Top CRM Softwares for financial advisors in 2023
In the article we are going to look at the top CRM softwares for financial advisors. If you look at what the sales lifecycle pipeline looks like for a financial advisor doing B2B sales - it could go from lead management, to having an appointment scheduled with qualified leads, to moving them to "Qualified to Buy" stages, to Presentation Scheduled stage, to Decision Maker Bought-In stage, to Contract Sent, to Closed. The exact sales pipeline will vary for each company - but a CRM software is useful for managing your financial advisors, and seeing who is reponsible for each deal, how much they have closed, what stage of the deal they are currently at and so much more. In this blog, we are doing to look at a few of the popular softwares for financial advisors, and rate them on these features and prices.
Top CRM software examples for financial advisors:
1. Zoho
About: Zoho is a software company building a whole suite of products targeting small medium businesses and the financial advisory industry.
Zoho pricing, plan and feature details:
| Zoho CRM features | |
| Free plan | ✓ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 45% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 5
UNLIMITED
$7/mo Users: 1 $7/mo per additional user
BUSINESS
$12/mo Users: 1 $12/mo per additional user
BUSINESS PLUS
$19/mo Users: 1 $19/mo per additional user
ENTERPRISE
Custom quote Users: 1 Custom quotes per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
2. Salesforce
About: Helps manage your sales, customer service, and marketing efforts in a unified environment.
Salesforce pricing, plan and feature details:
| Salesforce CRM features | |
| Free plan | ✕ |
| Free trial period | 30 days. No credit card required |
| Annual discount | 0% |
| Monthly payment plans | Yes |
| Plans |
STARTER
$300/year Users: 1 $300/year per additional user
PROFESSIONAL
$960/year Users: 1 $960/year per additional user
ENTERPRISE
$1980/year Users: 1 $1980/year per additional user
UNLIMITED
$3960/year Users: 1 $3960/year per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
3. HubSpot
About: Designed to help manage sales interactions with customers and potential customers.
HubSpot pricing, plan and feature details:
| HubSpot CRM features | |
| Free plan | ✓ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 11% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 1
STARTER
$20/mo Users: 2 $10/mo per additional user
PROFESSIONAL
$500/mo Users: 5 $100/mo per additional user
ENTERPRISE
$1200/mo Users: 10 $120/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
4. ClickUp
About: ClickUp is a team collaboration tool to get all your work done in one place.
ClickUp pricing, plan and feature details:
| ClickUp CRM features for financial advisors | |
| Free plan | ✓ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 45% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 5
UNLIMITED
$7/mo Users: 1 $7/mo per additional user
BUSINESS
$12/mo Users: 1 $12/mo per additional user
BUSINESS PLUS
$19/mo Users: 1 $19/mo per additional user
ENTERPRISE
Custom quote Users: 1 Custom quotes per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
5. Freshsales by Freshworks
About: Freshsales aims to be an all-in-one platform for your sales, marketing and support.
Freshsales pricing, plan and feature details:
| Freshsales CRM features | |
| Free plan | ✓ |
| Free trial period | 21 days. No credit card required |
| Annual discount | 18% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 3
GROWTH
$9/mo Users: 1 $9/mo per additional user
PRO
$39/mo Users: 1 $39/mo per additional user
ENTERPRISE
$59/mo Users: 1 $59/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
6. Monday Sales CRM
About: Monday is an all in one platform with CRM + project management tools built in and can also help manage communication with your B2B customers.
Monday Sales CRM pricing, plan and feature details:
| Monday CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 18% |
| Monthly payment plans | Yes |
| Plans |
BASIC
$37/mo Users: 3 $12/mo per additional user
STANDARD
$50/mo Users: 3 $17/mo per additional user
PRO
$90/mo Users: 3 $30/mo per additional user
ENTERPRISE
Custom quote Users: 1 Custom quotes per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
7. ActiveCampaign for Sales
About: ActiveCampaign for Sales provides CRM with email marketing + automation + other tools.
