5 Best CRM for Financial Professionals in 2024

Sections of this topic

    Financial institutions rely on CRM to foster stronger customer relationships and boost retention rates. By leveraging CRM, financial institutions can streamline their operations and focus on providing better services to their customers. However, choosing the best CRM for financial professionals can be difficult because there are so many options.

    We have researched and detailed the best CRM for financial professionals in this article. Keep reading to know what’s best for you.

    Quick Verdict

    • Monday.com – Overall best CRM for Financial
    • ClickUp – Best for Its Customization and Integration
    • Pipedrive – Best for Pipeline Management
    • Zoho CRM – Best for Streamlining Workflows
    • HubSpot – Best for Automated Workflows


    Document Management

    Financial forecasting and planning

    Integration with accounting software

    • Centralized document storage and retrieval
    • Integration with other document management software

    Customizable dashboards for tracking and analysis of key financial metrics

    50+ integrations

    ClickUp document management feature

    Goals feature

    1000+ integrations

    Smart Docs

    Advanced reporting

    300+ integrations

    Document library feature

    Sales forecasting feature

    800+ integrations

    Customizable document management template

    HubSpot forecasting software

    50+ integrations

    Quick Verdict

    Overall Best CRM for Financial Professionals – Monday.com

    Monday.com is our overall best CRM solution for financial businesses in this roundup due to its high level of customizability, which allows it to be tailored to meet the specific needs of financial companies. It offers a range of functionalities that are highly relevant to financial businesses, including the ability to manage client relationships, track financial data, and organize workflows. The platform also offers a variety of tools such as task management, collaboration tools, and automation, all of which can be used to improve productivity and efficiency for financial teams.

    5 Best CRM for Financial Professionals

    Monday.com logo

    Monday.com – Overall Best CRM for Financial

    Due to its flexible and user-friendly interface, Monday.com is widely considered as one of the top CRM systems for financial companies. Financial professionals can easily manage and monitor their leads, customers, and transactions in real-time, enabling them to gain complete visibility over their business operations. 

    The platform offers numerous templates and customization options, allowing financial companies to tailor their CRM system to their unique requirements.

    Moreover, Monday.com integrates seamlessly with various financial tools, such as accounting software, payment processors, and reporting tools, simplifying financial workflows and boosting overall productivity.

    Document Management

    Monday.com offers document management capabilities that can be beneficial for financial professionals. It allows financials to efficiently store, organize, and share crucial documents related to their clients, including financial statements, contracts, receipts, and invoices. 

    By having a centralized location for document storage and retrieval, financials can enhance their workflows and collaborate effectively with their teams and clients. The platform’s integration with popular document management tools like Google Drive and Dropbox further expands its document management capabilities.

    Financial Forecasting and Planning

    Customizable dashboards within Monday.com’s CRM provide financial teams with the tools necessary for real-time tracking and analysis of key financial metrics. 

    These dashboards collect data from multiple sources, such as sales pipelines, revenue forecasts, and expense reports, to provide teams with a comprehensive overview of their financial situation. The customization options allow teams to focus on specific metrics to meet their unique needs, leading to more accurate financial forecasting and planning.

    Integration with Accounting

    Integration with leading accounting software such as QuickBooks and Xero is a key feature of Monday.com’s CRM. This seamless integration enables financial teams to efficiently transfer data between platforms, reducing the risk of errors associated with manual data entry.

    By consolidating financial information and reports in one place, this feature streamlines financial management, encourages collaboration across teams, and facilitates efficient billing and invoicing. Ultimately, this integration saves financial teams valuable time and resources.

    • Customizable Dashboards
    • Collaboration Features
    • Integration with Other Tools
    • Automation Capabilities
    • Ease of Use
    • Mobile App
    • Excellent Customer Support
    • High Price Point
    • Steep Learning Curve for Complex Workflows


    • Basic – $9/month
    • Standard – $12/ month
    • Pro – $19/month
    • Enterprise – Contact the monday.com sales team
    Clickup logo

    ClickUp – Best for Its Customization and Integration

    Due to its customizable, integrative, collaborative, and secure features, ClickUp is a suitable CRM software for financials. It enables businesses to personalize the software to their specific requirements, integrate with other tools, collaborate on projects and tasks, and offers robust security features to safeguard sensitive financial data.

