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Free Trial Financial CRM Software (2026)
Last updated: March 2026
76 software options
Sponsored
Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
No Credit Card Required
Contact Salesforce for detailed pricing information.
Read more about Financial Services Cloud
Less Annoying CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
For small businesses outgrowing spreadsheets.
No Credit Card Required
30-day free trial available.
Read more about Less Annoying CRM
HoneyBook
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Client management for freelancers & SMBs
HoneyBook is offered across three pricing plans, outlined below: Starter Plan: $19 per month, or $16 per month billed annually. Essentials Plan: $39 per month, or $32 per month billed annually. Premium Plan: $79 per month, or $66 per month billed annually.
Read more about HoneyBook
Zoho CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management solution
No Credit Card Required
Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users. Standard Edition (Sales tracking for Small Businesses) - $14/user/month (billed annually). Professional Edition (Complete CRM for any SME) - $23/user/month (billed annually). Enterprise Edition (CRM for multi-level organizations) - $40/user/month (billed annually). Ultimate Edition (CRM for large-scale organizations) - $52/user/month (billed annually).
Read more about Zoho CRM
Bigin by Zoho CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Pipeline-centric CRM system for small businesses
No Credit Card Required
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.
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Creatio CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
New era CRM to manage all customer and operational workflows
No Credit Card Required
CRM Creatio offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.
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Maximizer CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and lead management solution
No Credit Card Required
Price starts at $65 per month Base Edition $65/per user, per month - billed annually. Min. 3 users Financial Advisor Edition $79/per user, per month - billed annually. Min. 3 users Sales Leader Edition $79/per user, per month - billed annually. Min. 5 users
Read more about Maximizer CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM solution for salespeople
No Credit Card Required
Pipedrive offers four main CRM plans: Lite, Growth, Premium, and Ultimate. We recommend that you carefully evaluate your business needs and consider the features offered in each plan before deciding which CRM pricing model to choose.
Read more about Pipedrive
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Contact management & social relationship solution
No Credit Card Required
Nimble offers a pricing plan starting at $24.90 per user/month when paid annually or $29.90 per user/month when paid monthly. It also offers a 14-day free trial (no credit card required).
Read more about Nimble
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management solution
No Credit Card Required
Read more about eWay-CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management solution
No Credit Card Required
Read more about monday CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for managing customer accounts
Starts at just $15 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support
Read more about Apptivo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sales management solution
No Credit Card Required
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
An all-in-one CRM, sales and marketing automation solution
Starting at $299/month (Billed monthly) for 2 users and 1500 contacts. Pricing varies based on the requirements.
Read more about Keap
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All in one business management workspace
No Credit Card Required
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 CRM designed for Google Workspace
No Credit Card Required
14-day free trial, no credit card required. Basic: $23 per user per month (billed annually) Professional: $59 per user per month (billed annually) Business: $99 per user per month (billed annually)
Read more about Copper
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-One Business App for Service-Based Firms.
No Credit Card Required
Daylite is available as a monthly or annual subscription. Pricing varies depending on region. For more info about Daylite pricing at daylite.app Includes free 14-day trial with unlimited features.
Read more about Daylite for Mac
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Powerful CRM for Growing Teams
No Credit Card Required
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
Appointment scheduling and reminder solution
No Credit Card Required
vcita offers various subscriptions, so you can find the best fit for your needs. The Kickstart plan adds online scheduling & event registration, online payments, and more advanced features ($29/month*) The Business plan adds email campaigns, SMS marketing, client tags & follow-ups, client text messages, multiple staff accounts, team calendar, 3rd party integrations & analytics, and more advanced features ($54/month*) The Platinum plan adds staff roles & permissions, auto-assignment rules, custom email & SMS notifications per service, integrations via API, and more advanced features ($93/month*) *Annual subscription pricing
Read more about vcita
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Unlock Your Sales Potential
No Credit Card Required
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
The conversation-first CRM for small, scaling sales teams
No Credit Card Required
All Close plans come with a free 14-day trial, no credit card required. Pricing is per user, per month. Month-to-month plans are available for a small increase in price.
Read more about Close
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The leading mobile CRM for field sales management.
No Credit Card Required
Q15-day free trial, no credit card required. Essential plan, ideal for small teams: €19/user per month (maximum 3 users). Starter plan, for collaborating on acounts: €32/ user per month. Professional plan, integrate your ERP with ForceManager: €45/ user per month. Performance plan, ultimate customization: €65/ user per month.
Read more about Sage Sales Management
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealthbox is CRM you’ll actually enjoy.
No Credit Card Required
Subscriptions offer both annual and monthly pricing options. The basic plan starts at $35/month when billed annually.
Read more about Wealthbox
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Messenger-based sales tool for SMBs and entrepreneurs
No Credit Card Required
14-day free trial, no credit card required. Base: $15 per user, per month Advanced: $25 per user, per month Enterprise: $45 per user, per month Plans are billed annually.
Read more about Kommo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
No Credit Card Required
Basic plan is free; Silver plan is $69/month; Gold plan is $99/month; Platinum plan is $149/month.
Read more about Foundersuite