IRIS CRM Alternatives: Top 10 Financial Services CRM Software in 2025

ROI 360 revolutionizes business processes with over 50 integrated applications, accessible with a single click. Built for ease of use, ROI 360 offers specialized tools tailored to unique business needs, streamlining tasks and enhancing productivity. Professionals can effortlessly build, launch, and manage custom microsites for targeted marketing campaigns directly from the platform. With ROI 360's advanced CRM, customer relationships are enriched through comprehensive insights and centralized data. The automated sales funnel maximizes conversions, while personalized communication strategies boost engagement. Marketing automation and sales optimization features accelerate sales cycles and enhance efficiency. The platform’s user-friendly dashboards provide instant access to critical data and metrics, empowering informed decision-making. ROI 360 breaks language barriers with support for 90 languages, ensuring global accessibility. ROI 360’s cost-effective structure, significantly lower than traditional enterprise solutions, combined with the ability to consolidate multi-company management and customized user interfaces, makes it the ultimate solution for enhancing operational efficiency.

CreditSnap is a fintech platform designed to provide end-to-end digital solutions for banks and credit unions, specializing in lending and deposit account opening. The platform includes features such as: Pre-qualification: Helping users understand eligibility before applying. Intelligent cross-sell engine: A system that promotes relevant products to customers based on their profiles and behaviors. Configurable automation: Customizable workflows that adapt to the needs of the institution, streamlining operations. Integrations: Connecting with over 63 third-party technologies, offering a wide range of capabilities and flexibility. CreditSnap supports consumer lending, consumer deposits, business lending, and business deposits, across all customer touchpoints, including digital, branch, and phone channels. It is built to scale, having processed over 3.2 million applications by December 2024, demonstrating both its product maturity and ability to handle large volumes of transactions. Founded by industry veterans, CreditSnap has successfully fueled growth for several credit unions, solidifying its position as a robust and reliable solution in the fintech space.

BandoFacile is an innovative platform harnesses the power of AI to simplify and streamline the entire tender process. Gone are the days of poring over complicated documentation and filling out endless forms. With BandoFacile, all they need to do is upload the tender and answer a few questions about their project. Then sit back, relax, and let our AI do the work for them. BandoFacile provides them with a constantly updated list of available tenders, so you will never miss an opportunity to secure funding for their projects. This user-friendly interface allows them to filter notices by category, expiration date, and more, making it easy to find the perfect opportunity for their business. This AI also acts as a virtual assistant, available 24/7 to answer any questions and provide them with key information. Think of it as their personal assistant, but without the hefty salary.

Streamline deal preparation and elevate their investment workflow with Junrs, an AI-powered communication and research tool designed for today’s professionals. By analyzing decks and extracting key insights, Junrs delivers actionable steps and comprehensive investment memo drafts in minutes, saving them precious time. Whether you’re preparing for a first meeting with founders or seeking deep company research, Junrs ensures they walk in well-informed, confident, and ready to lead. With features like deck analysis, memo generation, and tailored company briefs, Junrs transforms its workflow into a seamless and collaborative space. It identifies research topics, generates targeted questions, and equips them with tailored action plans to maximize meeting outcomes. Offering an unmatched ability to handle automated research and organize data, Junrs redefines the way they prepare for critical meetings. From company research to AI-powered action steps, Junrs is their partner in turning first meetings into game-changing opportunities.

Invoicity turns any smartphone into a pocket-size finance desk. A guided three-step flow lets non-accountants build professional invoices or estimates, add taxes or discounts, and send them straight to the client. Every document carries a native Stripe Connect button, so customers can pay by card, Apple Pay or Google Pay the moment they open the invoice; payment status then syncs automatically and overdue reminders fire until cash arrives. Unlike heavy accounting suites, Invoicity focuses on the moment that matters—getting paid—while still offering the essentials power users need: • unlimited business profiles under one login (great for side gigs) • reusable item & client libraries with CSV import • multi-currency support Start free; upgrade only when volume grows. By removing bookkeeping friction, Invoicity cuts admin time, accelerates cash flow and helps small businesses look as polished as the big guys—all from a phone.

Fyorin revolutionizes cross-border transfers and treasury management by enabling seamless transactions in over 220 currencies. With Fyorin, businesses can collect, hold, and send payments globally while managing treasury operations across multiple banks from one unified platform. This sophisticated system mitigates liquidity risks by leveraging a robust network of financial institutions, ensuring that your funds remain secure with trusted bank partners. The ease of banking with multiple financial institutions as if they were one simplifies the complexities of global operations, allowing businesses to expand confidently. Additionally, Fyorin offers the ability to issue cards and manage diverse financial needs, all within a single, intuitive interface. For any organization looking to streamline its international financial operations, Fyorin provides an innovative and reliable solution that saves time, reduces costs, and supports rapid growth.