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Financial Services Cloud Logo

Cloud-based CRM software for financial services institutions

Last updated: March 2026

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Financial Services Cloud Alternatives & Competitors (2026)

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Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Redtail CRM logo

Web-based CRM for financial professionals

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logo
Redtail CRM
logo
Financial Services Cloud

0.3

4.2

Value for money

4.5
39
per user/per month

Starting price

325
per user/per month

0.4

4.0

Functionality

4.4

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

Zoho CRM logo

Customer relationship management solution

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logo
Zoho CRM
logo
Financial Services Cloud

0.2

4.3

Value for money

4.5
14
per user/per month

Starting price

325
per user/per month

0.1

4.3

Functionality

4.4

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

Maximizer CRM logo

Customer relationship and lead management solution

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logo
Maximizer CRM
logo
Financial Services Cloud

0.7

3.8

Value for money

4.5
65
per user/per month

Starting price

325
per user/per month

0.5

3.9

Functionality

4.4

Activity Tracking

5/5

Alerts/Notifications

5/5

Activity Dashboard

4/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

eWay-CRM logo

Customer relationship management solution

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logo
eWay-CRM
logo
Financial Services Cloud

0.1

4.4

Value for money

4.5
20
per user/per month

Starting price

325
per user/per month

0.1

4.3

Functionality

4.4

Activity Tracking

4.7/5

Access Controls/Permissions

4.2/5

API

3.8/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Amortization Schedule

N/A

HubSpot CRM logo

CRM and lead management solution

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logo
HubSpot CRM
logo
Financial Services Cloud

0.2

4.3

Value for money

4.5
20
per user/per month

Starting price

325
per user/per month
4.4

Functionality

4.4

Activity Tracking

4.6/5

Alerts/Notifications

4.5/5

Activity Dashboard

4.4/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

Nimble logo

Contact management & social relationship solution

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logo
Nimble
logo
Financial Services Cloud

0.2

4.3

Value for money

4.5
29.9
per user/per month

Starting price

325
per user/per month

0.2

4.2

Functionality

4.4

Activity Tracking

4.6/5

Contact Database

4.6/5

Calendar Sync

4.5/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Access Controls/Permissions

N/A

Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive
logo
Financial Services Cloud

0.1

4.4

Value for money

4.5
19
per user/per month

Starting price

325
per user/per month

0.1

4.3

Functionality

4.4

Activity Tracking

4.8/5

Access Controls/Permissions

4.3/5

Alerts/Notifications

4.3/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting Integration

N/A

Copper logo

The CRM designed for Google Workspace

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logo
Copper
logo
Financial Services Cloud

0.4

4.1

Value for money

4.5
12
per user/per month

Starting price

325
per user/per month

0.3

4.1

Functionality

4.4

Activity Tracking

5/5

Alerts/Notifications

4.6/5

Calendar/Reminder System

4.4/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

Sage Intacct logo

Best-in-class Cloud ERP for Finance

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logo
Sage Intacct
logo
Financial Services Cloud

0.5

4.0

Value for money

4.5
Empty state illustration for "No pricing info"

No pricing info

Starting price

325
per user/per month

0.2

4.2

Functionality

4.4

Activity Tracking

5/5

Accounting

4.6/5

Activity Dashboard

4.6/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Alerts/Notifications

N/A

Keap logo

An all-in-one CRM, sales and marketing automation solution

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logo
Keap
logo
Financial Services Cloud

0.7

3.8

Value for money

4.5
299
usage based/per month

Starting price

325
per user/per month

0.3

4.1

Functionality

4.4

Activity Dashboard

4.5/5

Appointment Management

4.3/5

Activity Tracking

4/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

Creatio CRM logo

New era CRM to manage all customer and operational workflows

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logo
Creatio CRM
logo
Financial Services Cloud

0.2

4.7

Value for money

4.5
25
per user/per month

Starting price

325
per user/per month

0.3

4.7

Functionality

4.4

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

MadeMarket logo

Customer relationship and deal management platform

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logo
MadeMarket
logo
Financial Services Cloud

0.2

4.7

Value for money

4.5
Empty state illustration for "No pricing info"

No pricing info

Starting price

325
per user/per month

0.2

4.6

Functionality

4.4

Alerts/Notifications

5/5

Activity/News Feed

N/A

Audit Trail

N/A

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

ProBuilt ERP logo

Accounting CRM ERP Business Management

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logo
ProBuilt ERP
logo
Financial Services Cloud

0.5

5.0

Value for money

4.5
39
per user/per month

Starting price

325
per user/per month

0.6

5.0

Functionality

4.4

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

DealCloud logo

Deals, relationship, and firm management software

learn more
logo
DealCloud
logo
Financial Services Cloud

0.3

4.2

Value for money

4.5
Empty state illustration for "No pricing info"

No pricing info

Starting price

325
per user/per month

0.3

4.1

Functionality

4.4

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

Togile logo

Cloud-based customer relationship management software

learn more
logo
Togile
logo
Financial Services Cloud

0.5

5.0

Value for money

4.5
86
/per month

Starting price

325
per user/per month

0.6

5.0

Functionality

4.4

Appointment Management

N/A

Appointment Scheduling

N/A

Assignment Management

N/A

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

learn more
logo
Daylite for Mac
logo
Financial Services Cloud

0.1

4.4

Value for money

4.5
25
per user/per month

Starting price

325
per user/per month

0.1

4.5

Functionality

4.4

Business Process Automation

5/5

Calendar Management

4.7/5

Calendar/Reminder System

4.6/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

learn more
logo
Less Annoying CRM
logo
Financial Services Cloud

0.4

4.9

Value for money

4.5
15
per user/per month

Starting price

325
per user/per month

0.1

4.5

Functionality

4.4

Activity Tracking

5/5

API

5/5

Calendar Sync

5/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

Shape logo

Cloud-based CRM, sales & marketing automation software

learn more
logo
Shape
logo
Financial Services Cloud

0.1

4.6

Value for money

4.5
119
per user/per month

Starting price

325
per user/per month

0.3

4.7

Functionality

4.4

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

Plaid logo

Platform that enables apps to connect with bank accounts

learn more
logo
Plaid
logo
Financial Services Cloud

0.1

4.4

Value for money

4.5
Empty state illustration for "No pricing info"

No pricing info

Starting price

325
per user/per month

0.1

4.5

Functionality

4.4

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

The Mortgage Office logo

Web-based mortgage and loan servicing software

learn more
logo
The Mortgage Office
logo
Financial Services Cloud

0.2

4.7

Value for money

4.5
Empty state illustration for "No pricing info"

No pricing info

Starting price

325
per user/per month

0.3

4.7

Functionality

4.4

Activity Dashboard

5/5

Amortization Schedule

4.9/5

Accounting

4.7/5

Top Features

Accounting

5/5

Activity Dashboard

5/5

API

N/A