20 Best Finance CRM Reviewed in 2025
Best Finance CRM Shortlist
Here’s my shortlist of the best finance CRM:
Our one-on-one guidance will help you find the perfect fit.
Choosing a new finance CRM can feel like a headache. If your current system is outdated, you’re probably dealing with messy data, slow reports, and endless manual work. You know it’s time for an upgrade, but with so many options, figuring out where to start is overwhelming.
As a financial controller, I’ve worked with my fair share of finance CRM tools. I know what actually helps and what just adds complexity. The right system should make your life easier—better automation, smoother reporting, and fewer errors, not more frustration.
To save you the trial and error, I tested and reviewed the best finance CRM options. These picks will help you find a tool that works for your business, so you can focus on strategy instead of fixing spreadsheets.
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With one-on-one help, we guide you to your top software options. Narrow down your software search & make a confident choice.
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Best Finance CRM Summary
This comparison chart summarizes pricing details for my top finance CRM selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for process automation | Free trial available | From $25/user/month (billed annually) | Website | |
| 2 | Best for lead management | 15-day free trial | From $400/user/month (billed annually) | Website | |
| 3 | Best for network management | Free demo available | From $120/user/month | Website | |
| 4 | Best for customizable dashboards | Free trial available | From $65/month (billed annually) | Website | |
| 5 | Best for simple interface | 30-day free trial | From $45/user/month | Website | |
| 6 | Best for small teams | 15-day free trial | From $23/user/month | Website | |
| 7 | Best for integrated solutions | Free demo available | Pricing upon request | Website | |
| 8 | Best for Canadian users | Free demo available | From $90/user/month (billed annually) | Website | |
| 9 | Best for global reach | Free consultation available | Pricing upon request | Website | |
| 10 | Best for large enterprises | 30-day free trial | Pricing upon request | Website |
Best Finance CRM Review
Below are my detailed summaries of the best finance CRM that made it onto my shortlist. My reviews offer an in-depth look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Creatio is a CRM platform designed for businesses seeking to automate their sales, marketing, and service processes. Its main users are companies looking to make operations efficient and enhance customer engagement through automated workflows.
Why I picked Creatio: Creatio is known for its process automation capabilities, allowing your team to automate repetitive tasks and focus on more strategic activities. The platform offers a visual process designer, making it easy to create and modify workflows without extensive technical knowledge. You can also customize these processes, ensuring that operations run smoothly. Additionally, the software’s drag-and-drop interface simplifies the process of building automation, ensuring your team can quickly adapt to changes.
Standout features & integrations:
Features include end-to-end process automation, automating workflows across multiple departments. It also provides a 360-degree customer view for better insights, and seamless integration with several third-party applications.
Integrations include Microsoft 365, Google Workspace, Mailchimp, QuickBooks, Slack, Zapier, LinkedIn, Docusign, Twilio, and Facebook.
Pros and cons
Pros:
- Visual process designer
- Customizable workflows
- Advanced analytics for insights
Cons:
- Requires learning curve for new users
- Limited offline access
LeadSquared is a CRM platform focused on lead management and sales automation, catering primarily to sales teams and marketing professionals. It helps businesses capture, nurture, and convert leads efficiently while automating various sales processes.
Why I picked LeadSquared: LeadSquared excels in lead management, offering features that help your team capture and nurture leads effectively. The platform's lead scoring system allows you to prioritize leads based on engagement and potential. Its automated workflows also help reduce manual tasks and streamline processes, enabling your team to focus on high-value activities. Plus, its customizable lead capture forms ensure you can customize the CRM so it gives your team the service they need.
Standout features & integrations:
Features include marketing automation, to help automate email campaigns, lead nurturing, and customer engagement. Additionally, the software’s mobile access allows you to update statuses and communicate with clients on the go.
Integrations include Salesforce, Microsoft Dynamics, Zapier, Google Workspace, Microsoft 365, Mailchimp, LinkedIn, Facebook, Twilio, and Slack.
