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Best Financial Services CRM Software in 2026

Financial services CRM software helps teams organize client relationships and sales opportunities. Compare audit trails and compliance workflows with client portal access, opportunity management, and email and calendar sync. Deployment and free-plan availability can shape fit, while the paid-from detail provides a pricing point to consider. Zoho CRM, Total Expert, and AdvisorCRM are among the named options, alongside AdvisorEngine CRM and Aidium. Think about which client interactions and processes you need to manage, then weigh the listed capabilities against those needs.

  1. 1

    AdvisorCRM

    Free plan AndroidAPIWeb

    AdvisorCRM combines client records and portfolio functions with meeting tools and back-office processing.

    7.5 Free plan Visit site
  2. 2

    AgencyBloc AMS+

    by AgencyBloc AMS+
    Free plan AndroidAPIWeb

    AMS+ brings health-insurance CRM, policy workflows, compliance tools, reporting, and listed integrations into one web system.

    7.4 Pricing on request Visit site
  3. 3

    Total Expert

    Free plan AndroidAPIiPhone+1

    Total Expert brings customer signals, sales functions, and campaign tools together for financial services organizations.

    7.0 Free plan · paid from $100/user/mo Visit site
  4. 4

    Zoho CRM

    by Zoho CRM
    Free plan AndroidAPIiPhone+1

    Zoho CRM brings sales process tools, integrations, APIs, and mobile access together.

    6.9 Free plan · paid from $14/user/mo (annual) · 15-day trial Visit site
  5. 5

    Creatio CRM

    by Creatio CRM
    Free trial AndroidAPIiPhone+2

    Choose Creatio if your organization needs connected marketing, sales, and service work with application building and CRM agents.

    6.3 14-day trial Visit site
  6. 6

    InsuredMine

    Free trial AndroidAPIiPhone+1

    InsuredMine combines agency sales and engagement tools with a client-facing mobile app and listed AI capabilities.

    6.2 From $219/mo (annual) · 14-day trial Visit site
  7. 7

    Advisor360° CRM

    by Advisor360° CRM
    Paid AndroidAPIiPhone+1

    Choose Advisor360° CRM if your wealth management practice wants household-centered records, a shared prospect pipeline, and connected communication and reporting workflows.

    6.1 Pricing on request Visit site
  8. 8

    AdvisorEngine CRM

    Paid AndroidAPIExtension+3

    AdvisorEngine CRM brings client workflows, practice tools, and document storage together for advisory firms. Its listed price and three-user minimum are important considerations for smaller teams.

    6.0 From $69/user/mo (annual) Visit site
  9. 9

    Aidium

    Paid AndroidAPIiPhone+1

    Aidium brings mortgage pipeline management, communications, marketing, and reporting into a CRM built for mortgage professionals.

    6.0 Pricing on request Visit site
  10. 10

    Redtail CRM

    by Redtail CRM
    Free trial AndroidAPIiPhone+1

    Redtail CRM offers pipeline, email, AI, and marketing capabilities across browser and mobile platforms.

    6.0 From $39/user/mo (annual) · 30-day trial Visit site
  11. 11

    Salesforce Financial Services Cloud

    Free trial AndroidAPIExtension+2

    Choose Financial Services Cloud if your organization needs customer-centered sales or service capabilities built for financial services.

    6.0 From $325/user/mo (annual) · 30-day trial Visit site
  12. 12

    LendingWise

    Free trial APIWeb

    LendingWise brings lending CRM, origination, servicing, draw, and fund workflows into one platform. Its paid plans, user limits, and lack of a mobile app are important considerations.

    5.9 From $119.17/user/mo (annual) Visit site
  13. 13

    DealCloud

    Paid AndroidExtensioniPhone+1

    DealCloud combines deal workflows, relationship tools, and integrations for professional firms.

    5.8 Pricing on request Visit site
  14. 14

    Dynamo CRM & Deal Management

    by Dynamo CRM & Deal Management
    Paid AndroidAPIiPhone+1

    Dynamo combines deal tracking with relationship, document, workflow, and integration tools for investment teams.

    5.8 Pricing on request Visit site
  15. 15

    Wealthbox

    by Wealthbox
    Free trial AndroidAPIExtension+2

    Choose Wealthbox if you want pipeline management, email sync and mobile access, with plan tiers distinguished by pipeline, storage and workspace allowances.

    5.8 14-day trial Visit site
  16. 16

    BNTouch Mortgage CRM

    Paid AndroidiPhoneWeb

    BNTouch brings mortgage sales, marketing, and borrower communication into one CRM, with an online 1003 and listed LOS integrations.

    5.7 Visit site
  17. 17

    Advyzon

    by Advyzon
    Paid AndroidiPhoneWeb

    Advyzon is a fit for advisory firms seeking portfolio, client relationship, document, and reporting tools in one platform.

    5.6 Pricing on request Visit site
  18. 18

    Cloudsquare

    Paid APIWeb

    Cloudsquare brings lending operations, integrations, and portals into a Salesforce-native platform. Consider whether its per-user starting price and Salesforce foundation suit your organization.

    5.6 From $75/user/mo · 15-day trial Visit site
  19. 19

    Jungo

    Paid AndroidiPhoneWeb

    Choose Jungo if your loan team wants a Salesforce-based mortgage CRM with lead distribution, pipeline automation, and LOS syncing.

    5.6 From $96/user/mo (annual) · 7-day trial Visit site
  20. 20

    Oracle Siebel CRM

    Paid AndroidAPIiPhone+3

    Choose Siebel CRM if your organization needs a broad, industry-focused CRM suite with customer data center and cloud deployment options.

    5.6 Visit site
  21. 21

    Altvia

    by Altvia
    Paid AndroidiPhoneWeb

    Choose Altvia if your private capital firm needs a platform spanning fundraising, investor relations, and deal workflows, with an LP portal and analytics.

    5.5 Pricing on request Visit site
  22. 22

    Practifi

    Paid AndroidAPIiPhone+1

    Choose Practifi if your firm needs an adviser-focused CRM and values a choice between configurable Naya and AI-native Sentir.

    5.5 From $135/user/mo Visit site
  23. 23

    SurefireCRM

    Paid AndroidAPIiPhone+1

    Choose SurefireCRM if your mortgage business needs borrower communication automation, marketing campaigns and mortgage system connections.

    5.4 Pricing on request Visit site
  24. 24

    OneVest CRM

    Paid APIWeb

    OneVest CRM combines client records, pipeline and task management, integrations, and AI assistance for wealth management teams.

    5.3 Pricing on request Visit site
  25. 25

    Pega CRM

    by Pega CRM
    Free trial Web

    Pega CRM combines customer service, sales, and real-time decisioning in a customer-journey-focused suite.

    5.3 Pricing on request Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

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