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Free Financial CRM Software
Last updated: March 2026
25 software options
Sponsored
Bigin by Zoho CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Pipeline-centric CRM system for small businesses
Bigin offers a 15-day free trial for new users, and post the trial period, users can choose any of the four pricing plans - Free, Express, Premier and Bigin 360. Free Edition: Available to users for free Express Edition: • Monthly - $9/user/month • Annual - $7/user/month Premier Edition • Monthly - $15/user/month • Annual - $12/user/month Bigin 360 Edition • Monthly - $18/user/month • Annual - $21/user/month All paid plans come with 24/5 phone, email and live chat support. There is also a dedicated onboarding service available for paid users.
Read more about Bigin by Zoho CRM
HubSpot CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM and lead management solution
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated sales & marketing software for growing teams
Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially) Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially) Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)
Read more about EngageBay CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management solution
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sales management solution
Free Plan: Free for up to 3 users. Growth Plan: $9/user/month billed annually (or) $11/user/month Pro Plan: $39/user/month billed annually (or) $47/user/month Enterprise Plan: $59/user/month - billed annually (or) $71/user/month
Read more about Freshsales
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All in one business management workspace
A 15-day free trial is available, and a free plan for starter business tools.
Read more about Bitrix24
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Powerful CRM for Growing Teams
Start for free with 2 Users and 100 Accounts. As your company grows add more Users, Accounts and Advanced features with our Starter, Professional and Enterprise plans.
Read more about Spotler CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Unlock Your Sales Potential
14-day free trial, no credit card required. Starter plan - FREE for up to 2 users. Team plan - $39.90 per month, paying annually Growth plan - $59.90 per month, paying annually
Read more about Teamgate
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
Basic plan is free; Silver plan is $69/month; Gold plan is $99/month; Platinum plan is $149/month.
Read more about Foundersuite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Field Service Management Software
The more users you put on the platform, the lower the cost.
Read more about Wingmate
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Solutions for On-line businesses
Free if installed "On premise". From 9 euros / month with a Saas provider
Read more about Dolibarr
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM, sales & marketing automation software
$119/user/month billed monthly
Read more about Shape
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stay in touch effectively with clients and personal contacts
Covve is a free service. Advanced users can access specialized functionality by subscribing to a Pro account. Business with more than 10 people, charities and alumni groups, please contact sales@covve.com for a quote.
Read more about Covve App
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The engine of growth. An all in one solution for user data.
User.com has a completely flexible pricing. You are able to choose the features you actually need. The exact price is calculated based on the number of contacts you have in your database and the features you choose.
Read more about User.com
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Marketing automation tool for financial services industry
Contact Total Expert directly for pricing information.
Read more about Total Expert
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
MortgageHalo is a mortgage lead-generating CRM
Flexible Plans for Every Lender MortgageHalo offers scalable pricing designed to meet the needs of mortgage brokers, lenders, and financial institutions of all sizes. Subscription-based model – Pay a predictable monthly fee with no hidden costs. Transparent setup – One-time setup fee with LOS connection. Usage scaling – As your loan pipeline grows, you can easily upgrade without disruption. All plans include core features such as borrower management, loan tracking, document automation, compliance tools, and reporting dashboards. Higher tiers unlock advanced analytics, text messaging, listing alerts, portfolio retention triggers, post closing cross-media campaigns, trigger mailings, and dedicated account support. Request a Quote Contact us to receive a customized pricing proposal aligned with your business model, loan volume, and integration needs.
Read more about MortgageHalo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for automating sales, marketing & services
• Startup - $ 11.99 per user license per month • Professional - $24 per user license per month • Enterprise - $39.99 per user license per month • Ultimate - $59.99 per user license per month
Read more about Focus Softnet
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
360° marketing & relationship lifecycle management
Contact Cool Life CRM for pricing information.
Read more about Cool Life CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan management software for lending businesses of all sizes
We have two licences: CreditOnline - Startup - 12,000 EUR with frontend template. CreditOnline - Core - starting from 25,000 EUR
Read more about CreditOnline
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial uncertainty, meet risk management!
TreasuryView offers 30 day free trial, no credit card needed. Tiered pricing starting from €250/month (time-limited special offer), monthly plan. Typical treasury team set-up for debt and IR hedges management starts from €250/month, including up to 5 users, add-on's: extended functionality and intraday market data +API portal access. Base currency EUR (other base currencies or multicurrency add-on upon request). No IT integration project, spot start.
Read more about TreasuryView
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A user-friendly CRM software for small to medium business.
Chatabox offers 5 pricing models for subscription. Pricing is based in Australian (AUD) dollars. Free Forever - $0 for life just tell us every 90 days you're staying. Lite - $6 each user monthly paid annually or $8 each user paid monthly. Pro - $20 each user monthly paid annually or $25 each user paid monthly. Enterprise - $50 each user monthly paid annually or $60 each user paid monthly. Custom - we will provide a price and time to build you what you want. Payments are made by credit card if you sign up to a paid subscription.
Read more about Chatabox
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Leverage your data to boost sales.
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based customer relationship management software
Choose a best plan & go from zero to Hero Designed for every stage of your journey. Start today, no credit card required.
Read more about Togile
Modular pricing plan ranging from 3.95€ (time registration, HRM or CRM) to 9.95€ (bookkepping) First user is free of charge, each additional user costs 5€ (excluding VAT). Each additional user receives 20% discount on the modules.
Read more about Silvasoft
Optimum is one-year subscription. Quarterly & Semi-Annual available, also.
Read more about ProTracker Advantage