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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.
Last updated: December 2025
Financial Services Cloud Alternatives & Competitors (2026)
Top 3 free alternatives
Longview Tax
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Corporate tax management and reporting solution
0.7
Value for money
No pricing info
Starting price
0.1
Functionality
Data Import/Export
5/5
Tax Planning
5/5
Accounting
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Centrex
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM software for finance sector
0.3
Value for money
No pricing info
Starting price
0.4
Functionality
Email Marketing
5/5
Workflow Management
5/5
Lead Management
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Clio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based legal practice management tool for law firms.
Value for money
Starting price
0.1
Functionality
Receipt Management
5/5
Archiving & Retention
5/5
Version Control
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Salesforce Sales Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM and sales automation software
0.4
Value for money
Starting price
Functionality
Drag & Drop
5/5
Purchase Order Management
5/5
Source Tracking
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Pipedrive
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM solution for salespeople
0.1
Value for money
Starting price
0.1
Functionality
Offline Form
5/5
Online Forms
5/5
Inbox Management
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Apptivo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for managing customer accounts
0.2
Value for money
Starting price
0.1
Functionality
Customizable Fields
5/5
For Small Businesses
5/5
Communication Management
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Mokapen
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Italian CRM for small businesses.
0.3
Value for money
Starting price
0.1
Functionality
For Small Businesses
5/5
Activity Tracking
5/5
Time Tracking
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Odoo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one open-source business software
0.4
Value for money
Starting price
0.2
Functionality
Commenting/Notes
5/5
Catalog Management
5/5
SKU/UPC Codes
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Your Money Line
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Simple and sincere money coaching for employees.
0.5
Value for money
No pricing info
Starting price
0.6
Functionality
Real-Time Analytics
5/5
Financial Reporting
5/5
Financial Analysis
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Rocketlane
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A client-centric, next-gen PSA tool
0.1
Value for money
Starting price
0.2
Functionality
Activity Dashboard
5/5
Project Tracking
5/5
Customer Experience Management
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
AgencyBloc AMS+
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The #1 Recommended Insurance Industry Growth Platform
0.2
Value for money
Starting price
0.2
Functionality
Commission Management
4.8/5
Contact Management
4.8/5
Activity Tracking
4.7/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
HubSpot Sales Hub
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Freemium email productivity & tracking for sales teams
0.3
Value for money
Starting price
Functionality
Reminders
5/5
For Startups
5/5
Opportunity Management
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based CRM for financial professionals
0.3
Value for money
Starting price
0.4
Functionality
Contact Database
4.7/5
Contact Management
4.5/5
Document Storage
4.5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial Close and Consolidation Software
0.5
Value for money
No pricing info
Starting price
0.6
Functionality
Multi-Currency
4/5
Multi-Company
4/5
Financial Analysis
4/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based enterprise resource planning solution
0.5
Value for money
Starting price
0.3
Functionality
Financial Management
5/5
Contact Management
5/5
Bank Reconciliation
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-One Gym, Studio & PT Management Software
0.8
Value for money
Starting price
0.6
Functionality
Scheduling
5/5
Group Scheduling
5/5
Project Management
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The first sales platform to make sales strategy actionable
0.1
Value for money
Starting price
0.2
Functionality
Lead Qualification
5/5
Alerts/Notifications
5/5
Workflow Management
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one management solution built for small business
0.5
Value for money
Starting price
0.3
Functionality
SMS Messaging
5/5
Customer Engagement
5/5
Chat/Messaging
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
0.7
Value for money
Starting price
0.3
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Finance and project management solution
0.5
Value for money
Starting price
0.1
Functionality
Real-Time Data
5/5
Data Import/Export
5/5
Commenting/Notes
5/5
Top Features
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5