# Top Free Financial Services CRM Software Check out our list of free Financial Services CRM Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) to ensure you get the right product. ## View Free Financial Services CRM Software G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **17** Financial Services CRM Products Available View all [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) View all [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) ### [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) [By Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) [ (268)4.3 out of 5 ](https://www.g2.com/products/redtail-technology/reviews#reviews "Read Redtail Technology Reviews") Product Description Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based appl **Users:** Financial Advisor, Office Manager · **Industries:** Financial Services, Investment Management · **Market Segment:** 92% Small-Business, 5% Mid-Market CM Nothing, except the low cost. But you get what you pay for.[Read review](https://www.g2.com/products/redtail-technology/reviews/redtail-technology-review-9122506) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF What I love about Redtail is how it allows myself as an assistant to organize information for my boss, a financial advisor. Being able to manage...[Read review](https://www.g2.com/products/redtail-technology/reviews/redtail-technology-review-10855826) HQ Location Omaha, NE Company Website https://orion.com/ Twitter @orionwealthtech LinkedIn® Page https://www.linkedin.com/company/orionwealthtech/ ### [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [By Salesforce](https://www.g2.com/sellers/salesforce) [ (226)4.3 out of 5 ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews#reviews "Read Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews") Product Description Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the c **Industries:** Financial Services, Banking · **Market Segment:** 43% Enterprise, 29% Mid-Market ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") CC alesforce Financial Services Cloud (FSC) is praised for providing a unified 360-degree customer view and powerful Action Plans for standardization,...[Read review](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-12028641) ![Viktoriya T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Viktoriya T.") VT It’s the definitive platform for driving trusted, personalized, and efficient engagement in the financial sector. The platform is easy to work...[Read review](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-12039332) Year Founded 1999 HQ Location San Francisco, CA Company Website https://www.salesforce.com/ Twitter @salesforce LinkedIn® Page https://www.linkedin.com/company/3185/ Ownership NYSE:CRM Phone +1 (800) 667-6389 [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) ### [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) [By Wealthbox](https://www.g2.com/sellers/wealthbox) [ (109)4.6 out of 5 ](https://www.g2.com/products/wealthbox-crm/reviews#reviews "Read Wealthbox CRM Reviews") Product Description Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful y **Users:** Financial Advisor, Financial Planner · **Industries:** Financial Services · **Market Segment:** 94% Small-Business, 6% Mid-Market ![R P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "R P.") RP Wealthbox CRM is highly customizable. It has well-documented APIs to integrate into other systems. I can search reliably and create tasks...[Read review](https://www.g2.com/products/wealthbox-crm/reviews/wealthbox-crm-review-6910261) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF The transition from RedTail was seamless and as advertised. It didn't take much time to get used to navigating and using the system. Integrations...[Read review](https://www.g2.com/products/wealthbox-crm/reviews/wealthbox-crm-review-6927902) Year Founded 2014 HQ Location United States, US Company Website https://www.Wealthbox.com Twitter @Wealthbox LinkedIn® Page https://www.linkedin.com/company/wealthboxcrm/ ### [Affinity](https://www.g2.com/products/affinity/reviews) [By Affinity](https://www.g2.com/sellers/affinity) [ (72)4.4 out of 5 ](https://www.g2.com/products/affinity/reviews#reviews "Read Affinity Reviews") Product Description Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technolog **Industries:** Venture Capital & Private Equity, Financial Services · **Market Segment:** 81% Small-Business, 17% Mid-Market ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") UV The ability to see relationship strength within my network lets me understand who is best able to introduce me or who within my company already...[Read review](https://www.g2.com/products/affinity/reviews/affinity-review-3171435) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Being able to see co-worker's relationship contexts, data from clearbit for free, auto-logging of comms, nice customer support rep/people[Read review](https://www.g2.com/products/affinity/reviews/affinity-review-4254930) Year Founded 2014 HQ Location San Francisco, California Company Website https://affinity.co Twitter @Affinity LinkedIn® Page https://www.linkedin.com/company/7598431/ ### [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) [By Junxure](https://www.g2.com/sellers/junxure) [ (26)4.0 out of 5 ](https://www.g2.com/products/advisorengine-crm/reviews#reviews "Read AdvisorEngine CRM Reviews") Product Description AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client servic **Industries:** Financial Services, Investment Management · **Market Segment:** 92% Small-Business, 8% Mid-Market ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Ability to customize, the amount of information you can enter, the customer service, training provided all excellent.