Best Financial Services CRM Software in 2026
Updated
In short: Zoho CRM is ranked #1 of 28 as of 4 October 2026, ahead of Total Expert and AdvisorCRM. The best-ranked option with a free plan is Total Expert. The lowest first paid tier on this page is Redtail CRM at $3.25/mo.
Teams managing financial services relationships can compare CRM software by how it supports client records, opportunities and day-to-day workflows. Compared on audit trails, compliance workflows, client portals, opportunity management, and email and calendar sync, the entries also show deployment options, free-plan availability and paid starting prices. AdvisorCRM, Zoho CRM and AdvisorEngine CRM lead the ranking, followed by Salesforce Financial Services Cloud and Practifi. Use the ranked order alongside the processes your team needs to manage. Consider what client interactions and opportunities you need to track, whether client-facing portal access matters, and which compliance workflows should be supported. Deployment and pricing details provide further points to weigh as you compare the available options.
28 financial services CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
#1 Zoho CRM Top pick · 7.3 Free plan · $14/mo
#2 Total Expert Runner-up · 6.8 Free plan · $100/mo
#3 AdvisorCRM Also great · 6.7 Free plan · $59/mo- Free planFree trial AndroidapiiOSWeb
- Free plan
- Yes
- Paid from
- 14 /user/mo
RecognisedDocumentedFree planPlatforms$14/mofirst paid tier About Zoho CRMVisit site - Free plan AndroidapiiOSWeb
- Free plan
- Yes
- Paid from
- 100 /user/mo
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms$100/mofirst paid tier About Total ExpertVisit site - Free plan apiWeb
- Free plan
- Yes
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms$59/mofirst paid tier About AdvisorCRMVisit site - AndroidiOSWeb
- Paid from
- 69 /user/mo
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms$5.75/mofirst paid tier About AdvisorEngine CRMVisit site - AndroidapiiOSWeb
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - AndroidextensioniOSWeb
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms - AndroidapiiOSWeb
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms - AndroidapiiOSself-hostedWebWindows
- Free plan
- No
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms$68.75/mofirst paid tier About Oracle Siebel CRMVisit site - Free trial AndroidapiiOSself-hostedWeb
- Free plan
- No
RecognisedDocumentedFree planPlatforms - Free trial WebRecognisedDocumentedFree planPlatforms
- AndroidiOSWeb
- Free plan
- No
- Paid from
- 96 /user/mo
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms$8/mofirst paid tier About JungoVisit site - AndroidapiiOSWeb
- Free plan
- No
- Paid from
- 135 /user/mo
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms$135/mofirst paid tier About PractifiVisit site - Free trial AndroidapiiOSWeb
- Free plan
- No
- Paid from
- 325 /user/mo
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms$325/mofirst paid tier About Salesforce Financial Services CloudVisit site - AndroidiOSWeb
- Free plan
- No
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSWeb
- Free plan
- No
- Compliance workflows
- Yes
RecognisedDocumentedFree planPlatforms$95/mofirst paid tier About BNTouch Mortgage CRMVisit site - apiWeb
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms - Free trial WebiOSAndroid
- Free plan
- No
- Paid from
- 39 /user/mo
RecognisedDocumentedFree planPlatforms$3.25/mofirst paid tier About Redtail CRMVisit site - Free trial WebiOSAndroid
- Free plan
- No
RecognisedDocumentedFree planPlatforms - Web
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms - Free trial AndroidiOSWeb
- Free plan
- No
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms - WebRecognisedDocumentedFree planPlatforms
- Web
- Paid from
- 75 /user/mo
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Compliance workflows
- Yes
- Opportunity management
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Paid from
- 119.17 /user/mo
- Compliance workflows
- Yes
- Opportunity management
- Yes
- Client portal
- Yes
- Audit trail
- Yes
RecognisedDocumentedFree planPlatforms
Is your app 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 Everything Xiaomi?
Zoho CRM is ranked #1 of 28 with a score of 7.3. Total Expert is second and AdvisorCRM 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: documentation depth, a free tier and the platforms it runs on. Paid placements never change a rank.