# Best Banking CRM Software - 2026 Reviews & Pricing

> Find the best Banking CRM Software for your organization. Compare top Banking CRM Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/ca/crm/banking-crm-comparison

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# Best Banking CRM Software of 2026

Updated July 11, 2026

On this page

1.  Popular Comparisons
2.  Buyers Guide

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218 results

### Compare Products

Showing 1 - 25 of 218 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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-   $$$$$
    
-   $$$$$
    
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### Compare Products

Sort by

**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### Product: Salesforce Sales Cloud

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.40

[(18790)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/)

### What users love

-   360-degree customer relationship management
-   Comprehensive sales process control
-   Tailored workflows and flexibility

### To take in mind

-   Significant costs and add-on fees
-   Steep learning and onboarding demands
-   Complex and limited reporting tools

### Best rated features:

Proposal Generation

5.0

Drag & Drop

5.0

For Real Estate

5.0

Client Portal

5.0

[See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features)

### Starter Suite

$25.00/month

For up to 5 users

### Pro Suite

$100.00/month

This plan is designed for any size team and is billed annually.

### Enterprise

$165.00/month

This plan is designed for any size team and is billed annually.

[See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans)

### Product: Claritysoft CRM

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

4.50

[(254)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/)

### Best rated features:

Campaign Management

5.0

Real-Time Notifications

5.0

Activity Dashboard

5.0

Calendar Management

5.0

[See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features)

### Product: MortgageHalo

[MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/)

4.38

[(48)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/product/54657-MortgageHalo/)

### Best rated features:

Client Database

5.0

Loan Origination

5.0

Activity Dashboard

5.0

Reporting & Statistics

5.0

[See all features](https://www.softwareadvice.com/product/54657-MortgageHalo/#key-features)

### Starter

$417.00/month

Up to 3 users - Up to 4,500 contacts - Billed annually

### Growth

$625.00/month

Uo to 6 users - Up to 9,000 contacts - Billed annually

### Pro

$833.00/month

Up to 10 users - 15,000 contacts - Billed annually

[See full pricing details](https://www.softwareadvice.com/product/54657-MortgageHalo/#pricing-and-plans)

### Product: Coevera

[Coevera](https://www.softwareadvice.com/product/113892-Coevera/)

4.60

[(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/)

### Best rated features:

Reminders

5.0

Forecasting

5.0

Source Tracking

5.0

Lead Nurturing

5.0

### Worst rated features:

Collaboration Tools

3.0

Prospecting Tools

3.0

[See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features)

### Basic

$65.00/month

[See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans)

### Product: LeadSquared

[LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/)

4.26

[(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/)

### Best rated features:

Engagement Tracking

5.0

Multi-Channel Marketing

5.0

SMS Marketing

5.0

Sales Analytics

5.0

### Worst rated features:

Activity Dashboard

1.0

Social Media Integration

1.0

Reminders

1.0

[See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features)

### Product: Quickbase

[Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/)

4.42

[(332)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation. It features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions. The platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/)

### What users love

-   Responsive and knowledgeable support team
-   Highly flexible customization options
-   Automates complex business workflows

### To take in mind

-   Expensive for growing teams

### Best rated features:

Territory Management

5.0

Status Tracking

5.0

Compliance Tracking

5.0

Accounting

5.0

[See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features)

### Free trial

Custom

Pricing available upon request

### Team

$35.00/month

Minimum of 20 users

### Business

$55.00/month

Minimum of 40 users

[See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans)

### Product: Zoho CRM

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6982)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/)

### What users love

-   Flexible and intuitive usability
-   Affordable plans and value
-   Comprehensive feature-rich platform

### To take in mind

-   Slow and inconsistent support response
-   Cluttered and overwhelming interface
-   Complex and limited email tools

### Best rated features:

Client/Property Matching

5.0

Remote Access/Control

5.0

For Financial Institutions

5.0

Widgets

5.0

### Worst rated features:

Chatbot

2.0

Sales Forecasting

3.0

Social Marketing

3.0

[See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features)

