The Best Financial Services CRM Software in 2026
We researched financial services CRM products through official websites, including pricing pages, plan tables, and product documentation. Rankings reflect each platform’s fit for relationship management, opportunity tracking, compliance workflows, client interactions, value for money, and verified features in financial services CRM software.
Our top picks
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Top ranked
9.3/10A financial-services CRM with deep workflows, compliance controls, and enterprise pricing.
30-day trial
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Runner-up
Zoho CRM#2 of 289.0/10Flexible CRM coverage at a low entry price, with limited financial-services specialization.
Free plan · 15-day trial
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Top-ranked free plan
Total Expert#10 of 288.2/10A mortgage-focused CRM with free entry, compliance workflows, and a $100 premium tier.
Free plan
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
The full ranking 28 tools, best first
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Best forLarge financial institutions
A financial-services CRM with deep workflows, compliance controls, and enterprise pricing.
- Client portal
- Email and calendar sync
- Audit trail
9.3/10★★★★★Visit Salesforce -
Best forSmall firms seeking low-cost flexibility
Flexible CRM coverage at a low entry price, with limited financial-services specialization.
Free plan · 15-day trial Our Zoho CRM verdict → Visit Zoho CRMFor vendors Sponsor this spot · #2 · $99/mo →9.0/10★★★★☆Visit Zoho CRM -
Creatio CRMVerified
Best forTeams wanting low-cost general CRM breadth
A broad, configurable CRM for teams that need cross-functional automation.
8.9/10★★★★☆Visit Creatio -
Best forAdvisors needing portals and compliance
A feature-rich CRM for advisory firms that need workflows, portals, and compliance controls.
- Client portal
- Email and calendar sync
- Audit trail
8.8/10★★★★☆Visit Practifi -
Best forBudget-conscious financial advisors
A financial-services CRM with core client management, workflow, reporting, and mobile tools.
8.7/10★★★★☆Visit Redtail CRM -
Best forAdvisor teams wanting an affordable modern CRM
A financial advisor CRM combining household management, pipelines, automation, and AI tools.
8.6/10★★★★☆Visit Wealthbox -
Best forLarge teams needing configurable sales CRM
A configurable CRM suite for large teams managing complex sales and service processes.
8.5/10★★★★☆Visit Pega CRM -
Best forEnterprises needing legacy financial CRM depth
A deep financial-services CRM for enterprises that can support complex deployment needs.
- Client portal
- Email and calendar sync
- Audit trail
8.4/10★★★★☆Visit Oracle -
Best forMortgage teams needing omnichannel CRM
A mortgage-focused CRM covering borrower management, lending workflows, marketing, and AI.
- Compliance workflows
8.3/10★★★★☆Visit Shape -
Best forMortgage teams wanting free entry
A mortgage-focused CRM with free entry, compliance workflows, and a $100 premium tier.
- Compliance workflows
8.2/10★★★★☆Visit Total Expert -
Best forMature deal and relationship operations
A mature, integration-rich CRM for financial deal and relationship operations.
- Client portal
- Email and calendar sync
- Audit trail
8.1/10★★★★☆Visit Dynamo -
Best forLenders needing loan operations workflows
A specialized lending CRM with workflows, portals, documents, servicing, and reporting.
- Client portal
- Audit trail
- Opportunity management
8.0/10★★★★☆Visit LendingWise -
Best forInsurance agencies needing CRM and AMS
A cloud CRM and AMS for insurance agencies managing clients, policies, leads, and compliance.
- Email and calendar sync
- Audit trail
- Opportunity management
7.9/10★★★★☆Visit AgencyBloc -
Best forMortgage teams prioritizing lead routing
A mortgage-focused system for capturing, routing, nurturing, and measuring leads.
7.8/10★★★★☆Visit Velocify -
Best forMortgage teams needing Salesforce-based workflows
A mortgage CRM combining Salesforce workflows, lending integrations, marketing, and compliance tools.
- Compliance workflows
7.8/10★★★★☆Visit Jungo -
Best forModern wealth teams prioritizing collaboration
A collaborative wealth CRM connecting household data, workflows, communications, and compliance.
- Client portal
- Email and calendar sync
- Audit trail
7.5/10★★★★☆Visit OneVest -
Best forWealth firms needing a complete CRM
A broad wealth-management CRM with workflows, portals, reporting, and audit trails.
- Client portal
- Email and calendar sync
- Audit trail
7.4/10★★★★☆Visit AdvisorEngine -
Best forAdvisory firms wanting broad CRM value
Broad CRM, portfolio, workflow, and compliance coverage for advisory firms.
- Email and calendar sync
- Audit trail
- Opportunity management
7.3/10★★★★☆Visit AdvisorCRM -
Best forAdvisor360° ecosystem users
A strong fit for advisory teams already working in the Advisor360° ecosystem.
