# Best Financial CRM Software 2026 | Capterra > Find the top Financial CRM software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/financial-crm-software --- # Best Financial CRM Software Need help? Tell us your requirements and get a personalized shortlist of the best software. For more information consult our [Financial CRM Buyers Guide](#buyers-guide-content) [4.8 (647)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Less Annoying CRM is for small businesses outgrowing spreadsheets. Get simple tasks, contacts, & leads without the CRM complexity.  [Learn more about Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 95% recommend this product [4.3 (6970)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Zoho CRM is an AI-powered sales CRM that helps banks and financial service firms automate business processes and accelerate efficiency. [Learn more about Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [4.7 (679)](https://www.capterra.com/p/162588/HoneyBook/reviews/) HoneyBook is a client management software that helps small businesses handle proposals, contracts, invoices, payments, and projects. [Learn more about HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 87% recommend this product Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. [4.5 (4457)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers. [Learn more about HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [4.7 (728)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Bigin is an affordable, user-friendly CRM designed to help businesses in the financial sector manage their clients effectively. [Learn more about Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 88% recommend this product [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Best-in-class financial services CRM and workflow platform with no-code and AI at its core.  [Learn more about Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 90% recommend this product [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Custom CRM solutions designed for brokers, advisors, bankers and service representatives with trusted AI solutions and capabilities. [Learn more about Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. [Learn more about Backstop](https://www.capterra.com/p/169054/Backstop/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) The best CRM for financial companies. Helps you with Clients, Sales, and Projects. All from  Microsoft  Outlook and Teams. [Learn more about eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Maximizer CRM for Financial Advisors streamlines organization, ensures compliance, and prepares for growth. [Learn more about Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3045)](https://www.capterra.com/p/132666/Pipedrive/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.  [Learn more about Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 81% recommend this product [## NetSuite](https://www.capterra.com/p/135757/NetSuite/) [4.2 (2007)](https://www.capterra.com/p/135757/NetSuite/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Web-based & AI-powered enterprise resource planning (ERP) tool that gives businesses the visibility & control needed to make decisions. [Learn more about NetSuite](https://www.capterra.com/p/135757/NetSuite/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Nimble](https://www.capterra.com/p/123032/Nimble/) [4.4 (1868)](https://www.capterra.com/p/123032/Nimble/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Nimble is the AI-driven CRM for smarter email marketing, engagement, sales, and business growth. [Learn more about Nimble](https://www.capterra.com/p/123032/Nimble/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Keap](https://www.capterra.com/p/76390/Infusionsoft/) [4.1 (1298)](https://www.capterra.com/p/76390/Infusionsoft/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. [Learn more about Keap](https://www.capterra.com/p/76390/Infusionsoft/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Bitrix24 is the fastest growing free CRM software used by over 15 million companies worldwide. Email marketing, quotes, invoicing, more [Learn more about Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. [Learn more about EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 84% recommend this product [## Apptivo](https://www.capterra.com/p/228915/Apptivo/) [4.4 (708)](https://www.capterra.com/p/228915/Apptivo/reviews/) Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more. [Learn more about Apptivo](https://www.capterra.com/p/228915/Apptivo/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Sage Intacct](https://www.capterra.com/p/76/Intacct/) [4.3 (638)](https://www.capterra.com/p/76/Intacct/reviews/) The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance [Learn more about Sage Intacct](https://www.capterra.com/p/76/Intacct/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Copper](https://www.capterra.com/p/141642/Copper/) [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) CRM solution that helps businesses manage contacts, deals, leads, pipelines, communications, and more in a unified interface. [Learn more about Copper](https://www.capterra.com/p/141642/Copper/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Freshsales](https://www.capterra.com/p/155563/Freshsales/) [4.5 (621)](https://www.capterra.com/p/155563/Freshsales/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. [Learn more about Freshsales](https://www.capterra.com/p/155563/Freshsales/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 82% recommend this product [## Deltek Vision](https://www.capterra.com/p/1404/Deltek-Vision/) [4.1 (471)](https://www.capterra.com/p/1404/Deltek-Vision/reviews/) Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt. [Learn more about Deltek Vision](https://www.capterra.com/p/1404/Deltek-Vision/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) [4.7 (460)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) monday CRM enables revenue teams to improve efficiency at every stage of the customer journey. [Learn more about monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 85% recommend this product [## Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) [4.5 (453)](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth. [Learn more about Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/) [4.6 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Daylite helps service-based businesses manage clients, projects, and new client opportunities in one app — driving their growth. [Learn more about Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 83% recommend this product [## vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/) [4.5 (291)](https://www.capterra.com/p/142264/Appointment-Scheduling/reviews/) Automate time-consuming admin tasks. Manage clients, online scheduling, billing & invoicing, documents & more- all from one place. [Learn more about vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/) Financial CRM features reviewers most value Campaign Management Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management Page 1 of 6 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (142) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Alerts/Notifications Campaign Management Client Management Collaboration Tools Contact Management Customer Database Data Import/Export Document Management Email Marketing Expense Tracking Financial Management For Financial Institutions Generative AI Lead Management Marketing Automation Pipeline Management Relationship Tracking Team Assignments Territory Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Insurance CRM Software](https://www.capterra.com/insurance-crm-software/)[Social CRM Tools Software](https://www.capterra.com/social-crm-tools-software/)[Healthcare CRM Software](https://www.capterra.com/healthcare-crm-software/)