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 AdvisorCRM. 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.
When managing financial-services relationships, you may need to track opportunities, client interactions, and compliance-related work. AdvisorCRM leads this ranking, followed by Zoho CRM and AdvisorEngine CRM; Total Expert and OneVest CRM are also among the early entries. Compare opportunity management with email and calendar sync, then check for audit trails, compliance workflows, and client portals. Deployment is another consideration, since the listed options may differ in how they are made available. Free-plan availability and paid-from pricing provide access and cost details. Use these comparison points to consider which workflows your team needs to manage and what client-facing or compliance features matter most.
28 financial services CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
3 of the 25 here have a free tier you can use, 0 have open-source code on record, and 0 have full bars: free, open, on most of your devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | Zoho CRMWeb · Android · iPhone · API | Three bars | — | 3 of 6 | $14/mo | 6.6 | |
| 2 | Total ExpertWeb · Android · iPhone · API | Three bars | — | 3 of 6 | $100/mo | 6.4 | |
| 3 | AdvisorCRMWeb · API | Two bars | — | 1 of 6 | $59/mo | 6.3 | |
| 4 | AdvisorEngine CRMWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $5.75/mo | 5.5 |
| 5 | AidiumWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | — | 5.5 |
| 6 | DealCloudWeb · Android · iPhone · Extension | Two bars | — | — | 3 of 6 | — | 5.5 |
| 7 | Dynamo CRM & Deal ManagementWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | — | 5.5 |
| 8 | Pega CRMWeb | One bar | — | — | 1 of 6 | — | 5.4 |
| 9 | OneVest CRMWeb · API | One bar | — | — | 1 of 6 | — | 5.3 |
| 10 | AdvyzonWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 11 | AgencyBloc AMS+Web | One bar | — | — | 1 of 6 | — | 5.2 |
| 12 | CloudsquareWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 13 | Oracle Siebel CRMWeb · Windows · Android · iPhone · Self-hosted · API | Two bars | — | — | 4 of 6 | $68.75/mo | 5.2 |
| 14 | Advisor360° CRMWeb | No signal | — | — | 1 of 6 | — | 5.1 |
| 15 | Creatio CRMWeb · Android · iPhone · Self-hosted · API | Two bars | — | — | 3 of 6 | — | 5.1 |
| 16 | JungoWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $8/mo | 5.1 |
| 17 | PractifiWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | $135/mo | 5.1 |
| 18 | Salesforce Financial Services CloudWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | $325/mo | 5.1 |
| 19 | ShapeWeb · Android · iPhone | Two bars | — | — | 3 of 6 | — | 5.1 |
| 20 | SurefireCRMWeb | No signal | — | — | 1 of 6 | — | 5.1 |
| 21 | AltviaNo platforms listed | No signal | — | — | 0 of 6 | — | 5.0 |
| 22 | BNTouch Mortgage CRMWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $95/mo | 5.0 |
| 23 | Redtail CRMWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $3.25/mo | 5.0 |
| 24 | VelocifyWeb | No signal | — | — | 1 of 6 | — | 5.0 |
| 25 | WealthboxWeb · Android · iPhone | Two bars | — | — | 3 of 6 | — | 5.0 |
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 Freedom251?
Zoho CRM is ranked #1 of 28 with a score of 6.6. Total Expert is second and AdvisorCRM 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 free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation. Paid placements never change a rank.