# Best Financial CRM Software - 2026 Reviews & Pricing > Find the best Financial CRM Software for your organization. Compare top Financial CRM Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/crm/financial-comparison/p/all --- [Home](https://www.softwareadvice.com/) / Financial CRM Software 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 Updated June 23, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 117 results ### Compare Products Showing 1 - 25 of 117 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. [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) [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) 4.91 [(33)](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations, and documents is part of the foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close.' Being able to adapt to virtually any sales methodology or process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals. Rolldog offers many different CRM-related modules, as well as a lead and opportunity management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business and its needs. Rolldog has an objective approach to how lead and opportunity management should be handled. With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. Rolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.... [Read more](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) ### Best rated features: For Sales Teams/Organizations 5.0 Segmentation 5.0 Data Import/Export 5.0 Customizable Reports 5.0 ### Worst rated features: Marketing Automation 4.0 Workflow Management 4.0 Email Templates 4.0 [See all features](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#key-features) ### Starter $39.00/month Available at $35 per month, when billed annually. ### Professional $59.00/month Available at $50 per month, when billed annually. ### Enterprise $79.00/month Available at $65 per month, when billed annually. [See full pricing details](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#pricing-and-plans) [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) ### Basic $69.00/month Includes CRM Software, Automated Marketing, Advanced Marketing Store with Co-Branding ### Individual $165.00/month Includes CRM Software, Automated Marketing, Advanced marketing Store with Co-Branding [See full pricing details](https://www.softwareadvice.com/product/54657-MortgageHalo/#pricing-and-plans) [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) 4.0 [(3)](https://www.softwareadvice.com/product/466225-SatuitCRM/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the institutional asset management, private equity, hedge fund and wealth management industries. The platform offers both cloud-based and on-premise deployment options, allowing users to choose the software environment that best suits their business needs. SatuitCRM's interactive investment analysis and self-service investor portal enable clients to track their investment performance, review transactions and manage account details. The application also streamlines the client reporting process by automating the compilation of manual reports, saving time and reducing errors. Additionally, it also provides secure document management and delivery capabilities. facilitating seamless sharing of forms and content across multiple clients.... [Read more](https://www.softwareadvice.com/product/466225-SatuitCRM/) [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Mid-size 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 - Intuitive and flexible usability - Affordable plans and free options - Comprehensive and customizable features ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Client/Property Matching 5.0 Remote Access/Control 5.0 For Financial Institutions 5.0 Customer Activity Tracking 5.0 ### Worst rated features: Chatbot 2.0 Social Marketing 3.0 Sales Forecasting 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) [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.23 [(2046)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Best for:Enterprise businesses ### 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 tailoring options - 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) [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.79 [(653)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) ### Best rated features: For Real Estate 5.0 Activity Tracking 5.0 Commission Management 5.0 Client/Property Matching 5.0 ### Worst rated features: Prospecting Tools 3.5 Data Security 4.0 [See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features) ### Core $15.00/month Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.72 [(683)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows. The system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options. HoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.... [Read more](https://www.softwareadvice.com/crm/honeybook-profile/) ### What users love - Centralized client organization tools - Intuitive and user-friendly design - Streamlined invoicing and contracts ### To take in mind - Email limitations and deliverability issues - Slow deposits and limited options - Expensive for small businesses ### Best rated features: Dashboard 5.0 Content Library 5.0 Task Progress Tracking 5.0 For Startups 5.0 ### Worst rated features: Status Tracking 3.0 Employee Scheduling 3.0 Business Process Automation 3.0 Customizable Forms 3.0 [See all features](https://www.softwareadvice.com/crm/honeybook-profile/#key-features) ### Starter $36.00/month ### Essentials $59.00/month ### Premium $129.00/month [See full pricing details](https://www.softwareadvice.com/crm/honeybook-profile/#pricing-and-plans) [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.65 [(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Best