Pros and cons
Pros:
- Automated workflows
- Prioritizes high-value activities
- Tailored for sales teams
Cons:
- Requires setup and customization
- Can be complex for new users
Affinity is a CRM platform designed for relationship-driven industries, focusing on managing and leveraging professional networks. Its primary users include investment firms and financial advisors who need to track interactions and manage client relationships effectively.
Why I picked Affinity: Affinity excels in network management, offering tools that help your team track and analyze relationships. Its automatic data capture feature ensures that your interactions are logged without manual input, saving time. The platform's relationship intelligence insights also help to give you a deeper understanding of your network's dynamics. Alongside these features, you can easily customize relationship tracking, enhancing your team's ability to manage client interactions.
Standout features & integrations:
Features include relationship intelligence that provides insights into your network's dynamics. The automatic data capture feature also logs interactions without manual input, saving your team time.
Integrations include Google Workspace, Microsoft 365, Slack, LinkedIn, Salesforce, HubSpot, Mailchimp, Zoom, Docusign, and Dropbox.
Pros and cons
Pros:
- Automatic data capture
- Customizable relationship tracking
- Tailored for investment firms
Cons:
- Can be costly for small teams
- May need additional training
Maximizer is a CRM solution for financial advisors, focusing on client management and sales automation. It offers tools to enhance customer interactions and business processes, making it valuable for finance professionals looking for customizable solutions.
Why I picked Maximizer: Maximizer provides customizable dashboards that allow your team to customize the CRM. Its sales automation features help manage client interactions efficiently, saving time on routine tasks. The platform's reporting tools also give you insights into sales performance. Lastly, Maximizer’s flexibility ensures that you can adapt the CRM as your business grows and changes.
Standout features & integrations:
Features include detailed contact management that lets you track and manage client information easily. The software’s email marketing tools can also assist in creating targeted campaigns to engage your clients, while its sales forecasting feature helps your team plan and predict future sales outcomes effectively.
Integrations include Microsoft Outlook, QuickBooks, Microsoft Excel, Constant Contact, Mailchimp, HubSpot, LinkedIn, Slack, Dropbox, and Google Workspace.
Pros and cons
Pros:
- Effective sales forecasting
- Detailed contact management
- Flexible to business changes
Cons:
- Requires initial setup time
- Learning curve for new users
Wealthbox is a CRM platform designed for financial advisors, offering tools to manage client relationships and enhance communication. Its straightforward interface makes it easy for advisors to track client interactions and organize their workflow efficiently.
Why I picked Wealthbox: Wealthbox is known for its simple interface, making it accessible for teams that need a straightforward CRM solution. It provides an activity stream to keep your team updated on all client interactions, ensuring nothing falls through the cracks. Additionally, the platform’s task management features help you get organized and on schedule.
Standout features & integrations:
Features include a collaborative workspace that allows your team to share notes and updates easily. The calendar feature also integrates with your existing schedules to keep appointments in sync. Plus, Wealthbox's project management tools help you oversee tasks and track progress efficiently.
Integrations include Zapier, Mailchimp, Google Workspace, Microsoft 365, LinkedIn, Twitter, Redtail, Morningstar, Riskalyze, and eMoney.
Pros and cons
Pros:
- Intuitive design for ease of use
- Effective task management
- Real-time activity stream
Cons:
- Not ideal for large enterprises
- Basic reporting capabilities
Salesmate is a CRM platform designed for small teams, helping manage customer relationships and sales processes. It offers tools for sales automation, communication, and customer engagement, making it suitable for businesses looking to enhance their sales operations.
Why I picked Salesmate: Salesmate offers an intuitive interface that makes it ideal for small teams. Its standout features include built-in calling and texting, which facilitate direct communication with clients. Plus, the software’s sales pipelines and meeting scheduling tools allow your team to stay organized and efficient, while its customizable dashboards and fields ensure that the CRM fits your company needs.
Standout features & integrations:
Features include smart emails that enable personalized communication with your clients. Additionally, Salesmate offers detailed workflows to trigger actions based on customer behavior, deal stage, and team activity.
