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Best Financial Services CRM Software in 2026 — page 2

  1. 26

    Shape

    Paid AndroidiPhoneWeb

    Shape connects mortgage lead management, borrower intake, loan-system synchronization, marketing, communications, and automation.

    5.3 Pricing on request Visit site
  2. 27

    Velocify

    Paid Web

    Choose Velocify if your organization needs a web product covering lead workflows alongside borrower, referral partner, marketing, compliance, or SMS automation.

    4.9 Pricing on request Visit site
  3. 28

    Microsoft Dynamics 365 Demand Planning

    Paid

    Demand Planning offers scenario planning, hierarchical forecasting, and SKU-level granularity within the listed Supply Chain Management plans.

    4.5 From $300/user/mo (annual) Visit site