# 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 March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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. [4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price £2400 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (610) Value For Money 0.0 (0) Value For Money 4.0 (517) Customer Service 0.0 (0) Customer Service 4.0 (549) ## Financial Cloud CRM alternatives Highest Rated [4.8 (651)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,973)](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 ## 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 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)