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What are some good, inexpensive CRM options for Financial Services Industry?


We simply want to keep track of names, address, phone, emails, birthdays, print envelopes and letters in bulk, etc…

asked by Diane C.  –  August 15, 2013

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2 Answers


You could take a look at BPMonline CRM. The system is powerful, easy to use and customize. The solution contains a range of modules and features that meet the specific needs of financial services industry.
Check it at

answered by Sophie B.  –  April 1, 2014

We have a free CRM series that suggests some cheap and free CRM software that small and medium sized businesses can take advantage of. All of them are quite robust and offer many of the basic features that enterprise level CRM offers.

answered by Chris Chang  –  August 16, 2013

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