Best Cloudsquare Alternatives in 2026
Updated
20 platforms from financial services CRM software ranked against Cloudsquare on the same published basis.
- 1Cloudsquare vs Zoho CRM
- 2Cloudsquare vs AdvisorCRM
- 3Cloudsquare vs Total Expert
- 4Cloudsquare vs Creatio CRM
- 5Cloudsquare vs Pega CRM
- 6Cloudsquare vs Salesforce Financial Services Cloud
- 7Cloudsquare vs InsuredMine
- 8Cloudsquare vs LendingWise
- 9Cloudsquare vs Redtail CRM
- 10Cloudsquare vs Wealthbox
- 11Cloudsquare vs Aidium
- 12Cloudsquare vs AdvisorEngine CRM
- 13Cloudsquare vs DealCloud
- 14Cloudsquare vs Dynamo CRM & Deal Management
- 15Cloudsquare vs Oracle Siebel CRM
- 17Cloudsquare vs Jungo
- 18Cloudsquare vs OneVest CRM
- 19Cloudsquare vs AgencyBloc AMS+
- 20Cloudsquare vs BNTouch Mortgage CRM
- 21Cloudsquare vs Practifi
Cloudsquare alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Zoho CRM | 7.9 | Free plan | $14/mo | Android, API, iOS, Web |
| 2 | AdvisorCRM | 6.9 | Free plan | $59/mo | API, Web |
| 3 | Total Expert | 6.9 | Free plan | $100/mo | Android, API, iOS, Web |
| 4 | Creatio CRM | 6.8 | No | — | Android, API, iOS, self-hosted, Web |
| 5 | Pega CRM | 6.8 | No | — | Web |
| 6 | Salesforce Financial Services Cloud | 6.7 | No | $325/mo | Android, API, iOS, Web |
| 7 | InsuredMine | 6.6 | No | — | Android, iOS, Web |
| 8 | LendingWise | 6.5 | No | $119/mo | API, Web |
| 9 | Redtail CRM | 6.5 | No | $3.25/mo | Web, iOS, Android |
| 10 | Wealthbox | 6.5 | No | — | Web, iOS, Android |
| 11 | Aidium | 6.4 | No | — | Android, API, iOS, Web |
| 12 | AdvisorEngine CRM | 6.3 | No | $5.75/mo | Android, iOS, Web |
| 13 | DealCloud | 6.3 | No | — | Android, Browser, iOS, Web |
| 14 | Dynamo CRM & Deal Management | 6.3 | No | — | Android, API, iOS, Web |
| 15 | Oracle Siebel CRM | 6.2 | No | $68.75/mo | Android, API, iOS, self-hosted, Web, Windows |
| 17 | Jungo | 6.1 | No | $8/mo | Android, iOS, Web |
| 18 | OneVest CRM | 6.1 | No | — | API, Web |
| 19 | AgencyBloc AMS+ | 6.0 | No | — | Web |
| 20 | BNTouch Mortgage CRM | 5.8 | No | $95/mo | Android, iOS, Web |
| 21 | Practifi | 5.8 | No | $135/mo | Android, API, iOS, Web |
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Questions about Cloudsquare alternatives
What is the best alternative to Cloudsquare?
Zoho CRM, number 1 in financial services CRM software with a score of 7.9 out of 10. The others here: AdvisorCRM, Total Expert, Creatio CRM and 16 more.
What is the best free alternative to Cloudsquare?
Zoho CRM is the best-ranked alternative with a free plan. 3 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.