for:Customer support ### 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 plans and strong value - 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) [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.69 [(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Ease of use ### 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 - Customizable workflow automation tools - Efficient client relationship management ### 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) [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) 4.63 [(167)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) ### Best rated features: Marketing Automation 5.0 For Insurance Industry 5.0 Document Storage 5.0 Quotes/Estimates 5.0 ### Worst rated features: Product Catalog 3.0 [See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features) ### Basic €19.00/month [See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans) [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) 4.58 [(361)](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress. Daylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools. Who Daylite is for Daylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients. Why Daylite is different Unlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward. Daylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are. Collaboration and visibility Daylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff. Security and trust We know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected. Customer service that puts fit first At Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite. Our approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side. The outcome Daylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) ### Best rated features: Workflow Configuration 5.0 Team Assignments 5.0 File Sharing 5.0 Idea Management 5.0 ### Worst rated features: Data Import/Export 2.0 Reporting/Analytics 2.8 [See all features](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#key-features) ### CRM $25.00/month Keep track of all the important details and interactions about your clients in one place, so you can spend less time managing your client list and spend more time building stronger relationships with them.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Sales $40.00/month Stay on top of every deal and streamline your sales process efficiently in one place, so you can spend less time managing your sales opportunities and spend more time closing your deals.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Projects $40.00/month Stay on top of all the crucial details and organize all the moving pieces of your projects in one place, so you can spend less time managing your projects and spend more time completing your deliverables.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.74 [(149)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Best for:Features ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/) ### Best rated features: Task Management 5.0 Calendar Sync 5.0 ROI Tracking 5.0 Conversion Tracking 5.0 ### Worst rated features: Surveys & Feedback 3.0 Live Chat 3.0 Activity/News Feed 4.0 [See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features) [Close](https://www.softwareadvice.com/crm/close-io-profile/) 4.66 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/) ### Best rated features: Call Recording 5.0 Lead Notifications 5.0 Customizable Templates 5.0 Third-Party Integrations 5.0 ### Worst rated features: Data Import/Export 1.0 Real-Time Notifications 1.0 [See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features) ### Solo $9.00/month Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Essentials $35.00/month A great plan for small teams. ### Growth $99.00/month Automation to help your team move faster. [See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.53 [(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features. Pipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.... [Read more](https://www.softwareadvice.com/crm/pipedrive-profile/) ### What users love - Intuitive and user-friendly interface - Organized sales process management - Responsive and helpful support team ### To take in mind - Integration and email syncing issues - Extra costs for essential features - Limited and basic reporting tools ### Best rated features: Click Tracking 5.0 Client/Property Matching 5.0 Content Delivery 5.0 Multi-Channel Communication 5.0 [See all features](https://www.softwareadvice.com/crm/pipedrive-profile/#key-features) ### Lite $19.00/month This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly. ### Growth $34.00/month This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly. ### Premium $64.00/month This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly. [See full pricing details](https://www.softwareadvice.com/crm/pipedrive-profile/#pricing-and-plans) [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.51 [(4466)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Best for:Real-Time Notifications ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others. HubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights.  HubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers. HubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.... [Read more](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) ### What users love - Centralized customer relationship management - Unified sales-marketing platform - Intuitive and clean interface ### To take in mind - Escalating costs and rigid plans - Email integration and automation issues - Cumbersome contact organization ### Best rated features: For Financial Institutions 5.0 Collaboration Tools 5.0 Relationship Tracking 5.0 Contract/License Management 5.0 ### Worst rated features: Social Media Integration 3.9 Forecasting 3.9 Performance Metrics 3.9 Document Storage 3.9 [See all features](https://www.softwareadvice.com/product/1854-HubSpot-CRM/#key-features) [FLG](https://www.softwareadvice.com/crm/flg-business-technology-flg-360-profile/) 4.85 [(40)](https://www.softwareadvice.com/crm/flg-business-technology-flg-360-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary FLG is a UK–based lead management CRM system designed with simplicity, power, and ease of use in mind. It comes with a free trial, lite and professional packages. FLG offers everything you need to manage 100,000s of leads, helping automate workflows and schedule appointments. It comes with a unique free amount of set up days to help businesses new to CRMs start off just right. Perfect for UK small to medium businesses that are first-time CRM adopters looking for improved reporting and data accuracy when working with their customers. In addition, FLG offers easy lead management, multi-channel marketing options, intelligent sales workflows, voice dialer integration options, and general efficiency through task automation. Unlike other CRMs, we include free set-up assistance, UK-based telephone and email support and adapt quickly and easily to your existing or preferred processes.... [Read more](https://www.softwareadvice.com/crm/flg-business-technology-flg-360-profile/) ### Best rated features: Sales Pipeline Management 5.0 Customizable Fields 5.0 Email Management 5.0 Task Management 5.0 ### Worst rated features: Third-Party Integrations 2.0 Customizable Reports 4.0 [See all features](https://www.softwareadvice.com/crm/flg-business-technology-flg-360-profile/#key-features) ### Lite £19.99/month Minimum 3 user licenses and additional user pricing at £19.99/mo. Usage based pricing for lead overage, SMS, and other similar services.... [Read more](https://www.softwareadvice.com/crm/flg-business-technology-flg-360-profile/#pricing-and-plans) ### Professional £34.99/month Minimum 5 user licenses and additional user pricing at £34.99/mo. Usage based pricing for lead overage, SMS, and other similar services.... [Read more](https://www.softwareadvice.com/crm/flg-business-technology-flg-360-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/flg-business-technology-flg-360-profile/#pricing-and-plans) [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) 4.65 [(71)](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.... [Read more](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) ### Best rated features: Pipeline Management 5.0 Customer Segmentation 5.0 Third-Party Integrations 5.0 Dashboard 5.0 ### Worst rated features: Campaign Management 3.0 Marketing Automation 3.0 [See all features](https://www.softwareadvice.com/product/113880-FreeAgent-Network/#key-features) [Covve App](https://www.softwareadvice.com/crm/covve-profile/) 4.75 [(40)](https://www.softwareadvice.com/crm/covve-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Covve Personal CRM is your personal assistant app, reminding you to keep in touch with clients and personal contacts. Ranked #1 personal CRM in the US app stores, it is used by professionals across industries, including entrepreneurs, realtors and business executives. Covve is very easy to use, it's mobile-first and requires no setup - just download and start using. Here is what you will love about Covve: - Reminders to follow up and stay in touch with your contacts - Notes on your contacts, calls and meetings to always be relevant - A weekly reminders schedule to keep you organized - Tags for organizing and grouping your network and powerful search and filters to quickly find who you need - Statistics on your weekly networking progress, just like your exercise app - Mobile-first, no setup, just download and start using \* This simple yet state-of-the-art app will revolutionize your business relationships like you've never seen - Inc \* Best contacts app – Tom’s Guide 2022 \* Best address book app for iPhone – NewsExaminer \* Winner of T-Mobile & Nokia Program “disrupting the future of communications” Covve has been designed with privacy and security as a priority: https://covve.com/privacy Find out more at covve.com We are always here to help, reach out at sales@covve.com Made in Europe... [Read more](https://www.softwareadvice.com/crm/covve-profile/) ### Basic $12.99/month [See full pricing details](https://www.softwareadvice.com/crm/covve-profile/#pricing-and-plans) [RAYNET CRM](https://www.softwareadvice.com/scm/raynet-profile/) 4.85 [(27)](https://www.softwareadvice.com/scm/raynet-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? - Smooth integration with you calendar, e-mail, phone and other applications, - all your data in one place, - your team can work from anywhere, - immediate analysis of your sales score, - increased productivity and effectiveness. Free trial for 30 days: Make sales easier.... [Read more](https://www.softwareadvice.com/scm/raynet-profile/) ### Best rated features: Contact Database 5.0 Segmentation 5.0 Territory Management 5.0 Search/Filter 5.0 ### Worst rated features: Dashboard 3.0 Lead Qualification 3.7 Data Import/Export 4.0 [See all features](https://www.softwareadvice.com/scm/raynet-profile/#key-features) ### Start $19.00/month For individuals and small sales teams ### Professional $38.00/month For medium-sized and growing teams ### Ultimate $48.00/month For larger teams [See full pricing details](https://www.softwareadvice.com/scm/raynet-profile/#pricing-and-plans) [Freshsales](https://www.softwareadvice.com/product/113796-Freshsales/) 4.50 [(622)](https://www.softwareadvice.com/product/113796-Freshsales/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables organizations to design