The 10 Best Financial CRM Software & Tools 2022 (Free & Paid)

Financial CRM software is a tool exclusively designed for managing financial services effectively. The functioning of a business relies on customer retention and loyalty. Furthermore, the happy customer also promotes your business through word of mouth. If you are looking for the best CRM software for financial advisors, check for the features that benefit you with a 360-degree financial view, management of leads, contacts, marketing, customer engagement, sales automation, integration capabilities, workflow automation, report, analytics, etc. The organizations that use CRM software for the financial services industryare banks, insurance companies, individual financial advisors, entrepreneurs, solopreneurs, partnership firms, LLP partnership firms, fortune companies, and many others. They use CRM financial services to control, manage, and maintain customer information in a single platform. For further assistance, look for the list of top financial services CRM software to pick the CRM software that meets your needs.

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» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.

Best CRM Software for Financial Advisors | CRM Software for Financial Services Industry

Salesforce Financial Services Best Financial CRM Software

1. Salesforce Financial Services – Secure customers for life.

Our Score 98/100

About Salesforce Financial Services: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.

Salesforce Financial Services Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino

Salesforce Financial Services Reviews

Salesforce

United States

10000+

2003

Not provided by vendor

Yes

4.4

17000+ Reviews

4.3

12900+ Reviews

monday sales CRM - Best Financial CRM System

2. monday sales CRM – Best CRM for financial advisors

Our Score 98/100

About monday sales CRM: monday.com offers businesses an opportunity to save money on the cost of a dedicated tech team and system administrators by building their own CRM system around their company’s existing services. monday.com markets itself as a fully customizable CRM platform, making it easy for business owners to build and expand their own businesses without having to invest in dedicated staff, or extreme computer skills. monday’s software is designed to be highly intuitive and user-friendly, making it possible for the average business owner to set up a system in one day.

monday sales CRM Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“monday.com CRM has opened countless doors of opportunities that we never had before. We were able to customize the CRM on top of monday.com Work OS to fit the needs of our day-to-day activities.” – Kyle Dorman | Operations Manager at Ray White

monday sales CRM Reviews

monday.com

Israel

1001 – 5000

2014

Not provided by vendor

Yes

4.6

2800+ Reviews

4.6

500+ Reviews

HubSpot CRM - Top Finance CRM Software

3. HubSpot CRM – Improved wealth management or investment banking

Our Score 98/100

About HubSpot CRM: HubSpot CRM is a software application that primarily focuses on managing your business’s online presence and online marketing practices. The HubSpot CRM software is the backbone of every company’s website; it allows for managing and monitoring web traffic, tracking analytics, creating content for social media, and measuring success. Having access to HubSpot CRM can give you more insight into your customer’s behavior and customer relationship, which ultimately can help improve your company’s bottom line.

HubSpot CRM Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“One of the most dangerous things a software company can do is remain static, HubSpot does a great job of listening to its customers and keeping up with the shifting world of technology. It’s a trustworthy platform that will keep pace with whatever the future brings.” – Haley Irwin

HubSpot CRM Reviews

HubSpot

United States

1001 – 5000

2012

Not provided by vendor

Yes

4.5

3400+ Reviews

4.4

9500+ Reviews

Zoho CRM - Best Finance CRM System Software

4. Zoho CRM – Build client loyalty while delivering exceptional financial services

Our Score 98/100

About Zoho CRM: Zoho CRM is a cloud-based platform that helps you organize your business and track your projects. It comes with a variety of features; this CRM has made it possible for anyone, regardless of their experience or level in their field, to manage their business effectively without having to worry about anything else. Zoho CRM offers numerous features to manage sales and business where you can find process management, sales enablement, sales forecasting, marketing automation, customization, team collaboration, etc.

Zoho CRM Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.” – K.C Watson

Zoho CRM Reviews

Zoho

United States

5001 – 10000

1996

Not provided by vendor

Yes

4.3

5900+ Reviews

4.0

2200+ Reviews

SugarCRM - Best Financial CRM Software

5. SugarCRM – Best CRM for Financial Service Firms

Our Score 98/100

About SugarCRM: SugarCRM systems are available as a web-based application, on-premise solution or a cloud-based service. SugarCRM’s value comes from the combination of technology and personas that allow an organization to grow with their business processes. It provides organizations with all the tools they need to help them create, analyze and take action on customer data. It is open-source software that can help your organization effectively manage online and offline sales, marketing, customer service, social media interaction with customers, fulfillment, and service. It also helps in managing your staff as it can help you offer better benefits and rewards, automate tasks and automate communication with customers.

SugarCRM Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“Sugar allowed us to not only increase the number of accounts we were keeping track of, but also to maximize the amount of opportunities we go through.” – Trevor M.

