# 2024 Capterra Shortlist for Financial CRM | Capterra

> Discover the highest-rated & most popular Financial CRM Software of 2024. Make Capterra Shortlist your first stop when searching for software.

Source: https://www.capterra.com/financial-crm-software/shortlist

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# 2024 Capterra Shortlist for Financial CRM

-   [All Products](https://www.capterra.com/financial-crm-software/)
-   [Capterra Shortlist](https://www.capterra.com/financial-crm-software/shortlist/)

[How it was made](#methodology)

## / Get to a better list with verified ratings & reviews

Capterra Shortlist charts the highest-rated and most popularsoftware products. Explore, save your progress, and share with colleagues. Want to learn more? [Read Full Scoring Methodology](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology)

[

](https://www.capterra.com/p/135757/NetSuite/)

## [NetSuite](https://www.capterra.com/p/135757/NetSuite/)

[4.2 (2038)](https://www.capterra.com/p/135757/NetSuite/reviews/)[View all reviews](https://www.capterra.com/p/135757/NetSuite/reviews/)

[](https://www.capterra.com/p/135757/NetSuite/)

Web-based & AI-powered enterprise resource planning (ERP) tool that gives businesses the visibility & control needed to make decisions.

Overall Score

94/100

Popularity: 48/50

Ratings: 46/50

Review Breakdown

Ease of Use

4.0

Customer Service

3.8

Features

4.2

Value for Money

3.9

Paid plans start at

Not provided by the vendor

Category Features

8/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/132666/Pipedrive/)

## [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

[4.5 (3050)](https://www.capterra.com/p/132666/Pipedrive/reviews/)[View all reviews](https://www.capterra.com/p/132666/Pipedrive/reviews/)

[](https://www.capterra.com/p/132666/Pipedrive/)

Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.

Overall Score

93/100

Popularity: 45/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.5

Customer Service

4.4

Features

4.3

Value for Money

4.4

Paid plans start at

$19.00Per Month

Free Trial

Free Version

Category Features

13/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/152373/HubSpot-CRM/)

## [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

[4.5 (4458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)[View all reviews](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers.

Overall Score

92/100

Popularity: 44/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.4

Customer Service

4.4

Features

4.4

Value for Money

4.3

Paid plans start at

$20.00Per Month

Free Trial

Free Version

Category Features

17/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/155928/Zoho-CRM/)

## [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

[4.3 (6972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)[View all reviews](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Zoho CRM is an AI-powered sales CRM that helps banks and financial service firms automate business processes and accelerate efficiency.

Overall Score

88/100

Popularity: 40/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.2

Customer Service

4.1

Features

4.3

Value for Money

4.3

Paid plans start at

$14.00Per Month

Free Trial

Free Version

Category Features

13/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/113540/Bitrix24/)

## [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

[4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/)[View all reviews](https://www.capterra.com/p/113540/Bitrix24/reviews/)

[](https://www.capterra.com/p/113540/Bitrix24/)

Bitrix24 is the fastest growing free CRM software used by over 15 million companies worldwide. Email marketing, quotes, invoicing, more

Overall Score

86/100

Popularity: 39/50

Ratings: 47/50

Review Breakdown

Ease of Use

4.0

Customer Service

4.0

Features

4.3

Value for Money

4.2

Paid plans start at

$69.00Per Month

Free Trial

Free Version

Category Features

5/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/118921/Less-Annoying-CRM/)

## [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)

[4.8 (649)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)[View all reviews](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)

Less Annoying CRM is for small businesses outgrowing spreadsheets. Get simple tasks, contacts, & leads without the CRM complexity.

Overall Score

86/100

Popularity: 36/50

Ratings: 50/50

Review Breakdown

Ease of Use

4.9

Customer Service

4.9

Features

4.5

Value for Money

4.9

Paid plans start at

$15.00Per Month

Free Trial

Free Version

Category Features

13/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

## Get the full software list now

### The latest prices and features straight to your inbox. Compare anytime.

[

](https://www.capterra.com/p/76390/Infusionsoft/)

## [Keap](https://www.capterra.com/p/76390/Infusionsoft/)

[4.1 (1298)](https://www.capterra.com/p/76390/Infusionsoft/reviews/)[View all reviews](https://www.capterra.com/p/76390/Infusionsoft/reviews/)

[](https://www.capterra.com/p/76390/Infusionsoft/)

The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place.

Overall Score

84/100

Popularity: 38/50

Ratings: 46/50

Review Breakdown

Ease of Use

3.6

Customer Service

4.0

Features

4.1

Value for Money

3.8

Paid plans start at

$299.00Per Month

Free Trial

Free Version

Category Features

11/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/123032/Nimble/)

## [Nimble](https://www.capterra.com/p/123032/Nimble/)

[4.4 (1868)](https://www.capterra.com/p/123032/Nimble/reviews/)[View all reviews](https://www.capterra.com/p/123032/Nimble/reviews/)

[](https://www.capterra.com/p/123032/Nimble/)

Nimble is the AI-driven CRM for smarter email marketing, engagement, sales, and business growth.

