--- title: "Veritouch Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Veritouch Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/204106/VeriTouch/" page_type: "product" language: "en" --- # Veritouch Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 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) Veritouch ## What is Veritouch? VeriTouch is a vertical Customer Engagement (CRM) solution built o​n top of Microsoft Dynamics 365, optimized with industry best practices that enable financial institutions to place customer relationship management at the core of their digital transformation journey.​VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. ​​VeriPark’s Copilots for financial services seamlessly integrate GenAI capabilities into our VeriTouch Banking CRM. Applicable industries: Retail, SME & Corporate Banking, Insurance, Private Banking & Wealth Management ## What is Veritouch used for? [Customer Engagement](https://www.capterra.com/customer-engagement-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1 Flat Rate, Per Month Free trial 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 Veritouch?[Manage this product listing](https://www.g2.com/products/veritouch/claim_requests/new?auto=true) ## Veritouch Overview Updated September 2026 AI summary Veritouch offers CRM, customer engagement, and sales force automation capabilities for organizations of all sizes, providing tools for contact management, sales pipeline tracking, and workflow management. With deployment across web, cloud, and mobile devices, it features customizable fields, lead generation, campaign management, and marketing automation, supporting businesses seeking to manage interactions and drive customer relationships efficiently. ## 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. ### Veritouch 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $1 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 (912) Value For Money 0.0 (0) Value For Money 4.0 (831) Customer Service 0.0 (0) Customer Service 4.1 (851) ## Veritouch 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 Highest Rated [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% 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 [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about Veritouch Overview ### What company size and specific industries is Veritouch built for? Veritouch is designed for financial institutions of all sizes, including retail banking, corporate banking, SME banking, private banking, and insurance organizations. It is built for companies operating in banking and insurance sectors that need a solution suited to financial services workflows and customer-facing operations. Features and Usability ### What are the key features of Veritouch? Veritouch offers CRM and contact management, plus lead capture, lead qualification, lead scoring, and sales pipeline management. It also includes workflow automation, task management, calendar management, email templates, document storage, reporting and analytics, and third-party integrations for marketing, communication, and financial tracking. Integrations ### Which third-party tools and platforms does Veritouch integrate with? Veritouch integrates with Azure AI Search, Azure Active Directory External Identities, Azure DevOps, Copilot, and Dynamics 365, including Dynamics 365 Customer Insights, Dynamics 365 Customer Voice, and Dynamics 365 Sales. It also connects with Fiserv, Mambu, Oracle Banking Platform, and Temenos for banking and enterprise workflows. Getting Started and Support ### What training and onboarding options does Veritouch offer? Veritouch provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions enable guided remote learning, webinars cover feature overviews, and documentation offers written reference material for ongoing consultation. Getting Started and Support ### What customer support options does Veritouch offer? Veritouch provides email/help desk and chat support. Those are the only support channels listed for the product. Because no reviewer feedback about support is available, there is no documented user sentiment on response speed, helpfulness, or common frustrations with these channels. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight these as the features buyers care about most when choosing a CRM: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Veritouch supports **Data Security**, which is a key requirement for protecting customer information and maintaining trust. However, it does not include **Customer Database** or **Real-Time Data**. Instead, it offers **Contact Management** (**44%**) and **Search/Filter** (**45%**), which still give teams useful ways to organize records and find information quickly. These features help businesses keep customer details accessible and easier to manage, allowing teams to work more efficiently when handling day-to-day relationship management. 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 Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Calendar Sync Synchronize with other calendars to view mutual availability and schedules Veritouch 49 features ### All Features - 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 - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - 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 - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - 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 History: Access previous interactions or concerns to maintain customer relationships - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - 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. - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - 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 - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - 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 Free Trial Basic $1.00 Flat Rate,Per Month ## Integrations [ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Azure DevOps](https://www.capterra.com/p/170547/VSTS-DevOps/)[ Temenos](https://www.capterra.com/p/111334/TEMENOS-T24/)[ Fiserv](https://www.capterra.com/p/191108/First-Data-Payment-Processing/)[ Azure AI Search](https://www.capterra.com/p/233979/Azure-Cognitive-Services/)[ Dynamics 365 Customer Insights](https://www.capterra.com/p/248308/Dynamics-365-Customer-Insights/)[ Mambu](https://www.capterra.com/p/155157/Mambu/)[ Azure Active Directory External Identities](https://www.capterra.com/p/254815/Azure-Active-Directory-External-Identities/) 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.