[ Financi... Reviews ](https://www.g2.com/products/financial-cloud-crm/reviews) [ Financi... Reviews ](https://www.g2.com/products/financial-cloud-crm/reviews) # Financial-Cloud CRM Pricing Overview [Editedit](https://my.g2.com/financial-cloud-crm/pricings) Essentials Starting at £2,400.00 5 Users - CRM Platform Show More Professional £6,000.00 10 Users Minimum 10 users. - Financial CRM - Customer Portal - IVR - Data Respository - API users - Staging platform - Webhooks Show More Business Plan £4,800.00 10 Users Minimum 10 users. - Financial CRM platform - Customer Portal - IVR Show More More packages available. Financial-Cloud CRM has 3 pricing editions, from £2,400 to £6,000. Look at different pricing editions below and see what edition and features meet your budget and needs. Pricing information for Financial-Cloud CRM is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Financial-Cloud CRM must be conducted with the seller. Pricing information was last updated on September 25, 2025 Show More [ ![Rings AI](https://images.g2crowd.com/uploads/product/hd_favicon/c88195465f2eab44afcbd25fb0c1a8fa/rings-ai.svg "Rings AI") Sponsored Rings AI 4.8/5 (10) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5 (643) ](https://www.g2.com/products/maximizer/reviews) [ ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology") Redtail Technology 4.3/5 (265) ](https://www.g2.com/products/redtail-technology/reviews) [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5 (221) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/financial-cloud-crm/competitors/alternatives) ## Financial-Cloud CRM Alternatives Pricing The following is a quick overview of editions offered by other [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) | ![Maximizer](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4dfaaa2c326bd36eafc4b7ebdf8cd0e1/maximizer.png) [Maximizer](https://www.g2.com/products/maximizer/reviews) ##### Core | $90.003 User Per Year | Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals. - Advanced Contact Management - Lead & Opportunity Handling - Task Management - Microsoft Outlook Integration - 100% In-House Support - \*Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. [Show More](javascript:void(0);) | | ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg) [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) ##### Enterprise | Contact Us | Customizable plans with endless options available! Minimum license commitment is required. - Customize Your Plan | | ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png) [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) ##### Agentforce Financial Services Service Enterprise | $325.001 user Per Month | The financial services CRM for service with built-in AI. - Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation - Easy-to-Use CSR Console for Single Pane of Glass - Service Process Studio for Low-Code Customization | Various alternatives pricing & plans Pricing information for the above various Financial-Cloud CRM alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm) ##### Explore More [ Which endpoint security services platforms level the playing field against advanced persistent threat actors? ](https://www.g2.com/discussions/which-endpoint-security-services-platforms-level-the-playing-field-against-advanced-persistent-threat-actors%20)[ What are the highest-rated encryption key management software for reducing secrets sprawl across distributed teams? ](https://www.g2.com/discussions/what-are-the-highest-rated-encryption-key-management-software-for-reducing-secrets-sprawl-across-distributed-teams%20)[ Best platforms for employee self-service desk booking ](https://www.g2.com/discussions/what-are-the-best-platforms-for-employee-self-service-desk-booking) [ Which feature flag software enables instant rollouts and controlled beta testing across web and mobile? ](https://www.g2.com/discussions/which-feature-flag-software-enables-instant-rollouts-and-controlled-beta-testing-across-web-and-mobile)[ Best ERP tools for digital services agencies ](https://www.g2.com/discussions/best-erp-tools-for-digital-services-agencies)[ Which job description management software offers the most customizable templates? ](https://www.g2.com/discussions/which-job-description-management-software-offers-the-most-customizable-templates) Show More [ Which endpoint security services platforms level the playing field against advanced persistent threat actors? ](https://www.g2.com/discussions/which-endpoint-security-services-platforms-level-the-playing-field-against-advanced-persistent-threat-actors%20)[ What are the highest-rated encryption key management software for reducing secrets sprawl across distributed teams? ](https://www.g2.com/discussions/what-are-the-highest-rated-encryption-key-management-software-for-reducing-secrets-sprawl-across-distributed-teams%20)[ Best platforms for employee self-service desk booking ](https://www.g2.com/discussions/what-are-the-best-platforms-for-employee-self-service-desk-booking) [ Which feature flag software enables instant rollouts and controlled beta testing across web and mobile? ](https://www.g2.com/discussions/which-feature-flag-software-enables-instant-rollouts-and-controlled-beta-testing-across-web-and-mobile)[ Best ERP tools for digital services agencies ](https://www.g2.com/discussions/best-erp-tools-for-digital-services-agencies)[ Which job description management software offers the most customizable templates? ](https://www.g2.com/discussions/which-job-description-management-software-offers-the-most-customizable-templates)