# Financial Cloud CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Financial Cloud CRM Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more. Source: https://www.capterra.com/p/10016978/Financial-Cloud --- # Financial Cloud CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Financial Cloud CRM ## What is Financial Cloud CRM? Financial Cloud CRM is a customer relationship management platform designed to enhance financial operations by integrating data sources. It offers a 360-degree customer view, enabling better responses to client needs. Automation features like campaign management and real-time workflows reduce repetitive tasks, allowing teams to focus on strategic goals. The platform includes collaboration tools to centralize customer requests, callbacks, and reviews. A no-code builder allows workflow customization to meet specific business needs. Payment management automates single payments, plans, and settlements across various methods. Communication tools enable personalized emails, SMS, and letters at scale with compliance-ready templates. Self-service payment options and multiple payment methods are supported, creating an integrated CRM experience with a unified customer view. ## What is Financial Cloud CRM used for? [Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £2400 Other, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Financial Cloud CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://financial-cloud.com&name=Financial Cloud CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Financial Cloud CRM 0.0 VS. [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting Price £2400 Other, Per Month Starting Price $65 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.9 (362) Value For Money 0.0 (0) Value For Money 3.8 (298) Customer Service 0.0 (0) Customer Service 4.0 (316) ## Financial Cloud CRM alternatives [4.3 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (463)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Financial Cloud CRM Overview ### What company size and specific industries is Financial Cloud CRM built for? Financial Cloud CRM is designed for lending companies, BNPL providers, fintech organizations, servicing departments, collections agencies, legal firms, and insurance companies. It is best suited to businesses in financial services and related professional sectors that manage customer relationships, servicing, collections, or legal workflows. Features and Usability ### What are the key features of Financial Cloud CRM? Financial Cloud CRM offers CRM and client management tools, plus contact management and a customer database for organizing records. It includes pipeline management, campaign management, email management with templates, task management and scheduling, workflow management, customizable reports, activity dashboards, access controls, document management, and third-party integrations. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? Financial Cloud CRM starts at £4,800 per month for the Business Plan with a 10-user minimum, which includes Customer Portal and IVR. The Professional plan costs £6,000 per month with the same 10-user minimum and adds API users, Data Respository, and Webhooks. Integrations ### Which third-party tools and platforms does Financial Cloud CRM integrate with? Financial Cloud CRM integrates with Apple Pay, Google Pay, GoCardless, Google Analytics 360, Google Cloud, MongoDB, Snowflake, and Mouseflow. It also connects with Elastic for search and data workflows, giving the platform a set of payment, analytics, cloud, database, and monitoring integrations. Getting Started and Support ### What training and onboarding options does Financial Cloud CRM offer? Financial Cloud CRM provides in person training, live online sessions, webinars, documentation, and videos. In person and live online options support guided instruction, webinars present scheduled overviews, documentation offers written reference material, and videos give self-paced learning for teams reviewing features and setup steps. Getting Started and Support ### What customer support options does Financial Cloud CRM offer? Financial Cloud CRM provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support is described only through these listed channels, with no reviewer feedback available here to indicate response speed, agent helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Client Management Manage contact details and communication with clients Financial Cloud CRM 24 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Application programming interface that allows for integration with other systems/databases Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage contact details and communication with clients Provides a channel for team members to share AI models, media files, communicate, and work together Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Alter the layout and content of reports Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Plan, manage, and track the financial activities of an individual or organization Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Essentials £2,400 Other,Per Month Business Plan £4,800 Other,Per Month It includes: - Customer Portal - IVR Professional £6,000 Other,Per Month It includes: - Data Respository - Webhooks - API users ## Integrations [ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ Google Cloud](https://www.capterra.com/p/268690/Google-Cloud-Platform/)[ Google Pay](https://www.capterra.com/p/212826/Google-Pay/)[ Apple Pay](https://www.capterra.com/p/212840/Apple-Pay/)[ MongoDB](https://www.capterra.com/p/127374/MongoDB/)[ Mouseflow](https://www.capterra.com/p/163517/Mouseflow/)[ Snowflake](https://www.capterra.com/p/148267/Snowflake/)[ GoCardless](https://www.capterra.com/p/156081/GoCardless/) 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## 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.