### Free

Custom

Pricing available upon request

Up to 3 Users

### Standard

$14.00/month

### Professional

$23.00/month

[See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans)

### Product: SAP Customer Experience

[SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

4.25

[(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, customers and marketing operations. SAP Customer Experience features built-in sales automation, marketing automation, customer support, help desk and channel management capabilities. The solution can also be deployed on-premise. The sales module helps organizations acquire and retain new business by effectively managing the sales pipeline. The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management. SAP Customer Experience offers support through an online knowledge base, support portal and via phone.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

### What users love

-   Comprehensive client management tools
-   Robust customer service features

### To take in mind

-   Complex and unintuitive interface

### Best rated features:

Customer Complaint Tracking

5.0

Client Management

4.8

Customer Database

4.8

Interaction Tracking

4.8

### Worst rated features:

Campaign Planning

3.0

Pipeline Management

3.8

Forecasting

3.8

Campaign Management

4.0

[See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features)

### Basic

$58.00/month

[See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans)

### Product: Zendesk Suite

[Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)

4.41

[(4083)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)

Best for:On the rise

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

As one of the most widely used help desk systems, Zendesk provides a simple yet powerful way to care for your customers. Its top features include a customizable front end portal, live chat, and access on smartphones and tablets.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/)

### What users love

-   Efficient multichannel support operations
-   Centralized and customizable ticketing
-   Intuitive and user-friendly interface

### To take in mind

-   Escalating costs and limited value
-   Email handling and notification issues
-   Missing and complex feature set

### Best rated features:

Configuration Management

5.0

Batch Communications

5.0

Online Forums

5.0

Account Management

5.0

### Worst rated features:

Widgets

2.7

Account Alerts

3.0

Interactive Content

3.0

[See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features)

### Suite Team

$55.00/month

### Suite Growth

$89.00/month

### Suite Professional

$115.00/month

[See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans)

### Product: HelpCrunch

[HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/)

4.78

[(195)](https://www.softwareadvice.com/crm/helpcrunch-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in one solution. The solution helps support, sales and marketing teams to acquire, convert leads and support their customers. HelpCrunch is suitable for SaaS, e-commerce and any other type of online business. Live chat works as a visitor engagement, lead acquisition and support tool. The feature enables companies to reply to customer queries instantly or later in the same thread, even after the customer has disconnected. An in-app messenger can be integrated with a website or application to engage with customers. Chatbot helps companies automate routine tasks and jumpstart their lead generation activities. Email marketing automation enables users to send email follow-ups right from the chat, launch one-time emails or create event-triggered automated email sequences for onboarding or marketing campaigns. The help desk module can organize all customer communication, prioritize actions, distribute tasks and manage each customer case. Pricing is tiered, based on the number of agents and emails.... [Read more](https://www.softwareadvice.com/crm/helpcrunch-profile/)

### Best rated features:

Real-Time Monitoring

5.0

Surveys & Feedback

5.0

Customer Database

5.0

Catalog Management

5.0

### Worst rated features:

Canned Responses

3.0

Third-Party Integrations

3.0

Call Center Management

4.0

Social Media Integration

4.0

[See all features](https://www.softwareadvice.com/crm/helpcrunch-profile/#key-features)

### Basic

$15.00/month

Total pricing depends on the number of team members and emails.

### Pro

$25.00/month

Total pricing depends on the number of team members and emails.

### Enterprise

Custom

Pricing available upon request

Contact for pricing details

[See full pricing details](https://www.softwareadvice.com/crm/helpcrunch-profile/#pricing-and-plans)

### Product: NetSuite

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

4.23

[(2052)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Best for:Popular

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

### What users love

-   Flexible system tailored to needs
-   Comprehensive and scalable functionality
-   Centralized financial process management

### To take in mind

-   Steep learning curve and complexity
-   Complex and rigid reporting tools
-   Slow and inconsistent support experience

### Best rated features:

"What If" Scenarios

5.0

Aging Tracking

5.0

Vendor Master Data Management

5.0

Project Tracking

5.0

[See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features)

