5 best CRMs for finance companies in 2025

Finance companies face unique challenges that require specialized CRM solutions. Managing complex client relationships, ensuring regulatory compliance, and handling sensitive financial data demands more than a basic customer relationship management system. The right CRM streamlines operations while maintaining the security and compliance standards that finance professionals require.

This comprehensive guide compares the top CRM solutions for finance companies, featuring a detailed analysis of pricing, key features, and industry-specific capabilities. We’ll cover everything from implementation strategies to frequently asked questions, plus real-world examples of how leading finance companies leverage these platforms to drive growth.

And the results speak for themselves. Companies like Market Financial Solutions grew new inquiries by 30% with HubSpot, demonstrating how the right CRM transforms financial services operations. So read more and learn how HubSpot consistently ranks as the top choice for finance companies seeking an all-in-one platform that scales with their business.

Table of Contents

• What is a CRM for finance?
• CRM Comparison Table
• Best CRM Software for Finance Businesses
• Benefits of CRM Software for Finance
• 7 Important Features for a Finance CRM
• How to Choose a CRM for Finance (Step-by-Step)
• Frequently Asked Questions
• Meet HubSpot, the Top CRM Choice for Finance Companies

What is a CRM for finance?

A CRM for finance is specialized software designed to help financial institutions manage client relationships, track sensitive financial data, and ensure compliance with industry regulations. Unlike general CRMs, HubSpot provides finance-specific systems include features like portfolio management, regulatory reporting, and enhanced security protocols tailored to the unique needs of banks, investment firms, and financial advisors.

Best CRMs for Finance Companies at a Glance

Best CRM Software for Finance Businesses

Choosing the right CRM transforms how finance companies manage client relationships and drive growth. Each platform offers distinct advantages for different business sizes and requirements.

1. HubSpot

Best For: Growing finance companies seeking an all-in-one marketing, sales, and service platform

HubSpot dominates the finance CRM market by combining powerful automation with user-friendly design. GrowthLab Financial doubled its revenue using HubSpot‘s workflow automation and real-time reporting, showcasing the platform’s ability to scale with ambitious finance companies.

Key HubSpot Features:

• Smart CRM with AI-powered insights – HubSpot provides advanced lead scoring and predictive analytics help finance teams prioritize high-value prospects and identify cross-selling opportunities

• Marketing automation for financial services – Use HubSpot to create targeted campaigns for different client segments while maintaining compliance with financial marketing regulations

• Comprehensive reporting dashboard – Track key performance indicators, including client acquisition costs, lifetime value, and portfolio growth metrics in real-time with HubSpot

HubSpot Pricing:

• Free CRM: $0 (up to 1,000,000 contacts)

• Starter: $50/month for 2 users

• Professional: $1,170/month for 5 users

• Enterprise: Custom pricing

2. Salesforce Financial Services Cloud

Best For: Large financial institutions requiring industry-specific functionality

This CRM provides financial services with its CRM powered by AI. The platform addresses the complex requirements of banks, wealth management firms, and insurance companies with pre-built industry data models.

Key Features:

• Industry-specific data models – Pre-configured objects for accounts, households, and financial relationships that reflect real-world finance industry structures

• AI-powered customer insights – Einstein AI analyzes client data to recommend next-best actions and identify opportunities for deeper engagement

• Regulatory compliance tools – Built-in features for KYC verification, audit trails, and data privacy compliance to meet strict financial industry requirements

Pricing:

• Enterprise Edition: $300/user/month

• Unlimited Edition: $475/user/month

• Custom pricing for additional features

3. Microsoft Dynamics 365

Best For: Enterprises already using Microsoft Office 365 seeking integrated business solutions

This CRM extends beyond traditional functionality to include ERP capabilities, making it ideal for finance companies requiring comprehensive business management tools. Microsoft Dynamics CRM shows a 3-4% smaller market share than Salesforce yet delivers powerful Business Central & Business Intelligence integration.

