BizzField Financial Services CRM
BizzField Financial Services CRM: A cloud CRM for financial-services teams, with AI scoring and 11 integrations. Ranked #34 of 38 in Banking CRM Software by our editors (4.9/10); pricing: Pricing on request · 7-day trial; best for financial sales teams needing AI and connectors.
At a glance
- Editor score4.9 / 10
- PricingPricing on request · 7-day trial
- Best forFinancial sales teams needing AI and connectors
- Free planNo
- RM workspaceYes
- Facts checked28 Sep 2026
Where it wins
- Tracks multi-currency deals in INR, USD, EUR and GBP
- Supports referral workflows and multiple sales pipelines
- Offers AI lead scoring, permissions and 11 integrations
Where it doesn't
- Pricing is provided through a demo quote
- No free plan; the trial lasts seven days
- Banking-specific compliance and service functions are unverified
Our verdict on BizzField Financial Services CRM
BizzField Financial Services CRM is a cloud-based, web CRM for banks, NBFCs, financial advisors and other financial-services teams. It organizes account and contact records with activity timelines, tracks opportunities such as loans, insurance and investments, and provides relationship-manager reporting. The feature set suits teams managing referrals, renewals and cross-sell alongside new business; it is less clearly suited to buyers who need verified banking-specific compliance or customer-service functions.
Its sales workflows span Kanban pipelines for new business, renewals, upsell and cross-sell, plus referral and event-sourced lead workflows. Teams can track deals in INR, USD, EUR and GBP, review revenue forecasts and win/loss reports, and use AI-assisted lead scoring and next-best-action suggestions. No-code automation, granular module and report permissions, and hierarchy-aware visibility add workflow and access controls. Excel bulk import and guided CRM migration address data transfer, while the relationship-manager workspace and customer-onboarding functions support financial-services operations.
The published offer includes a seven-day trial and no free plan. According to BizzField's pricing information, pricing depends on team size and enabled features and is provided through a demo quote, so buyers should request one to assess fit. The CRM connects with Gmail, Outlook, Google Calendar, WhatsApp, Slack, Tally, SAP, Excel, Power BI, Mailchimp and Zapier; email and phone support are available. Two-factor authentication is listed as a security feature, but banking-specific compliance should not be assumed. Consider it if configurable financial sales workflows and connector breadth matter; look elsewhere if verified banking compliance is a requirement.
BizzField Financial Services CRM pricing
BizzField Financial Services CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Yes |
| Portfolio views | Not verified |
| Regulatory workflows | Not verified |
| Service case management | Not verified |
| Deployment | Cloud |
| Free trial | 7 days |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: Gmail, Outlook, Google Calendar, WhatsApp, Slack, Tally … See all → |
| Pricing | Pricing on request · 7-day trial |
| Website | bizzfield.com |
| Facts checked | 28 Sep 2026 |
BizzField Financial Services CRM integrations
BizzField Financial Services CRM lists 11 integrations on its own site.
- Gmail
- Outlook
- Google Calendar
- Slack
- Tally
- SAP
- Excel
- Power BI
- Mailchimp
- Zapier
See all BizzField Financial Services CRM integrations →
Alternatives to BizzField Financial Services CRM
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all BizzField Financial Services CRM alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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