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Financial Services Cloud
5
4
4
1
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM software for financial services institutions
Last updated: April 2026
Financial Services Cloud Alternatives & Competitors (2026)
Top 5 free alternatives
Zoho CRM
Customer relationship management solution
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Value for money
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0.1
Functionality
Activity Dashboard
4.6/5
Access Controls/Permissions
4.5/5
Alerts/Notifications
4.4/5
Top Features
Accounting
5/5
Activity Dashboard
5/5
Amortization Schedule
N/A
HubSpot CRM
CRM and lead management solution
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Value for money
Starting price
Functionality
Activity Tracking
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Alerts/Notifications
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Activity Dashboard
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Top Features
Accounting
5/5
Activity Dashboard
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Accounting
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eWay-CRM
Customer relationship management solution
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Value for money
Starting price
0.1
Functionality
Activity Tracking
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Access Controls/Permissions
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API
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Top Features
Accounting
5/5
Activity Dashboard
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Amortization Schedule
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Less Annoying CRM
For small businesses outgrowing spreadsheets.
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Value for money
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0.1
Functionality
Activity Tracking
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API
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Calendar Sync
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Top Features
Accounting
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Activity Dashboard
5/5
Accounting
N/A
Sage Intacct
Best-in-class Cloud ERP for Finance
0.5
Value for money
No pricing info
Starting price
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Functionality
Activity Tracking
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Accounting
4.6/5
Activity Dashboard
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Top Features
Accounting
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Activity Dashboard
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Alerts/Notifications
N/A
Copper
The CRM designed for Google Workspace
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Value for money
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Functionality
Activity Tracking
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Alerts/Notifications
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Calendar/Reminder System
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Top Features
Accounting
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Activity Dashboard
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Accounting
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Daylite for Mac
All-in-One Business App for Service-Based Firms.
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Value for money
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Functionality
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Calendar Management
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Calendar/Reminder System
4.6/5
Top Features
Accounting
5/5
Activity Dashboard
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Accounting
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Maximizer CRM
Customer relationship and lead management solution
0.7
Value for money
Starting price
0.5
Functionality
Activity Tracking
5/5
Alerts/Notifications
5/5
Activity Dashboard
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Top Features
Accounting
5/5
Activity Dashboard
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Accounting
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The Mortgage Office
Web-based mortgage and loan servicing software
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Value for money
No pricing info
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Functionality
Activity Dashboard
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Amortization Schedule
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Accounting
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Top Features
Accounting
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Activity Dashboard
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API
N/A
Creatio CRM
New era CRM to manage all customer and operational workflows
0.2
Value for money
Starting price
0.3
Functionality
Access Controls/Permissions
5/5
Alerts/Notifications
5/5
Activity/News Feed
4/5
Top Features
Accounting
5/5
Activity Dashboard
5/5
Accounting Integration
N/A
Centrex
Cloud-based CRM software for finance sector
0.3
Value for money
No pricing info
Starting price
0.4
Functionality
Amortization Schedule
5/5
API
5/5
ACH Payment Processing
N/A
Top Features
Accounting
5/5
Activity Dashboard
5/5
Approval Process Control
N/A
0.2
Value for money
Starting price
0.2
Functionality
Activity Tracking
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Contact Database
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Calendar Sync
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Top Features
Accounting
5/5
Activity Dashboard
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Access Controls/Permissions
N/A
0.7
Value for money
Starting price
0.3
Functionality
Activity Dashboard
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Appointment Management
4.3/5
Activity Tracking
4/5
Top Features
Accounting
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Activity Dashboard
5/5
Accounting
N/A
0.1
Value for money
No pricing info
Starting price
0.1
Functionality
Access Management
5/5
Age Verification
5/5
AML Compliance
5/5
Top Features
Accounting
5/5
Activity Dashboard
5/5
Access Controls/Permissions
N/A
0.3
Value for money
Starting price
0.4
Functionality
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Top Features
Accounting
5/5
Activity Dashboard
5/5
Access Controls/Permissions
N/A
0.1
Value for money
Starting price
0.3
Functionality
Access Controls/Permissions
5/5
Activity Tracking
5/5
Alerts/Notifications
5/5
Top Features
Accounting
5/5
Activity Dashboard
5/5
Accounting Integration
N/A
0.3
Value for money
No pricing info
Starting price
0.3
Functionality
Activity/News Feed
N/A
Activity Planning
N/A
Ad hoc Reporting
N/A
Top Features
Accounting
5/5
Activity Dashboard
5/5
Accounting Integration
N/A
0.5
Value for money
Starting price
0.6
Functionality
Accounts Payable
N/A
Accounts Receivable
N/A
Audit Trail
N/A
Top Features
Accounting
5/5
Activity Dashboard
5/5
Accounting Integration
N/A
0.5
Value for money
No pricing info
Starting price
0.6
Functionality
Authentication
N/A
Bank Reconciliation
N/A
Budgeting/Forecasting
N/A
Top Features
Accounting
5/5
Activity Dashboard
5/5
Access Controls/Permissions
N/A
0.5
Value for money
Starting price
0.6
Functionality
Appointment Management
N/A
Appointment Scheduling
N/A
Assignment Management
N/A
Top Features
Accounting
5/5
Activity Dashboard
5/5
Accounting
N/A