Pipeliner CRM
Pipeliner CRM, renamed Coevera in 2026, is a B2B sales CRM with visual pipelines, account and opportunity management, workflow automation, and AI…
$85 / user/month, billed annuallyList of Financial Services Software | Last updated: November 6, 2026
This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.
This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.
These links use TechZella's existing product-to-taxonomy relationships. They are navigation aids, not independent endorsements.
Browse the current directory listings and open individual profiles for detailed feature, pricing and evidence information.
| # | Software / Tool | Best For | TechZella Score | User Rating | Pricing |
|---|---|---|---|---|---|
| 1 | Sigma Computing | Sigma is a cloud analytics and application platform that queries supported data… | 8.1/10 | — | $0 / Quote-based |
| 2 | Qlik Sense | Qlik Sense is an analytics and business intelligence platform for building interactive… | 8.0/10 | — | $300 / $825 |
| 3 | Scratchpad | Scratchpad is a Salesforce-connected sales workspace for pipeline updates, notes, and deal… | 8.0/10 | — | $20 / $16 |
| 4 | ThoughtSpot | Cloud analytics software for querying warehouse data in natural language, building interactive… | 8.0/10 | — | $25 per user / $50 per user |
| 5 | Domo | Domo is a cloud data and analytics platform for connecting, preparing, and… | 7.9/10 | — | $0 / Custom |
| 6 | 6sense | 6sense combines B2B buyer-intent data, predictive account prioritization, and marketing and sales… | 7.8/10 | — | Contact sales |
| 7 | Redash | Redash is an open-source tool for querying data from multiple sources and… | 7.8/10 | — | $0 |
| 8 | Cognism | Cognism is a B2B sales-intelligence platform for prospecting, contact and company data,… | 7.7/10 | — | Contact sales |
| 9 | Act! CRM | Act! CRM combines contact, activity, and sales-pipeline management with marketing tools. It… | 7.5/10 | — | $30 per user per month / $45 per… |
| 10 | GoldMine | GoldMine is a CRM for contact and activity management, sales opportunities, forecasting,… | 6.9/10 | — | Contact for quote / CA$65 |
Pipeliner CRM, renamed Coevera in 2026, is a B2B sales CRM with visual pipelines, account and opportunity management, workflow automation, and AI…
$85 / user/month, billed annuallyApptivo is a cloud business management suite combining CRM, sales, project management, invoicing, help desk, field service and related business applications.
$20 / user/month, billed monthlySugarCRM is a B2B CRM platform for sales, marketing, service, customer data, workflow automation and AI-supported sales guidance.
$59 / per user per month, billed annuallyKeap is a small-business CRM with sales, marketing, appointment, payment and workflow automation tools.
$299 / month
Wealthbox is a cloud CRM for financial advisors, with client and household records, task workflows, opportunity tracking, integrations, and meeting tools.
$59 per user / month
Sprinklr is a cloud-based enterprise platform for managing social publishing, engagement, listening and analytics, with related customer service and marketing products.
Custom quote / Contract-basedZoho Social manages publishing, scheduling, monitoring, analytics, collaboration, and lead generation across multiple social networks.
$0 / monthZendesk AI adds AI agents, agent assistance, ticket intelligence, search, writing tools and automation to Zendesk’s customer service platform.
$0 / 14 days
HubSpot Breeze is an AI platform for marketing, sales, service, content, and CRM workflows. It combines an assistant, specialized agents, and embedded…
$0 / monthPerplexity Pro is a paid AI search and research service with cited answers, advanced models, file analysis, image generation and extended usage…
$0 / month