17.7
Salesboom is a paid CRM available on the web, iOS, and Android.
AndroidiOSWeb
Best Banking CRM Software in 2026
Banking CRM platforms bring customer relationships, onboarding, portfolios, regulatory workflows and service cases into a shared workspace for financial teams. The chart covers products built for banking and related financial-services work. Compare the free plan, paid starting price and trial terms before you commit. Check whether the product has an Android app, plus its support for web, iOS, API, browser extensions…
27.7
Salesforce Financial Services Cloud brings customer data from banking, wealth, and insurance platforms together to support personalized engagement…
AndroidiOSWeb
37.7
Wealthbox is paid software available through the web, iOS, and Android.
AndroidiOSWeb
- 4
Microsoft Dynamics 365 for Financial Services
AndroidiOSWeb5.2 - 54.8
- 64.7
- 7
CRMLead Pro
Web4.7 - 84.7
- 94.7
- 104.7
- 114.7
- 124.7
- 134.7
- 144.6
- 15
Airwealth
Web4.6 - 164.6
- 174.6
- 184.6
- 19
CRMNEXT
Web4.6 - 204.6
- 21
FI Works CRM
Web4.6 - 22
Finacle CRM
Web4.6 - 234.6
- 244.6
- 254.6
Choosing well
Check plans and trials
Plan terms differ across the list. CRMLead Pro shows both a free tier and a 14-day trial; Airwealth shows a 30-day trial but no free tier. BizzField shows a 7-day trial without a free plan.
Some paid products publish an entry price, while others ask you to request a quote. 360 Relationships gives a starting price of 3,000 CHF a year, and several listings provide pricing only on request.
Confirm phone access
Listed products run on combinations of web, iOS, Android, API, browser extension and self-hosted platforms. Check the product page for an Android app if staff need to work from a Xiaomi, Redmi or POCO phone.
A web listing does not by itself indicate a mobile app. Baker Hill NextGen CRM, BankerBounty BRM, Creatio Banking CRM and CRMNEXT each show web as a platform.
Match banking workflows
Review the comparison fields for customer onboarding, portfolio views, regulatory workflows and service case management. A product lacking a required workflow may need to be paired with another system.
Review how the CRM handles the workspace your team uses, including the RM workspace field, before choosing a deployment model.
Choose a deployment model
Deployment options in this category include web, API, browser extension and self-hosted setups, alongside phone platforms. Match the option to your team's access, integration and hosting requirements.
Confirm the platforms and deployment details directly in the product information, since a CRM's listed platform can be narrower than the category's available choices.
Questions people ask
Is there a free banking CRM plan?
CRMLead Pro shows a free plan. Other listings use paid pricing or trials, so review each plan before signing up.
Which banking CRMs have trials?
Trials listed include 30 days for Airwealth, 14 days for CRMLead Pro and 7 days for BizzField.
Can I use banking CRM software on Android?
Android appears among the platforms represented in this category. Check each product listing to verify Android support before choosing.
What banking CRM features should I compare?
Check the free plan, starting paid price, RM workspace, customer onboarding, portfolio views, regulatory workflows, service case management and deployment.
Do banking CRMs show prices online?
A few listings provide a starting figure, including 360 Relationships at 3,000 CHF annually. Other listings ask buyers to request pricing.