Financial services CRM
NetHunt finance CRM puts your clients and revenue first. Capture leads, organize data, automate processes, and gain full visibility into every deal. Deliver exceptional service while maximizing profitability.
Financial firms attract 18x more clients with NetHunt CRM
4.8/5 based on over 1,000 reviews
Data scattered across spreadsheets and emails With the lack of a centralized system come low customer satisfaction, poor service quality, and costly mistakes.
Manual data entry eats up your time Entering client details, updating records, and compiling reports by hand is exhausting, inefficient, and leads to costly mistakes.
No clear record of financial history Forgetting past conversations or client key financial milestones? Unfortunately, it’s almost impossible to build trust in clients if you can’t recall key details.
No clear view of revenue or performance metrics Tracking revenue trends, forecasting sales, and identifying growth opportunities is a constant struggle without a finance service CRM.
Centralized data in one secure system A CRM in finance keeps every client detail — assets, transactions, interactions, and preferences — organized and accessible in seconds.
Less admin, more time for clients Automated data entry and financial reporting eliminate tedious tasks and reduce human error.
Full financial history at your fingertips Every call, email, meeting, and financial milestone is logged automatically, so you always have the full context to offer proactive solutions.
Crystal-clear revenue insights and sales forecasts Real-time reporting and analytics give you clarity to drive revenue, spot trends, and seize growth opportunities.
NetHunt finance CRM is purpose-built for bankers, financial advisors, wealth managers, and insurance specialists who want to automate client management, enhance operations, and deliver top-tier service.
Why should finance companies care?
As a finance professional, you juggle tons of data daily, from client profiles to investment records. But what happens if you rely on spreadsheets, emails, and scattered notes too much? Well, that's a recipe for a disaster. First, you miss out on high-value clients who expect fast responses. Second, you lose valuable data because tracking prospects manually inevitably leads to errors. Third, your competitors — who do automate — snap up the best opportunities and you’re left with fewer clients in the end.
A financial CRM software like NetHunt solves this. It helps you capture leads from multiple channels and store their data in sleek ultra-customizable records.
Capture leads from multiple channels with NetHunt CRM for financial services — email, social media, messengers, and calls — and store their data in one secure digital place. Log each touchpoint with a client, leave notes for your team, and automate follow-ups.
Why should finance companies care?
85% of sales teams agree that organized customer data leads to better decision-making.
When you don’t have a well-organized client database, follow-ups turn into a challenge. Also, compliance risks increase if you can’t store sensitive data securely. In the end, misplacing key client’s details or losing track of an important follow-up could cost you a deal and damage trust.
Anyway, a CRM in finance brings order to chaos. You can centralize all client information, track interactions (calls, emails, meetings), and ensure you always have the right data at your fingertips, especially during sales team meetings where stakes are high.
With NetHunt CRM for financial professionals, every client interaction, document, note, and transaction is organized in a single CRM record — giving you a complete, real-time view of every relationship. Track:
Emails, chats, and phone calls
Manager's notes and internal comments
Client preferences and special requests
Service history and previous inquiries
Custom fields tailored to your business needs
Documents and contracts
Why should finance companies care?
In finance, flexibility is key. Whether you're managing loan approvals, investment portfolios, or high-net-worth clients, your pipeline should fit your process — not the other way around. Why? Because every client journey is different — some move fast, while others require months of nurturing.
A CRM software for financial services industry with ultra-customizable pipelines gives you full control. You can create multiple pipelines for different services and products, tailor deal stages, and track progress with precision. With real-time insights into deal status and client intent, you can prioritize high-value opportunities, shorten sales cycles, and close more deals efficiently.
Turn leads into loyal clients with a CRM designed for financial services. NetHunt CRM keeps every deal on track — from the first consultation to the final agreement — so you can manage, prioritize, and close more deals with confidence.
Track deals and client progress in real time
Focus on high-value opportunities for maximum impact
Automate status updates to stay proactive
Uncover cross-sell and upsell opportunities
Forecast revenue and refine growth strategies
CUSTOMER STORY
Why should finance companies care?
91% of companies with 10 or more employees use a CRM system to manage workflows. Still, 18% of companies rely on spreadsheets. But why waste valuable time on repetitive, manual tasks if a CRM in financial services can automate them all?