### Product: Five9

[Five9](https://www.softwareadvice.com/call-center/five9-profile/)

4.22

[(484)](https://www.softwareadvice.com/call-center/five9-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, email, chat, mobile, social and more. The AI-driven Five9 Engagement Workflow uses NLP and intelligent routing to get customers to the right agent while Five9 Genius derives customer intent data to provide agents with next step guidance before they pick up the phone. Four adjustable dialing modes skip no-answers and busy signals to triple agent talk time. Five9’s IVR with speech recognition can be used for common customer inquiries to free up agents for high-value interactions. Monitor, analyze and report on the contact center’s performance with real-time metrics and dashboards, and automatically sync all interactions with CRM. The contact center can be up and running in a matter of days and can be scaled up or down based on business needs.... [Read more](https://www.softwareadvice.com/call-center/five9-profile/)

### What users love

-   User-friendly and accessible interface
-   Responsive and helpful support team
-   Robust call center functionality

### To take in mind

-   Challenging call handling features
-   Frequent call drops and outages

### Best rated features:

Performance Metrics

5.0

Online Voice Transmission

5.0

Dashboard

5.0

Lead Generation

5.0

### Worst rated features:

Progressive Dialer

1.0

Integrations Management

1.0

Quality Management

1.0

[See all features](https://www.softwareadvice.com/call-center/five9-profile/#key-features)

### Digital

$119.00/month

### Core

$159.00/month

### Premium

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/call-center/five9-profile/#pricing-and-plans)

### Product: Salesforce Service Cloud

[Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/)

4.46

[(825)](https://www.softwareadvice.com/crm/service-cloud-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions. Key features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers. Service Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.... [Read more](https://www.softwareadvice.com/crm/service-cloud-profile/)

### What users love

-   Centralized and efficient support
-   Flexible integration capabilities
-   Comprehensive sales tracking tools

### To take in mind

-   Outdated and complex interface
-   Steep learning curve for users
-   Expensive for small businesses

### Best rated features:

File Sharing

5.0

Proactive Chat

5.0

Inventory Management

5.0

Issue Tracking

5.0

### Worst rated features:

Inspection Management

2.0

AI Copilot

2.0

[See all features](https://www.softwareadvice.com/crm/service-cloud-profile/#key-features)

### Free Suite

Custom

Pricing available upon request

Upto 2 users

### Starter Suite

$25.00/month

### Pro Suite

$100.00/month

[See full pricing details](https://www.softwareadvice.com/crm/service-cloud-profile/#pricing-and-plans)

### Product: Dynamics 365

[Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/)

4.37

[(5834)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

With a large client base in the financial services area, Microsoft Dynamics CRM has developed a CRM solution designed specifically for bankers. It includes a financial advisor platform, as well as lead nurturing and support tools.... [Read more](https://www.softwareadvice.com/product/106335-Dynamics-365/)

### What users love

-   User-friendly interface and workflow
-   Seamless Microsoft ecosystem connectivity
-   Centralized workforce and operations control

### To take in mind

-   Expensive licensing and add-ons
-   Complex and limited customization options
-   Steep learning curve for users

### Best rated features:

For Real Estate

5.0

Trend Analysis

5.0

Financial Analysis

5.0

Monitoring

5.0

### Worst rated features:

Lead Scoring

3.5

Sales Trend Analysis

3.8

Prospecting Tools

3.9

API

3.9

[See all features](https://www.softwareadvice.com/product/106335-Dynamics-365/#key-features)

### Professional

$50.00/month

### Enterprise

$105.00/month

### Premium

$195.00/month

[See full pricing details](https://www.softwareadvice.com/product/106335-Dynamics-365/#pricing-and-plans)

### Product: LiveAgent

[LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/)

4.68

[(1786)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features. With multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases. Start with a 1-month free trial, no credit credit card needed.... [Read more](https://www.softwareadvice.com/crm/liveagent-profile/)

### What users love

-   Unified customer service platform
-   Real-time chat for support
-   Intuitive and simple navigation

