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Head-to-head · Banking CRM Software

Fiserv Enteract vs CRMLead Pro

  • Updated Sep 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Fiserv Enteract #2 in Banking CRM Software 8.2/10 Pricing on request ✓ 4 of 5 features Visit Fiserv
CRMLead Pro #6 in Banking CRM Software 7.1/10 Free plan · 14-day trial Free plan✓ 4 of 5 features Visit CRMLead Pro

Fiserv Enteract leads on 1 check, CRMLead Pro on 2, and 3 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFiserv Enteract · 8.2/10
  • Free planonly CRMLead Pro

Fiserv Enteract scores higher on our rubric for banking crm software: 8.2 against 7.1 out of 10; our editors rank them #2 and #6.

CRMLead Pro offers free plan; Fiserv Enteract doesn't. CRMLead Pro offers portfolio views; Fiserv Enteract doesn't publish it. Fiserv Enteract offers service case management; CRMLead Pro doesn't publish it.

Fiserv Enteract is the better fit for banks wanting integrated sales, service and onboarding. CRMLead Pro is the better fit for banks wanting low-cost, modern CRM entry.

  • Fiserv Enteract fits best

    Banks wanting integrated sales, service and onboarding

  • CRMLead Pro fits best

    Banks wanting low-cost, modern CRM entry

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. It never changes our verdict. How we rank.

Side by side

Feature Fiserv Enteract 8.2/10 Visit ↗ CRMLead Pro 7.1/10 Visit ↗
At a glance
Editor score 8.2 7.1
Ranking #2 in Banking CRM Software #6 in Banking CRM Software
Best for Banks wanting integrated sales, service and onboarding Banks wanting low-cost, modern CRM entry
Pricing model Paid Free plan + paid
Starting price Not published Not published
Free plan — ✓ (best)
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web Web
Support Email, Phone Email · 24/7
Integrations 5 integrations 100+ integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Fiserv Enteract 4/5 · CRMLead Pro 4/5
RM workspace ✓ ✓
Customer onboarding ✓ ✓
Portfolio views Not published ✓ (best)
Regulatory workflows ✓ ✓
Service case management ✓ (best) Not published
Specs
Deployment Cloud Cloud
Our review
Pros
  • Combines customer relationship views with lead, referral and pipeline management
  • Supports onboarding, screening, compliance workflows, document management and e-signing
  • Connects case automation with core-banking and Microsoft integrations
  • 360-degree views across accounts, cards, loans and interactions
  • OTP-verified onboarding with resumable multi-step forms
  • No-code workflows, audit trails and role-based access control
Cons
  • Pricing requires contacting Fiserv
  • No free plan is offered
  • Its banking-specific workflows may be more than teams seeking a general CRM need
  • Web-only deployment limits platform choice
  • Founded in 2024, so operating history is relatively short
  • Support is listed through email, despite 24/7 availability
Our verdict

Fiserv Enteract is a banking CRM built on Microsoft Dynamics 365 for retail, commercial and mid-sized financial institutions. It brings customer and relationship views together with sales pipelines, onboarding, account opening and service…

Read the review →

CRMLead Pro is a cloud CRM for Indian banks, branches and relationship teams. It brings account, card and loan enquiries into a relationship-manager workspace with 360-degree customer profiles spanning accounts, cards, loans and…

Read the review →
  1. Fiserv EnteractBanking CRM Software 8.2Pricing on request
  2. CRMLead ProBanking CRM Software 7.1Free plan · 14-day trial

Strengths and trade-offs

  • Fiserv Enteract — where it wins

    • Combines customer relationship views with lead, referral and pipeline management
    • Supports onboarding, screening, compliance workflows, document management and e-signing
    • Connects case automation with core-banking and Microsoft integrations

    Where it doesn't

    • Pricing requires contacting Fiserv
    • No free plan is offered
    • Its banking-specific workflows may be more than teams seeking a general CRM need

  • CRMLead Pro — where it wins

    • 360-degree views across accounts, cards, loans and interactions
    • OTP-verified onboarding with resumable multi-step forms
    • No-code workflows, audit trails and role-based access control

    Where it doesn't

    • Web-only deployment limits platform choice
    • Founded in 2024, so operating history is relatively short
    • Support is listed through email, despite 24/7 availability
  • Fiserv Enteract8.2/10 · Pricing on request

    A banking-focused CRM that brings relationship management, onboarding and service workflows together.

    Visit FiservFull verdict →
  • CRMLead Pro7.1/10 · Free plan · 14-day trial

    A cloud banking CRM combining onboarding, 360-degree profiles and workflow controls.

    Visit CRMLead ProFull verdict →

More comparisons

All banking CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update