Best Total Expert Alternatives in 2026
Updated
20 apps from financial services CRM software ranked against Total Expert on the same published basis.
- 1Total Expert vs Zoho CRM
- 2Total Expert vs AdvisorEngine CRM
- 3Total Expert vs Salesforce Financial Services Cloud
- 4Total Expert vs Practifi
- 6Total Expert vs Redtail CRM
- 7Total Expert vs Creatio CRM
- 8Total Expert vs Dynamo CRM & Deal Management
- 9Total Expert vs AdvisorCRM
- 10Total Expert vs Wealthbox
- 11Total Expert vs DealCloud
- 12Total Expert vs Aidium
- 13Total Expert vs Shape
- 14Total Expert vs BNTouch Mortgage CRM
- 15Total Expert vs Jungo
- 16Total Expert vs OneVest CRM
- 17Total Expert vs Oracle Siebel CRM
- 18Total Expert vs InsuredMine
- 19Total Expert vs Advisor360° CRM
- 20Total Expert vs SurefireCRM
- 21Total Expert vs Pega CRM
Total Expert alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Zoho CRM | 9.1 | Free plan | $14/mo | Android, API, iOS, Web |
| 2 | AdvisorEngine CRM | 8.8 | No | $5.75/mo | Android, iOS, Web |
| 3 | Salesforce Financial Services Cloud | 8.6 | No | $325/mo | Android, API, iOS, Web |
| 4 | Practifi | 8.5 | No | $135/mo | Android, API, iOS, Web |
| 6 | Redtail CRM | 8.1 | No | $3.25/mo | Web, iOS, Android |
| 7 | Creatio CRM | 8.1 | No | — | Android, API, iOS, self-hosted, Web |
| 8 | Dynamo CRM & Deal Management | 8.1 | No | — | Android, API, iOS, Web |
| 9 | AdvisorCRM | 8.0 | Free plan | $59/mo | API, Web |
| 10 | Wealthbox | 8.0 | No | — | Web, iOS, Android |
| 11 | DealCloud | 8.0 | No | — | Android, Browser, iOS, Web |
| 12 | Aidium | 7.9 | No | — | Android, API, iOS, Web |
| 13 | Shape | 7.4 | No | — | Android, iOS, Web |
| 14 | BNTouch Mortgage CRM | 7.3 | No | $95/mo | Android, iOS, Web |
| 15 | Jungo | 7.3 | No | $8/mo | Android, iOS, Web |
| 16 | OneVest CRM | 7.1 | No | — | API, Web |
| 17 | Oracle Siebel CRM | 7.0 | No | $68.75/mo | Android, API, iOS, self-hosted, Web, Windows |
| 18 | InsuredMine | 6.8 | No | — | Android, iOS, Web |
| 19 | Advisor360° CRM | 6.6 | No | — | Web |
| 20 | SurefireCRM | 6.0 | No | — | Web |
| 21 | Pega CRM | 5.9 | No | — | Web |
Make your app an alternative to Total Expert
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Questions about Total Expert alternatives
What is the best alternative to Total Expert?
Zoho CRM, number 1 in financial services CRM software with a score of 9.1 out of 10. The others here: AdvisorEngine CRM, Salesforce Financial Services Cloud, Practifi and 16 more.
What is the best free alternative to Total Expert?
Zoho CRM is the best-ranked alternative with a free plan. 2 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation. Paid placements never change a rank.