Key Features:

• Seamless Office 365 integration – Native connectivity with Outlook, Teams, and Excel streamlines daily workflows for finance professionals

• Advanced business intelligence – Built-in Power BI provides sophisticated analytics and reporting capabilities for financial performance tracking

• Customizable workflow automation – Create complex approval processes for loan applications, investment decisions, and compliance procedures

Pricing:

• Sales Professional: $95/user/month

• Customer Service Professional: $95/user/month

• Sales Enterprise: $135/user/month

• Customer Service Enterprise: $210/user/month

4. Creatio

Best For: Finance companies requiring extensive customization without coding

This CRM is a no-code CRM platform that enables users to automate workflows and build applications without writing a single line of code. This flexibility makes it particularly valuable for finance companies with unique processes that don’t fit standard CRM templates.

Key Features:

• No-code platform capabilities – Build custom applications and modify workflows using visual designers instead of programming code

• Pre-built finance industry templates – Ready-to-use workflows for loan management, client onboarding, and investment tracking

• 360-degree customer view – Comprehensive client profiles that consolidate financial holdings, communication history, and relationship data

Pricing:

• Marketing Creatio: $25/user/month

• Sales Creatio: $35/user/month

• Service Creatio: $50/user/month

• Studio Creatio: $125/user/month

5. Zoho CRM

Best For: Small to mid-size finance firms seeking cost-effective CRM solutions

This CRM provides essential functionality for growing finance companies without the complexity of enterprise-grade platforms. The system offers solid automation capabilities and integrations at an accessible price point.

Key Features:

• Lead management and scoring – Automatically prioritize prospects based on engagement levels and financial profiles

• Email marketing integration – Built-in email campaigns with templates designed for financial services marketing

• Mobile-first design – Full-featured mobile apps allow finance professionals to access client data and update records from anywhere

Pricing:

• Standard: $12/user/month

• Professional: $20/user/month

• Enterprise: $35/user/month

• Ultimate: $52/user/month

Benefits of CRM Software for Finance

CRM systems deliver measurable value for finance companies by addressing industry-specific challenges:

Enhanced Client Relationship Management – With HubSpot, you can have centralized client data enables personalized service delivery and stronger long-term relationships through better understanding of financial goals and preferences.

Improved Regulatory Compliance – Enjoy the benefits of HubSpot for finance with automated documentation, audit trails, and data security features help finance companies meet strict industry regulations while reducing compliance costs.

Streamlined Sales Processes – Automated lead qualification and opportunity tracking is made easy with HubSpot, accelerating the sales cycle from initial contact to client onboarding and account opening.

Better Cross-Selling Opportunities – HubSpot can provide comprehensive client profiles reveal opportunities for additional financial products and services based on life events and changing financial circumstances.

Increased Operational Efficiency – HubSpot workflow automation eliminates manual tasks like data entry and follow-up scheduling, allowing finance professionals to focus on high-value client interactions.

7 Important Features for a Finance CRM

• Security and Compliance Tools – HubSpot’s enterprise-grade encryption, granular access controls, and comprehensive audit trails protect sensitive financial data while meeting regulatory requirements
• Client Portfolio Management – Track investments, account balances, and financial goals using HubSpot’s integrated dashboards that provide a unified view of each client’s complete financial picture
• Automated Workflow Capabilities – Leverage HubSpot’s workflow automation to streamline loan applications, account opening procedures, and compliance processes, reducing manual tasks and human error
• Integration with Financial Software – HubSpot’s robust API and native integrations seamlessly connect with accounting systems, portfolio management tools, and trading platforms for unified data management
• Mobile Access and Functionality – HubSpot’s full-featured mobile apps enable financial advisors to access client data, update records, and manage relationships during client meetings and remote work scenarios
• Advanced Reporting and Analytics – Generate compliance reports, performance metrics, and client insights using HubSpot’s powerful reporting tools and customizable analytics dashboards
• Communication Management – HubSpot automatically records and tracks all client interactions across phone calls, emails, and in-person meetings, creating a complete communication history for each relationship

How to Choose a CRM for Finance (Step-by-Step)

Step 1: Map Your Current Workflows. Document existing processes for client onboarding, lead management, and compliance procedures to identify areas where CRM automation will provide the most value.

