In whatever business you belong in, managing and developing your rapport with your customer pool is one thing you should prioritize. The better your customer relationships are, the more people will come in your doors. As your visitors increase, the more money you rake in. Start that chain reaction today by utilizing financial CRM software.

11+ Financial CRM Software

1. Zoho Crm

zoho crm


Rating: 4.7/5

Price: $10.98/month


2. Keap



Rating: 5/5

Price: $40/month


3. Freshworks CRM

freshworks crm


Rating: 4.6/5

Price: $28.73/month


4. Salesforce CRM

salesforce crm


Rating: 4.7/5

Price: Free





Rating: 5/5

Price: Custom


6. Redtail CRM

redtail crm


Rating: 4.1/5

Price: $99/Month


7. Freeagent CRM

freeagent crm


Rating: 4.7/5

Price: Custom


8. BigContacts



Rating: 4.5/5

Price: Free


9. Wealthbox CRM

wealthbox crm


Rating: 4.3/5

Price: $35/Month


10. Maximizer



Rating: 5/5

Price: $49/Month


11. Junxure



Rating: 4.5/5

Price: $65/Month


12. Affinity



Rating: 5/5

Price: $24.99/Month


What Is Financial CRM Software?

Financial CRM software is a digital solution that helps professionals and firms in the financial sector to nurture client relationships. It has a database that integrates essential data coming from various channels into a single centralized platform. With this functionality, you can simplify the complex processes of records management. Also, when you utilize this CRM system, it allows you to customize online portals and access messaging platforms.

You can also use this software to collect crucial data analytics as well as track customer behavior. Afterward, it converts the collected information into visual charts and diagrams to make it more comprehensive. In addition, you can access marketing tools in your CRM software and integrate them with other helpful applications.


Utilizing this software will aid you in gaining better insight on how to improve your customer service. Also, its centralized database allows easy access to necessary customer information. In addition, this technology does not only provide time-efficient methods. It also allows you to cut the costs that you need to expend for the processes involved in managing customer relationships.


In business, every decision you make can impact the health of your business. That said, in choosing which CRM software to support you on your financial services, you should consider your options meticulously. Study the functionalities they can provide you and pay attention to the unique features in their software packages. Filter your choices carefully and pick the one that proves to be the most suitable for your business. The following is a list of essential features that an ideal financial CRM software should have:

  • Analytics dashboard and platform
  • Responsive customer portals
  • Centralized customer database
  • Business instant messaging platforms
  • Powerful reporting tools
  • Contact management capabilities
  • Marketing management functionalities
  • Lead tracking and management properties
  • Customer segmentation tools
  • Audience targeting controls
  • Database security
  • Third-party applications integration

Top 10 Financial CRM Software

1. Salesforce

This software provides its users with call recording and campaign management tools. They have generated revenue of 13.28 billion dollars and employed 56,606 people.

2. Zoho CRM

Channel management and client tracking functionalities are examples of features available in Zoho CRM. They have generated revenue of 1 billion dollars and employed 7,500 people.

3. Keap

When you utilize keap, you can streamline the tracking of customer service analytics and ROI. They have 360 people in their team and have a revenue of 212 million dollars.

4. Envestnet Tamarac

This software allows its users to utilize intelligence reporting and portfolio rebalancing properties. They employed 473 people and generated a revenue of 65 million dollars.

5. Junxure

Expense tracking and team assignments tools are accessible in this software. Its developer, Advisor Engine, has 89 people working for them and has 40 million dollars in generated revenue.

6. Redtail Technology

In this digital solution, you can access task management functionalities and a contact database. They have 21 million dollars in revenue and have 100 people on their team.

7. Affinity

When you utilize this software, you can access contact management and live chat functionalities. They have 16 million dollars in revenue and have 87 employees in their team.

8. Wealthbox

This CRM solution offers lead management and asset management capabilities to its users. They have an estimated 5 million dollars in revenue and have 25 people on their team.


This software is a CRM solution for businesses in financial services that offers email tracking and segmentation tools. They have 5 million dollars in revenue and have over 25 employees.

10. PractiFI

This software provides internal chat integration and marketing automation capabilities to businesses in the financial sector. They generated a revenue of 5 million dollars and have more or less 25 employees.


Why is CRM essential in the financial industry?

With effective customer relationship management strategies in your financial business, you can foster more trust with your clients. That said, it provides its users with good support in sealing deals and in improving customer retention. Also, its marketing automation functionalities will help you appeal to potential clients and grow your customer base.

What is the financial sector?

The financial sector refers to the group of various companies and organizations that offer financial services. There is a long list of professions and careers under this industry. This list involves financial advisors, real estate appraisers, traders, portfolio managers, and marketing managers. This area of economy also encompasses various establishments and financial firms, including insurance companies, business brokers, and commercial banks.

What are the elements of a successful CRM?

One of the defining factors of the success rate of your CRM is the level of your customer service. Also, another component that you should consider is your human resource management. In addition, one of the most important elements to optimize the effectiveness of your CRM is the digital tool and software you utilize.

The hearts and minds of your clients can be fickle without solid foundations. Considering that consumers are always on the lookout for businesses that provide the best services, one weakness of your business can already be a deal-breaker. That said, ensure to close the holes of your customer relationship management strategies with robust and extensive financial CRM software. 

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