SugarCRM Reviews

SugarCRM

United States

501 – 1000

2004

$49.00 /month /user

No

3.8

300+ Reviews

3.8

600+ Reviews

Freshsales Best CRM Software for Financial Services Industry

6. Freshsales – CRM offers everything finance teams need on one single platform

Our Score 98/100

About Freshsales: Freshsales CRM is a sales CRM designed to be used with Gmail and Google Calendar. It helps you keep in touch with your prospects and manage your meetings from Gmail. Freshsales CRM is integrated perfectly into Gmail, which means you can use all the features of Gmail without having to switch to an additional window or program when checking emails. You can also manage your contact details and create sales campaigns and reminders with the help of Gmail and Google Calendar.

Freshsales Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“As soon as we were given a demo of Freshsales, we knew it would resolve some of our most pressing sales challenges, to begin with. In fact, after a short set-up period and minimal training, we were able to hit the ground running from Day 1. And it hasn’t disappointed till today.” – Jean-Philippe Thiery

Freshsales Reviews

Freshworks

United States

1001 – 5000

2011

Not provided by vendor

Yes

4.6

500+ Reviews

4.6

900+ Reviews

Creatio CRM - Best CRM Software for Financial Advisors

7. Creatio CRM – Innovative CRM Financial Software

Our Score 98/100

About Creatio CRM: Creatio CRM is a cloud-based customer relationship management software for small businesses. This program allows users to manage their business and customer relations using their private domain. It uses an intuitive, easy-to-use interface which makes it easy for new users to learn how to use the platform without difficulty. Being made available on a monthly subscription basis, this software is accessible at any time, whether you’re at work or home. For those who are equally interested in using the system daily, there are also several add-ons that can be purchased that offer paid features such as phone support and more features.

Creatio CRM Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“With Creatio, we consolidated all customer data, tuned lead and opportunity management using business rule capabilities, and streamlined the sales process.” Jana Sergejenko

Creatio CRM Reviews

Creatio

United States

501 – 1000

2002

$25.00 /month

Yes

4.8

90+ Reviews

4.6

210+ Reviews

Wealthbox CRM - Best Financial CRM System

8. Wealthbox CRM – Modern CRM for Financial Advisors

Our Score 98/100

About Wealthbox CRM: A modern financial CRM software used by financial advisors for easy management of client relationships. This software helps in connecting financial advisors with clients, and prospecting co-workers. This is a collaborative CRM that helps financial advisors in being productive with the team. This software also has a unique feature that lets the users in connecting seamlessly with the tools like circle black, copy talk, google drive, etc.

Wealthbox CRM Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.” – Charlie Rocco

Wealthbox CRM Reviews

Starburst Labs

United States

11 – 50

2014

$49.00 /month /user

Yes

4.7

130+ Reviews

4.6

80+ Reviews

Nimble CRM - Best Financial CRM Tool

9. Nimble CRM – Best CRM for Financial Advisors

Our Score 98/100

About Nimble CRM: Nimble CRM is an all-in-one customer relationship management and sales software that integrates your entire business – including email, marketing, phone calls, documents, tasks, and more. Nimble helps you find the right information at the right time to make better decisions. With Nimble, your entire business is connected and instantly available to your sales team. Nimble is a web-based platform that connects customers, salespeople, executives, and support staff to the information they need. CRM solutions keep track of every customer you do business with and also help you create customized campaigns.

Nimble CRM Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“Traditional CRM solutions have gaps that reduce their value in the modern workplace. Nimble addresses these gaps by integrating with social media and web search to automatically enrich records in the system with context and eliminates the time spent by sales agents searching for background information on prospects.” – Daniel Elman

Nimble CRM Reviews

Nimble

United States

11 – 50

2009

$25.00 /month

Yes

4.4

1700+ Reviews

4.5

900+ Reviews

UGRU Financial CRM - Best Financial CRM Software

10. UGRU Financial CRM – The #1 CRM Financial Practice Management Suite

Our Score 98/100

About UGRU Financial CRM: High-profile financial CRM software, that focuses on the automation of financial companies. This software focuses on providing fully integrated and fully featured CRM to its users. UGRU financial CRM software begins with core contact and following-up tools for prospecting, servicing, and managing individual clients along with large books of accounts. The feature also includes a marketing automation feature for getting and retention of more clients. This software often acts as a price-performance leader.

UGRU Financial CRM Features: Activity Dashboard, Commission Management, Third-Party Integrations, Customer Engagement, Customer Tracking, Activity Tracking, Lead Segmentation, Lead Distribution, Communication Management, Contact Management, Workflow Management, Appointment Scheduling, Records Management, Lead Management, Lead Capture, Campaign Management, Sales Automation, Workflow Automation, Reports and Analytics, Team Collaboration

“In my 14 years as an advisor, I have never seen a software that puts all the critical elements of business in one place. Amazing! Great job guys!” – Al Martinez

UGRU Financial CRM Reviews

UGRU

United States

11 – 50

2011

$59.00 /month /user

Yes

5.0

10+ Reviews

5.0

10+ Reviews