
description: Page 3 - See the list of the best Financial CRM Software solutions in South Africa. Capterra offers software prices, reviews, and features to help you find the best software for your business.
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title: Page 3 - Financial CRM Software - Prices & Reviews - Capterra South Africa 2026
---

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# Financial CRM Software

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> Financial CRM software helps banks, credit unions and insurance companies to organize and maintain information about their customers including contact details, transaction history and records of previous interactions.

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## Products

1. [FLG](https://www.capterra.co.za/software/130021/flg-360) — 4.8/5 (40 reviews) — FLG is a simple, powerful, easy to use UK lead management CRM system with a free trial, basic and professional packages.
2. [Covve App](https://www.capterra.co.za/software/200138/covve) — 4.8/5 (40 reviews) — Covve is designed to help you better manage relationships and create business opportunities
3. [User.com](https://www.capterra.co.za/software/144916/usercom) — 4.6/5 (36 reviews) — User.com is an advanced marketing and sales system that helps automate personalized communication and streamline business processes.
4. [Dynamo Software](https://www.capterra.co.za/software/67068/dynamo) — 4.6/5 (34 reviews) — AI-powered CRM for ALTS investment firms, centralizing deals, investor relations, fundraising, and research with DynamoAI insights.
5. [Rolldog](https://www.capterra.co.za/software/1019510/rolldog-complete) — 4.9/5 (33 reviews) — CRM and sales enablement solution designed to help businesses manage operations, increase revenue and boost sales.
6. [Focus Softnet](https://www.capterra.co.za/software/191388/centra-hub-crm) — 3.9/5 (31 reviews) — Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services.
7. [RAYNET CRM](https://www.capterra.co.za/software/136797/raynet-crm) — 4.9/5 (27 reviews) — Conquer chaos with CRM software. All contacts, deals, your calendar, and your sales pipeline analysis in one place.
8. [PipeRun](https://www.capterra.co.za/software/191615/piperun) — 4.8/5 (26 reviews) — Sales CRM solution that helps businesses visualize opportunities by receiving leads from Facebook campaigns, chat services, \& LinkedIn.
9. [ConvergeHub](https://www.capterra.co.za/software/134185/convergehub) — 4.8/5 (24 reviews) — Built for Growth. Trusted by SMBs. ConvergeHub simplifies customer management by combining sales, marketing, support, and billing into
10. [AdvisorEngine](https://www.capterra.co.za/software/175684/advisorengine) — 4.4/5 (24 reviews) — A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations.
11. [InsuredMine](https://www.capterra.co.za/software/175110/insuredmine) — 4.7/5 (23 reviews) — An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth.
12. [SalesExec](https://www.capterra.co.za/software/126733/salesexec) — 4.7/5 (22 reviews) — SalesExec is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, SMS, and email nurture.
13. [DealCloud](https://www.capterra.co.za/software/139967/dealcloud) — 4.5/5 (21 reviews) — Built for financial firms, Intapp DealCloud is a deal management platform that unifies relationship data, deals, and insights to power
14. [MadeMarket](https://www.capterra.co.za/software/1033660/mademarket) — 4.8/5 (20 reviews) — A purpose-built tool that lets businesses manage relationships, access contacts, build buyer lists, monitor active deals, and more.
15. [Cool Life CRM](https://www.capterra.co.za/software/100794/cool-life-crm) — 4.4/5 (17 reviews) — Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.
16. [SmartOffice](https://www.capterra.co.za/software/133901/smartoffice) — 3.7/5 (17 reviews) — SmartOffice is a CRM solution tailored for the Financial Services industry designed for financial advisors, RIA's, B/Ds, and Banks.
17. [Teamogy](https://www.capterra.co.za/software/143529/teamogy) — 4.8/5 (17 reviews) — One system for professional services: new business, projects, team, finances and reporting. Boost collaboration and profitability.
18. [Standard ERP](https://www.capterra.co.za/software/92308/standard-erp) — 4.2/5 (16 reviews) — Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.
19. [SimpleWorks](https://www.capterra.co.za/software/144850/simplecrm) — 4.5/5 (15 reviews) — SimpleCRM’s Financial CRM enhances engagement, compliance, and operations for financial institutions with AI-driven insights.
20. [CentrixOne](https://www.capterra.co.za/software/196774/centrixone) — 4.2/5 (13 reviews) — Made in Canada, CentrixONE is the best CRM for SMEs. Simple. Affordable. Perfect to optimize your sales processes and your revenues.
21. [Altvia](https://www.capterra.co.za/software/128748/aim) — 4.8/5 (11 reviews) — Altvia reimagines the private capital operating system, helping firms unlock intelligence, deepen relationships, and drive performance
22. [CreditOnline](https://www.capterra.co.za/software/137814/creditonline) — 4.6/5 (11 reviews) — CREDITONLINE (est.2007) currently operates in Europe, South America and Asia and has an experienced development and support team.
23. [FPS GOLD Core Banking](https://www.capterra.co.za/software/172402/fps-gold-core-processing) — 4.4/5 (11 reviews) — FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, and more.
24. [Heeros PSA](https://www.capterra.co.za/software/1038987/heeros-psa) — 4.4/5 (11 reviews) — Heeros PSA is a cloud -based solution that helps businesses manage projects, sales, finances, team productivity \& more on one platform.
25. [Saleoid](https://www.capterra.co.za/software/1039566/equp) — 4.6/5 (10 reviews) — Saleoid is the Best CRM Software: a true all-in-one for leads, sales, marketing \& billing -- \> Starting at just $5/month.

