---
description: Page 4 - 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 4 - Financial CRM Software - Prices & Reviews - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](https://www.capterra.co.za/directory/30562/financial-crm/software) > [Page 4](https://www.capterra.co.za/directory/30562/financial-crm/software?page=4)

# 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. [AtomInvest](https://www.capterra.co.za/software/196290/atominvest-software) — 5.0/5 (9 reviews) — Empowers Alternative Fund Managers to manage their investments and their entire investor base in a single, cutting-edge portal.
2. [Centrex](https://www.capterra.co.za/software/193776/centrex-crm-software) — 4.9/5 (8 reviews) — Centrex is a financial CRM software platform designed for brokers, direct lenders, and investors. Everything you need under one roof.
3. [SYDLE ONE](https://www.capterra.co.za/software/190522/sydle-one) — 4.7/5 (7 reviews) — Manage your customer relationship on the all-in-one platform that provides you with much more than just Financial CRM.
4. [TreasuryView](https://www.capterra.co.za/software/116277/treasuryview) — 4.8/5 (6 reviews) — Automate bank loans, intercompany funding, and derivatives tracking for finance teams.Monthly subscription with flexible cancellation.
5. [Toolyt SFA](https://www.capterra.co.za/software/153494/toolyt-sfa) — 5.0/5 (6 reviews) — Empower the sales team via all the actionable insights, automated workflows, and productivity with a simple collaboration with Toolyt.
6. [DigiFi](https://www.capterra.co.za/software/184799/DigiFi) — 4.8/5 (6 reviews) — DigiFi’s all-in-one digital origination platform streamlines the lending and account opening journey from start to finish.
7. [F-RevoCRM](https://www.capterra.co.za/software/1025822/f-revocrm) — 4.3/5 (6 reviews) — CRM tool that enables Japanese professionals to manage customer-related information from a single dashboard available on the cloud.
8. [Financial Services Cloud](https://www.capterra.co.za/software/166075/financial-crm) — 4.8/5 (5 reviews) — Custom CRM solutions designed for brokers, advisors, bankers and service representatives with trusted AI solutions and capabilities.
9. [Chatabox](https://www.capterra.co.za/software/218866/chatabox) — 4.6/5 (5 reviews) — Chatabox is a user-friendly CRM with contact management, sales and task tracking, scheduling and reporting. Learn more about Chatabox.
10. [irsLogics](https://www.capterra.co.za/software/95976/irslogics) — 4.8/5 (4 reviews) — Web-based CRM software for tax resolution firms.
11. [4Degrees](https://www.capterra.co.za/software/184593/4degrees) — 5.0/5 (4 reviews) — Intelligent relationship and pipeline management for investors, that eliminates data entry and provides signals to close more clients.
12. [Edda](https://www.capterra.co.za/software/187533/Edda) — 4.8/5 (4 reviews) — Collaboratively manage your deal flow, portfolio, and network in one place with powerful intelligence.
13. [Senta](https://www.capterra.co.za/software/206605/senta) — 3.0/5 (4 reviews) — Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.
14. [Exact for CRM](https://www.capterra.co.za/software/1014678/exact-for-crm) — 4.5/5 (4 reviews) — Digitalise your sales team with CRM software to immediately see the segments you are successful in.
15. [Captafi](https://www.capterra.co.za/software/1021968/captafi) — 5.0/5 (4 reviews) — Cloud-based CRM/Agency Management for Financial pros. $25/user/month, scalable, discounts for large teams, 14-day Free Trial\!
16. [Zenith CRM](https://www.capterra.co.za/software/1063743/zenith-crm) — 5.0/5 (4 reviews) — AI CRM \& \& All In One Call Center Software with auto call/SMS/email, voicemail, and analytics for sales, service, marketing and backend
17. [ProBuilt ERP](https://www.capterra.co.za/software/1078224/ProBuilt) — 5.0/5 (4 reviews) — ProBuilt ERP is the first and only online application in the world to deliver true multitasking from inside a single browser tab.
18. [SatuitCRM](https://www.capterra.co.za/software/139631/satuitcrm) — 4.0/5 (3 reviews) — Customer relationship management (CRM) solution for buy-side investment professionals for the asset management industry.
19. [ProTrak Advantage](https://www.capterra.co.za/software/169490/protrak-advantage) — 5.0/5 (3 reviews) — An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
20. [equisoft/connect](https://www.capterra.co.za/software/158099/kronos-finance) — 1.7/5 (3 reviews) — Equisoft/connect is a state-of-the-art CRM specifically designed for insurance and investment advisors.
21. [Tier1](https://www.capterra.co.za/software/185566/tier1crm) — 5.0/5 (3 reviews) — Global relationship management software for capital markets, corporate and investment banking, and investment management.
