Zoho CRM
by Zoho CRMZoho CRM is suited to sales teams that need lead management, follow-up automation, and performance measurement.
Free plan Free trial From $14 a month, billed yearly AndroidiPhone & iPadWebAPI
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Best Financial Services CRM Software 2026
Facts read 28 Sep 2026 – 21 Oct 2026
Financial services teams can use CRM software to keep client relationships, opportunities and related processes in view. Compared on audit trail, client portal and compliance workflows, these entries also let you weigh deployment, email and calendar sync, and opportunity management. Zoho CRM, Total Expert and AdvisorEngine CRM are among the named options to consider. Check whether the listed workflows fit the way your team handles compliance and client access, and whether the sync and deployment details suit its existing setup. Free-plan availability and paid-from pricing provide additional cost points to compare. Focus on the capabilities that matter to your client work, then assess the entries against those needs.
The standings: top 10
| Name | In a line | Record score | Price from | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|---|
| 01 Zoho CRM | Zoho CRM is suited to sales teams that need lead management, follow-up automation, and performance measurement. | 5.9 | $14 a month, billed yearly | Free plan | Android, iPhone & iPad, Web, API | 28 Sep 2026 |
| 02 AdvisorCRM | 5.6 | $59 a month | Free plan | Android, Web, API | 21 Oct 2026 | |
| 03 InsuredMine | InsuredMine is intended for insurance agencies using an agency management system. | 5.5 | $69 a month | Free trial | Android, iPhone & iPad, Web, API | 15 Oct 2026 |
| 04 Redtail CRM | 5.5 | — | Free trial | Android, iPhone & iPad, Web, API | 21 Oct 2026 | |
| 05 Salesforce Financial Services Cloud | It suits banking, insurance, wealth and asset management, and lending organizations seeking sales, service, and customer data capabilities. | 5.5 | $325 a month, billed yearly | Free trial | Android, iPhone & iPad, Web, Browser extension | 21 Oct 2026 |
| 06 Total Expert | Total Expert suits financial services organizations, particularly mortgage lenders, banks, credit unions, and insurers managing customer outreach, leads, and compliance… | 5.5 | $69 a month | Free plan | Android, iPhone & iPad, Web, API | 15 Oct 2026 |
| 07 Oracle Siebel CRM | Siebel CRM is intended for organizations across industries that need enterprise sales, marketing, service, or order-management applications and can accommodate its… | 5.3 | $825 a year | — | Android, iPhone & iPad, Web, Windows | 14 Oct 2026 |
| 08 Wealthbox | 5.2 | $59 a month | Free trial | Android, iPhone & iPad, Web, Browser extension | 21 Oct 2026 | |
| 09 AgencyBloc AMS+ | It is intended for agencies selling group benefits, ACA health insurance, Medicare, life insurance, or combinations of those lines. | 5.1 | $109 a month | Free plan | Android, Web, API | 15 Oct 2026 |
| 10 Jungo | Jungo is aimed at loan officers who need mortgage lead, pipeline, marketing, and client-update workflows. | 5.1 | $96 a month, billed yearly | — | Android, iPhone & iPad, Web | 4 Oct 2026 |
02
AdvisorCRM
AndroidWebAPI Record5.6 Visit
03
InsuredMine
InsuredMine is intended for insurance agencies using an agency management system.
AndroidiPhone & iPadWeb+1 Record5.5 Visit
04
Redtail CRM
AndroidiPhone & iPadWeb+1 Record5.5 Visit
05
Salesforce Financial Services Cloud
It suits banking, insurance, wealth and asset management, and lending organizations seeking sales, service, and customer data capabilities.
AndroidiPhone & iPadWeb+2 Record5.5 Visit
6
Total Expert
AndroidiPhone & iPadWeb+1 $69 a month Record5.5 Visit Total Expert suits financial services organizations, particularly mortgage lenders, banks, credit unions, and insurers managing customer outreach, leads, and compliance…
7
Oracle Siebel CRM
AndroidiPhone & iPadWeb+3 $825 a year Record5.3 Visit Siebel CRM is intended for organizations across industries that need enterprise sales, marketing, service, or order-management applications and can accommodate its…
9
AgencyBloc AMS+
AndroidWebAPI $109 a month Record5.1 Visit It is intended for agencies selling group benefits, ACA health insurance, Medicare, life insurance, or combinations of those lines.
10
Jungo
AndroidiPhone & iPadWeb $96 a month, billed yearly Record5.1 Visit Jungo is aimed at loan officers who need mortgage lead, pipeline, marketing, and client-update workflows.
11
AdvisorEngine CRM
AndroidiPhone & iPadWeb+3 $69 a month, billed yearly Record4.9 Visit AdvisorEngine CRM suits growing or established financial advisory firms and RIAs that need client workflow tracking, mobile access and integrations.
12
Creatio CRM
AndroidiPhone & iPadWeb+2 — Record4.9 Visit It suits teams seeking CRM workflows across marketing, sales, and service, including organizations that want no-code application and agent-building tools.
13
Dynamo CRM & Deal Management
AndroidiPhone & iPadWeb+1 $1 a year Record4.5 Visit Dynamo suits investment teams in private capital markets that need to manage deals and relationships across the investment lifecycle.
15
Practifi
AndroidiPhone & iPadWeb+1 $135 a month Record4.5 Visit Practifi is for registered investment advisers and wealth management firms looking for a CRM.
17
Advisor360° CRM
AndroidiPhone & iPadWeb+1 — Record4.2 Visit It is aimed at wealth management practices that need household-based client records, prospect tracking, and team workflows.
18
Advyzon
AndroidiPhone & iPadWeb — Record4.2 Visit Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform.
19
Aidium
AndroidiPhone & iPadWeb+1 — Record4.2 Visit Aidium suits mortgage businesses that need loan pipeline, borrower, and referral partner management alongside marketing and compliance workflows.
20
Altvia
AndroidiPhone & iPadWeb — Record4.2 Visit Altvia is intended for private equity, venture capital, and alternative asset management firms managing fundraising, investor relations, or deal workflows.
21
BNTouch Mortgage CRM
AndroidiPhone & iPadWeb $95 a month Record4.2 Visit It suits loan officers, mortgage brokers, branches, banks, and credit unions seeking borrower, referral partner, pipeline, and marketing tools.
22
DealCloud
AndroidiPhone & iPadWeb+1 — Record4.1 Visit DealCloud is aimed at private capital, investment banking, legal, and advisory firms managing deals and relationships.
23
Shape
AndroidiPhone & iPadWeb — Record4.1 Visit Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.
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