custom workflows with event-based triggers to automate repetitive tasks. Freshsales allows teams to create custom sales pipelines based on geographies, team, processes or other criteria and maintain a product catalogue with pricing, discount and tax information. It offers a host of features like customizable email templates, sales goals management, predictive contact scoring, sales forecasting, audit logs, role-based access and more. Additionally, administrators can view and track KPIs, teams’ performance, sales, client communication and other data via the analytics dashboard. Freshsales facilitates integration with numerous third-party applications such as Microsoft Outlook, PandaDoc, Xero and more. It is available on monthly/annual subscriptions and support is provided via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/product/113796-Freshsales/) ### What users love - Comprehensive sales process management - Streamlined lead tracking and nurturing - User-friendly and intuitive interface ### To take in mind - Email syncing and usability issues - Billing and account handling frustrations ### Best rated features: For Startups 5.0 Third-Party Integrations 5.0 Multi-Channel Communication 5.0 For Sales Teams/Organizations 5.0 ### Worst rated features: Internal Chat Integration 2.0 Sales Trend Analysis 2.0 [See all features](https://www.softwareadvice.com/product/113796-Freshsales/#key-features) ### Free Custom Pricing available upon request For small teams of upto 3 users ### Growth $11.00/month Tailored for startups and SMBs ### Pro $47.00/month For growing mid-sized businesses [See full pricing details](https://www.softwareadvice.com/product/113796-Freshsales/#pricing-and-plans) [ConvergeHub](https://www.softwareadvice.com/marketing/convergehub-profile/) 4.83 [(24)](https://www.softwareadvice.com/marketing/convergehub-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads. Users can add contact details manually or import them from Microsoft Outlook. Communication summaries show contact between employees and clients. Contact lists can also be exported into Excel and PDF formats. Users can view the products or services customers have purchased, as well as marketing performance reports. Campaigns can be targeted to specific customers and sent via email, direct mail, text message and social media. The system also offers users access to email templates. ConvergeHub’s sales dashboard offers information on deals including expected close date, leads by source, lead acquisition and deal acquisition. Users can customize dashboard settings and visualize the pipeline at various stages. The deals management module stores lead information such as account name, assignee, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability.... [Read more](https://www.softwareadvice.com/marketing/convergehub-profile/) ### Professional $59.00/month [See full pricing details](https://www.softwareadvice.com/marketing/convergehub-profile/#pricing-and-plans) [Vymo](https://www.softwareadvice.com/crm/vymo-profile/) 4.66 [(41)](https://www.softwareadvice.com/crm/vymo-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lead capturing and performance management. It allows users to automatically allocate leads to sales representatives based on various criteria such as workload, performance, skills and more. Vymo uses artificial intelligence (AI) enabled technology to plan lead engagement by categorizing opportunities and suggesting meeting time/dates. The geo-tracking functionality allows supervisors to monitor field sales activities by planning daily routes, suggesting location-based meetings and capturing activity data. Additionally, it comes with analytics dashboards, which lets managers gain insights into sales teams outcomes through key performance index (KPI), targets and business impacting metrics. Vymo comes with an API, which allows businesses to integrate the system with several third-party solutions. Mobile applications for Android and iOS devices are also offered, allowing users to remotely manage business activities. Pricing is available on request and support is extended via phone, email, FAQs and other online measures.... [Read more](https://www.softwareadvice.com/crm/vymo-profile/) ### Best rated features: Contact Management 5.0 Route Optimization 5.0 Third-Party Integrations 5.0 Mobile Access 5.0 ### Worst rated features: Sales Pipeline Management 3.7 [See all features](https://www.softwareadvice.com/crm/vymo-profile/#key-features) [Shape](https://www.softwareadvice.com/product/49041-SetShape/) 4.68 [(44)](https://www.softwareadvice.com/product/49041-SetShape/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction. Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place. Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail. Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.... [Read more](https://www.softwareadvice.com/product/49041-SetShape/) ### Best rated features: Activity Tracking 5.0 Communication Management 5.0 Self Service Portal 5.0 Customizable Forms 5.0 ### Worst rated features: Email Marketing 3.0 Lead Capture 3.0 Contact Database 3.7 Customizable Fields 3.7 [See all features](https://www.softwareadvice.com/product/49041-SetShape/#key-features) ### Basic $119.00/month [See full pricing details](https://www.softwareadvice.com/product/49041-SetShape/#pricing-and-plans) [SalesExec](https://www.softwareadvice.com/crm/salesexec-profile/) 4.71 [(24)](https://www.softwareadvice.com/crm/salesexec-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SalesExec is a lead management and sales response platform built for high-velocity sales operations, call centers, and performance-driven sales teams. The platform combines CRM, automated lead routing, dialing, workflow