--- title: "Financial Cloud CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Financial Cloud CRM Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/10016978/Financial-Cloud/" page_type: "product" language: "en" --- # Financial Cloud CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 7, 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 Free version not included 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://www.g2.com/products/financial-cloud-crm/claim_requests/new?auto=true) ## 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 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price £2400 Other, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (362) Value For Money 0.0 (0) Value For Money 4.3 (298) Customer Service 0.0 (0) Customer Service 4.1 (316) ## Financial Cloud CRM alternatives [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 (466)](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 [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% 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. The description does not specify a company size, so the target audience appears to be organizations in financial services and related sectors rather than a particular business size. Features and Usability ### What are the key features of Financial Cloud CRM? Financial Cloud CRM offers CRM and client management tools with contact management, customer database, and pipeline management for tracking accounts. It includes campaign management, email management, email templates, task management, and task scheduling, plus workflow management, access controls/permissions, customizable reports, document management, and third-party integrations. 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. The Professional plan costs £6,000 per month with the same minimum. Business includes Customer Portal and IVR, while Professional adds API users, Data Repository, and Webhooks. Integrations ### Which third-party tools and platforms does Financial Cloud CRM integrate with? Financial Cloud CRM connects to Apple Pay, Google Pay, GoCardless, Google Analytics 360, Google Cloud, Snowflake, MongoDB, Mouseflow, and Elastic for payments, analytics, cloud infrastructure, data storage, and search. 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 setup, webinars offer scheduled group instruction, documentation gives written reference material, and videos provide self-paced learning for users getting started. 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. No reviewer feedback about support is available in the catalog data, so user experience details such as response speed, helpfulness, or common frustrations cannot be described. ## Features AI summary Based on 250 Financial CRM reviews Capterra data shows that buyers of Financial CRM rank the following features as their top priorities: - **Contact Management** (**47%** of reviewers rated this feature as critical) - **Workflow Management** (**41%**) - **CRM** (**55%**) Financial Cloud CRM supports all three features that reviewers rate as most important: **Contact Management**, **Workflow Management**, and **CRM**. Together, these capabilities help businesses maintain complete client records, manage repeatable financial processes more efficiently, and keep customer relationships organized across the full lifecycle, allowing teams to improve follow-up, coordination, and service delivery. 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 Automation Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Financial Cloud CRM 28 features ### All Features - 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 - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - 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 - Cloud: Provides Cloud deployment options (private or public cloud, hybrid cloud). - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Decision Making: Makes informed choices based on available data and objectives - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing [View pricing plan details](https://www.capterra.com/p/10016978/Financial-Cloud/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.