# Top Free Financial Services CRM Software - Page 2 ## How Many Financial Services CRM Software Products Does G2 Track? **Total Products under this Category:** 139 ### Category Stats (Aug 2026) - **Average Rating:** 4.42/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Capsule CRM (+0.11%) - Among all products in this category, Capsule CRM recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Financial Services CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,900+ Authentic Reviews - 139+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Financial Services CRM Software ![G2 Grid® for Financial Services CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-services-crm/grids.png?focus%5B%5D=25953&focus%5B%5D=19655&focus%5B%5D=880&focus%5B%5D=57593&focus%5B%5D=58410&focus%5B%5D=1585&focus%5B%5D=5753&focus%5B%5D=57594) Highlighted products: Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Redtail Technology, Maximizer, DealCloud, Wealthbox CRM, Capsule CRM, Merchant Central by NMI, and Backstop Solutions Suite. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-services-crm/grids.json?focus%5B%5D=agentforce-financial-services-formerly-salesforce-financial-services-cloud&focus%5B%5D=redtail-technology&focus%5B%5D=maximizer&focus%5B%5D=dealcloud&focus%5B%5D=wealthbox-crm&focus%5B%5D=capsule-crm&focus%5B%5D=merchant-central-by-nmi&focus%5B%5D=backstop-solutions-suite) **Sponsored** ### TaskSuite TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1618&secure%5Bchosen_at%5D=2026-08-02T20%3A43%3A55Z&secure%5Bdisplayable_resource_id%5D=1618&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1618&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1208157&secure%5Bresource_id%5D=1618&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%2Ffree%3Fpage%3D2&secure%5Btoken%5D=33b5d7cde3604e42bb2f0832c7bad800b5b560ae163621e327199a7e3bc4fc9b&secure%5Burl%5D=https%3A%2F%2Fwww.tasksuite.com%2F&secure%5Burl_type%5D=company_website) ### [InvestGlass](https://www.g2.com/products/investglass/reviews) InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass. #### Who Is the Company Behind InvestGlass? - **Seller:** [InvestGlass](https://www.g2.com/sellers/investglass) - **Year Founded:** 2014 - **HQ Location:** Geneva, CH - **Twitter:** @investglass 1,885 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6ef040854cdbf7c8d6a07d08193a19a37cb18d8f5818792e311851baec16d8f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finvestglass%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/financial-services-crm/free?order=g2_score#product-list) - [1](/categories/financial-services-crm/free?order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [Third Party & Supplier Risk Management Software](https://www.g2.com/categories/third-party-supplier-risk-management) [Webinar Platforms](https://www.g2.com/categories/webinar) [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) [SAP Store Software](https://www.g2.com/categories/sap-store) [Relational Databases](https://www.g2.com/categories/relational-databases) Similar Categories - [AI Assistants for Financial Services](/categories/ai-assistants-for-financial-services) - [Banking as a Service (BaaS)](/categories/banking-as-a-service-baas) - [Brokerage Trading Platforms](/categories/brokerage-trading-platforms) - [Construction Loan Management](/categories/construction-loan-management) - [Core Banking](/categories/core-banking) - [Deal Sourcing](/categories/deal-sourcing) - [Debt Management](/categories/debt-management) - [Digital Banking Platforms](/categories/digital-banking-platforms) - [Digital Customer Onboarding](/categories/digital-customer-onboarding) - [Digital Mortgage Closing](/categories/digital-mortgage-closing) - [Financial Analytics](/categories/financial-analytics) - [Financial Data APIs](/categories/financial-data-apis) - [Financial Predictive Analytics](/categories/financial-predictive-analytics) - [Financial Research](/categories/financial-research) - [Financial Risk Management](/categories/financial-risk-management) [Browse Financial Services CRM Themes](/categories/financial-services-crm/themes)