automation, pipeline management, and outbound engagement tools into a single scalable environment designed to improve speed-to-lead, increase contact rates, and help teams convert more inbound opportunities. Unlike traditional CRMs built primarily around account management, SalesExec is optimized for real-time lead response workflows, automated sales distribution, pull-based lead routing, and high-volume inbound sales operations. SalesExec supports growing sales teams, outbound call centers, and enterprise lead response environments through scalable infrastructure, automation workflows, and transparent growth-friendly pricing.... [Read more](https://www.softwareadvice.com/crm/salesexec-profile/) ### Best rated features: Contact Management 5.0 Lead Management 5.0 Workflow Management 5.0 Calendar/Reminder System 5.0 [See all features](https://www.softwareadvice.com/crm/salesexec-profile/#key-features) ### Basic $55.00/month $55 price per user for basic plan users. Discounts applied for more than 5 users. [See full pricing details](https://www.softwareadvice.com/crm/salesexec-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/financial-comparison/?page=2)[3](https://www.softwareadvice.com/crm/financial-comparison/?page=3)[4](https://www.softwareadvice.com/crm/financial-comparison/?page=4)[5](https://www.softwareadvice.com/crm/financial-comparison/?page=5) ## Popular Comparisons [ HubSpot CRM vs Zoho CRM ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/392464-zoho-crm/)[ Bigin by Zoho CRM vs Pipedrive ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/pipedrive/)[ Sage Intacct vs NetSuite ](https://www.softwareadvice.com/accounting/intacct-accounting-profile/vs/netsuite-financials-accounting-software/)[ EngageBay CRM vs Keap ](https://www.softwareadvice.com/crm/engagebay-profile/vs/infusionsoft-crm/)[ eWay-CRM vs Less Annoying CRM ](https://www.softwareadvice.com/crm/eway-profile/vs/less-annoying-crm/) ## Your Guide to Top Financial CRM Software, October 2024 Software Advice uses reviews from real software users to highlight the top-rated Financial CRM products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [Escala](https://www.softwareadvice.com/automation-testing/escala-profile/) - [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) - [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) - [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) - [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) - [Nimble](https://www.softwareadvice.com/help-desk/nimble-profile/) - [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) - [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) - [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) - [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) - [Freshsales](https://www.softwareadvice.com/product/113796-Freshsales/) - [Keap](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/) - [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## 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. Customer relationship management (CRM) is a crucial aspect of modern business. CRM software is a system that stores and organizes the info a business has about its leads and customers. It can also take that info and provide actionable next steps for what do with those leads. It helps businesses that need to improve sales and/or be better organized in how they engage with prospects, leads and current customers. In the realm of financial advising and other financial services, CRM is even more important. Advisors need to have quick, ready access to all the information about their clients, including previous interactions, so that they can provide the most comprehensive, actionable advice possible. In an industry that relies on personal relationships between advisors and their clients, [CRM software](https://www.softwareadvice.com/crm/) can help businesses grow their client base while still personalizing their interactions with these clients and maintaining positive relationships. That's why CRM systems specifically geared toward financial services are so crucial for today's financial advisors. **This buyer's guide will explain what makes financial CRM software unique, explore some common features of many systems and discuss the specific questions your business should consider before purchasing.** Here are the aspects of financial CRM that we'll discuss: [What Is Financial CRM Software?](#WhatIsFinancialCRMSoftware) [Common Features of Financial CRM](#CommonFeaturesofFinancialCRM) [What Type of Buyer Are You?](#WhatTypeofBuyerAreYou) [Key Considerations](#KeyConsiderations) ## What Is Financial CRM Software? On the most basic level, CRM software consolidates all customer information into one database, allowing users across the company to organize, manage and access that information without working cross-purposes. In addition, the software can automate some common practices, monitor performance/productivity and analyze data in order to provide reports that can help you predict trends or refine your practices. Financial CRM software is an industry-specific type of CRM geared, as the name suggests, toward the financial services industry. This software is specifically geared toward financial advisors. Many top financial CRM software providers are, in fact, general CRM vendors offering a particular subsystem or add-on. What differentiates CRM for financial advisors from a more generalized CRM system is that the software will not just capture the contact information of customers, but also their broad financial information, their relationship to the firm and their specific interactions with different advisors and other team members across the entire business. The next section will discuss _both_ general CRM features and those specific to