RIA Customer Relationship Management (CRM) Software Provider Directory

Firm Name Address Phone Email Website
Act! 621 17th St., Suite 500, Denver, CO, 80293 877-228-8377x   Act!
Advisors Assistant 880 Price Street, Pismo Beach, CA 93449 800-799-4267x cms@climark.com Advisors Assistant
REDTAIL 11285 Pyrites Way, Suite B, Gold River, CA 95670 800-206-5030x support@redtailtechnology.com REDTAIL
AppCrown 220-68 64th Ave., Oakland Gardens, NY 11634 888-989-8599x sales@appcrown.com AppCrown
Concenter Services 14673 Midway Rd., Suite 103, Dallas, TX, 75001 877-513-3862x info@concenterservices.com Concenter Services
Grendel (Control Your Monsters) 140 West Gay St., Suite 300, West Chester, PA 19380 888-824-4477x info@bigbrainworks.com Grendel (Control Your Monsters)
Junxure 3651 Trust Dr., Raleigh, NC 27616 866-586-9873x sales@junxure.com Junxure
Microsoft Dynamics One Microsoft Way, Redmond, WA 98052 888-477-7989x   Microsoft Dynamics
Pareto Platform #101 – 1593 Sutherland Ave, Kelowna, B.C. Canada V1Y 5Y7 866-593-8020x inquiries@paretoplatform.com Pareto Platform
Salentica 245 Park Ave., 39th Floor, New York, NY 10167 212-672-1777 x300x info@salentica.com Salentica
Salesforce The Landmark @ OneMarket, Suite 300, San Francisco, CA 94105 415-901-7000x   Salesforce
Skience 560 Herndon Parkway, Suite 330, Herndon VA 20171 (866) 4-ATHENE Info@TheAtheneGroup.com Skience
SmartOffice 251 S. Lake., Suite 200, Pasadena, CA 91101 877-777-9188x SmartOfficesupport@Ebix.com SmartOffice
SugarCRM Inc 10050 North Wolfe Rd., SW2-130, Cupertino, CA 95014 408-454-6900x sales@sugarcrm.com SugarCRM Inc
Wealthbox CRM 594 Broadway, Suite 1004, New York, NY 10012   support@wealthbox.com Wealthbox CRM
Zoho CRM 4141 Hacienda Dr., Pleasanton, CA 94588 877-834-4428x sales@zohocorp.com Zoho CRM