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 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.
16 Financial Services CRM Products Available
View all Financial Services CRM Software
OverviewUser Satisfaction
Redtail Technology features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.1
8.1
Knowledge Base
Average: 8.6
7.0
Campaign Management
Average: 8.2
8.0
Customer Support Portal
Average: 8.6
CM
Nothing, except the low cost. But you get what you pay for. Read review
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
(225)4.3 out of 5
Entry Level Price:$325.00
3rd Easiest To Use in Financial Services CRM software
View top Consulting Services for Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
OverviewUser Satisfaction
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.1
8.3
Knowledge Base
Average: 8.6
8.2
Campaign Management
Average: 8.2
8.4
Customer Support Portal
Average: 8.6
CC
alesforce Financial Services Cloud (FSC) is praised for providing a unified 360-degree customer view and powerful Action Plans for standardization,... Read review
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
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.
OverviewUser Satisfaction
Wealthbox CRM features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
8.4
Knowledge Base
Average: 8.6
7.1
Campaign Management
Average: 8.2
8.3
Customer Support Portal
Average: 8.6
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
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
OverviewUser Satisfaction
Affinity features and usability ratings that predict user satisfaction
7.8
Has the product been a good partner in doing business?
Average: 9.1
7.2
Knowledge Base
Average: 8.6
5.0
Campaign Management
Average: 8.2
7.7
Customer Support Portal
Average: 8.6
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
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
OverviewUser Satisfaction
AdvisorEngine CRM features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
9.7
Knowledge Base
Average: 8.6
10.0
Campaign Management
Average: 8.2
9.3
Customer Support Portal
Average: 8.6
AA
Ability to customize, the amount of information you can enter, the customer service, training provided all excellent. Read review
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
OverviewUser Satisfaction
SmartOffice features and usability ratings that predict user satisfaction
7.9
Has the product been a good partner in doing business?
Average: 9.1
8.3
Knowledge Base
Average: 8.6
8.3
Campaign Management
Average: 8.2
0.0
No information available
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
UF
Integration with proprietary software makes it easier when opening a new account. Read review
OverviewUser Satisfaction
Irwin features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
8.9
Knowledge Base
Average: 8.6
9.0
Campaign Management
Average: 8.2
9.2
Customer Support Portal
Average: 8.6
DW
Clean layout, shareholder information great and current Read review
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
(10)4.8 out of 5
View top Consulting Services for Creatio Financial Services
OverviewUser Satisfaction
Creatio Financial Services features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
8.6
Knowledge Base
Average: 8.6
9.8
Campaign Management
Average: 8.2
9.5
Customer Support Portal
Average: 8.6
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
OverviewUser Satisfaction
EAERA CBS features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
10.0
Knowledge Base
Average: 8.6
10.0
Campaign Management
Average: 8.2
10.0
Customer Support Portal
Average: 8.6
AN
EAERA offers powerful financial software solutions with advanced CRM, Backoffice, and analytics tools. Its user-friendly platform and AI-driven... Read review
AF
easy to understand system and professional IT team Read review
OverviewUser Satisfaction
LeadCenter.AI features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
9.2
Knowledge Base
Average: 8.6
8.3
Campaign Management
Average: 8.2
10.0
Customer Support Portal
Average: 8.6
SR
Full automation for capturing contacts and engagement. Advanced Reporting and analytics. Read review
OverviewUser Satisfaction
Rings AI features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
10.0
Knowledge Base
Average: 8.6
0.0
No information available
10.0
Customer Support Portal
Average: 8.6
KF
The team has been amazing partners and feel like they really build all the features we want/need them to build. Their vision is our vision. Read review
JS
I like that Rings AI has incredible relationship mapping because it uses AI so well, saving me a lot of time. It's clear that it was built from the... Read review
OverviewUser Satisfaction
NexJ CRM features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
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
OverviewUser Satisfaction
Total Family features and usability ratings that predict user satisfaction
0.0
No information available
10.0
Knowledge Base
Average: 8.6
0.0
No information available
10.0
Customer Support Portal
Average: 8.6
TC
Provides a collaborative platform that deepens client relationships by facilitating meaningful conversations about personal and family values,... Read review
OverviewUser Satisfaction
vcita features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.1
0.0
No information available
0.0
No information available
0.0
No information available
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
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
OverviewUser Satisfaction
Fundingstack features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
Your software and services insights are valuable.
Your peers come to G2 to get an inside look at and other business solutions. Adding perspective on will help others pick the right solution based on real user experience.