[Read review](https://www.g2.com/products/advisorengine-crm/reviews/advisorengine-crm-review-168332) ![Malise H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Malise H.") MH Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the...[Read review](https://www.g2.com/products/advisorengine-crm/reviews/advisorengine-crm-review-4507824) Year Founded 2000 HQ Location Raleigh, NC Company Website https://www.junxure.com Twitter @JunxureCRM LinkedIn® Page https://www.linkedin.com/company/882458 ### [Creatio Financial Services](https://www.g2.com/products/creatio-financial-services/reviews) [By Creatio](https://www.g2.com/sellers/creatio) [ (24)4.6 out of 5 ](https://www.g2.com/products/creatio-financial-services/reviews#reviews "Read Creatio Financial Services Reviews") Product Description Creatio Financial Services CRM – Best-in-class financial services CRM and workflow platform with no-code and AI at its core. Creatio helps financial organizations automate customer and operational **Industries:** Banking · **Market Segment:** 58% Mid-Market, 25% Enterprise ![Denis Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Denis Z.") DZ 1) out-of-the-box pre-built processes 2) engaging simple interface 3) cost of the product / license fee Also Bpm’online has been widely...[Read review](https://www.g2.com/products/creatio-financial-services/reviews/creatio-financial-services-review-50373) Year Founded 2014 HQ Location Boston, Massachusetts Company Website https://www.creatio.com Twitter @Creatio\_Global LinkedIn® Page https://www.linkedin.com/company/creatioglobal/ Phone +1 617 765 7997 ### [SmartOffice](https://www.g2.com/products/smartoffice/reviews) [By Zinnia](https://www.g2.com/sellers/zinnia) [ (28)3.7 out of 5 ](https://www.g2.com/products/smartoffice/reviews#reviews "Read SmartOffice Reviews") Product Description Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create tru **Industries:** Financial Services, Insurance · **Market Segment:** 64% Small-Business, 29% Mid-Market ![Christopher C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher C.") CC Smartoffice is an extremely detailed CRM system that has allowed us to capture more date and increase sales than ever before. We were using...[Read review](https://www.g2.com/products/smartoffice/reviews/smartoffice-review-4420777) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Integration with proprietary software makes it easier when opening a new account.[Read review](https://www.g2.com/products/smartoffice/reviews/smartoffice-review-4746294) HQ Location Atlanta, US Company Website https://www.getzinnia.ai/ LinkedIn® Page https://www.linkedin.com/company/getzinnia ### [Irwin](https://www.g2.com/products/irwin/reviews) [By Platform Group Limited](https://www.g2.com/sellers/platform-group-limited) [ (57)4.5 out of 5 ](https://www.g2.com/products/irwin/reviews#reviews "Read Irwin Reviews") Product Description Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha **Users:** Investor Relations · **Industries:** Mining & Metals, Financial Services · **Market Segment:** 75% Small-Business, 18% Mid-Market ![Daniel W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel W.") DW Clean layout, shareholder information great and current[Read review](https://www.g2.com/products/irwin/reviews/irwin-review-5002187) ![Michael M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael M.") MM Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the...[Read review](https://www.g2.com/products/irwin/reviews/irwin-review-5006229) Year Founded 2017 HQ Location Toronto, Ontario Company Website https://www.getirwin.com/ LinkedIn® Page https://www.linkedin.com/company/irwinsoftware/ ### [EAERA CBS](https://www.g2.com/products/eaera-cbs/reviews) [By EAERA](https://www.g2.com/sellers/eaera) [ (7)5.0 out of 5 ](https://www.g2.com/products/eaera-cbs/reviews#reviews "Read EAERA CBS Reviews") Product Description EAERA develops cutting-edge financial software solutions, such as CRM systems, CBS (Core Brokerage System), and data analytics applications, utilizing AI to enhance decision-making and efficiency. **Industries:** Financial Services · **Market Segment:** 71% Mid-Market, 29% Small-Business ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF easy to understand system and professional IT team[Read review](https://www.g2.com/products/eaera-cbs/reviews/eaera-cbs-review-10461702) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF It's easy to use. Clean UI design. Easy to integrate with other platforms[Read review](https://www.g2.com/products/eaera-cbs/reviews/eaera-cbs-review-10831894) Year Founded 2017 HQ Location Ha Noi, VN Company Website https://eaera.com Twitter @eaera\_fintech LinkedIn® Page https://www.linkedin.com/company/eaera ### [Rings AI](https://www.g2.com/products/rings-ai/reviews) [By Rings AI XRM](https://www.g2.com/sellers/rings-ai-xrm) [ (10)4.8 out of 5 ](https://www.g2.com/products/rings-ai/reviews#reviews "Read Rings AI Reviews") Product Description Rings AI: Relationship Intelligence that drives deals and relationships Rings AI is a relationship intelligence platform for teams in venture capital, private equity, investment banking, wealth man **Market Segment:** 100% Small-Business ![Rikin D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rikin D.") RD I use Rings AI for CRM in my marketing agency, and I like that it helps with deal management, contact management, and mapping out relationships...