Integrations include Google Workspace, Microsoft 365, Zapier, QuickBooks, Shopify, Slack, Stripe, Mailchimp, Pipedrive, and HubSpot.
Pros and cons
Pros:
- Easy setup and configuration
- Email and text automation
- Smart workflows
Cons:
- Limited financial features
- Some users find the interface complex
Nexj is a CRM platform for financial services, focusing on integrating customer information and enhancing relationship management. It helps financial institutions make operations efficient and improve client interactions by consolidating various data points into a single view.
Why I picked Nexj: Nexj excels in providing integrated solutions that bring together client data from multiple sources. You can create a unified view of your clients, which simplifies managing their information and interactions. Its customizable workflows also allow your team to adapt processes, while the software’s ability to aggregate data ensures that you have advanced insights into client relationships.
Standout features & integrations:
Features include predictive analytics tools to help you anticipate client needs and improve service offerings. The software’s client onboarding feature also simplifies the process of bringing new clients into your system.
Integrations include Salesforce, Microsoft Dynamics, Oracle, SAP, IBM, Google Cloud, Microsoft Azure, AWS, Red Hat, and MuleSoft.
Pros and cons
Pros:
- Predictive analytics capabilities
- Unified client view
- Flexible onboarding processes
Cons:
- Complex setup process
- Limited out-of-the-box features
Cloven is a CRM solution for Canadian financial advisors, focusing on simplifying client interactions and managing administrative tasks. It provides tools for advanced client profiling and automated reporting, enhancing productivity and client management.
Why I picked Cloven: Cloven is ideal for Canadian users due to its integration with local financial platforms. It offers automated reporting and detailed client profiles, making it easier for your team to manage client data efficiently. Cloven also offers a productivity suite, which includes over 50 digital tools, such as e-signatures and calendar bookings. These features, combined with its focus on the Canadian market, ensures compliance and relevance for local financial advisors.
Standout features & integrations:
Features include automated reporting saves your team time by generating reports without manual input. The software also provides user-friendly customization, allowing users without technical knowledge to easily update the system to their liking.
Integrations include SideDrawer, BlueSun Advisor, NDEX Systems, WealthServ, Broadridge, Fundata, Morningstar, Razor Logic Systems, Equisoft, and Kronos Finance.
Pros and cons
Pros:
- Tailored for Canadian advisors
- Integrates with local platforms
- Productivity suite with digital tools
Cons:
- Limited international support
- Specific to financial advisors
itransition is a CRM platform that caters to businesses with a global presence, providing solutions for customer relationship management and process optimization. Its main users are enterprises looking to enhance customer engagement and operational efficiency across multiple regions.
Why I picked itransition: itransition offers global reach capabilities, making it suitable for multinational corporations. It provides multilingual support, ensuring your team can communicate effectively with clients worldwide from a centralized location. The platform's process optimization tools also help manage operations, improving financial planning efficiency across different locations.
Standout features & integrations:
Features include customizable workflows that allow you to adapt processes to fit regional needs. The software’s B2B portal solutions also help facilitate interactions with partners, vendors, and clients.
Integrations include Salesforce, SAP, Oracle, Microsoft Dynamics, Google Cloud, AWS, Microsoft Azure, Slack, Dropbox, and Zoom.
Pros and cons
Pros:
- Strong process optimization tools
- Suitable for multinational operations
- Flexible for regional compliance
Cons:
- Can be costly for small firms
- May need additional customization
Starter Suite is an advanced CRM solution for large enterprises, offering tools for managing customer relationships and automating sales processes. It's designed to support complex business operations and enhance team collaboration.
Why I picked Starter Suite: Starter Suite excels in catering to large enterprises with its extensive customization options. You can customize workflow to make sure your team operates efficiently, while its strong reporting tools provide insights into sales performance. Additionally, the suite's scalability allows it to grow with your business, accommodating increasing demands.
