# Finly Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Finly Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10030531/Finly --- # Finly 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. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Finly ## What is Finly? Finly is the modern, user-friendly advisory platform built specifically for Swiss financial and insurance consultants. It centralizes all client information – including goals, budgets, policies, and pension plans – into one structured system. With Finly, advisors can easily manage leads, track tasks, version contracts, and store documents securely. The platform supports compliance with the revised Insurance Supervision Act (VAG) by enabling full documentation of advisory sessions. Built-in templates, automation, and customizable questions streamline daily workflows without compromising the personal nature of your consultations. Whether you're working independently or as part of a team, Finly helps you stay organized, save time, and close more deals – while delivering a transparent, professional experience to your clients. ## What is Finly used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CHF60 Flat Rate, Per Month Free trial 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 Finly?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://dikurium.ch&name=Finly) ## 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. ### Finly 0.0 VS. [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price CHF60 Flat Rate, Per Month Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (1,302) Value For Money 0.0 (0) Value For Money 4.1 (1,178) Customer Service 0.0 (0) Customer Service 3.9 (1,167) ## Finly alternatives [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 Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% 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 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about Finly Overview ### What company size and specific industries is Finly built for? Finly is designed for Swiss financial advisors, insurance brokers, and small advisory firms that need a compliant way to manage clients and organize day-to-day advisory work. Features and Usability ### What are the key features of Finly? Finly offers lead management features such as lead capture, lead qualification, lead scoring, and referral tracking, along with contact management and interaction tracking. It also includes task management, reminders, alerts/notifications, an activity dashboard, document storage, data import/export, drag & drop, and mobile access. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? Finly starts at CHF 60 per month for the Starter plan, with Plus at CHF 80 per month and Professional at CHF 100 per month. A free version and free trial are available. Starter includes 1 Workspace Member, analysis tools, and CRM & Lead Management; Professional includes unlimited Workspace Members. Getting Started and Support ### What training and onboarding options does Finly offer? Finly provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual walkthroughs for users reviewing features at their own pace. Getting Started and Support ### What customer support options does Finly offer? Finly provides Email/Help Desk support and a Knowledge Base for self-service help. User feedback on support quality is not available in the catalog data, so no claims can be made about response times, 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. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Management Manage, organize, and store contact information Data Import/Export Import and export data to and from software applications Document Storage Store and organize documents in a centralized system Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Finly 15 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage, organize, and store contact information Import and export data to and from software applications Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Access software remotely via mobile devices Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Create, manage and track all task activities and progression Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Starter CHF60.00 Flat Rate,Per Month It includes: - 1 Workspace Member - Access to analysis tool - CRM & Lead Management Plus CHF80.00 Flat Rate,Per Month It includes: - Access to Templates & Statements Professional CHF100.00 Flat Rate,Per Month It includes: - Unlimited Workspace Members 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.