AdvisorCRM
7.6#7 in financial services crm softwareFrom $59 a monthFree planAndroidWebAPI
VisitAdvisorCRM vs Zoho CRM
What both publish
| Fact | AdvisorCRM | Zoho CRM |
|---|---|---|
| Integrations | Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. | Zoho CRM offers more than 1,100 ready-to-use app integrations. |
| Purpose | AdvisorCRM combines CRM, portfolio management, ticketing, and back-office processing for financial advisors. | Zoho CRM provides tools to increase leads, accelerate sales, and measure sales performance. |
| Security | The security page states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Support | The Zoom integration page directs users to [email protected] and a Help Center for assistance. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
AdvisorCRM plans
- Core CRMFree
- Workflows & AI$59 a month
- Performance Reporting$97 a month
- Trading & Billing$499 a month
- Compliance SuitePriced on request
- EnterprisePriced on request
Zoho CRM plans
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- FreeFree
- Standard$14 a month
Pick AdvisorCRM if…
AdvisorCRM is intended for financial advisors who want client, portfolio, meeting, and back-office tools in one cloud platform. Its free Core CRM plan may suit teams of up to three users with manual meeting-note uploads.
Pick Zoho CRM if…
Zoho CRM suits sales teams that need lead management, follow-up automation, forecasting, and integrations. The free edition supports up to three users, while paid tiers add capabilities for larger needs.