financial CRM. ## Common Features of Financial CRM **Customer data management** This core feature provides a searchable database to anyone with access to the system. That database will house customer information as well as relevant documents. In general, this means the database stores contact information, preferred means of contact and other general information about the customer. For financial CRM systems, this information will also include important financial information about the client, such as assets, liabilities and insurance policies. **Interaction tracking** In addition to holding customer information, CRM databases will also store a history of all interactions with a client or prospect, whether those were conversations on the phone, in person or through live chat, email or any other channel. These can be either logged manually by advisors or automated by integrating with phone and email systems. This helps keep the entire advisory team on the same page with each client, to make sure that no efforts are doubled up or wasted due to miscommunication. **Activity tracking** Similar to interaction tracking, this function will help prevent confusion and miscommunication by tracking all of the activity associated with a particular account. This way, multiple people across the company can help manage a client's financial assets and make sure that all activity is documented and tracked. **Client segmentation** This feature can differentiate and segment clients (based on their information) into unique groups that require different services and different types/amounts of contact, helping your business streamline its best practices for each client. **Workflow automation** This function allows you to standardize business processes through a combination of task lists, calendars, alerts and templates. For example, once a task is checked off as complete, the system can automatically set a task for the next step in the process. The software can thus provide a combination of automated messages and calendar alert reminders for advisors to reach out to clients personally. **Analytics and reporting** Based on activities logged into the database, the CRM system can track the performance and productivity of individual advisors, in order to provide reports on how they can improve that performance. The same function can also be used to generate predictive forecasts of future activities. _Account analytics in_ [bpm'online](https://www.softwareadvice.com/crm/bpmonline-profile/) ## What Type of Buyer Are You? Financial services firms can vary widely in size, and this variation will lead them to different requirements in their CRM systems. You will likely find your business falling into one of the following categories: - **Single user.** If you're an independent financial advisor, and thus the sole person using the software, you can probably get away with the lowest-tier CRM system, focusing simply on data management and interaction tracking. Any more than that is likely to be overkill. - **Small business buyer.** These are companies with between two and 100 employees that make under $50 million a year and have no IT department. With a small group of people accessing the CRM, you'll still want to focus on data management and interaction tracking, but activity tracking will be crucial, and client segmentation and workflow automation may also prove helpful. - **Midsize business buyer.** These are _also_ companies that have between two and 100 employees and make under $50 million a year, but they _do_ have an IT department. In addition to all the features needed by a small business buyer, analytics and reporting will likely prove beneficial, especially since you will have access to an IT department to help make sure these reports are generated properly. ## Key Considerations Other factors to take into consideration when choosing the right financial CRM for your business include: - **Integration with other systems.** In the field of financial services, you're probably using a lot of software besides just CRM. While CRM is crucial for maintaining a good relationship with your clients, [accounting software](https://www.softwareadvice.com/accounting/), [financial reporting software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/) and other systems will allow you to actually manage those clients' funds. In order to best track those activities, you'll want to make sure that the CRM you choose integrates with that other software so that they can all work in harmony rather than bucketing information into separately walled off systems. - **Cloud-based software vs. on-premise software.** Traditionally, software was licensed through the purchase of physical hardware that a business would have to house on their own premises. This required space for the equipment, as well as IT resources to make sure that it was properly functioning, alongside high setup costs to get the system up and running. Today, though, most software (especially CRM) will be purchased as a cloud-based system that is simply accessed through the internet, with the hardware housed elsewhere by the vendor. This is especially beneficial for smaller businesses that can't afford the high upfront costs or the IT resources required for hardware maintenance, and which may not have the available space for the hardware. However, larger businesses, especially enterprise-level financial advisory firms, may prefer the added speed of on-premise housing. ### Related Financial CRM Software - [Healthcare CRM Software](https://www.softwareadvice.com/crm/healthcare-crm-comparison/) - [Insurance CRM Software](https://www.softwareadvice.com/crm/insurance-crm-comparison/) - [Social CRM Tools Software](https://www.softwareadvice.com/crm/social-crm-comparison/)