### To take in mind

-   Complex and limited email handling
-   Outdated and cluttered interface design
-   Limited and outdated mobile experience

### Best rated features:

Corrective and Preventive Actions (CAPA)

5.0

Drag & Drop

5.0

Transfers/Routing

5.0

Issue Tracking

5.0

### Worst rated features:

Audit Trail

1.0

Multi-Channel Management

2.0

[See all features](https://www.softwareadvice.com/crm/liveagent-profile/#key-features)

### Small

$15.00/month

$15 agent/month (billed annually) — $19 agent/month (billed monthly)

### Medium

$29.00/month

$29 agent/month (billed annually) — $35 agent/month (billed monthly)

### Large

$49.00/month

$49 agent/month (billed annually) — $59 agent/month (billed monthly)

[See full pricing details](https://www.softwareadvice.com/crm/liveagent-profile/#pricing-and-plans)

### Product: Google Contacts

[Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/)

4.71

[(705)](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/)

Best for:Contact Database

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. Google Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory. Google Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.... [Read more](https://www.softwareadvice.com/crm/google-contacts-profile/)

### Best rated features:

Contact Database

4.7

Search/Filter

4.6

Shared Contacts

4.6

Data Import/Export

4.6

### Worst rated features:

For iPad Devices

4.0

[See all features](https://www.softwareadvice.com/crm/google-contacts-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/crm/google-contacts-profile/#pricing-and-plans)

### Product: Flowlu

[Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/)

4.81

[(387)](https://www.softwareadvice.com/project-management/flowlu-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform. Powerful CRM & Sales Automation Flowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process. Seamless Project & Task Management Keep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive. Integrated Invoicing & Financial Tools Flowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more. Collaboration & Knowledge Sharing Enhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support. Customization & Integrations Flowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency. Mobile Access & Support Stay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it. From sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.... [Read more](https://www.softwareadvice.com/project-management/flowlu-profile/)

### Best rated features:

Time Tracking

5.0

Decision Support

5.0

Segmentation

5.0

Customizable Invoices

5.0

[See all features](https://www.softwareadvice.com/project-management/flowlu-profile/#key-features)

### Free

$0.00/year

This is a forever free plan with up to 2 users and 100 MB of storage space.

### Essential

$9.00/month

For growing teams: move beyond basic task tracking to manage client work confidently.

### Advanced

$17.00/month

For mid-sized companies: handle complex projects and finances with more control.

[See full pricing details](https://www.softwareadvice.com/project-management/flowlu-profile/#pricing-and-plans)

### Product: The Mortgage Office

[The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/)

4.82

[(285)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders. The Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements. The Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.... [Read more](https://www.softwareadvice.com/crm/the-mortgage-office-profile/)

### Best rated features:

Online Applications

5.0

Electronic Applications

5.0

For Borrowers

5.0

Activity Dashboard

5.0

### Worst rated features:

Business Loans

1.0

CRM

1.0

Customizable Reports

1.0

[See all features](https://www.softwareadvice.com/crm/the-mortgage-office-profile/#key-features)

### Product: EngageBay CRM

[EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)

4.65

[(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/)

### What users love

-   Responsive and helpful support team
-   Affordable and feature-rich plans
-   Intuitive and user-friendly interface

### To take in mind

-   Email deliverability and limitations
-   Limited reporting and analytics depth

### Best rated features:

Responsive Web Design

5.0

Multi-Campaign

5.0

Customer Engagement

5.0

Service Level Agreement (SLA) Management

5.0

[See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features)

### Product: Yonyx

[Yonyx](https://www.softwareadvice.com/crm/yonyx-profile/)

4.75

[(258)](https://www.softwareadvice.com/crm/yonyx-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The platform includes decision trees, which enable organizations to design and visualize customer interactions using multimedia flowcharts. Yonyx enables authors to design custom guides for agents using images, hyperlinks, videos, data sorting, and other attributes to streamline customer service operations. It offers various features such as automated guide authoring, user defined commands embedded in guidance steps, analytics, integration with CRM systems and more. Additionally, administrators can invite users, provide role-based permissions, and update tags to facilitate search functionality. Yonyx lets managers gain insights into account usage, incidents, author/user activities, compliance and other metrics via reports and analytics. It supports integration with various third-party applications using REST and JavaScript APIs. Pricing includes monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/)

