Best Banking CRM Software (Free and Paid)
Do you think that banks don’t require a CRM system? If yes, then it is a myth. Every industry uses CRM software for the efficient functioning of an organization. The banking CRM systems enable the banks to implement customer-centric strategies for adding value to their marketing campaigns to boost their sales and offer excellent customer support to retain and establish a long-term relationship with them. If you are looking for the best banking CRM tools, you will come across brands with great market recognition. CRM in the banking sector helps better segment customers by considering factors like gender, geographical location, age, income, credit rating, etc. The CRM also enables you to increase your sales and provides you with a 360-degree view, personalized customer journey, and insights for improving your sales and marketing. Here, you will find a list of top Free and Paid CRM software for the banking industry made exclusively by SoftwareWorld.
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List of Best Banking CRM Software (Free and Paid)
Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ea... Read more about Pipedrive
14 Days
$12 Per month
United States
Microsoft Dynamics 365 is a comprehensive suite of business applications that integrates CRM and ERP capabilities with productivity applications and AI tools. Designed for both small and large businesses, it offers modules for sales, customer service, field service, finance, operations, commerce, and HR management. Dynamics 365 facilitates customer engagement through personalized experiences, whil... Read more about Microsoft Dynamics 365
30 Days
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United States
HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers a comprehensive suite of tools to manage customer relationships effectively, streamline sales processes, and drive reve... Read more about HubSpot CRM
Available
$20 Per month
United States
Oracle Sales
Go beyond sales force automation, with the industry-leading CRM sales software to improve sales performance.
Oracle Sales is a dynamic sales automation software that forms part of Oracle's comprehensive Customer Experience (CX) suite. Designed to empower sales teams, it integrates advanced AI-driven data analytics to offer personalized customer insights and sales recommendations. This platform enhances sales performance through features like opportunity scoring, automated data capture, and sales forecast... Read more about Oracle Sales
NA
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United States
Salesforce Financial Services Cloud
Drive customer growth and loyalty in financial services with Data + AI + CRM + Trust.
Salesforce Financial Services Cloud is a specialized software designed for finance professionals. It's a part of Salesforce, a famous platform known for managing customer relationships. This software is tailored to help banks, insurance companies, and wealth management firms better serve their clients. It does so by giving a complete view of each customer's profile, including their financial goals... Read more about Salesforce Financial Services Cloud
Available
$300 Per month
United States
Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to tailo... Read more about Zoho CRM
15 Days
$14 Per month
India
Freshdesk
Delight your customers with omnichannel support solutions that drive meaningful conversations across channels.
Freshdesk is a cloud-based customer service software offering a suite of tools to streamline support processes. It features a multi-channel ticketing system, allowing teams to manage conversations from email, chat, phone, and social media in one place. The software includes automation tools to assign tickets to the right agents and prioritize urgent issues. Freshdesk's self-service options, like k... Read more about Freshdesk
14 Days
$15 Per month
United States
Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes p... Read more about Freshsales
Available
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United States
ActiveCampaign for Sales is a customer experience automation platform, enhancing sales processes. It combines email marketing, automation, and CRM tools. Users can automate email follow-ups, ensuring timely engagement with leads. The software allows for segmentation of contacts based on behavior, aiding targeted communication. Sales pipelines are customizable, adapting to different sales stages. A... Read more about ActiveCampaign for Sales
14 Days
$49 Per month
United States
monday sales CRM is a versatile software designed to streamline and enhance sales processes for businesses. Functioning as a Customer Relationship Management (CRM) tool, it empowers teams to manage leads, track deals, and foster customer relationships effectively. monday sales CRM stands out with its intuitive interface, enabling easy navigation and collaboration. Noteworthy features include custo... Read more about monday sales CRM
Available
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Israel
Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses,... Read more about NetSuite
Available
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United States
SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are integrated, aiding in campaign management and targeting. SugarCRM supports customer service functions, including case mana... Read more about SugarCRM
NA
$26 Per month
United States
Nextiva is a cloud-based communication platform that revolutionizes business telecommunications. Primarily known for its VoIP (Voice over Internet Protocol) services, Nextiva offers a robust suite of features including voice, video, and messaging capabilities all integrated into one platform. A standout feature is its advanced call management system, which allows for efficient call routing, auto a... Read more about Nextiva
NA
$18.95 Per month
Ukraine
Thryv is a comprehensive business management platform created for small businesses. It combines essential tools like CRM, marketing automation, and appointment scheduling in one user-friendly interface. With Thryv, businesses can easily manage customer relationships, streamline communication, and boost their online presence. The platform includes features like online booking, allowing clients to s... Read more about Thryv
NA
$20 Per month
United States
Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integratio... Read more about Insightly CRM
14 Days
$29 Per month
United States
Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals.... Read more about Keap
14 Days
$249 Per month
United States
Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels i... Read more about Creatio
Available
$25 Per month
United States
Apptivo is a cloud-based suite of business applications designed to support various aspects of organizational management. It includes a comprehensive CRM system for effective customer relationship management, streamlining communication and sales processes. The software offers project management tools, facilitating task tracking and team collaboration. Inventory management within Apptivo assists in... Read more about Apptivo
30 Days
$15 Per month
United States
Maximizer CRM is a comprehensive customer relationship management software designed for businesses seeking efficient client management. It offers contact and lead management, centralizing customer information for easy access. Sales management tools help track deals, from initial contact to closure. Maximizer CRM features marketing automation, streamlining campaign planning and execution. Customer ... Read more about Maximizer CRM
NA
$65 Per month
Canada
Pipeliner CRM
Build a connection with customers and opportunities with a powerful Sales CRM for Sales & Account Management.
Pipeliner CRM is a visually driven and sales-focused customer relationship management tool. It is best suited for businesses of all sizes. Its key differentiation lies in its highly intuitive visual interface, which simplifies complex sales processes and pipeline management. The software excels in providing real-time sales data, ensuring that sales teams have up-to-date information for decision-ma... Read more about Pipeliner CRM
14 Days
$65 Per month
United States
EspoCRM is a versatile customer relationship management (CRM) software designed to help businesses build and nurture lasting customer relationships. With its user-friendly interface, EspoCRM simplifies contact management, enabling you to store and access customer data effortlessly. Its robust customization options allow tailoring the system to your unique needs, ensuring it aligns with your workfl... Read more about EspoCRM
30 Days
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Ukraine
LeadSquared CRM is a versatile software designed to streamline sales and marketing activities, particularly for high-velocity sales processes. It's user-friendly and focuses on automating key tasks to increase efficiency. The software excels in lead capture, tracking interactions, and nurturing leads through the sales funnel. With LeadSquared, businesses can easily manage customer data and follow-... Read more about LeadSquared CRM
NA
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India
EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... Read more about EngageBay CRM
NA
$12.74 Per month
United States
Vymo is an innovative, AI-enhanced sales enablement platform designed to optimize sales team performance. Tailored for mobile-first users, it employs predictive analytics to provide personalized recommendations, enhancing sales strategies. Key features include automated data capture, which minimizes manual data entry by tracking sales activities and client interactions. Vymo's intelligent lead man... Read more about Vymo
NA
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