Best Financial Services CRM Software in 2026
Updated
In short: Zoho CRM is ranked #1 of 28 as of 9 October 2026, ahead of Creatio CRM and Total Expert. The best-ranked option with a free plan is Total Expert. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Financial services CRM software is for managing client relationships alongside the processes and records that support them. Compare compliance workflows and audit trails with opportunity management, client portals, and email and calendar sync. Zoho CRM, Creatio CRM, and Total Expert are options to examine across those needs. Deployment choices may affect how a product fits your setup, while free-plan availability and paid-from pricing provide cost context. Think through which client interactions need to be tracked, whether clients need portal access, and what compliance-related work the team handles. Then use the listed deployment and workflow details to judge how well each CRM aligns with those requirements.
28 financial services CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
28ranked
3free plans on this page
$3.25/molowest paid tier
9 Oct 2026last checked
Input list Financial Services CRM Software 25 channels on this page · 102 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromCompliance workflowsOpportunity managementClient portalAudit trailDeploymentEmail and calendar sync Spec sheet Score
01 Zoho CRM Free planYesPaid from14/user/moCompliance workflowsnot statedOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 2/8spec lines stated 7.8
02 Creatio CRM Free planNoPaid fromnot statedCompliance workflowsnot statedOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 1/8spec lines stated 6.9
03 Total Expert Free planYesPaid from100/user/moCompliance workflowsYesOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 3/8spec lines stated 6.9
04 Salesforce Financial Services Cloud Free planNoPaid from325/user/moCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncYes 8/8spec lines stated 6.8
05 AdvisorCRM Free planYesPaid fromnot statedCompliance workflowsYesOpportunity managementYesClient portalnot statedAudit trailYesDeploymentcloudEmail and calendar syncYes 6/8spec lines stated 6.7
06 InsuredMine Free planNoPaid fromnot statedCompliance workflowsnot statedOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncYes 6/8spec lines stated 6.7
07 Oracle Siebel CRM Free planNoPaid fromnot statedCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymenthybridEmail and calendar syncYes 7/8spec lines stated 6.7
08 Pega CRM Free plannot statedPaid fromnot statedCompliance workflowsnot statedOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 0/8spec lines stated 6.7
09 AdvisorEngine CRM Free plannot statedPaid from69/user/moCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncYes 7/8spec lines stated 6.6
10 Aidium Free plannot statedPaid fromnot statedCompliance workflowsYesOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 1/8spec lines stated 6.6
11 Dynamo CRM & Deal Management Free plannot statedPaid fromnot statedCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncYes 6/8spec lines stated 6.6
12 Redtail CRM Free planNoPaid from39/user/moCompliance workflowsnot statedOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 2/8spec lines stated 6.6
13 Wealthbox Free planNoPaid fromnot statedCompliance workflowsnot statedOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 1/8spec lines stated 6.6
14 Advisor360° CRM Free plannot statedPaid fromnot statedCompliance workflowsYesOpportunity managementYesClient portalnot statedAudit trailnot statedDeploymentcloudEmail and calendar syncnot stated 3/8spec lines stated 6.5
15 DealCloud Free plannot statedPaid fromnot statedCompliance workflowsYesOpportunity managementYesClient portalnot statedAudit trailYesDeploymentcloudEmail and calendar syncYes 5/8spec lines stated 6.5
16 Jungo Free planNoPaid from96/user/moCompliance workflowsYesOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 3/8spec lines stated 6.5
17 LendingWise Free planNoPaid from119.17/user/moCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncnot stated 7/8spec lines stated 6.5
18 SurefireCRM Free plannot statedPaid fromnot statedCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncnot stated 5/8spec lines stated 6.5
19 AgencyBloc AMS+ Free plannot statedPaid fromnot statedCompliance workflowsYesOpportunity managementYesClient portalnot statedAudit trailYesDeploymentcloudEmail and calendar syncYes 5/8spec lines stated 6.4
20 Practifi Free planNoPaid from135/user/moCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncYes 8/8spec lines stated 6.3
21 Shape Free planNoPaid fromnot statedCompliance workflowsYesOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 2/8spec lines stated 6.3
22 BNTouch Mortgage CRM Free planNoPaid fromnot statedCompliance workflowsYesOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 2/8spec lines stated 6.2
23 Cloudsquare Free plannot statedPaid from75/user/moCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncnot stated 6/8spec lines stated 6.2
24 OneVest CRM Free plannot statedPaid fromnot statedCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncYes 6/8spec lines stated 6.2
25 Velocify Free plannot statedPaid fromnot statedCompliance workflowsnot statedOpportunity managementnot statedClient portalnot statedAudit trailnot statedDeploymentnot statedEmail and calendar syncnot stated 0/8spec lines stated 6.1
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Compliance workflows | Opportunity management |
|---|---|---|---|---|---|---|---|---|
| 1 | Zoho CRM | 7.8 | Free plan | $14/mo | Yes | 14 /user/mo | — | — |
| 2 | Creatio CRM | 6.9 | No | — | No | — | — | — |
| 3 | Total Expert | 6.9 | Free plan | $100/mo | Yes | 100 /user/mo | Yes | — |
| 4 | Salesforce Financial Services Cloud | 6.8 | No | $325/mo | No | 325 /user/mo | Yes | Yes |
| 5 | AdvisorCRM | 6.7 | Free plan | $59/mo | Yes | — | Yes | Yes |
| 6 | InsuredMine | 6.7 | No | — | No | — | — | Yes |
| 7 | Oracle Siebel CRM | 6.7 | No | $68.75/mo | No | — | Yes | Yes |
| 8 | Pega CRM | 6.7 | No | — | — | — | — | — |
| 9 | AdvisorEngine CRM | 6.6 | No | $5.75/mo | — | 69 /user/mo | Yes | Yes |
| 10 | Aidium | 6.6 | No | — | — | — | Yes | — |
| 11 | Dynamo CRM & Deal Management | 6.6 | No | — | — | — | Yes | Yes |
| 12 | Redtail CRM | 6.6 | No | $3.25/mo | No | 39 /user/mo | — | — |
| 13 | Wealthbox | 6.6 | No | — | No | — | — | — |
| 14 | Advisor360° CRM | 6.5 | No | — | — | — | Yes | Yes |
| 15 | DealCloud | 6.5 | No | — | — | — | Yes | Yes |
| 16 | Jungo | 6.5 | No | $8/mo | No | 96 /user/mo | Yes | — |
| 17 | LendingWise | 6.5 | No | $119/mo | No | 119.17 /user/mo | Yes | Yes |
| 18 | SurefireCRM | 6.5 | No | — | — | — | Yes | Yes |
| 19 | AgencyBloc AMS+ | 6.4 | No | — | — | — | Yes | Yes |
| 20 | Practifi | 6.3 | No | $135/mo | No | 135 /user/mo | Yes | Yes |
| 21 | Shape | 6.3 | No | — | No | — | Yes | — |
| 22 | BNTouch Mortgage CRM | 6.2 | No | $95/mo | No | — | Yes | — |
| 23 | Cloudsquare | 6.2 | No | $75/mo | — | 75 /user/mo | Yes | Yes |
| 24 | OneVest CRM | 6.2 | No | — | — | — | Yes | Yes |
| 25 | Velocify | 6.1 | No | — | — | — | — | — |
Is your tool on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which financial services CRM software is ranked first on Specifiction?
Zoho CRM is ranked #1 of 28 with a score of 7.8. Creatio CRM is second and Total Expert third.
How many of these have a free plan?
3 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list ranked?
Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.
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