- Opportunity management
- Compliance workflows
7.2/10★★★★☆Visit Advisor360° -
Best forDeal-focused financial-services teams
A configurable CRM for financial-services deal teams that need control and visibility.
- Email and calendar sync
- Audit trail
- Opportunity management
7.0/10★★★★☆Visit DealCloud -
Best forMortgage lenders focused on automation
A lender-focused CRM combining automation, compliance controls, and lending integrations.
- Compliance workflows
6.9/10★★★☆☆Visit Aidium -
Best forMortgage lenders needing full lifecycle CRM
A mortgage-focused CRM covering borrower relationships, pipelines, automation, and loan workflows.
- Compliance workflows
6.8/10★★★☆☆Visit BNTouch -
Best forMortgage marketers needing compliant automation
A specialized mortgage CRM combining compliant marketing, routing, and referral workflows.
- Client portal
- Audit trail
- Opportunity management
6.7/10★★★☆☆Visit SurefireCRM -
Best forLenders needing automated underwriting workflows
A lending-focused CRM that connects underwriting, funding, servicing, and portfolio analytics.
- Client portal
- Audit trail
- Opportunity management
6.6/10★★★☆☆Visit Cloudsquare -
Best forPrivate-capital investor-relations teams
A private-capital CRM connecting investor relations, fundraising, deals, portals, and AI workflows.
6.5/10★★★☆☆Visit Altvia -
Best forInsurance agencies needing marketing automation
A broad insurance CRM with strong automation, integrations, and agency-focused client tools.
- Client portal
- Email and calendar sync
- Audit trail
6.4/10★★★☆☆Visit InsuredMine -
Best forInvestment firms needing portfolio operations
A broad wealth platform centered on portfolio operations for investment firms.
6.3/10★★★☆☆Visit Advyzon -
Best forManufacturers, distributors, and retailers
A demand-planning application for supply-chain teams, not financial-services CRM.
5.5/10★★★☆☆Visit Microsoft
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Compliance workflows | Opportunity management | Score |
|---|---|---|---|---|---|---|
| 1 | Salesforce Financial Services Cloud | No | $325/user/mo | Yes | Yes | 9.3 |
| 2 | Zoho CRM | Yes | $14/user/mo | 9.0 | ||
| 3 | Creatio CRM | No | 8.9 | |||
| 4 | Practifi | No | $135/user/mo | Yes | Yes | 8.8 |
| 5 | Redtail CRM | No | $39/user/mo | 8.7 | ||
| 6 | Wealthbox | No | 8.6 | |||
| 7 | Pega CRM | 8.5 | ||||
| 8 | Oracle Siebel CRM | No | Yes | Yes | 8.4 | |
| 9 | Shape | No | Yes | 8.3 | ||
| 10 | Total Expert | Yes | $100/user/mo | Yes | 8.2 | |
| 11 | Dynamo CRM & Deal Management | Yes | Yes | 8.1 | ||
| 12 | LendingWise | No | $119.17/user/mo | Yes | Yes | 8.0 |
| 13 | AgencyBloc AMS+ | Yes | Yes | 7.9 | ||
| 14 | Velocify | 7.8 | ||||
| 15 | Jungo | No | $96/user/mo | Yes | 7.8 | |
| 16 | OneVest CRM | Yes | Yes | 7.5 | ||
| 17 | AdvisorEngine CRM | $69/user/mo | Yes | Yes | 7.4 | |
| 18 | AdvisorCRM | Yes | Yes | Yes | 7.3 | |
| 19 | Advisor360° CRM | Yes | Yes | 7.2 | ||
| 20 | DealCloud | Yes | Yes | 7.0 | ||
| 21 | Aidium | Yes | 6.9 | |||
| 22 | BNTouch Mortgage CRM | No | Yes | 6.8 | ||
| 23 | SurefireCRM | Yes | Yes | 6.7 | ||
| 24 | Cloudsquare | $75/user/mo | Yes | Yes | 6.6 | |
| 25 | Altvia | 6.5 | ||||
| 26 | InsuredMine | No | $219/mo | Yes | 6.4 | |
| 27 | Advyzon | 6.3 | ||||
| 28 | Microsoft Dynamics 365 Demand Planning | No | $210/user/mo | 5.5 |
Head-to-head All 25 comparisons →
- Salesforce Financial Services Cloud vs Zoho CRM
- Salesforce Financial Services Cloud vs Creatio CRM
- Salesforce Financial Services Cloud vs Practifi
- Salesforce Financial Services Cloud vs Redtail CRM
- Salesforce Financial Services Cloud vs Wealthbox
- Salesforce Financial Services Cloud vs Pega CRM
- Salesforce Financial Services Cloud vs Oracle Siebel CRM
- Zoho CRM vs Practifi
- Zoho CRM vs Redtail CRM
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How we rank financial services CRM software
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update