[Read review](https://www.g2.com/products/rings-ai/reviews/rings-ai-review-12481094) ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") UV I’ve been using Rings for some time now, and both the product and the team have been absolutely wonderful to work with. What sets Rings apart is...[Read review](https://www.g2.com/products/rings-ai/reviews/rings-ai-review-12549495) Year Founded 2022 HQ Location New York City Company Website https://www.rings.ai LinkedIn® Page https://www.linkedin.com/company/rings-ai/ ### [LeadCenter.AI](https://www.g2.com/products/leadcenter-ai/reviews) [By LeadCenter.AI](https://www.g2.com/sellers/leadcenter-ai) [ (3)5.0 out of 5 ](https://www.g2.com/products/leadcenter-ai/reviews#reviews "Read LeadCenter.AI Reviews") Product Description The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business **Market Segment:** 100% Small-Business SR Full automation for capturing contacts and engagement. Advanced Reporting and analytics.[Read review](https://www.g2.com/products/leadcenter-ai/reviews/leadcenter-ai-review-8616641) Year Founded 2020 HQ Location Houston, US Company Website https://www.leadcenter.ai LinkedIn® Page http://www.linkedin.com/company/leadcenterai ### [Total Family](https://www.g2.com/products/total-family/reviews) [By Total Family](https://www.g2.com/sellers/total-family) [ (3)4.8 out of 5 ](https://www.g2.com/products/total-family/reviews#reviews "Read Total Family Reviews") Product Description Total Family is a legacy planning platform built for wealth advisors, RIAs, and enterprise wealth firms. The software helps advisors engage client families beyond portfolio performance by guiding conv **Market Segment:** 67% Small-Business, 33% Mid-Market ![Trace Cowley Udall C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Trace Cowley Udall C.") TC Provides a collaborative platform that deepens client relationships by facilitating meaningful conversations about personal and family values,...[Read review](https://www.g2.com/products/total-family/reviews/total-family-review-12702911) ![Emily H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emily H.") EH The onboarding process was very hands on and we continue to receive a ton of support to make sure we are receiving as much value as possible. The...[Read review](https://www.g2.com/products/total-family/reviews/total-family-review-12948661) Year Founded 2021 HQ Location Lutherville, US Company Website https://totalfamily.io LinkedIn® Page https://www.linkedin.com/company/totalfamily/ ### [NexJ CRM](https://www.g2.com/products/nexj-crm/reviews) [By NexJ](https://www.g2.com/sellers/nexj) [ (1)4.5 out of 5 ](https://www.g2.com/products/nexj-crm/reviews#reviews "Read NexJ CRM Reviews") Product Description NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-gene **Market Segment:** 100% Enterprise ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI NexJ Systems' CRM which was branded for American Family Insurance was an intuitive, clean, and easy-to-use software that allowed me to efficiently...[Read review](https://www.g2.com/products/nexj-crm/reviews/nexj-crm-review-2188150) Year Founded 2003 HQ Location Toronto, CA Company Website https://www.nexj.com LinkedIn® Page https://www.linkedin.com/company/nexj-systems Ownership TSX: NXJ ### [vcita](https://www.g2.com/products/vcita/reviews) [By vcita](https://www.g2.com/sellers/vcita) [ (81)4.5 out of 5 ](https://www.g2.com/products/vcita/reviews#reviews "Read vcita Reviews") Product Description vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software **Industries:** Alternative Medicine, Marketing and Advertising · **Market Segment:** 86% Small-Business, 11% Mid-Market SJ We decided to give vcita a chance within our infrastructure and the result was pleasant because it gave us a hand in billing processes, making them...[Read review](https://www.g2.com/products/vcita/reviews/vcita-review-4559894) ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") CE There are so many facets to what is offered by Vcita. All the pieces fit together so well, from CRM to invoicing to campaigns, it is a seamless...[Read review](https://www.g2.com/products/vcita/reviews/vcita-review-8115682) Year Founded 2010 HQ Location St. Petersburg Florida Company Website https://www.vcita.com/ Twitter @vCita LinkedIn® Page https://www.linkedin.com/company/1816111/ ### [bridge](https://www.g2.com/products/bridge-its-gmbh-bridge/reviews) [By Bridge ITS](https://www.g2.com/sellers/bridge-its) [ 0 ratings ](https://www.g2.com/products/bridge-its-gmbh-bridge/reviews#reviews "Read bridge Reviews") Product Description bridge — Videoberatung und digitaler Vertrieb aus Deutschland bridge ist die Software für die Versicherungs- und Finanzbranche, mit der Berater ihre Kundengespräche professionell und rechtssicher f HQ Location Dresden, DE Company Website https://www.bridge-systems.com/ LinkedIn® Page https://www.linkedin.com/company/bridge-its [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) - ‹ Prev‹ Prev - 1 - [2](/categories/financial-services-crm/free?order=g2_score&page=2#product-list) - [Next ›Next ›](/categories/financial-services-crm/free?order=g2_score&page=2#product-list)