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Sales & CRM

Best Financial Services CRM Software in 2026

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.

  1. 01 AdvisorCRM

    AdvisorCRM suits financial advisors looking to manage client records, opportunities, portfolio data, and meeting follow-up in one platform.

    From $59/mo Free plan Web · Android · API
    9.3 Visit Specs
  2. 02 AgencyBloc AMS+

    It suits agencies selling group benefits, ACA, Medicare, life insurance, or mixed lines.

    From $109/mo Free trial Web · Android · API
    9.0 Visit Specs
  3. 03 InsuredMine

    InsuredMine is presented for insurance agencies that want CRM sales, engagement and AI tools alongside an agency management system.

    From $69/mo Free plan Web · iOS · Android · API
    9.0 Visit Specs
  4. 04 AdvisorEngine CRM

    It suits financial advisors and RIAs at growing or established wealth management firms that need client workflow and activity tracking.

    From $5.75/mo Web · Windows · iOS · Android
    8.9 Visit Specs
  5. 05 Creatio CRM

    It suits organizations seeking CRM workflows for marketing, sales, and service with no-code application design.

    Free trial Web · iOS · Android · API
    8.8 Visit Specs
  6. 06 Redtail CRM

    Redtail CRM may suit advisers or teams seeking a CRM with pipeline visibility, email sync, and marketing automation.

    From $3.25/mo Free trial Web · iOS · Android · API
    8.6 Visit Specs
  7. 07 Salesforce Financial Services Cloud

    The product is intended for banking, insurance, wealth and asset management, and lending organizations.

    From $325/mo Free trial Web · iOS · Android · API
    8.6 Visit Specs
  8. 08 Total Expert

    It suits financial-services organizations, particularly mortgage lenders, banks, credit unions, and insurers.

    From $69/mo Free plan Web · iOS · Android · API
    8.6 Visit Specs
  9. 09 Dynamo CRM & Deal Management

    Dynamo CRM & Deal Management suits investment teams in private capital markets that need to manage deal pipelines, relationships, workflows, and documents.

    From $0.08/mo Web · iOS · Android · API
    8.5 Visit Specs
  10. 10 Wealthbox
    From $59/mo Free trial Web · iOS · Android · API
    8.5 Visit Specs
  11. 11 Zoho CRM

    It suits sales teams that need lead and contact management, automated workflows, integrations, and mobile access.

    From $14/mo Free plan Web · iOS · Android · API
    8.5 Visit Specs
  12. 12 Advisor360° CRM

    It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.

    Web · iOS · Android · API
    8.4 Visit Specs
  13. 13 Oracle Siebel CRM

    Siebel suits organizations seeking CRM applications across sales, marketing, service, and order management, with customer-data-center or cloud deployment options.

    From $68.75/mo Web · Windows · iOS · Android
    8.4 Visit Specs
  14. 14 SurefireCRM
    From $91/mo Web · iOS · Android · API
    8.1 Visit Specs
  15. 15 Aidium

    Aidium is intended for mortgage executives, loan officers, and producers, balancing enterprise needs with loan officers’ workflows and customization.

    Web · iOS · Android · API
    7.9 Visit Specs
  16. 16 Advyzon

    Advyzon is for advisory firms seeking portfolio, client relationship, document and reporting tools in one platform.

    Web · iOS · Android
    7.8 Visit Specs
  17. 17 LendingWise
    From $119/mo Free trial Web · API
    7.8 Visit Specs
  18. 18 Altvia

    Altvia is aimed at private equity, venture capital, and alternative asset management firms managing fundraising, investor relations, and deal activity.

    Web · iOS · Android
    7.7 Visit Specs
  19. 19 BNTouch Mortgage CRM
    From $95/mo Web · iOS · Android
    7.7 Visit Specs
  20. 20 Cloudsquare
    From $75/mo Web · API
    7.7 Visit Specs
  21. 21 Jungo

    Jungo suits loan officers and financial-industry teams that need lead management, loan pipeline updates, and mortgage marketing automation.

    From $8/mo Web · iOS · Android
    7.7 Visit Specs
  22. 22 DealCloud

    It suits private capital, investment banking, legal, and advisory firms managing deal workflows and relationship data.

    Web · iOS · Android · Browser extension
    7.5 Visit Specs
  23. 23 Pega CRM

    Pega describes its CRM for organizations replacing a current system or extending an existing CRM investment.

    Free trial Web
    7.5 Visit Specs
  24. 24 Practifi
    From $135/mo Web · iOS · Android · API
    7.5 Visit Specs
  25. 25 Shape
    Web · iOS · Android
    7.0 Visit Specs
How this list is ordered. Specifiction scores each tool on how fully its maker documents it, whether its prices are published, where the research puts it, the platforms it runs on and whether it can be tried for free (how we rank). Makers can also buy a numbered place (how Specifiction is paid for).

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.

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