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description: Page 5 - 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 5 - 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 5](https://www.capterra.co.za/directory/30562/financial-crm/software?page=5)

# 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. [CRMNEXT](https://www.capterra.co.za/software/118388/crmnext) — 4.5/5 (2 reviews) — CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.
2. [Doxim CRM](https://www.capterra.co.za/software/146727/doxim-crm) — 4.5/5 (2 reviews) — Built for banks and credit unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients.
3. [UGRU](https://www.capterra.co.za/software/160681/ugru) — 5.0/5 (2 reviews) — The \#1 CRM Financial Practice Management Suite.
4. [DebtPayPro](https://www.capterra.co.za/software/165109/debtpaypro) — 5.0/5 (2 reviews) — Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
5. [ezTask.io](https://www.capterra.co.za/software/180685/appiva-software) — 4.5/5 (2 reviews) — Task management software and collaboration software with the newest features
6. [Elements](https://www.capterra.co.za/software/196744/elements) — 4.5/5 (2 reviews) — Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
7. [Navatar Edge](https://www.capterra.co.za/software/203798/navatar-edge) — 5.0/5 (2 reviews) — Hundreds of private equity managers, investment banks, and strategic buyers use Navatar to streamline their deal-sourcing processes.
8. [Rings AI](https://www.capterra.co.za/software/1081568/Rings-AI) — 5.0/5 (2 reviews) — Rings AI is a relationship intelligence platform that serves as a CRM or enhances CRMs to help teams map and leverage their networks
9. [Allvue](https://www.capterra.co.za/software/122634/allvue-systems) — 5.0/5 (1 reviews) — Discover a CRM that tracks prospects, investors, and deal opportunities, while keeping crucial information at your fingertips.
10. [Vestio](https://www.capterra.co.za/software/149032/vestio) — 5.0/5 (1 reviews) — IDS FinTech is a financial software provider, offering wealth and asset management solutions to financial companies in the MENA region.
11. [MeridianLink Engage](https://www.capterra.co.za/software/155042/account360) — 5.0/5 (1 reviews) — Data‑driven marketing automation for financial institutions to deliver personalized lending and account‑service campaigns.
12. [Tabrasa](https://www.capterra.co.za/software/162175/vip) — 3.0/5 (1 reviews) — Sales and marketing solution with preset campaigns for the mortgage loan sector.
13. [EBP CRM Pro](https://www.capterra.co.za/software/182023/ebp-crm) — 5.0/5 (1 reviews) — This software allows you to collect all the information relating to your customers and prospects and to set up commercial actions.
14. [Fitsyn](https://www.capterra.co.za/software/182378/fitsyn) — 5.0/5 (1 reviews) — Fitsyn is a white-label, full suite front-end CRM that simplifies your sales cycle and helps your business convert more leads.
15. [Q4 Desktop](https://www.capterra.co.za/software/185653/q4-desktop) — 2.0/5 (1 reviews) — The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow.
16. [Profit CRM](https://www.capterra.co.za/software/204441/profit-crm) — 5.0/5 (1 reviews) — Management software (CRM) for the Finance and Gaming industries. Enables customer relationship with the most affordable solution
17. [Nasdaq IR Insight](https://www.capterra.co.za/software/211550/nasdaq-ir-insight) — 4.0/5 (1 reviews) — Nasdaq IR Insight empowers IR teams to measure impact, uncover trends, and demonstrate ROI.
18. [Unbox ERP](https://www.capterra.co.za/software/215857/unbox-crm) — 5.0/5 (1 reviews) — Unbox has every solution for all your business needs. AP, AR, GL, Stock management, Project management and many more. Free 30 day trail
19. [Peso](https://www.capterra.co.za/software/1061560/peso) — 5.0/5 (1 reviews) — Accounts receivable solution that helps businesses with billing and invoicing, customer statements, collection strategies, and more.
20. [Intelligent Customer Management](https://www.capterra.co.za/software/144311/nexj-contact) (0 reviews) — Our products can meet all of your vertical CRM needs in a single package. This includes Sales, Service and Marketing capabilities.
21. [Magnifinance](https://www.capterra.co.za/software/160279/magnifinance) (0 reviews) — Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
22. [Zapflow](https://www.capterra.co.za/software/164085/zapflow) (0 reviews) — Manage deals, track portfolios \& close your next fund faster. Zapflow is all-inclusive and configurable platform for investing teams.
23. [InvestorFlow](https://www.capterra.co.za/software/169405/investorflow) (0 reviews) — The Smarter, Simpler Investor Portal for Asset and Investment Managers
24. [Practifi](https://www.capterra.co.za/software/178120/practifi) (0 reviews) — Powered by Salesforce, Practifi is the leading CRM purpose-built for wealth management.
25. [IR.Manager](https://www.capterra.co.za/software/184962/ir-manager) (0 reviews) — IR.Manager is a user-friendly CRM and targeting tool for investor relations professionals

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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)
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-----

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