15 Best CRM for Financial Services in 2021

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In the past, it could have appeared that just those of a particular standing might utilize (not to mention pay for) the customized advice of a monetary consultant and riches preparation specialist.

Yet with the rise of customer relationship management systems and the democratization of financial investment opportunities, today increasingly more people have access to professional financial planning. It’s no shock that CRM options for the monetary services market are quickly increasing in numbers, popularity as well as even need.

CRMs, generally, are predicted to be valued globally at around $82 Billion by 2025. In the United States, the market cap of economic services amount to a mixed $1.24 Trillion.

Putting these shocking numbers and escalating trends with each other, and also you obtain why Financial CRM software application is no longer a niche industry. It’s an essential set of devices for financial experts to supply one of the most individualized, one of the most streamlined, and also the overall ideal economic as well as riches preparation solutions to their clients, large as well as small, all over the planet.

1. Salesforce

Features/ Benefits:

  • The biggest benefit here is that Salesforce is just one of the market’s leading CRM services, and also they bring that know-how with confidence into the monetary services market
  • Includes tailor-made tools for several wide range management firms, however additionally related areas like financial, home mortgage, and also insurance coverage lending
  • Leverages Salesforce’s huge data bank to obtain a deeper understanding of capitalist’s requirements, routines, and trading patterns
  • Includes AI-driven understandings to supply advisors workable prepare for their clients along with for new customer acquisition


  • It’s been recommended there’s a respectable amount of hands-on information entrance needed prior to one makes the most of their cloud solutions
  • Consumer support might be a little slow-moving in responding to problems
  • With a lot of devices as well as features, it takes a while to totally grasp all the capabilities of the platform
  • It can appear expensive, yet some might state that it’s because it’s Salesforce, as well as you obtain what you spend for


Professional strategy is $150 per user/per month, billed every year

Enterprise strategy is $300 per user/per month, billed every year

Endless plan is $450 per user/per month, billed yearly

Larger banks as well as companies need to speak to the vendor for unique pricing

Salesforce Financial Services Cloud provides a 30-day free test.

2. DebtPayPro

Download our CRM and work for free indefinitely


Free CRM for MacOS (10.10 and above, macOS 10.13 High Sierra is recommended). Download the CRM and install it. To get notifications on new updates, install through SHOPPING CART or use QUICK DOWNLOAD.


Free CRM for Windows and Apple MacOS

Free CRM for MS Windows

Free CRM for Microsoft Windows (64-bit). Download the CRM and install it. To get notifications on new updates, install through SHOPPING CART or use QUICK DOWNLOAD.

All data is stored on your system or on a cloud service of your choice, so no data ever goes to anyone else’s hands. Although free, there are no limits on entries, etc. Supports Collaborative Mode for working in teams.