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description: Page 6 - 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 6 - 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 6](https://www.capterra.co.za/directory/30562/financial-crm/software?page=6)

# 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. [Silvasoft](https://www.capterra.co.za/software/197247/silvasoft) (0 reviews) — Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It al
2. [ProTracker Advantage](https://www.capterra.co.za/software/198791/protracker-advantage) (0 reviews) — Financial CRM solution that helps users with practice management, RMD calculations, marketing, tasks tracking, reporting, and more.
3. [Veritouch](https://www.capterra.co.za/software/204106/veritouch) (0 reviews) — CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.
4. [Pepper](https://www.capterra.co.za/software/1014716/pepper) (0 reviews) — The Go-To-Market Platform Powering Independent Distribution
5. [Antelope Systems](https://www.capterra.co.za/software/1018300/antelope-systems) (0 reviews) — Antelope offer CRM solutions, unique lead management tools, Ninja, Financials, KYC, Communication, and PSP integrations all in one.
6. [Hoopiz Credit Management](https://www.capterra.co.za/software/1022134/hoopiz) (0 reviews) — SaaS Software Risk and Cash collection : Collect faster 📊 Save time and gain visibility. Improve your cash flow. Decrease the DSO.
7. [BSI Customer Suite](https://www.capterra.co.za/software/1023971/bsi-customer-suite) (0 reviews) — All-in-one customer experience solution that helps with relationship management, customer experience, AI, and customer data.
8. [Apex 72](https://www.capterra.co.za/software/1040577/apex-72) (0 reviews) — Financial Advisors, Life Insurance Agents, and Producers, tired of multiple confusing systems? Ready to simplify and succeed?
9. [AdviAlly](https://www.capterra.co.za/software/1044647/advially) (0 reviews) — AdviAlly is a cloud-based CRM and finance management platform for financial professionals.
10. [Vumi](https://www.capterra.co.za/software/1056340/vumi) (0 reviews) — Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting.
11. [SolvCRM](https://www.capterra.co.za/software/1062282/solvcrm) (0 reviews) — SolvCRM, a CRM software, streamlines finances, automates tasks, and boosts sales for businesses.
12. [Arx CRM](https://www.capterra.co.za/software/1073157/Arx-MA-CRM) (0 reviews) — Arx M\&A CRM is a cloud-based solution that helps investment banks manage the entire deal lifecycle from prospecting to closing.
13. [NMI Merchant Relationship Management](https://www.capterra.co.za/software/1068815/Merchant-Relationship-Management) (0 reviews) — A CRM purpose-built for the payments industry; automates merchant management, residuals, compliance and risk for banks and ISOs.
14. [Altitude](https://www.capterra.co.za/software/1080945/Altitude) (0 reviews) — AI-native Financial CRM for advisors to manage clients, automate marketing, and drive growth.
15. [CALM Portal](https://www.capterra.co.za/software/1082292/CALM-Portal) (0 reviews) — CALM Portal is a management software that centralizes client activities for financial institutions in one comprehensive interface.
16. [Financial Cloud CRM](https://www.capterra.co.za/software/1061577/financial-cloud) (0 reviews) — Financial CRM solution that helps businesses manage customer relationships, payments, personalised communications, and more.
17. [ISOhub](https://www.capterra.co.za/software/1089105/ISOhub) (0 reviews) — ISOhub is cloud-based CRM software for merchant services that streamlines onboarding, automates residuals, and provides insights.

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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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A no-code builder allows workflow customization to meet specific business needs. Payment management automates single payments, plans, and settlements across various methods.\n\nCommunication tools enable personalized emails, SMS, and letters at scale with compliance-ready templates. Self-service payment options and multiple payment methods are supported, creating an integrated CRM experience with a unified customer view.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1185f7ce-1ace-4d6c-955d-e38501d65182.jpeg","url":"https://www.capterra.co.za/software/1061577/financial-cloud","@type":"ListItem"},{"name":"ISOhub","position":17,"description":"ISOhub is the industry-leading merchant management CRM built for ISOs and payment processors. Streamline merchant management, automate residuals, track team performance, and drive growth from one login with accurate and real-time data. 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