### Best rated features:

Help Desk Management

5.0

Decision Support

5.0

Web-based Deployment

5.0

Opportunity Management

5.0

[See all features](https://www.softwareadvice.com/crm/yonyx-profile/#key-features)

### Professional

$25.00/month

This plan provides all features of Yonyx platform for stand alone use. Integrations, SSO or API access require upgrade to Enterprise Plan.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans)

### Product: noCRM

[noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/)

4.65

[(492)](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster. Why salespeople love noCRM: ⚡ Action-driven: stay focus on what matters the most: turning leads into deals. 👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews. 🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/)

### Best rated features:

Calendar Management

5.0

Sales Activity Management

5.0

Document Storage

5.0

Reporting & Statistics

5.0

### Worst rated features:

Collaboration Tools

1.0

Call Logging

3.0

Alerts/Notifications

4.0

[See all features](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#key-features)

### Starter

$13.00/month

Shift your attention to what truly drives revenue: converting prospects into customers.

### Expert

$26.00/month

Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your business momentum.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

### Dream

$39.00/month

Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate your sales operations.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

### Product: monday CRM

[monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/)

4.69

[(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/)

### What users love

-   User-friendly and intuitive interface
-   Highly customizable workflow management
-   Efficient client relationship tracking

### To take in mind

-   Expensive for small teams

### Best rated features:

Opportunity Management

5.0

Lead Scoring

5.0

Prioritization

5.0

Project Management

5.0

### Worst rated features:

Dashboard

2.0

Meeting Management

3.0

Campaign Management

3.0

Data Security

3.5

[See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features)

### Basic

$12.00/month

### Standard

$17.00/month

### Pro

$28.00/month

[See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans)

### Product: SendPulse

[SendPulse](https://www.softwareadvice.com/crm/sendpulse-profile/)

4.59

[(773)](https://www.softwareadvice.com/crm/sendpulse-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

SendPulse is an all-in-one marketing automation platform designed to help you streamline your sales and marketing efforts from start to finish and scale your business. SendPulse features include: - bulk email and SMS service; - sales pipeline automation; - transactional emails; - Facebook Messenger, Instagram, Telegram, and WhatsApp chatbot builder; - web push notification service; - website builder; - live chat builder; - CRM system; - online course builder and LMS. No matter which SendPulse service you choose to work with, it will feature our platform's core components: intuitive, no-code interface; user-friendly drag-and-drop builder with extensive customization options; seamless integration of individual services within the platform; and advanced marketing and sales automation capabilities. You can seamlessly combine all services into a unified system to create automated sales pipelines. SendPulse’s online course builder integrates various marketing and sales automation tools, allowing you to effortlessly engage new students, nurture relationships with your existing audience, and effectively monetize your expertise. SendPulse is always available on your smartphone, enabling you to launch marketing campaigns, interact with your chatbot subscribers, and manage your audience from anywhere. Online courses created with SendPulse's course builder are also accessible on mobile devices. Education by SendPulse is a user-friendly app that allows students to create and edit their profiles, enroll in courses, track their learning progress, and communicate with instructors. You only need a smartphone or tablet to register, create a student account, and successfully start and complete your training. SendPulse offers a wide range of comprehensive, seamlessly integrated marketing solutions. Our core objective is to optimize marketers’ and business owners’ workflows and empower them to drive company growth through more efficient sales and marketing processes. With SendPulse, you can efficiently: - Build and segment your audience. - Manage all your sales and marketing activities from a single platform. - Track and analyze the effectiveness of your deals. - Make data-driven decisions based on actionable insights. - Boost your sales through personalized messaging tailored to subscribers across every stage of your sales funnel. With SendPulse, you will get access to unlimited email campaigns, 24/7 live support, exceptional deliverability, and detailed reporting on every pricing plan. Our free plan includes 15,000 emails per month, while our paid subscriptions start at just $9.85 per month.... [Read more](https://www.softwareadvice.com/crm/sendpulse-profile/)