Overall Score

83/100

Popularity: 35/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.3

Customer Service

4.3

Features

4.2

Value for Money

4.3

Paid plans start at

$29.90Per Month

Free Trial

Free Version

Category Features

11/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/155563/Freshsales/)

## [Freshsales](https://www.capterra.com/p/155563/Freshsales/)

[4.5 (621)](https://www.capterra.com/p/155563/Freshsales/reviews/)[View all reviews](https://www.capterra.com/p/155563/Freshsales/reviews/)

[](https://www.capterra.com/p/155563/Freshsales/)

Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.

Overall Score

80/100

Popularity: 34/50

Ratings: 46/50

Review Breakdown

Ease of Use

4.4

Customer Service

4.4

Features

4.4

Value for Money

4.4

Paid plans start at

$11.00Per Month

Free Trial

Free Version

Category Features

13/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

Need a Little Help?

Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.

[

](https://www.capterra.com/p/245800/Monday-CRM/)

## [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)

[4.7 (461)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)[View all reviews](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

[](https://www.capterra.com/p/245800/Monday-CRM/)

monday CRM enables revenue teams to improve efficiency at every stage of the customer journey.

Overall Score

80/100

Popularity: 32/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.7

Customer Service

4.6

Features

4.5

Value for Money

4.5

Paid plans start at

$12.00Per Month

Free Trial

Free Version

Category Features

16/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/130149/bpm-online-CRM/)

## [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)

[4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/)[View all reviews](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/)

Best-in-class financial services CRM and workflow platform with no-code and AI at its core.

Overall Score

73/100

Popularity: 25/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.7

Customer Service

4.7

Features

4.7

Value for Money

4.7

Paid plans start at

$40.00Per Month

Free Trial

Free Version

Category Features

12/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/153130/Forcemanager/)

## [Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/)

[4.6 (165)](https://www.capterra.com/p/153130/Forcemanager/reviews/)[View all reviews](https://www.capterra.com/p/153130/Forcemanager/reviews/)

[](https://www.capterra.com/p/153130/Forcemanager/)

The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI.

Overall Score

72/100

Popularity: 24/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.6

Customer Service

4.5

Features

4.5

Value for Money

4.3

Paid plans start at

€19.00Per Month

Free Trial

Free Version

Category Features

13/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/154610/Maximizer-CRM/)

## [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)

[4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)[View all reviews](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

Maximizer CRM for Financial Advisors streamlines organization, ensures compliance, and prepares for growth.

Overall Score

71/100

Popularity: 23/50

Ratings: 48/50

Review Breakdown

Ease of Use

3.9

Customer Service

4.0

Features

3.9

Value for Money

3.8

Paid plans start at

$65.00Per Month

Free Trial

Free Version

Category Features

16/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/)

## [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/)[View all reviews](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/reviews/)

[](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/)

The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.

Overall Score

71/100

Popularity: 24/50

Ratings: 47/50

Review Breakdown

Ease of Use

4.5

Customer Service

4.6

Features

4.2

Value for Money

4.5

Paid plans start at

$17.00Per Month

Free Trial

Free Version

Category Features

11/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/275431/Escala/)

## [Escala](https://www.capterra.com/p/275431/Escala/)

[4.7 (69)](https://www.capterra.com/p/275431/Escala/reviews/)[View all reviews](https://www.capterra.com/p/275431/Escala/reviews/)

[](https://www.capterra.com/p/275431/Escala/)

Grow your financial business with Escala's Financial CRM Software.

Overall Score

67/100

Popularity: 19/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.7

Customer Service

4.9

Features

4.6

Value for Money

4.6

Paid plans start at

$21.00Per Year

Free Trial

Free Version

Category Features

12/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[

](https://www.capterra.com/p/116272/Daylite-for-Mac/)

## [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/)[View all reviews](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/)

[](https://www.capterra.com/p/116272/Daylite-for-Mac/)

Daylite helps service-based businesses manage clients, projects, and new client opportunities in one app — driving their growth.

Overall Score

65/100

Popularity: 17/50

Ratings: 48/50

Review Breakdown

Ease of Use

4.4

Customer Service

4.6

Features

4.5

Value for Money

4.4

Paid plans start at

$25.00Per Month

Free Trial

Free Version

Category Features

15/21

REVIEW BREAKDOWN

PRICING

PROS & CONS

[View All Financial CRM Software](https://www.capterra.com/financial-crm-software/)

Most Popular

Popularity Score

Popular

Highly Rated

Ratings Score

Highest Rated

To ensure objectivity and avoid any bias, Capterra Shortlist mathematically combines two key dimensions: a ratings score and a popularity score. These two dimensions are combined to plot top products on the grid and create a total score for a stack-ranked list view—all independent of vendor influence.

Date published:October 30, 2024