Best Financial Services CRM Software in 2026
Updated
In short: Zoho CRM is ranked #1 of 28 as of 7 October 2026, ahead of AdvisorCRM and Total Expert. The best-ranked option with a free plan is AdvisorCRM. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Financial services CRM software can support the tracking of client relationships and opportunities alongside operational workflows. Compare opportunity management and client portals with compliance workflows and audit trails to see which areas each option covers. Email and calendar sync and deployment are also worth checking against your team’s setup. Zoho CRM, AdvisorCRM, and Total Expert are among the entries. Free-plan availability and paid-from pricing provide additional context as you compare. Consider the client interactions and internal processes your CRM needs to support, then review the listed features for fit.
28 financial services CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Financial Services CRM Software, ranked on how quickly a newcomer can get going. 10 of the 25 on this page can be tried for free.
- 1 Zoho CRMPaid from $14/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 2 AdvisorCRMPaid from $59/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 3 Total ExpertPaid from $100/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 4 Creatio CRM
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 5 Pega CRM
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 6 Salesforce Financial Services CloudPaid from $325/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 7 InsuredMine
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 8 LendingWisePaid from $119/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 9 Redtail CRMPaid from $3.25/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 10 Wealthbox
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 11 Aidium
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 12 AdvisorEngine CRMPaid from $5.75/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 13 DealCloud
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 14 Dynamo CRM & Deal Management
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 15 AgencyBloc AMS+
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 16 Oracle Siebel CRMPaid from $68.75/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 17 CloudsquarePaid from $75/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 18 JungoPaid from $8/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 19 OneVest CRM
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 20 BNTouch Mortgage CRMPaid from $95/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 21 PractifiPaid from $135/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 22 Shape
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 23 Advyzon
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 24 Advisor360° CRM
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 25 SurefireCRM
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Compliance workflows | Opportunity management |
|---|---|---|---|---|---|---|---|---|
| 1 | Zoho CRM | 7.9 | Free plan | $14/mo | Yes | 14 /user/mo | — | — |
| 2 | AdvisorCRM | 6.9 | Free plan | $59/mo | Yes | — | Yes | Yes |
| 3 | Total Expert | 6.9 | Free plan | $100/mo | Yes | 100 /user/mo | Yes | — |
| 4 | Creatio CRM | 6.8 | No | — | No | — | — | — |
| 5 | Pega CRM | 6.8 | No | — | — | — | — | — |
| 6 | Salesforce Financial Services Cloud | 6.7 | No | $325/mo | No | 325 /user/mo | Yes | Yes |
| 7 | InsuredMine | 6.6 | No | — | No | — | — | Yes |
| 8 | LendingWise | 6.5 | No | $119/mo | No | 119.17 /user/mo | Yes | Yes |
| 9 | Redtail CRM | 6.5 | No | $3.25/mo | No | 39 /user/mo | — | — |
| 10 | Wealthbox | 6.5 | No | — | No | — | — | — |
| 11 | Aidium | 6.4 | No | — | — | — | Yes | — |
| 12 | AdvisorEngine CRM | 6.3 | No | $5.75/mo | — | 69 /user/mo | Yes | Yes |
| 13 | DealCloud | 6.3 | No | — | — | — | Yes | Yes |
| 14 | Dynamo CRM & Deal Management | 6.3 | No | — | — | — | Yes | Yes |
| 15 | AgencyBloc AMS+ | 6.2 | No | — | — | — | Yes | Yes |
| 16 | Oracle Siebel CRM | 6.2 | No | $68.75/mo | No | — | Yes | Yes |
| 17 | Cloudsquare | 6.1 | No | $75/mo | — | 75 /user/mo | Yes | Yes |
| 18 | Jungo | 6.1 | No | $8/mo | No | 96 /user/mo | Yes | — |
| 19 | OneVest CRM | 6.1 | No | — | — | — | Yes | Yes |
| 20 | BNTouch Mortgage CRM | 5.8 | No | $95/mo | No | — | Yes | — |
| 21 | Practifi | 5.8 | No | $135/mo | No | 135 /user/mo | Yes | Yes |
| 22 | Shape | 5.8 | No | — | No | — | Yes | — |
| 23 | Advyzon | 5.7 | No | — | — | — | — | — |
| 24 | Advisor360° CRM | 5.6 | No | — | — | — | Yes | Yes |
| 25 | SurefireCRM | 5.6 | No | — | — | — | Yes | Yes |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which financial services CRM software is ranked first on The Geeks Club?
Zoho CRM is ranked #1 of 28 with a score of 7.9. AdvisorCRM is second and Total Expert third.
How many of these have a free plan?
3 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.