    Document Management

    Financials can benefit from ClickUp’s Document Management feature, which enables businesses to store and manage client, project, or task-related documents in one centralized location.

    The feature facilitates easy organization and access to crucial financial documents, including contracts, invoices, and receipts, as well as real-time collaboration with team members. Moreover, it supports document approval processes and change tracking, ensuring accuracy and compliance.

    Financial Forecasting and Planning

    Financial professionals can utilize ClickUp’s Goals feature to enhance their financial forecasting and planning capabilities. This feature empowers businesses to establish financial goals, track progress, and analyze related data. Furthermore, financials can divide larger financial goals into measurable targets and assign them to team members. 

    ClickUp’s Goals feature also offers visualization tools, including charts and graphs, to assist businesses in analyzing financial data and making informed decisions. Consequently, ClickUp’s Goals feature is a crucial tool for financials seeking to improve their financial forecasting and planning.

    Integration with Accounting Software

    Financial professionals can benefit from ClickUp’s integration with accounting software, which streamlines workflows and minimizes manual data entry. 

    ClickUp integrates with leading accounting software like QuickBooks, Xero, and FreshBooks, automating the synchronization of financial data.

    This integration eliminates duplicate data entry, reduces the risk of errors, and saves time. By integrating with accounting software, financials can efficiently manage financial data and have access to accurate and current financial information.

    • High level of customization
    • Allows integration with numerous tools
    • Enhances collaboration Among financial teams
    • ClickUp can be complex
    • The learning curve is difficult
    • Support is not always responsive


    • Free 
    • Unlimited – $5/month
    • Business – 1$12/month
    • Business Plus – $19/month
    • Enterprise – Contact sales
    Pipedrive logo

    Pipedrive – Best for Pipeline Management

    Pipedrive stands out as a potent Customer Relationship Management (CRM) solution ideally tailored for financial experts. The platform presents an instinctive pipeline management structure that enables users to effortlessly monitor their leads, deals, and customers at every stage of the sales process.

    Moreover, Pipedrive provides extensive reporting and analytical functionalities, which can assist financial professionals in comprehending their sales achievements and detecting opportunities for advancement.

    Document Management

    Financial experts using Pipedrive can benefit from the Smart Docs feature that automates the creation and distribution of personalized documents to clients within the platform. This capability saves users time, reduces errors, and ensures professional-looking documents are produced quickly. 

    Additionally, Smart Docs allows users to track document interactions in real-time, increasing transparency and enhancing the customer experience. By streamlining document management processes, Smart Docs boosts efficiency and facilitates better engagement between financial professionals and their clients using Pipedrive.

    Financial Forecasting and Planning

    Financial experts can leverage Pipedrive’s Advanced Reporting feature to gain insights into financial forecasting and planning. By generating reports on key metrics such as sales performance, conversion rates, and pipeline stages, users can forecast revenue and plan for future growth. 

    Advanced Reporting enables Pipedrive users to make informed decisions by providing valuable data-driven insights that help to enhance their business outcomes. With this feature, financial professionals can obtain a clear understanding of their financial situation and make more informed decisions.

    Integration With Accounting Software

    Financial professionals can streamline their accounting and sales management processes using Pipedrive’s CRM, which integrates with popular accounting software like FreshBooks. By transferring data between platforms, users can reduce manual data entry and increase efficiency. 

    Linking Pipedrive’s CRM with accounting software allows financial professionals to manage their finances more effectively, automate bookkeeping tasks, and generate financial reports with ease. This integration simplifies accounting processes, saves time, and enhances the overall user experience for financial professionals using Pipedrive.

