--- title: "Finly Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Finly Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/10030531/Finly/" page_type: "product" language: "en" --- # Finly Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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? [Financial CRM](https://www.capterra.com/financial-crm-software/)[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 Includes Free Version 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://www.g2.com/products/vv-finly-technology-pvt-ltd-finly/claim_requests/new?auto=true) ## Finly Overview Updated September 2026 AI summary Finly is a cloud-based CRM platform designed for small, midsize, and enterprise businesses seeking tools for contact and lead management, activity tracking, and document storage. It offers features such as mobile access, lead qualification and scoring, reminders, and referral tracking. Finly’s drag-and-drop and notification capabilities support teams managing customer relationships and daily operations from any web-enabled device. ## 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. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price CHF60 Flat Rate, Per Month Starting Price $25 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 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 0.0 (0) Customer Service 4.1 (3,527) ## Finly alternatives [4.3 (6,999)](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 [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](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 [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) ## 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 modern, compliant system for managing clients and day-to-day work. It fits small professional services teams in financial advisory and insurance rather than large enterprises. Features and Usability ### What are the key features of Finly? Finly offers mobile access, an activity dashboard, and alerts/notifications for tracking updates. It includes lead capture, lead management, lead qualification, and lead scoring, plus contact management and interaction tracking. Finly also provides task management, reminders, referral tracking, document storage, and data import/export. Pricing ### How much does it cost and what fees or limitations are included? Finly starts at CHF 60 per month for the Starter plan, which includes 1 Workspace Member, the analysis tool, and CRM & Lead Management. Plus costs CHF 80 per month and adds Templates & Statements, while Professional is CHF 100 per month with unlimited Workspace Members. A free version and free trial are available. Getting Started and Support ### What training and onboarding options does Finly offer? Finly provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide self-paced learning resources. Getting Started and Support ### What customer support options does Finly offer? Finly provides email/help desk support and a knowledge base. These options give users a way to submit questions and find self-service guidance in one place. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 14,838 Financial CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Finly focuses on other CRM capabilities that reviewers also consider important, including **Contact Management** (**44%**). This feature gives teams a central place to organize customer details, keep records current, and manage ongoing interactions more efficiently, helping businesses maintain stronger relationships and respond to customer needs with better context. 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 ### All Features - 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 - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Mobile Access: Access software remotely via mobile devices - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Task Management: 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 [View pricing plan details](https://www.capterra.com/p/10030531/Finly/pricing/) 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.