Best Financial Services CRM Software in 2026
Updated
In short: AdvisorCRM is ranked #1 of 27 as of 3 October 2026, ahead of Zoho CRM and Salesforce Financial Services Cloud. The best-ranked option with a free plan is Zoho CRM. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
27 financial services crm software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
| # | Platform | Score | Why | From | Free plan | Paid from | Compliance workflows | |
|---|---|---|---|---|---|---|---|---|
| 1 |  AdvisorCRM | 8.8 | RecognisedAPIDocumented | $59/mo | Yes | — | Yes | View |
| 2 | Zoho CRM | 8.4 | RecognisedAPIDocumented | $14/mo | Yes | 14 /user/mo | — | View |
| 3 |  Salesforce Financial Services Cloud | 8.1 | RecognisedAPIDocumented | $325/mo | No | 325 /user/mo | Yes | View |
| 4 | OneVest CRM | 8.0 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 5 | Practifi | 7.9 | RecognisedAPIDocumented | $135/mo | No | 135 /user/mo | Yes | View |
| 6 | Total Expert | 7.7 | RecognisedAPIDocumented | $100/mo | Yes | 100 /user/mo | Yes | View |
| 7 |  Dynamo CRM & Deal Management | 7.6 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 8 | AdvisorEngine CRM | 6.8 | RecognisedAPIDocumented | $5.75/mo | — | 69 /user/mo | Yes | View |
| 9 |  Oracle Siebel CRM | 6.6 | RecognisedAPIDocumented | $68.75/mo | No | — | Yes | View |
| 10 | Advisor360° CRM | 6.2 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 11 |  Redtail CRM | 6.2 | RecognisedAPIDocumented | $3.25/mo | No | 39 /user/mo | — | View |
| 12 |  Wealthbox | 6.2 | RecognisedAPIDocumented | — | No | — | — | View |
| 13 | Creatio CRM | 6.0 | RecognisedAPIDocumented | — | No | — | — | View |
| 14 |  DealCloud | 5.8 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 15 | SurefireCRM | 5.7 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 16 | Shape | 5.6 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 17 |  BNTouch Mortgage CRM | 5.6 | RecognisedAPIDocumented | $95/mo | No | — | Yes | View |
| 18 |  Pega CRM | 5.6 | RecognisedAPIDocumented | — | — | — | — | View |
| 19 | Aidium | 5.4 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 20 | Jungo | 5.2 | RecognisedAPIDocumented | — | No | 96 /user/mo | Yes | View |
| 21 |  LendingWise | 5.2 | RecognisedAPIDocumented | — | No | 119.17 /user/mo | Yes | View |
| 22 | AgencyBloc AMS+ | 5.2 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 23 |  Velocify | 5.0 | RecognisedAPIDocumented | — | — | — | — | View |
| 24 | Cloudsquare | 4.9 | RecognisedAPIDocumented | — | — | 75 /user/mo | Yes | View |
| 25 | InsuredMine | 4.8 | RecognisedAPIDocumented | — | No | — | — | View |
Is your platform on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which financial services crm software is ranked first on Inferse?
AdvisorCRM is ranked #1 of 27 with a score of 8.8. Zoho CRM is second and Salesforce Financial Services Cloud third.
How many of these have a free plan?
3 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Redtail CRM has the lowest first paid tier we found: $3.25/mo.
How is this list ranked?
Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it. Paid placements never change a rank.