22. [Onpipeline](https://www.capterra.co.za/software/194459/onpipeline) — 4.3/5 (3 reviews) — CRM for organizing leads, managing the entire sales process, tracking activities, reporting, and producing price quotes and invoices.
23. [telecrm](https://www.capterra.co.za/software/213134/telecrm) — 3.0/5 (3 reviews) — Efficient sales system for your team with lead management, phone calls and WhatsApp communication managed on a single platform.
24. [cVortex](https://www.capterra.co.za/software/1043700/cvortex) — 5.0/5 (3 reviews) — cVortex is customer service software that enables omnichannel conversations between companies and customers while streamlining support
25. [Togile](https://www.capterra.co.za/software/1067272/Togile) — 4.7/5 (3 reviews) — Togile CRM provides all the tools you need to organize, monitor, and strengthen your relationships with leads and customers.

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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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Let us show you how ProTrak CRM molds to your firm.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3454f765-cbb3-4708-a251-5c2118ffc926.png","url":"https://www.capterra.co.za/software/169490/protrak-advantage","@type":"ListItem"},{"name":"equisoft/connect","position":20,"description":"Equisoft/Connect is a CRM solution specifically designed, configured and deployed for the needs and workflows of insurance and wealth professionals. It includes built-in gateways to centralize all of an advisor’s client data in one place. Having a full 360º view of all of a client’s policy information, as well as personal and financial data, not only saves time, but enhances the advisor’s ability to provide superior service whenever it is needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4500c11c-e131-42cb-b881-03200aa1c801.png","url":"https://www.capterra.co.za/software/158099/kronos-finance","@type":"ListItem"},{"name":"Tier1","position":21,"description":"Global leader in CRM software for capital markets & investment banking. SS&C Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. SS&C Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48ff3a87-47a9-44c5-a111-41fc3484a843.png","url":"https://www.capterra.co.za/software/185566/tier1crm","@type":"ListItem"},{"name":"Onpipeline","position":22,"description":"Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, reporting, and producing price quotes and invoices. \n\nThe immediate advantages of our system are that all customer details and history are conveniently stored in one place for both you and your team, The database can be tailored to accomodate specific fields that your industry or business requires, the sales process is kept under control.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fae5bf6f-8b80-449e-8058-8b224b704aa6.png","url":"https://www.capterra.co.za/software/194459/onpipeline","@type":"ListItem"},{"name":"telecrm","position":23,"description":"Telecrm empowers you to connect with your customers effortlessly—through WhatsApp, SMS, email, and calls—all from one unified platform. Our powerful automation tools handle repetitive tasks, freeing up your time to focus on what truly drives growth: building relationships and closing deals.\n\nWith collaborative tools for your team and a comprehensive dashboard for real-time tracking, Telecrm gives you everything you need to monitor, manage, and optimise your entire sales operation—efficiently and effectively.\n\nWhether you're scaling your outreach or streamlining your workflows, Telecrm is your all-in-one solution for smarter, faster, and more impactful sales.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cadcf756-57c5-42ab-a2c2-f2ccf2126ae4.jpeg","url":"https://www.capterra.co.za/software/213134/telecrm","@type":"ListItem"},{"name":"cVortex","position":24,"description":"cVortex is customer service software that enables omnichannel conversations between companies and customers while streamlining support operations. The Brazilian platform natively integrates channels like SMS, chat, and social media so businesses can engage continuously with context. It also allows no-code customization of workflows and intelligent distribution of interactions. Key capabilities include omnichannel customer service, easy workflow customization, and premium support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/64498993-1070-47da-b3cc-76635f7dd417.jpeg","url":"https://www.capterra.co.za/software/1043700/cvortex","@type":"ListItem"},{"name":"Togile","position":25,"description":"Togile CRM is a comprehensive, intuitive solution designed for SMBs and enterprises. It offers a 360º customer view, providing detailed insights into interactions, preferences, and history. Automate workflows to save time and reduce errors, allowing you to focus on growth and building lasting relationships. Engage with customers across multiple channels—email, phone, social media, and live chat—all centralized in one platform for consistent and timely responses. \n\nTogile CRM’s powerful analytics tools provide valuable insights into sales performance, customer behavior, and overall business health. Customize dashboards and reports to track key metrics and identify trends. With seamless integration, enhanced security, and a user-friendly interface, Togile CRM is the ultimate tool for managing, tracking, and enhancing your customer relationships. Elevate your business operations and achieve greater efficiency with Togile CRM. \n\nBook a demo today and experience the difference.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b70aeb10-9e24-43c8-abbd-da0d3ee18f40.jpeg","url":"https://www.capterra.co.za/software/1067272/Togile","@type":"ListItem"}],"@id":"https://www.capterra.co.za/directory/30562/financial-crm/software?page=4#itemlist","numberOfItems":25}
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