Step 2: Identify Must-Have Features. Prioritize security, compliance, and integration capabilities based on your specific regulatory requirements and existing technology infrastructure.

Step 3: Compare Ease of Use and Team Fit. Evaluate user interfaces and training requirements to ensure high adoption rates across your finance team, from advisors to support staff.

Step 4: Check Cost at Scale. Calculate total cost of ownership including user licenses, integrations, and ongoing support as your client base grows over time.

Step 5: Choose a Flexible Platform — like HubSpot. Select a CRM that adapts to changing business needs and regulatory requirements. Allica Bank scaled from start-up to £1bn+ in lending with HubSpot CRM, leveraging its connectivity and scalability to support rapid growth in the competitive finance industry.

Frequently Asked Questions

What is the best CRM for finance companies?

HubSpot consistently ranks as the top choice for finance companies due to its comprehensive feature set, user-friendly interface, and proven track record in the financial services industry. The platform combines marketing automation, sales management, and customer service tools in one integrated solution.

What features should I look for in a CRM for finance?

Key features include robust security and compliance tools, client portfolio management, workflow automation, integration capabilities with financial software, mobile accessibility, advanced reporting, and comprehensive communication tracking. HubSpot excels in these areas with enterprise-grade security, customizable dashboards for portfolio tracking, and powerful automation tools. Regulatory compliance and data protection are particularly critical for finance industry applications, which HubSpot addresses through its comprehensive audit trails and access controls.

Is HubSpot good for finance companies?

Yes, HubSpot excels for finance companies of all sizes. Market Financial Solutions grew new inquiries by 30% while GrowthLab Financial doubled revenue using HubSpot‘s automation and reporting capabilities. The platform’s scalability and finance-specific features make it ideal for growing financial services firms.

How much does a CRM for finance cost?

Finance CRM pricing varies significantly based on features and user count. Entry-level solutions start around $12/user/month, while enterprise platforms can cost $300-$475/user/month. HubSpot offers exceptional value with a free tier and scalable pricing that grows with your business needs.

What integration capabilities should a finance CRM have?

Finance CRMs should integrate with accounting software, portfolio management systems, trading platforms, email marketing tools, and compliance management systems. HubSpot’s extensive integration marketplace and robust API capabilities enable seamless connections with core banking systems and financial planning software. This comprehensive integration ecosystem ensures HubSpot can serve as the central hub for all your client management and financial data needs.

Meet HubSpot, the Top CRM Choice for Finance Companies

HubSpot stands out as the definitive CRM solution for finance companies seeking growth, efficiency, and exceptional client experiences. The platform’s comprehensive suite of tools addresses every aspect of financial services operations while maintaining the flexibility to adapt to changing industry requirements.

Key HubSpot Advantages for Finance:

• All-in-one platform eliminates the need for multiple software solutions – Marketing, sales, and service tools work seamlessly together to provide a unified client experience

• Proven ROI for finance companies – Industry-leading automation and analytics drive measurable business results

• Enterprise-grade security with finance industry compliance – Advanced data protection and audit capabilities meet strict regulatory requirements

Commercial Funding Inc. achieved an 80% increase in leads after implementing HubSpot’s comprehensive CRM platform. Better.co.uk designed a multi-touchpoint customer contact strategy using HubSpot, increasing customer contact rates and meaningful interactions by 50%. These results demonstrate HubSpot’s proven ability to drive growth for finance companies across different sectors.

Ready to see how HubSpot can transform your finance business? Get started with HubSpot’s free CRM today and discover why leading finance companies choose HubSpot to scale their operations and delight their clients.