Best Financial Services CRM Software in 2026
Updated
28ranked
0free plans on this page
$210/molowest paid tier
10 Oct 2026last checked
Input list Financial Services CRM Software 3 channels on this page · 8 of 24 spec lines stated by the makers
Ch Tool Free planPaid fromCompliance workflowsOpportunity managementClient portalAudit trailDeploymentEmail and calendar sync Spec sheet Score
26 OneVest CRM Free planPaid fromCompliance workflowsYesOpportunity managementYesClient portalYesAudit trailYesDeploymentcloudEmail and calendar syncYes 6/8spec lines stated 6.2
27 Velocify Free planPaid fromCompliance workflowsOpportunity managementClient portalAudit trailDeploymentEmail and calendar sync 0/8spec lines stated 6.1
28 Microsoft Dynamics 365 Demand Planning Free planNoPaid from300/user/moCompliance workflowsOpportunity managementClient portalAudit trailDeploymentEmail and calendar sync 2/8spec lines stated 5.4
Compare all 3 in a table
| # | Tool | Score | Free plan | Paid from | Compliance workflows | Opportunity management |
|---|---|---|---|---|---|---|
| 26 | OneVest CRM | 6.2 | Yes | Yes | ||
| 27 | Velocify | 6.1 | ||||
| 28 | Microsoft Dynamics 365 Demand Planning | 5.4 | No | 300 /user/mo |
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