### What users love

-   Responsive and helpful support team
-   Affordable plans and free tier
-   Intuitive and beginner-friendly interface

### To take in mind

-   Sending limits and deliverability issues
-   Occasional slowdowns and lag

### Best rated features:

Personalization

5.0

Task Management

5.0

Click Tracking

5.0

Sales Reports

5.0

### Worst rated features:

SMS Marketing

1.0

Live Chat

4.0

Geolocation

4.0

[See all features](https://www.softwareadvice.com/crm/sendpulse-profile/#key-features)

### Standard

$10.00/month

The plan price depends upon the size of the list starting from $10/mo for a list size of 1-500, and has an ending price of $7000/mo for a list size of 4,000,001-5,000,000. It also offers a pay-as-you-go module for per email price.... [Read more](https://www.softwareadvice.com/crm/sendpulse-profile/#pricing-and-plans)

### Pro

$12.00/month

The plan price depends upon the size of the list starting from $12/mo for a list size of 1-500, and has an ending price of $10,248/mo for a list size of 4,000,001-5,000,000. It also offers a pay-as-you-go module for per email price.... [Read more](https://www.softwareadvice.com/crm/sendpulse-profile/#pricing-and-plans)

### Enterprise

$52.08/month

The plan price depends upon the size of the list starting from $52.08/mo for a list size of up to 2,500, and has an ending price of $14,347/mo for a list size of up to 5,000,000. It also offers a pay-as-you-go module for per email price.... [Read more](https://www.softwareadvice.com/crm/sendpulse-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/sendpulse-profile/#pricing-and-plans)

### Product: PhoneBurner

[PhoneBurner](https://www.softwareadvice.com/crm/phoneburner-profile/)

4.78

[(176)](https://www.softwareadvice.com/crm/phoneburner-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalities that include power dialing, lead management, email follow-up, SMS, sales cadence, performance management and analytics. The PhoneBurner system is a leader in its support of TCPA/FCC compliance and provides cutting edge tools to help teams engage in efficient, effective, and compliant communications. Use the built-in CRM, or integrate with Salesforce, HubSpot, Zoho, monday.com and other leading CRMs and apps. Other features include 1-click voicemails, one-touch emails and SMS, email tracking, custom dispositions, call recording, call transfer, local ID, sales cadence, automatic lead distribution and more. PhoneBurner scales to any size team and can be managed from one central admin portal. Analytics, reporting and live call monitoring/coaching features offer real-time visibility into ongoing activities and calling performance. The platform is cloud-based and requires no installations, setup fees, or contracts. The solution is available on a monthly subscription basis and provides customer support via phone and email.... [Read more](https://www.softwareadvice.com/crm/phoneburner-profile/)

### Best rated features:

Reporting & Statistics

5.0

Workflow Automation

5.0

Email Marketing

5.0

Performance Management

5.0

[See all features](https://www.softwareadvice.com/crm/phoneburner-profile/#key-features)

### Standard

$165.00/month

The plan includes CRM solutions and an powerful dialer.

### Professional

$195.00/month

The plan includes all features from the standard plan with additional add-ons to help teams grow.

### Premium

$215.00/month

The plan includes all features from the standard and professional plans plus a dedicated inbound number with text messaging capabilities.... [Read more](https://www.softwareadvice.com/crm/phoneburner-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/phoneburner-profile/#pricing-and-plans)

### Product: Supportbench

[Supportbench](https://www.softwareadvice.com/help-desk/supportbench-profile/)

4.87

[(116)](https://www.softwareadvice.com/help-desk/supportbench-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

