Best Financial Services CRM Software in 2026
Updated
In short: Zoho CRM is ranked #1 of 28 as of 4 October 2026, ahead of Total Expert and AdvisorEngine CRM. The best-ranked option with a free plan is Total Expert. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Managing financial client relationships can involve opportunities, communications, and compliance processes. Compare audit trails and compliance workflows with opportunity management, client portals, and email and calendar sync to see which capabilities align with your team’s work. Deployment options, free-plan availability, and paid-from pricing offer additional factors to weigh. The ranking starts with Zoho CRM and AdvisorEngine CRM, followed by Salesforce Financial Services Cloud, Practifi, and Total Expert. Consider the client information and interactions your team needs to track, along with whether access for clients or specific compliance workflows are priorities.
28 financial services CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 Zoho CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.9$14/mo
- 2 Total Expert iPhone + Android RecognisedPhone appDocumentedFree plan 7.6$100/mo Compliance workflows: Yes
- 3 AdvisorEngine CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.1$5.75/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 4 Aidium iPhone + Android RecognisedPhone appDocumentedFree plan 7.1 Compliance workflows: Yes
- 5 DealCloud iPhone + Android RecognisedPhone appDocumentedFree plan 7.1 Compliance workflows: YesOpportunity management: Yes
- 6 Dynamo CRM & Deal Management iPhone + Android RecognisedPhone appDocumentedFree plan 7.1 Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 7 Creatio CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.0
- 8 Jungo iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$8/mo Compliance workflows: Yes
- 9 Oracle Siebel CRM iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$68.75/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 10 Salesforce Financial Services Cloud iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$325/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 11 BNTouch Mortgage CRM iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$95/mo Compliance workflows: Yes
- 12 Practifi iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$135/mo Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 13 Redtail CRM iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$3.25/mo
- 14 Shape iPhone + Android RecognisedPhone appDocumentedFree plan 6.8 Compliance workflows: Yes
- 15 Wealthbox iPhone + Android RecognisedPhone appDocumentedFree plan 6.7
- 16 InsuredMine iPhone + Android RecognisedPhone appDocumentedFree plan 6.5 Opportunity management: YesClient portal: Yes
- 17 AdvisorCRM No phone app RecognisedPhone appDocumentedFree plan 6.2$59/mo Compliance workflows: YesOpportunity management: Yes
- 18 Pega CRM No phone app RecognisedPhone appDocumentedFree plan 5.7
- 19 OneVest CRM No phone app RecognisedPhone appDocumentedFree plan 5.5 Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 20 AgencyBloc AMS+ No phone app RecognisedPhone appDocumentedFree plan 5.4 Compliance workflows: YesOpportunity management: Yes
- 21 Advyzon No phone app RecognisedPhone appDocumentedFree plan 5.3
- 22 Cloudsquare No phone app RecognisedPhone appDocumentedFree plan 5.3 Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 23 SurefireCRM No phone app RecognisedPhone appDocumentedFree plan 5.2 Compliance workflows: YesOpportunity management: YesClient portal: Yes
- 24 Advisor360° CRM No phone app RecognisedPhone appDocumentedFree plan 5.1 Compliance workflows: YesOpportunity management: Yes
- 25 Altvia No phone app RecognisedPhone appDocumentedFree plan 5.1
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which financial services CRM software is ranked first on Samsung Mobile US Press?
Zoho CRM is ranked #1 of 28 with a score of 7.9. Total Expert is second and AdvisorEngine CRM third.
How many of these have a free plan?
3 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list 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.