Standout features & integrations:
Features include advanced analytics that provide deep insights into customer behavior. The software’s customizable dashboards allow you to tailor your view to what matters most. Plus, its automated task management helps your team stay on track and prioritize effectively.
Integrations include Slack, Google Workspace, Microsoft 365, Dropbox, LinkedIn, Twitter, Mailchimp, HubSpot, QuickBooks, and Zendesk.
Pros and cons
Pros:
- Highly customizable workflows
- Extensive reporting capabilities
- Scales with business growth
Cons:
- Steeper learning curve
- Requires initial setup time
Other Finance CRM
Here are some additional finance CRM options that didn’t make it onto my shortlist, but are still worth checking out:
- SugarCRM
For data analytics
- Act!
For financial advisors
- HubSpot
For marketing integration
- Attio
For modern interface
- monday CRM
For team collaboration
- Zoho CRM
For small business customization
- Nutshell
For sales automation
- Odoo CRM
For open-source flexibility
- Equisoft
For financial advisors
- Pipedrive
For lead tracking
Finance CRM Selection Criteria
When selecting the best finance CRM to include in this list, I considered common buyer needs and pain points like managing client relationships and ensuring data security. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage client relationships
- Track financial data
- Automate sales processes
- Provide reporting and analytics
- Ensure data security
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Customizable dashboards
- Advanced data analytics
- Integration with financial platforms
- Predictive lifecycle analytics tools
- Automated compliance management
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface design
- Ease of navigation
- Low learning curve
- Customization options
- Mobile accessibility
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates
- Supportive chatbots
- Webinars and live training sessions
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Responsive helpdesk
- Access to a knowledge base
- Community forums
- Personalized support options
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Features offered at each price tier
- Scalability of plans
- Discounts for annual billing
- Free trials or demos
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Commonly praised features
- Reported issues or bugs
- Feedback on customer service
- User recommendations
How to Choose a Finance CRM
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Ensure the CRM can grow with your business. Check if it can handle an increasing number of clients and data without compromising performance. |
| Integrations | Look for CRM solutions that integrate with your existing tools and platforms like accounting software and email services to enhance operations. |
| Customizability | Choose a CRM that allows you to customize fields, dashboards, and workflows to fit your team's unique processes and requirements. |
| Ease of Use | Opt for a user-friendly interface that your team can learn quickly. Consider platforms with intuitive navigation and clear instructions. |
| Budget | Evaluate the CRM's pricing structure to ensure it fits within your budget. Consider the value of features offered at each price point. |
| Security Safeguards | Verify that the CRM has robust security measures to protect sensitive financial data, such as encryption and compliance with data protection regulations. |
| Customer Support | Assess the availability and quality of customer support. Look for 24/7 support, responsive helpdesks, and access to a knowledge base for troubleshooting. |
| Reporting Tools | Ensure the CRM offers comprehensive reporting and analytics tools to help you gain insights into sales performance and client interactions. |
Trends in Finance CRM
In my research, I sourced countless product updates, press releases, and release logs from different finance CRM vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven Insights: Many CRM tools are integrating AI to provide predictive analytics and insights into customer data. This helps your team anticipate specific needs, streamline operations, and personalize services.
Enhanced Data Visualization: CRMs are focusing on offering advanced data visualization tools. These tools help your team easily interpret complex data through interactive dashboards and charts, making it simpler to track performance metrics. - Voice Recognition Capabilities: Some CRMs are now incorporating voice recognition to facilitate hands-free data entry and navigation. This trend is particularly useful for busy financial advisors who need to access information quickly.
- Blockchain for Security: The use of blockchain technology is emerging as a trend to enhance data security and transparency. This is particularly relevant for financial CRMs where data integrity is crucial, with some vendors exploring blockchain to safeguard client information.
- Customer Experience Focus: There's a growing emphasis on features that enhance the customer experience, such as personalized client portals and instant support options. This trend ensures that your clients receive tailored services and immediate assistance when needed.
What Is Finance CRM?
Finance CRM is a customer relationship management system for financial services, helping manage client interactions and financial data. These tools are generally used by financial advisors, investment firms, and sales teams to enhance relationship management and improve sales processes.
