Head-to-head · Financial Services CRM Software
Salesforce Financial Services Cloud vs Zoho CRM
Salesforce Financial Services Cloud leads on 0 checks, Zoho CRM on 2, and 5 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.
Our verdict
- Highest scoreSalesforce Financial Services Cloud · 9.3/10
- Lowest starting priceZoho CRM · $14/user/mo
- Free planonly Zoho CRM
- Free trialboth
- Most featuresSalesforce Financial Services Cloud · 5 of 5
Salesforce Financial Services Cloud scores higher on our rubric for financial services crm software: 9.3 against 9.0 out of 10; our editors rank them #1 and #2.
Zoho CRM offers free plan; Salesforce Financial Services Cloud doesn't. Zoho CRM is cheaper to start at $14/user/mo against $325/user/mo.
Salesforce Financial Services Cloud is the better fit for large financial institutions. Zoho CRM is the better fit for small firms seeking low-cost flexibility.
- Salesforce Financial Services Cloud fits best
Large financial institutions
- Zoho CRM fits best
Small firms seeking low-cost flexibility
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Side by side
| Feature | Salesforce Financial Services Cloud 9.3/10 Visit ↗ | Zoho CRM 9.0/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 9.3 | 9.0 |
| Ranking | #1 in Financial Services CRM Software | #2 in Financial Services CRM Software |
| Best for | Large financial institutions | Small firms seeking low-cost flexibility |
| Pricing model | Paid | Free plan + paid |
| Starting price | $325/user/mo | $14/user/mo (best) |
| Free plan | — | ✓ (best) |
| Free trial | 30 days | 15 days |
| Free trial length | 30 days · no card needed | 15 days · no card needed |
| Deployment | Cloud | Cloud, Mobile |
| Platforms | Web | Web, iOS, Android |
| Support | Community, Docs · 24/7 | Email, Live chat, Phone, Tickets, Community, Docs |
| Compliance | SOC 2 | GDPR |
| Integrations | 11 integrations | 1,100+ integrations |
| Built for | Mid-market, Enterprise | Solo, Small business, Mid-market, Enterprise |
| Features Salesforce Financial Services Cloud 5/5 · Zoho CRM 0/5 | ||
| Compliance workflows | ✓ (best) | Not checked yet |
| Opportunity management | ✓ (best) | Not checked yet |
| Client portal | ✓ (best) | Not checked yet |
| Audit trail | ✓ (best) | Not checked yet |
| Email and calendar sync | ✓ (best) | Not checked yet |
| Specs | ||
| Deployment | Cloud | Not checked yet |
| Our review | ||
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| Cons |
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| Our verdict | Salesforce Financial Services Cloud is a cloud CRM for banks, wealth managers, insurers, asset managers, and lenders. It brings together industry-specific data models, customer and relationship views, opportunity and referral management,… Read the review → |
Zoho CRM is a cloud-based customer relationship management platform for sales teams and customer-facing organizations. It manages leads, contacts, accounts, deals, activities, pipelines, campaigns, workflows, analytics, and customer… Read the review → |
Strengths and trade-offs
Salesforce Financial Services Cloud — where it wins
- Industry-specific models for banking, wealth, insurance, lending, and asset management
- KYC onboarding, compliance workflows, and immutable audit trails
- Unified customer views, portals, AI, and broad financial-system integrations
Where it doesn't
- Starts at $325 per user per month with annual billing
- No free plan; the free trial lasts 30 days
- Some capabilities and integrations require separate licenses or add-ons
Zoho CRM — where it wins
- Free plan supports up to 3 users
- Sales, marketing, workflow, and AI features in one CRM
- Web, iOS, Android, and API access
Where it doesn't
- Financial-services-specific workflows are limited
- No verified audit trail or client portal
- Pricing varies by billing term, region, and currency
- Salesforce Financial Services Cloud9.3/10 · 30-day trial
A financial-services CRM with deep workflows, compliance controls, and enterprise pricing.
Visit SalesforceFull verdict → - Zoho CRM9.0/10 · Free plan · 15-day trial
Flexible CRM coverage at a low entry price, with limited financial-services specialization.
Visit Zoho CRMFull verdict →
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All financial services CRM software comparisons → · Full ranking →
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update