The AI-Powered Helpdesk for Modern B2B Teams Supportbench is the most complete helpdesk platform built specifically for B2B support and success teams. Designed for high-touch customer relationships, we embed AI throughout your workflow to automate the manual, reduce costs, and empower your agents with real-time intelligence. No IT team required. Top Benefits: Reduce support costs by automating repetitive work Improve resolution times with AI-powered case context and suggestions Increase agent productivity with an AI Copilot that guides every reply Get faster time to value—Supportbench is easy to configure and launch Gain visibility into KPIs and customer health with built-in analytics Key AI Features: AI QA Bot that answers questions or raises tickets automatically AI Copilot that suggests the next best response based on history and KB Automatic case summaries when tickets are opened or closed Turn cases into knowledge base articles instantly Predictive CSAT and CES scores without needing survey responses Auto-tagging, auto-prioritization, and issue classification via AI Powerful Enterprise Functionality: Dynamic SLAs that adapt based on customer and case context Native Salesforce synchronization to show licensing and contract data Secure, branded customer portal with full customization Rich email editor that supports inline images and formatting Escalation management with notes, stages, and auto-escalation rules Internal and external knowledge bases for both agents and customers Built for B2B Teams That: Need to manage complex or high-value accounts Want fewer support escalations and better visibility Prefer a platform that doesn't require constant IT involvement Are scaling fast and need a modern, all-in-one solution Supportbench is the #1-rated B2B helpdesk on G2, Capterra, and Software Advice with a 4.9/5 average rating. It’s the helpdesk that helps you do more—with less.... [Read more](https://www.softwareadvice.com/help-desk/supportbench-profile/)

### Best rated features:

Real-Time Chat

5.0

Customer History

5.0

Real-Time Analytics

5.0

Interaction Tracking

5.0

### Worst rated features:

Monitoring

3.0

CRM

3.8

Reporting & Statistics

4.0

[See all features](https://www.softwareadvice.com/help-desk/supportbench-profile/#key-features)

### Supportbench

$32.00/month

Pricing starting at $32 USD a month per agent all modules included including ticketing, knowledge base, AI, and Chat. Special discounts for Startups and Non-Profits available as well.... [Read more](https://www.softwareadvice.com/help-desk/supportbench-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/help-desk/supportbench-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/crm/banking-crm-comparison/?page=2)[3](https://www.softwareadvice.com/crm/banking-crm-comparison/?page=3)[4](https://www.softwareadvice.com/crm/banking-crm-comparison/?page=4)[5](https://www.softwareadvice.com/crm/banking-crm-comparison/?page=5)

...

[9](https://www.softwareadvice.com/crm/banking-crm-comparison/?page=9)

## Popular Comparisons

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HubSpot CRM vs Salesforce Sales Cloud

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Dynamics 365 vs Zoho CRM

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LiveAgent vs Zendesk Suite

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EngageBay CRM vs Pipedrive

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Intercom vs Zoho Desk

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Act! vs Google Contacts

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## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

Banking customer relationship management (CRM) is a way for the banking industry to provide better and more reliable support for its customers and clients. By investing time and capital into creating a firmer foundation for the relationship between you and your customers, you can improve their experience, and make them more likely to choose you over your competitors.

Banks typically lack the benefit of brand loyalty that other businesses earn over time. To stay competitive, then, in addition to providing world-class financial services, you also need to create a first-rate customer experience. This means being responsive to customer needs, knowledgeable about their history and able to predict the future services they might require.

This is where banking CRM software can help you out. The automation, streamlining and consolidation that this software can offer your organization will allow you to better satisfy your customers and retain their patronage. A robust CRM package can make the difference between satisfied customers and a high attrition rate.

On this page, we’ll provide you with a guide to banking CRM software that will help you make an informed decision between the many systems out there.

Here's what we'll cover:

[What Is Banking CRM Software?](#WhatIsBankingCRMSoftware)

[Common Features of CRM Software](#CommonFeaturesofCRMSoftware)

[Common Features of Banking CRM Software](#CommonFeaturesofBankingCRMSoftware)

[Evaluating Banking CRM Software](#EvaluatingBankingCRMSoftware)

## What Is Banking CRM Software?

Today's financial institutions face increasing competition from global banks, regional institutions, the Internet and alternative funding sources.