Typically, financial CRM software includes key features like AI-driven insights, data visualization, and voice recognition capabilities to help with understanding client needs, analyzing data, and improving user efficiency. Overall, they provide significant value by allowing professionals to offer personalized services and centralize/maintain strong client relationships.
Features of Finance CRM
When selecting finance CRM, keep an eye out for the following key features:
- AI-Driven Insights: Provides predictive analytics to anticipate client needs and personalize services, helping your team make informed decisions.
- Data Visualization: Offers interactive dashboards and charts, making complex data easier to interpret and track performance metrics.
- Voice Recognition: Facilitates hands-free data entry and navigation, allowing busy professionals to access information quickly and efficiently.
- Customizable Dashboards: Allows you to tailor the CRM interface to fit your specific business needs, enhancing workflow efficiency.
- Lead Scoring: Prioritizes leads based on engagement and potential, ensuring your team focuses on high-value opportunities.
- Workflow Automation: Reduces manual tasks, allowing your team to concentrate on strategic activities and improve overall productivity.
- Multilingual Support: Ensures effective communication across various markets, making it suitable for global operations.
- Blockchain Technology: Enhances data security and transparency, safeguarding sensitive client information.
- Client Portals: Provides personalized access for clients, improving their experience and engagement with your services.
- Integration Capabilities: Connects with existing tools and platforms, enhancing your operations and ensuring data consistency.
Benefits of Finance CRM
Implementing finance CRM provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved Client Relationships: By offering personalized services and insights into client needs, finance CRM helps you build stronger connections.
- Increased Efficiency: Automated workflows reduce manual tasks, allowing your team members to focus on strategic activities and boost productivity.
- Enhanced Decision-Making: AI-driven insights and data visualization tools provide valuable analytics to help your team make informed business decisions.
- Better Lead Management: Lead scoring and customizable dashboards ensure your team prioritizes high-value opportunities and tracks progress effectively.
- Greater Security: With blockchain technology, finance CRM enhances data protection, safeguarding sensitive client information.
- Global Reach: Multilingual support allows your team to communicate effectively across different markets, making it ideal for cloud-based, international operations.
- Client Engagement: Personalized client portals improve the client experience, providing easy access to services and information.
Costs and Pricing of Finance CRM
Selecting finance CRM requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in finance CRM solutions:
Plan Comparison Table for Finance CRM
| Plan Type | Average Price | Common Features |
| Free Plan | $0/user/month | Basic contact management, limited reporting, and email support. |
| Personal Plan | $10-$30/user/month | Contact management, basic analytics, email integration, and task management. |
| Business Plan | $30-$60/user/month | Advanced analytics, lead scoring, automation tools, and customizable dashboards. |
| Enterprise Plan | $60-$100/user/month | AI-driven insights, advanced security, multilingual support, and dedicated support. |
Finance CRM FAQs
Here are some answers to common questions about finance CRM:
What is the major challenge faced by CRM?
One major challenge faced by CRMs is the cost of implementation. It can be expensive to set up a CRM system, and businesses need to plan their budget accordingly. Additionally, training your team to use the new system can take time and resources. Overcoming resistance to change within your organization is also a common hurdle.
How do I ensure data security in a CRM?
To ensure data security, choose a CRM that offers encryption and complies with data protection regulations. It’s crucial to regularly update your system and use strong passwords. Many CRMs also provide two-factor authentication to add an extra layer of security.
How can CRM improve client relationships?
The right CRM improves client relationships by providing a centralized database of client information. This allows your team to personalize interactions and keep track of client history. Automated reminders and follow-ups ensure that no client interaction is missed, leading to stronger relationships.
How do I measure the ROI of a CRM?
To measure the ROI of a CRM, track metrics such as increased sales, improved client retention, and reduced operational costs. Analyzing these metrics over time will give you a clear picture of the CRM’s impact on your business. Regularly reviewing these figures helps ensure you’re getting value from your investment.
What's Next?
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