    • User-friendly interface
    • Robust sales pipeline management
    • Advanced reporting and analytics
    • Smart Docs feature for creating personalized documents
    • Limited customization options
    • Lacks some advanced marketing features


    • Essential – $9.90/month
    • Advanced – $19.90/month
    • Professional – $39.90/month
    • Enterprise – $59.90/month
    Zoho CRM logo

    Zoho CRM – Best for Streamlining Workflows

    Zoho CRM is an excellent choice for financial professionals because it helps to streamline workflows and increase efficiency. Furthermore, Zoho CRM seamlessly integrates with other popular software tools used by financial firms, such as accounting software and payment processing platforms.

    By serving as a central hub for all client data and interactions, Zoho CRM enables financial firms to manage client relationships more effectively, improve communication, enhance customer service, and ultimately boost revenue.

    Document Management

    Financial professionals can efficiently manage their documents using Zoho CRM’s Document Library feature. This feature enables easy storage, sharing, and uploading of crucial documents such as contracts, invoices, and agreements in one central location. 

    With access permissions, document tracking, and update notifications, users can stay informed and manage document changes efficiently. Moreover, the integration with Zoho Writer enables seamless document creation and editing directly within Zoho CRM.

    Financial Forecasting and Planning

    Financial professionals can rely on Zoho CRM’s Sales Forecasting feature to forecast and plan for future business growth. With the ability to create accurate sales forecasts, generate real-time reports, and set achievable targets, this feature provides comprehensive financial forecasting and planning tools.

    Sales forecasts can be based on multiple variables, such as product, territory, and time frame, offering financial professionals deeper insights into their business performance. 

    By monitoring performance in real-time, financial professionals can make informed decisions, adjust sales strategies, and plan for the future more effectively. Overall, Zoho CRM’s Sales Forecasting feature is a powerful tool that helps financial professionals achieve accurate financial forecasting and effective business planning.

    Integration With Accounting Software

    Financial professionals can manage their client accounts and financial data in one place with Zoho CRM’s integration with crucial accounting software like Zoho Books. 

    This integration automates accounting processes such as invoicing, payment tracking, and financial reporting, improving productivity and efficiency. With real-time data syncing, financial professionals can access up-to-date client financial information and manage client accounts more effectively.

    Zoho CRM‘s integration with accounting software provides financial professionals with an effective solution for managing client accounts and financial data more efficiently.

    • Zoho CRM can be tailored to the specific needs of a business.
    • It seamlessly integrates with many other software applications.
    • Zoho CRM is easy to navigate and use, even for those who are not tech-savvy.
    • This software is a cost-effective solution compared to other CRM software.
    • Some users may find that certain features are not as extensive as they would like.
    • Zoho CRM has a limited storage capacity, which can be a problem for larger businesses.


    • Free
    • Standard – $14/month
    • Professional – $23/month
    • Enterprise – $40/month
    • Ultimate – $52/month
    HubSpot logo

    HubSpot – Best for Automated Workflows

    HubSpot allows users to tailor the CRM to their specific needs by creating custom fields, dashboards, and reports, which can provide valuable insights into customer behavior and financial metrics. Automated workflows can save time and effort for tasks such as sending invoices and following up with clients.

    HubSpot’s integration with other software tools commonly used by financial professionals also enables streamlined workflows and increased productivity.

    Document Management

    Financial professionals can manage and organize their documents using HubSpot CRM’s document management feature. The CRM allows users to store, share and access important files such as contracts and invoices directly within the platform, making it easy to track client and project-related documents.

    HubSpot also offers customizable document templates for recurring documents like contracts and invoices, which can save time and effort. Moreover, the document tracking feature enables users to monitor when clients have viewed and opened documents, providing valuable insights into customer engagement.

    Financial Forecasting and Planning

    Financial professionals can use HubSpot CRM’s financial forecasting and planning software to project their revenue, cash flow, and other financial metrics. 

