Best Financial Services CRM Software in 2026
Updated
28ranked
0free plans on this page
$135/molowest paid tier
10 Oct 2026last checked
Financial Services CRM Software, ranked on how quickly a newcomer can get going.0 of 1 products with recorded free access can be tried for free.
- 26 PractifiPaid from $135/mo
- Free to practise on: no
- Free trial: no
- Well documented: yes
- Runs where you work: yes
- 27 Shape
- Free trial: no
- Well documented: yes
- Runs where you work: yes
- 28 Microsoft Dynamics 365 Demand PlanningPaid from $210/mo
- Free to practise on: no
- Well documented: no
Compare all 3 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Compliance workflows | Opportunity management |
|---|---|---|---|---|---|---|---|---|
| 26 | Practifi | 5.8 | No | $135/mo | No | 135 /user/mo | Yes | Yes |
| 27 | Shape | 5.8 | No | Yes | ||||
| 28 | Microsoft Dynamics 365 Demand Planning | 5.4 | No | $210/mo | No | 300 /user/mo |
More in Sales & CRM
All sales & CRM listsReal Estate CRM Software 249CRM Software 242Proposal Software 134Product Configurator Software 112Contract Management Software 106Membership Management Software 106Bid Management Software 95B2B Contact Data Providers 77WhatsApp Marketing Software 72Lead Capture Software 70Sales Engagement Software 69Sales Prospecting Software 46