Financial Services CRM Software
Alternatives to Shape
The tools Specifiction weighs against Shape, from its list of financial services crm software, each with its plans, platforms and spec score.
- 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 · API9.3 Visit Specs - 02
AgencyBloc AMS+ It suits agencies selling group benefits, ACA, Medicare, life insurance, or mixed lines.
From $109/mo Free trial Web · Android · API9.0 Visit Specs - 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 · API9.0 Visit Specs - 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 · Android8.9 Visit Specs - 05
Creatio CRM It suits organizations seeking CRM workflows for marketing, sales, and service with no-code application design.
Free trial Web · iOS · Android · API8.8 Visit Specs - 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 · API8.6 Visit Specs - 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 · API8.6 Visit Specs - 08
Total Expert It suits financial-services organizations, particularly mortgage lenders, banks, credit unions, and insurers.
From $69/mo Free plan Web · iOS · Android · API8.6 Visit Specs - 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 · API8.5 Visit Specs - 10 Wealthbox From $59/mo Free trial Web · iOS · Android · API8.5 Visit Specs
- 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 · API8.5 Visit Specs - 12
Advisor360° CRM It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.
Web · iOS · Android · API8.4 Visit Specs - 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 · Android8.4 Visit Specs - 14 SurefireCRM From $91/mo Web · iOS · Android · API8.1 Visit Specs
- 15
Aidium Aidium is intended for mortgage executives, loan officers, and producers, balancing enterprise needs with loan officers’ workflows and customization.
Web · iOS · Android · API7.9 Visit Specs - 16 Advyzon
Advyzon is for advisory firms seeking portfolio, client relationship, document and reporting tools in one platform.
Web · iOS · Android7.8 Visit Specs - 17 LendingWise From $119/mo Free trial Web · API7.8 Visit Specs
- 18
Altvia Altvia is aimed at private equity, venture capital, and alternative asset management firms managing fundraising, investor relations, and deal activity.
Web · iOS · Android7.7 Visit Specs - 19 BNTouch Mortgage CRM From $95/mo Web · iOS · Android7.7 Visit Specs
- 20
Cloudsquare From $75/mo Web · API7.7 Visit Specs - 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 · Android7.7 Visit Specs - 22 DealCloud
It suits private capital, investment banking, legal, and advisory firms managing deal workflows and relationship data.
Web · iOS · Android · Browser extension7.5 Visit Specs - 23 Pega CRM
Pega describes its CRM for organizations replacing a current system or extending an existing CRM investment.
Free trial Web7.5 Visit Specs - 24
Practifi From $135/mo Web · iOS · Android · API7.5 Visit Specs - 25
OneVest CRM Web · API6.9 Visit Specs - 26 Velocify Web6.7 Visit Specs
- 27
Microsoft Dynamics 365 Demand Planning From $210/mo6.4 Visit Specs