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crm for financial services

Understand your customers

CRM software provides financial services sectors including banks, insurance companies and accountants with a 360-degree view of all their leads and customers.

Benefits of CRM for financial services

Customer Relationship Management software helps financial service providers manage all their customers and prospects in a centralised and intuitive platform. From insurance to accounting companies, SugarCRM is made to suit all sectors.


CRM software gathers customer insights to help Fintech companies improve transition processes.


Insurance businesses need a CRM to build relationships with customers and potential leads.


Banks require a secure and holistic view of key customer details and data.

Why SugarCRM?

SugarCRM is the leading CRM solution for financial companies around the world. But, what is it capable of?

  • Personalisable interface to analyse customer behaviour
  • On-premises security for large companies
  • Defined sales processes to nurture leads and clients
  • Data integration and effective automations
crm for financial services

Accurate, data-driven advice

Sugar keeps all your customer information in one place to make accounting and financial advising a breeze.

Access client data

All your customer information is right at your fingertops.

Automate your workflow

Automate repetitive processes to save time.

Add integrations

Integrate with accounting software like QuickBooks.

Before you take the leap, start a free trial

We understand that sometimes it's not worth taking the risk and that's why we provide a 30-day SugarCRM free trial. 

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The difference

So, you've got your free trial and a brand new system... But what's next? We're here to guide you through the process with implementation, support and training services.

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Experienced experts

As Elite SugarCRM partners, we provide a selection of services to help you build your CRM platform.

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Satisfied customers

Results never lie. We work with hundreds of companies everyday to help them find the correct solution.

crm for financial services

Frequently asked questions

Customer Relationship Management (CRM) is vital for customer-focused financial sectors. With a tailored solution, you’re able to analyse customer behaviour, improve the sales pipeline and streamline processes.

No matter your sector or business size, a CRM solution is essential to streamlining all operations. Financial services sectors that use CRM systems are:

  • Finance
  • Fintech
  • Investments
  • Real Estate
  • Banking
  • Insurance
  • Financial Advisory
  • Accounting