The best solution for this is to improve customer experience—clients that feel valued and receive high-quality service are less likely to look elsewhere. CRM software for banks will help your financial institution improve customer retention and maximize referral opportunities.

In this guide, we will describe CRM in general, banking-specific CRM functionalities, as well as other considerations for evaluating software in this category.

## Common Features of CRM Software

CRM software allows businesses to better organize and manage relationships with their customers and clients by consolidating contact information into one location that is accessible by stakeholders across the company. Some software will also allow for various processes to be automated and for management to monitor performance and productivity, both across the board and for individual employees.

Although different systems have differing features, a rich CRM software suite will include at least four core functions:

**Contact management.** Most CRM products will provide a searchable database of stored customer/client contact information, as well as important documents such as contracts and sales proposals. This is the broadest offering of most general CRMs, but industry-specific systems (such as those for banking) will incorporate them as well.

**Interaction tracking.** As an adjunct to contact management, many CRM programs will allow you to track all conversations held with those contacts—whether they be over the phone, face to face or via live chat, email or other channels. Depending upon the system, these interactions may be logged manually, or potentially automated through integrations with your phone and email. More and more CRM suites will also track interactions with clients on social media platforms (Facebook, Twitter, LinkedIn etc.).

**Workflow automation.** Through combining task lists, calendars, alerts and templates, workflow automation can help standardize business processes. Based on certain predetermined steps, for example, the system can automatically set the next task in the process once the previous task has been marked as completed. CRM systems can often also be set to provide automated alerts and reminders for follow-ups that need to be taken care of personally.

**Reporting and analytics.** Management can use these CRM tools to create reports and generate analytics that will track performance and productivity. These reports are based on the activities that have been logged into the CRM system, such as the amount of revenue generated or the creation of new contacts. These tools can also prove helpful for predicting future sales figures in the next quarter and beyond.

## Common Features of Banking CRM Software

CRM software for banks and [financial institutions](https://www.softwareadvice.com/crm/financial-comparison/) will have standard features like [contact management](https://www.softwareadvice.com/crm/contact-management-comparison/), [sales automation](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) and [marketing](https://www.softwareadvice.com/category/4630-marketing/), as well as the following industry-specific features:

**Banking workflow automation**

Banking CRM software is designed to expedite the loan qualification process. All forms and fields contain the information terminology used in the financial services industry, and the workflow will automate processing of loan requests, ensure uniform enforcement of credit checks, help mitigate risk and track account activity.

**Financial research engine**

Some CRM systems, particularly those designed for non-banking financial institutions, will include industry data to consolidate research into one place. This will include product information, competitive analysis, financial news and stock tickers.

**Security & compliance**

Regulation of the banking industry is already complex, and it’s not getting any simpler. One of the biggest benefits of a banking CRM program is that it contains all the security features required for the industry and helps ensure compliance with all regulations, including an audit trail for later use if necessary.

**Account consolidation & tracking**

Most financial institutions store client information in multiple systems, which makes accessing that information labor intensive and unreliable. A banking CRM program will consolidate all this data into one place, so that investments, needs, preferences, payment status and change in risk can all be managed from one accurate, up-to-date location.

## Evaluating Banking CRM Software

Commercial or residential; regional or national; community bank or credit union; mutual funds or capital markets; every financial institutions has different needs that should be carefully considered before purchasing CRM software. When evaluating the software, ask the following questions:

-   What sector of banking/financial services are you in?
    
-   Does the software integrate seamlessly with [accounting](https://www.softwareadvice.com/accounting/) and other software systems already in use by your company?
    
-   Would you benefit from a system that supports upselling?
    
-   Do you want to be able to track your best referral partners and reward them accordingly?
    
-   How important is email marketing in your lead generation process?
    
-   Who in your company will need to have access to the software?
    
-   What processes would you like to have automated by a CRM system?
    
-   What kind of license do you want for your software—perpetual (one upfront fee) or subscription?
    
-   How do you want your software deployed to you—cloud-based or on-premise?