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Free Trial Financial CRM Software (2026) - Page 2
Last updated: March 2026
76 software options
Sponsored
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
#1 Action-Focused CRM Software for Small Business
No Credit Card Required
Professional Plan: $9.95 USD per user/month when billed annually or $15 USD per user/month billed monthly. Business Plan: $19.95 USD per user/month when billed annually or $29 USD per user/month billed monthly.
Read more about OnePageCRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
RevOps Enabling AI-powered CRM- A Zero Revenue Leakage Tool
No Credit Card Required
Read more about Corefactors
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Field Service Management Software
No Credit Card Required
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
All-in-one sales platform for sales teams.
14-day free trial, no credit card required. Starter: $45 per seat, per month Professional: $95 per seat, per month Enterprise: $145 per seat, per month All plans are billed annually. Add-ons are also available for an additional cost.
Read more about Zendesk Sell
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
HIPAA compaliant case management software
No Credit Card Required
Read more about InfoFlo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The most customizable QuickBooks CRM
No Credit Card Required
25% off first 3 months with 2+ users! Mix and match pricing options to create a plan that’s perfect for every member of your team. Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.
Read more about Method CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turn relationships into results
14-day free trial, no credit card required. Professional: $59/month (billed annually) or $69/month (billed monthly). Accelerator: $99/month (billed annually) or $119/month (billed monthly). Concierge: $399/month (billed annually) or $599/month (billed monthly).
Read more about Contactually
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The best solution for first time CRM adopters.
No Credit Card Required
- 14 day free trial - Lite plan costs £59.97 per month for up to 3 users (additional user £19.99/month) - Professional plan costs £174.95 per month for up to 5 users (additional user £34.99/month)
Read more about FLG
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM, sales & marketing automation software
No Credit Card Required
$119/user/month billed monthly
Read more about Shape
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship management solution
No Credit Card Required
Rolldog is priced starting at $35/user/mo. for our SaaS offering.
Read more about Rolldog
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Stay in touch effectively with clients and personal contacts
No Credit Card Required
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
Web-based CRM for financial professionals
No Credit Card Required
The industry’s favorite CRM for a reason — now with plans designed for every advisor.
Read more about Redtail CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The all-in-one CRM to manage all your business relationships
No Credit Card Required
Contact folk for pricing details.
Read more about folk
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The most easy-to-use CRM solution.
No Credit Card Required
Trial: 30 day free trial No long term commitments No hidden fees
Read more about RAYNET CRM
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
Cloud-based CRM tool for sales professionals.
Read more about PipeRun
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Sales, marketing, customer service & billing CRM for SMBs
No Credit Card Required
Professional: $45 per user / month (billed monthly) or $29 per user / month (billed yearly) Premium: $65 per user / month (billed monthly) or $45 per user / month (billed yearly) Enterprise: $85 per user / month (billed monthly) or $59 per user / month (billed yearly)
Read more about ConvergeHub
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
MortgageHalo is a mortgage lead-generating CRM
No Credit Card Required
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
Customer relationship and deal management platform
Contact MadeMarket for pricing details.
Read more about MadeMarket
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated agency management software for insurance firms
Credit Card Required
$49/44 per user per month for retail customers $69/62 per user per month for enterprises **pricing differences based on annual vs. monthly billing
Read more about InsuredMine
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
SalesExec for Call Centers and Sales Teams
No Credit Card Required
Pick a plan that works for you, with annual or monthly payment options. ClickPoint features best-in-class service, enterprise hosting, and uptime guarantees from Microsoft Azure with all the integrations you need to run your sales team. A dedicated onboard specialist will get you up and running quickly and efficiently, making sure you get the most out of your account, as quickly as possible.
Read more about ClickPoint
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one cloud platform for projects, finances & teams
No Credit Card Required
All Teamogy plans include all modules – from project management, time tracking and invoicing to collaboration, document sharing and reporting. Companies of any size can manage their entire business in one system. Pricing is per user, billed monthly, with a free 14-day trial available. Advanced features and add-ons can be activated for a small fee without switching to a higher plan.
Read more about Teamogy
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for automating sales, marketing & services
No Credit Card Required
• 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
Standard ERP is a powerful system
accounting,general ledger,inventory,quotes,cloud
Read more about Standard ERP