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## Related Categories

- [CRM for Small Businesses
](https://www.capterra.co.za/directory/31583/small-business-crm/software)
- [Online CRM Software](https://www.capterra.co.za/directory/30072/online-crm/software)
- [Sales Tracking Software](https://www.capterra.co.za/directory/32744/sales-tracking/software)
- [Contact Management Software](https://www.capterra.co.za/directory/30016/contact-management/software)
- [Lead Management Software](https://www.capterra.co.za/directory/30017/lead-management/software)

## Links

- [View on Capterra](https://www.capterra.co.za/directory/30562/financial-crm/software)
- [All Categories](https://www.capterra.co.za/directory)

-----

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Get started for free now.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d98cab9f-f89d-4f1f-9964-ff30d62565d3.png","url":"https://www.capterra.co.za/software/196774/centrixone","@type":"ListItem"},{"name":"Altvia","position":21,"description":"Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead.\n\nAltvia removes the friction that slows teams down. 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Our future-proof technology and long-term partnerships render it simple, fast, and cost-effective to expand your services portfolio and client base, allowing your business to scale up or reinvigorate itself effectively at any stage of its life-cycle.\n\nCreditOnline offers a range of Loan Management Software Services to meet the diverse needs of modern lending businesses:\n\nBNPL;\nInstallment Loans;\nPayday loans;\nLeasing;\nCrowdfunding;\nFactoring;\nLine of Credit;\nP2P;\nMarketplace;\nGreen Finance;\nUniversity Installments;\nand many more...\n\nWith CreditOnline, you can empower your business to scale up or reinvigorate itself effectively at any stage of its life-cycle.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9033bf81-e622-41f0-9d3e-e159aa371fe5.png","url":"https://www.capterra.co.za/software/137814/creditonline","@type":"ListItem"},{"name":"FPS GOLD Core Banking","position":23,"description":"Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD Core Banking makes it easy to compete, profit, and thrive. And after more than 50 years of experience in the finance industry, we are still known for and proud of our preeminent customer service and close relationships with our clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a45c90d7-5534-4d33-8cdf-0803bb9875c8.png","url":"https://www.capterra.co.za/software/172402/fps-gold-core-processing","@type":"ListItem"},{"name":"Heeros PSA","position":24,"description":"All-in-one professional service automation software. Save time, improve productivity, and get a full visibility on key business functions.\n\nWith Heeros PSA, you can manage all phases of running and growing a business in a unified platform: sales, projects, and finances to billable hours, resource utilization, to team productivity, and business profitability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa4920b3-b07b-4878-adb6-900185d884e0.jpeg","url":"https://www.capterra.co.za/software/1038987/heeros-psa","@type":"ListItem"},{"name":"Saleoid","position":25,"description":"Saleoid is one of the Best CRM Software platforms for growing businesses that want a true all-in-one system, not a patchwork of tools. \n\nBuilt as one connected workspace, Saleoid helps you generate leads, capture inquiries, manage contacts, and move deals through your pipeline faster.\n\nClose leads with organized follow-ups, automation, and visibility across your entire sales process. \n\nGet paid with an end-to-end billing setup that supports invoicing, subscriptions, and a complete billing solution - All connected to your customers.\n\nRun marketing from the same system with email campaigns, forms, landing pages, and audience management, so sales and marketing stay perfectly aligned. From lead generation to closing, billing, and retention, Saleoid brings your complete Sales Solution, complete Marketing Solution, and complete Billing Solution into one place. \n\nBest of all, it starts at just $5/month (on a 2-year plan).","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/686fef78-87fb-488a-a923-5adf5ab45b96.png","url":"https://www.capterra.co.za/software/1039566/equp","@type":"ListItem"}],"@id":"https://www.capterra.co.za/directory/30562/financial-crm/software?page=3#itemlist","numberOfItems":25}
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