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HubSpot CRM vs Salesforce Financial Services Cloud Comparison (2026)
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Salesforce Sales Cloud
4.4
Zoho CRM
4.3
Bigin by Zoho CRM
4.7
Good recommendations?
HubSpot CRM
4.5
(4.4K)5
2.7K
4
1.3K
3
241
2
50
1
37
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Salesforce Financial Services Cloud
4.8
(6)5
5
4
1
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Deals move when your team has the right context at the right moment. HubSpot Smart CRM updates itself from your calls, emails, and meetings, so reps can follow up sooner, focus on the right deals, and spend more time winning them. Start free.
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.5
4.4K
5
4
3
2
1
2.7K
1.3K
241
50
37
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this app4.8
6
5
4
3
2
1
5
1
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
67%
would recommend this appPros
“I appreciated HubSpot's user-friendly design, powerful automation workflows, robust reporting, and seamless alignment between marketing and sales teams.”
CG
Christian G.
Marketing Operations Manager
“It makes it easy to manage contacts, companies, deals, and communication history, giving the entire team clear visibility into customer interactions and sales activities.”
Andrea L.
Innovation Manager
“I can see conversations, update contact details, manage deals, and set follow-up reminders without switching between different tools.”
Ankith T.
Software Developer
Pros
Not enoughreviews yet
Cons
“What followed was weeks of emails, transfers between Sales, Support, Billing, and Contract Management, repeated internal reviews, and ultimately a denial of our refund request.”
Jeff W.
Owner
“We strongly dispute HubSpot's characterization of what was represented during the sales process and have formally requested the sales call recordings and transcripts.”
Jeff W.
Owner
“The pricing structure is complex, and costs can escalate significantly as you add features, hubs, or users - making it difficult to predict what you'll actually end up paying.”
Krystal M.
People Operations
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review4 days ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features137
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audience Targeting
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Autonomous Task Execution
- Batch Processing
- Billing & Invoicing
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Broker/Agent Portal
- Business Card/Badge Scanning
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Carrier Upload
- Case Management
- Channel Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Credit Reporting
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Statements
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Digital Signature
- Document & Content Mgmt.
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- File Management
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Mac Devices
- For Personal Insurance
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Gamification
- Generative AI
- HIPAA Compliant
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Invoice Management
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Life & Health
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-Company
- Multi-Currency
- Multi-State
- Multi-step Planning
- Multiple Line Rating
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Outsource Processing
- Paper-Based Claims
- Partner Relationship Mgmt. (PRM)
- Payment Collection
- Payment Tracking
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Property & Casualty
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Status Tracking
- Support Analytics
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integration
- Third-Party Integrations
- Transaction History
- User Management
- User, Role, and Access Management
- Visual Analytics
- Visual Presentation
- Workflow Automation
- Workflow Capability
- Workflow Management
- Total features148
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audience Targeting
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Autonomous Task Execution
- Batch Processing
- Billing & Invoicing
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Broker/Agent Portal
- Business Card/Badge Scanning
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Carrier Upload
- Case Management
- Channel Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Credit Reporting
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Statements
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Digital Signature
- Document & Content Mgmt.
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- File Management
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Mac Devices
- For Personal Insurance
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Gamification
- Generative AI
- HIPAA Compliant
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Invoice Management
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Life & Health
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-Company
- Multi-Currency
- Multi-State
- Multi-step Planning
- Multiple Line Rating
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Outsource Processing
- Paper-Based Claims
- Partner Relationship Mgmt. (PRM)
- Payment Collection
- Payment Tracking
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Property & Casualty
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Status Tracking
- Support Analytics
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integration
- Third-Party Integrations
- Transaction History
- User Management
- User, Role, and Access Management
- Visual Analytics
- Visual Presentation
- Workflow Automation
- Workflow Capability
- Workflow Management
Integrations
- Total integrations187
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- Chargent
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GTM Workspace - Powered by ZoomInfo
- GetResponse
- Getsitecontrol
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Workspace
- Gravity Forms
- Help Scout
- Helply
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Professional Services Cloud
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SAP Concur
- Sage Intacct
- SalesSeek
- Salesflare
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe Payments
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workato
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- Zoomph
- dotloop
- noCRM
- weclapp
- Total integrations9
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- Chargent
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GTM Workspace - Powered by ZoomInfo
- GetResponse
- Getsitecontrol
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Workspace
- Gravity Forms
- Help Scout
- Helply
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Professional Services Cloud
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SAP Concur
- Sage Intacct
- SalesSeek
- Salesflare
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe Payments
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workato
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- Zoomph
- dotloop
- noCRM
- weclapp
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