Manual processes are not only inefficient — they’re also prone to errors and non-compliance that could cost you clients and trust.
A CRM system for financial services offers automated workflows to free you from the grind. You can set up triggers for reminders, record updates, follow-up emails, and many more. Everything happens automatically, so you can focus on non-admin tasks that bring actual revenue.
Free your team from repetitive tasks so they can focus on building relationships, closing deals, and delivering top-tier service. NetHunt financial service CRM automates key processes, keeping your financial business running smoothly and efficiently.
Auto-assign leads to the right advisors
Automate follow-ups for check-ins, updates, and renewals
Update client status as payments or documents arrive
Streamline internal approvals and task handoffs
Re-engage clients with personalized offers and rewards
Auto-calculate commissions and costs
Why should finance companies care?
Have you ever spent hours digging for key insights? Without proper reports, you're flying blind. You make decisions based on guesswork and miss opportunities because you’re not tracking the right metrics. In fact, 55% of businesses report that poor data quality leads to lower conversion rates and missed revenue opportunities.
A CRM software for financial services with reports and dashboards puts everything you need in one place. Track KPIs, monitor client progress, and measure team performance with ease.
NetHunt CRM for financial services industry gives your team real-time visibility into key sales metrics, team activity, and pipeline health with customizable reports and dashboards. Get the insights you need to make data-driven decisions and hit your targets.
Track revenue, deal value, and pipeline progress
Monitor sales performance by rep, service, or region
Analyze lead sources to focus on high-converting channels
Measure individual and team performance against targets
Gain full visibility into team activities
Work from Gmail
Manage client relationships, track deals, and analyze performance — all from your Gmail inbox.
Easy to use
Sync your email, bring your team on board, and start managing clients, deals, and communications — all in minutes.
Flexible
Customize fields, pipeline stages, and automations to match your financial services workflow.
All client interactions in one place
Consolidate emails, calls, and meetings across channels to maintain a complete client history and close deals with confidence.
A CRM isn’t just for sales — it benefits every department by automating workflows, optimizing data management, and improving client relationships across the front, middle, and back office.
NetHunt financial services CRM software helps you automatically capture leads, organize them in customized sales pipelines, and schedule automated follow-ups. Sales reps can schedule reminders and automate email sequences to nurture leads and close deals faster.
With automated workflows that a financial CRM planning software like NetHunt offers, legal teams can stay on top of contract deadlines, regulatory requirements, and document management without the risk of missing key tasks.
A CRM for financial institutions allows advisors to keep client interactions, requests, and key milestones in one place. Log meetings, preferences, and automate follow-ups for renewals or check-ins. Deliver personalized financial advice for long-term relationships.
The best CRM for financial services allows manage client relationships with full visibility into interactions and requests. Track inquiries, interactions, and renewals to ensure great service and long-term retention.
Bring all your tools together with NetHunt financial CRM, the central hub of your finance business processes.
See all integrationsA finance CRM is a digital solution that helps companies automatically collect data, automate workflows, and manage customers relationships with ease. A CRM for financial professionals helps you track client profiles, financial portfolios, transactions, and key milestones, making it easier to provide personalized services and build long-lasting relationships.
Companies in the financial services sector can use a financial CRM to centralize customer data, optimize client interactions, and automate business operations. Financial advisors, finance legal teams, sales teams, and customer support staff can use the CRM to track leads, manage accounts, schedule follow-ups, and monitor the progress of ongoing deals.
The best CRM for financial services is one that combines ease of use, scalability, and powerful features. NetHunt CRM offers highly customizable pipelines, robust automation, and integrations with the tools that financial professionals rely on daily. All in all, NetHunt financial CRM ensures you have the flexibility and functionality needed to grow and thrive in the fast-paced finance world.
The key features to look for in a CRM for finance are as follows:
A CRM for financial institutions offers multiple benefits once you start using it:
Request a personalized product demo with our product expert
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We'll be in touch soon to schedule a time.
Looking forward to helping you explore NetHunt CRM!
Request a personalized product demo with our product expert
Thank you!
We'll be in touch soon to schedule a time.
Looking forward to helping you explore NetHunt CRM!
