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Ranked on the record · 28 apps

Best Financial Services CRM Software 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.

01

Zoho CRM

by Zoho CRM

Zoho 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
Record6.0 Visit site The record
03

InsuredMine

InsuredMine is intended for insurance agencies using an agency management system.

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

Total Expert suits financial services organizations, particularly mortgage lenders, banks, credit unions, and insurers managing customer outreach, leads, and compliance…

AndroidiPhone & iPadWeb+1 $69 a month Record5.5 Visit
7
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…

AndroidiPhone & iPadWeb+3 $825 a year Record5.3 Visit
8
Jungo

Jungo is aimed at loan officers who need mortgage lead, pipeline, marketing, and client-update workflows.

AndroidiPhone & iPadWeb $96 a month, billed yearly Record5.2 Visit
9
Wealthbox
AndroidiPhone & iPadWeb+2 $59 a month Record5.2 Visit
10
AgencyBloc AMS+

It is intended for agencies selling group benefits, ACA health insurance, Medicare, life insurance, or combinations of those lines.

AndroidWebAPI $109 a month Record5.1 Visit
11
Creatio CRM

It suits teams seeking CRM workflows across marketing, sales, and service, including organizations that want no-code application and agent-building tools.

AndroidiPhone & iPadWeb+2 — Record5.0 Visit
12
AdvisorEngine CRM

AdvisorEngine CRM suits growing or established financial advisory firms and RIAs that need client workflow tracking, mobile access and integrations.

AndroidiPhone & iPadWeb+3 $69 a month, billed yearly Record4.9 Visit
13
LendingWise
WebAPI $119 a month Record4.6 Visit
14
Practifi

Practifi is for registered investment advisers and wealth management firms looking for a CRM.

AndroidiPhone & iPadWeb+1 $135 a month Record4.6 Visit
15
Dynamo CRM & Deal Management

Dynamo suits investment teams in private capital markets that need to manage deals and relationships across the investment lifecycle.

AndroidiPhone & iPadWeb+1 $1 a year Record4.5 Visit
16
SurefireCRM
AndroidiPhone & iPadWeb+1 $91 a month Record4.5 Visit
17
BNTouch Mortgage CRM

It suits loan officers, mortgage brokers, branches, banks, and credit unions seeking borrower, referral partner, pipeline, and marketing tools.

AndroidiPhone & iPadWeb $95 a month Record4.3 Visit
18
Advisor360° CRM

It is aimed at wealth management practices that need household-based client records, prospect tracking, and team workflows.

AndroidiPhone & iPadWeb+1 — Record4.2 Visit
19
Advyzon

Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform.

AndroidiPhone & iPadWeb — Record4.2 Visit
20
Aidium

Aidium suits mortgage businesses that need loan pipeline, borrower, and referral partner management alongside marketing and compliance workflows.

AndroidiPhone & iPadWeb+1 — Record4.2 Visit
21
Altvia

Altvia is intended for private equity, venture capital, and alternative asset management firms managing fundraising, investor relations, or deal workflows.

AndroidiPhone & iPadWeb — Record4.2 Visit
22
DealCloud

DealCloud is aimed at private capital, investment banking, legal, and advisory firms managing deals and relationships.

AndroidiPhone & iPadWeb+1 — Record4.2 Visit
23
Shape

Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.

AndroidiPhone & iPadWeb — Record4.2 Visit
24
Pega CRM

Pega CRM is aimed at enterprises replacing a current CRM or extending an existing investment.

Web — Record4.0 Visit
25
Cloudsquare
WebAPI $75 a month Record3.8 Visit

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