--- title: "Best Financial CRM Software 2026 | Capterra" description: "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_url: "https://www.capterra.com/financial-crm-software/" page_type: "category" language: "en" --- # Best Financial CRM Software [Free](https://www.capterra.com/financial-crm-software/s/free/)[For Small Businesses](https://www.capterra.com/financial-crm-software/s/small-businesses/) [4.7 (694)](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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 87% recommend this product [## Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7008)](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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) HubSpot Smart CRM keeps your records current automatically, so your team can spend more time with buyers and less time on data entry. [Learn more about HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 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. [## Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3064)](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 Activity Dashboard 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 (2082)](https://www.capterra.com/p/135757/NetSuite/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) NetSuite is the AI-powered cloud ERP that unifies financials and operations to help businesses grow and scale.  [Learn more about NetSuite](https://www.capterra.com/p/135757/NetSuite/) Financial CRM features reviewers most value Activity Dashboard 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 Activity Dashboard 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 (1299)](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 Activity Dashboard 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 (1008)](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 Activity Dashboard 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/) [4.6 (912)](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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 84% recommend this product [## eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) [4.5 (830)](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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [4.7 (745)](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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 88% recommend this product [## Sage Intacct](https://www.capterra.com/p/76/Intacct/) [4.3 (718)](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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## 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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) [4.8 (660)](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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 95% recommend this product [## Freshsales](https://www.capterra.com/p/155563/Freshsales/) [4.5 (623)](https://www.capterra.com/p/155563/Freshsales/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) Cloud-based CRM that helps sales and marketing teams manage contacts, automate workflows, track pipelines, and engage customers via. [Learn more about Freshsales](https://www.capterra.com/p/155563/Freshsales/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 82% recommend this product [## 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 Activity Dashboard 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 (468)](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 Activity Dashboard 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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Campaigner](https://www.capterra.com/p/266291/Campaigner/) [3.9 (428)](https://www.capterra.com/p/266291/Campaigner/reviews/) All the basic and advanced email marketing features you need to grow your business without added marketing suite expense. [Learn more about Campaigner](https://www.capterra.com/p/266291/Campaigner/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) [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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/) [4.4 (296)](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 Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Kommo](https://www.capterra.com/p/120048/Kommo/) [4.5 (263)](https://www.capterra.com/p/120048/Kommo/reviews/) Kommo is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more. [Learn more about Kommo](https://www.capterra.com/p/120048/Kommo/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management [## Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) [4.6 (173)](https://www.capterra.com/p/153130/Forcemanager/reviews/) [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/) The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI. [Learn more about Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 85% recommend this product [## Capsule](https://www.capterra.com/p/124041/Capsule/) [4.5 (168)](https://www.capterra.com/p/124041/Capsule/reviews/) Capsule is a CRM that helps businesses stay organized, know more about their customers, and build better relationships. [Learn more about Capsule](https://www.capterra.com/p/124041/Capsule/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management 84% recommend this product [## LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly. [Learn more about LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) Financial CRM features reviewers most value Activity Dashboard Client Management Contact Management Customer Database Data Import/Export Document Management Email Marketing Lead Management Pipeline Management Page 1 of 5 ## 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 (191) Products: Sort By: Featured Partners * * * 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/) I'm looking for Financial CRM Software that is: [Free](https://www.capterra.com/financial-crm-software/s/free/)[For Small Businesses](https://www.capterra.com/financial-crm-software/s/small-businesses/)