ActiveCampaign for Sales pricing, plan and feature details:
| ActiveCampaign for Sales features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 18% |
| Monthly payment plans | Yes |
| Plans |
PLUS
$23/mo Users: 1 $23/mo per additional user
PROFESSIONAL
$59/mo Users: 1 $59/mo per additional user
ENTERPRISE
Custom quote Users: 1 Custom quotes per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
8. Close CRM
About: Close is a CRM built to keep all your financial advisory sales activity in one place.
Close CRM pricing, plan and feature details:
| Close CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 7% |
| Monthly payment plans | Yes |
| Plans |
STARTUP
$59/mo Users: 1 $59/mo per additional user
PROFESSIONAL
$329/mo Users: 3 $109/mo per additional user
ENTERPRISE
$749/mo Users: 5 $149/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
9. Nextiva CRM
About: Nextiva helps you manage all your customer conversations from one place.
Nextiva CRM pricing, plan and feature details:
| Nextiva CRM features for financial advisors | |
| Free plan | ✕ |
| Free trial period | 7 days. No credit card required |
| Annual discount | 22% |
| Monthly payment plans | Yes |
| Plans |
ESSENTIAL
$25/mo Users: 1 $25/mo per additional user
PROFESSIONAL
$30/mo Users: 1 $30/mo per additional user
ENTERPRISE
$40/mo Users: 1 $40/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
10. Bigin by Zoho
About: Bigin by Zoho looks to bring together all your customer interactions into one platform..
Bigin pricing, plan and feature details:
| Bigin CRM features | |
| Free plan | ✓ |
| Free trial period | 15 days. No credit card required |
| Annual discount | 35% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 1
EXPRESS
$7/mo Users: 1 $7/mo per additional user
PREMIER
$12/mo Users: 1 $12/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
11. Zendesk Sunshine Sell CRM
About: Zendesk aims to be an all in one platform for your sales team.
Zendesk CRM pricing, plan and feature details:
| Zendesk CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 25% |
| Monthly payment plans | Yes |
| Plans |
TEAM
$25/mo Users: 1 $25/mo per additional user
GROWTH
$69/mo Users: 1 $69/mo per additional user
PROFESSIONAL
$149/mo Users: 1 $149/mo per additional user
ENTERPRISE
$219/mo Users: 1 $219/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
12. Pipedrive CRM
About: Pipedrive is a really good CRM designed to help you close more sales, and can be used by financial advisors to improve B2B sales.
Pipedrive CRM pricing, plan and feature details:
| Pipedrive CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 17% |
| Monthly payment plans | Yes |
| Plans |
ESSENTIAL
$9/mo Users: 1 $9/mo per additional user
ADVANCED
$19/mo Users: 1 $19/mo per additional user
PROFESSIONAL
$39/mo Users: 1 $39/mo per additional user
POWER
$49/mo Users: 1 $49/mo per additional user
ENTERPRISE
$59/mo Users: 1 $59/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
13. Keap CRM
About: Keap CRM is designed to help your sales teams grow their revenue.
Keap CRM pricing, plan and feature details:
| Keap CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 20% |
| Monthly payment plans | Yes |
| Plans |
PRO
$199/mo Users: 2 $29/mo per additional user
MAX
$289/mo Users: 2 $29/mo per additional user
MAX CLASSIC
Custom quote Users: 1 Custom quote per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
14. Less Annoying CRM
About: Easy to setup, and built for small businesses.
Less Annoying CRM pricing, plan and feature details:
| Less Annoying CRM features | |
| Free plan | ✕ |
| Free trial period | 30 days. No credit card required |
| Annual discount | 0% |
| Monthly payment plans | Yes |
| Plans |
Monthly
$15/mo Users: 1 $15/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
Conclusion:
There are many benefits to using a CRM software if you are a financial advisor. From better customer profiling, to tracking communication, to prioritising tasks, to managing leads, to closing more sales - a good CRM software can help close more sales. If you have experience using a CRM and are looking for an enterprise related CRM - you can test Salesforce, Close or Keap - but if you are new and want to try before you buy it would be better to try one with a free plan like Zoho, HubSpot, Freshsales etc. If you are looking for something simple, easy to setup and that has clear pricing plans you can try out Less Annoying CRM.