--- title: "Page 5 | Best Financial CRM Software - 2026 Reviews & Pricing" description: "Page 5 - Find the best Financial CRM Software for your organization. Compare top Financial CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/financial-comparison/?page=5" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / Page 5 Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Financial CRM Software of 2026 - Page 5 Filter products 146 results ### Compare Products Showing 101 - 125 of 146 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### 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. ### [CentrixOne](/crm/centrixone-profile/) - Overall rating: 4.2/5 - Reviews: 13 - Starting price: CA$15.00/month - Free trial: Available - Free demo: Not available #### Overview CentrixOne is a Canadian CRM featuring simple, intuitive, and affordable applications designed for SMEs. The CentrixOne CRM is designed to optimize your sales processes and propel [Read more](/crm/centrixone-profile/) #### Features ##### Best rated features - Forecasting: 5/5 - Calendar/Reminder System: 5/5 - Contact Management: 4.5/5 - Lead Qualification: 4/5 ##### Worst rated features - Calendar Sync: 2/5 - Lead Generation: 3/5 - Interaction Tracking: 3/5 - Social Media Integration: 3/5 [See all features](/crm/centrixone-profile/#key-features) #### Pricing ##### Basic - Price: CA$15.00/month [See full pricing details](/crm/centrixone-profile/#pricing-and-plans) --- ### [Corefactors](/product/167107-Corefactors/) - Overall rating: 4.4/5 - Reviews: 132 - Starting price: $8.99/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Corefactors AI CRM is AI AI-powered unified CRM solution for entire revenue-generating processes. The CRM solution is designed to enable a seamless RevOps ecosystem in the business [Read more](/product/167107-Corefactors/) #### Features ##### Best rated features - Predictive Analytics: 5/5 - Lead Scoring: 5/5 - AI/Machine Learning: 5/5 - Lead Segmentation: 5/5 ##### Worst rated features - Referral Tracking: 3.3/5 - Activity Tracking: 3.7/5 - Customizable Fields: 3.7/5 [See all features](/product/167107-Corefactors/#key-features) #### Pricing ##### Basic - Price: $8.99/month [See full pricing details](/product/167107-Corefactors/#pricing-and-plans) --- ### [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/product/468796-Webtrekk/) - Overall rating: 3.3/5 - Reviews: 3 - Starting price: $400.00/month - Free trial: Not available - Free demo: Not available #### Overview Agentforce Financial Services is a cloud-based CRM platform built for financial services firms of all sizes, including banks, insurance companies, and wealth management practices. [Read more](/product/468796-Webtrekk/) --- ### [Standard ERP](/erp/hansaworld-standard-profile/) - Overall rating: 4.2/5 - Reviews: 16 - Starting price: £225.00/month - Free trial: Available - Free demo: Available #### Overview Standard ERP is a robust solution that encompasses essential ERP features for accounts, order processing, inventory, production and job costing. What sets it apart is the seamless [Read more](/erp/hansaworld-standard-profile/) #### Features ##### Best rated features - Inventory Management: 5/5 - Billing & Invoicing: 5/5 - Purchase Order Management: 5/5 [See all features](/erp/hansaworld-standard-profile/#key-features) #### Pricing ##### Basic - Price: £225.00/month [See full pricing details](/erp/hansaworld-standard-profile/#pricing-and-plans) --- ### [Total Expert](/marketing/total-expert-profile/) - Overall rating: 4.3/5 - Reviews: 48 - Starting price: $69.00/month - Free trial: Not available - Free demo: Not available #### Overview Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and [Read more](/marketing/total-expert-profile/) #### Features ##### Best rated features - Drag & Drop: 5/5 - Multi-Channel Communication: 5/5 - Template Management: 5/5 - API: 4.8/5 ##### Worst rated features - Compliance Management: 1/5 - Search/Filter: 2/5 - Lead Generation: 2.5/5 - Calendar Management: 3/5 [See all features](/marketing/total-expert-profile/#key-features) --- ### [Backstop](/equity-management/backstop-profile/) - Overall rating: 4.3/5 - Reviews: 46 - Starting price: $3,000.00/year - Free trial: Not available - Free demo: Not available #### Overview Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. [Read more](/equity-management/backstop-profile/) #### Features ##### Best rated features - For Hedge Funds: 5/5 - Access Controls/Permissions: 5/5 - Multi-Currency: 5/5 - Investments Tracking: 5/5 ##### Worst rated features - Campaign Management: 3/5 - Data Import/Export: 3.6/5 - Fund Management: 4/5 - Portfolio Management: 4/5 [See all features](/equity-management/backstop-profile/#key-features) --- ### [Contactually](/crm/contactually-profile/) - Overall rating: 4.3/5 - Reviews: 103 - Starting price: $69.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps [Read more](/crm/contactually-profile/) #### Features ##### Best rated features - Alerts/Notifications: 5/5 - Lead Nurturing: 5/5 - Email Marketing: 5/5 - Reporting/Analytics: 5/5 ##### Worst rated features - Marketing Automation: 2/5 - Contact Management: 3.8/5 - Interaction Tracking: 4/5 [See all features](/crm/contactually-profile/#key-features) #### Pricing ##### Professional - Price: $69.00/month - The pricing available is for the existing customers. New customers are no longer accepted. ##### Accelerator - Price: $119.00/month - The pricing available is for the existing customers. New customers are no longer accepted. [See full pricing details](/crm/contactually-profile/#pricing-and-plans) --- ### [Campaigner](/crm/campaigner-profile/) - Overall rating: 3.9/5 - Reviews: 428 - Starting price: $14.00/month - Free trial: Available - Free demo: Not available #### Overview Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry verticals. Professionals can create automation workflows [Read more](/crm/campaigner-profile/) ##### What users love - User-friendly and intuitive interface - Comprehensive campaign analytics tools - Flexible and effective campaigns ##### To take in mind - Slow and unhelpful support experience - Deliverability and workflow frustrations - Rigid and outdated template design #### Features ##### Best rated features - Lead Capture: 5/5 - Workflow Automation: 5/5 - Sales Pipeline Management: 5/5 - Campaign Scheduling: 5/5 ##### Worst rated features - Event Triggered Actions: 1/5 [See all features](/crm/campaigner-profile/#key-features) #### Pricing ##### Essentials - Price: $14.00/month - Great for those wanting the basics of great email marketing ##### Advanced - Price: $35.00/month - Great for experienced users with advanced needs ##### Custom - Price: $649.00/month - Great for those sending at scale [See full pricing details](/crm/campaigner-profile/#pricing-and-plans) --- [1](https://www.softwareadvice.com/crm/financial-comparison/)[2](https://www.softwareadvice.com/crm/financial-comparison/?page=2&__ai_markdown=true)[3](https://www.softwareadvice.com/crm/financial-comparison/?page=3&__ai_markdown=true)[4](https://www.softwareadvice.com/crm/financial-comparison/?page=4&__ai_markdown=true) 5 [6](https://www.softwareadvice.com/crm/financial-comparison/?page=6&__ai_markdown=true)