Best Cloudsquare Alternatives in 2026
Updated
20 tools from financial services CRM software ranked against Cloudsquare on the same published basis.
- 1Cloudsquare vs Zoho CRM
- 2Cloudsquare vs Creatio CRM
- 3Cloudsquare vs Total Expert
- 4Cloudsquare vs Salesforce Financial Services Cloud
- 5Cloudsquare vs AdvisorCRM
- 6Cloudsquare vs InsuredMine
- 7Cloudsquare vs Oracle Siebel CRM
- 8Cloudsquare vs Pega CRM
- 9Cloudsquare vs AdvisorEngine CRM
- 10Cloudsquare vs Aidium
- 11Cloudsquare vs Dynamo CRM & Deal Management
- 12Cloudsquare vs Redtail CRM
- 13Cloudsquare vs Wealthbox
- 14Cloudsquare vs DealCloud
- 15Cloudsquare vs Jungo
- 16Cloudsquare vs LendingWise
- 17Cloudsquare vs Practifi
- 18Cloudsquare vs Shape
- 19Cloudsquare vs BNTouch Mortgage CRM
- 21Cloudsquare vs OneVest CRM
Cloudsquare alternatives compared
| # | Tool | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Zoho CRM | 7.8 | Free plan | $14/mo | Android, API, iOS, Web |
| 2 | Creatio CRM | 6.9 | No | — | Android, API, iOS, self-hosted, Web |
| 3 | Total Expert | 6.9 | Free plan | $100/mo | Android, API, iOS, Web |
| 4 | Salesforce Financial Services Cloud | 6.8 | No | $325/mo | Android, API, iOS, Web |
| 5 | AdvisorCRM | 6.7 | Free plan | $59/mo | API, Web |
| 6 | InsuredMine | 6.7 | No | — | Android, iOS, Web |
| 7 | Oracle Siebel CRM | 6.7 | No | $68.75/mo | Android, API, iOS, self-hosted, Web, Windows |
| 8 | Pega CRM | 6.7 | No | — | Web |
| 9 | AdvisorEngine CRM | 6.6 | No | $5.75/mo | Android, iOS, Web |
| 10 | Aidium | 6.6 | No | — | Android, API, iOS, Web |
| 11 | Dynamo CRM & Deal Management | 6.6 | No | — | Android, API, iOS, Web |
| 12 | Redtail CRM | 6.6 | No | $3.25/mo | Web, iOS, Android |
| 13 | Wealthbox | 6.6 | No | — | Web, iOS, Android |
| 14 | DealCloud | 6.5 | No | — | Android, Browser, iOS, Web |
| 15 | Jungo | 6.5 | No | $8/mo | Android, iOS, Web |
| 16 | LendingWise | 6.5 | No | $119/mo | API, Web |
| 17 | Practifi | 6.3 | No | $135/mo | Android, API, iOS, Web |
| 18 | Shape | 6.3 | No | — | Android, iOS, Web |
| 19 | BNTouch Mortgage CRM | 6.2 | No | $95/mo | Android, iOS, Web |
| 21 | OneVest CRM | 6.2 | No | — | API, Web |
Make your tool an alternative to Cloudsquare
See the priceThe sponsored alternative slot on this page is labelled Sponsored.
Questions about Cloudsquare alternatives
What is the best alternative to Cloudsquare?
Zoho CRM, number 1 in financial services CRM software with a score of 7.8 out of 10. The others here: Creatio CRM, Total Expert, Salesforce Financial Services Cloud and 16 more.
What is the best free alternative to Cloudsquare?
Zoho CRM is the best-ranked alternative with a free plan. 3 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives 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.