    Additionally, HubSpot enables users to track and analyze financial metrics, generate custom reports, and share financial data with team members. The integration of other financial tools such as QuickBooks and Xero further streamlines workflows and improves productivity.

    Integration with Accounting Software

    The integration of accounting software with HubSpot CRM enables users to automatically sync financial data, invoices, and payment information. This provides a centralized location for financial data, making it easier to track, analyze, and report.

    Additionally, the CRM allows users to create and send invoices directly, eliminating the need for manual data entry and reducing the risk of errors. As a result, financial professionals can save time and enhance the accuracy of their financial data.

    • User-friendly interface
    • Free version available
    • Strong customer support
    • Very expensive for startups


    • Free
    • Starter – $30/month
    • Professional – $1,600/month
    • Enterprise – $5,000/month

    Benefits of CRM for Financial Professionals

    Financial professionals are increasingly recognizing the importance of CRM (Customer Relationship Management) software. This software offers several advantages by facilitating the management of customer data and enhancing client relationships. Below are seven benefits of CRM software specifically tailored to financial professionals:

    Centralized Customer Data Management

    By offering a centralized location for customer data, CRM software allows financial professionals to access all customer interactions, ranging from phone calls to emails, in a convenient and organized manner. This feature enables professionals to gain a deeper understanding of their customers’ needs and preferences.

    Improved Communication

    With CRM software, financial professionals have a platform to communicate with clients in a fast and efficient manner. This capability allows them to provide timely support and respond to inquiries promptly, leading to increased client satisfaction.

    Automation of Repetitive Tasks

    By automating repetitive tasks like data entry, appointment scheduling, and follow-up emails, CRM software reduces the workload of financial professionals. This allows them to focus on more significant tasks such as strategic planning and business development, ultimately enhancing their productivity and effectiveness.

    Enhanced Collaboration

    CRM software promotes teamwork and collaboration among financial professionals by facilitating the sharing of customer data and insights. By working together more effectively, financial professionals can achieve business goals more efficiently, leading to a more cohesive and productive working environment.

    Increased Sales Productivity

    By offering a clear overview of the sales pipeline and automating workflows, CRM software enables financial professionals to manage the entire sales process from lead generation to deal closing. This streamlines the sales process, improves productivity, and ultimately results in increased sales.

    Data-Driven Marketing

    CRM software allows financial professionals to measure the effectiveness of their marketing campaigns. This capability enables them to make data-driven decisions and optimize their marketing spend. By leveraging the insights gleaned from CRM software, financial professionals can develop more targeted and successful marketing campaigns.

    Improved Customer Retention

    CRM software empowers financial professionals to better understand customer needs, leading to the provision of personalized services and the establishment of stronger client relationships. As a result, customer loyalty is strengthened, and customer retention rates are improved, ultimately benefiting the financial professional and their business.

    Methodology for Choosing CRM Software for Financial Professionals

    Selecting the appropriate CRM software for financial professionals requires careful evaluation of various factors. Here outlines our methodologies for choosing the ideal CRM software, taking into account document management, financial forecasting and planning, and integration with accounting software:

    Document Management

    When choosing CRM software for financial professionals, a key criterion we assessed was its document management capabilities. The software had to possess the capability to securely store and manage critical documents like client agreements, tax documents, and account statements. 

    Additionally, it had to provide features such as version control and integration with popular document management systems to ensure centralized access to all client information. This feature enables financial professionals to make informed decisions efficiently, resulting in better service delivery.

    Financial Forecasting and Planning

    We also placed significant emphasis on the CRM software’s financial forecasting and planning capabilities. We searched for software that could assist financial professionals in modeling and forecasting various financial scenarios. 

    This entailed seeking software that could conduct intricate financial calculations, including tax projections, risk analysis, and investment performance. Additionally, we evaluated the software’s ability to generate reports and graphs, which facilitate visualization of the data, enabling financial professionals to communicate it effectively to clients.

    Integration With Accounting Software

    Finally, we considered the integration capability of the CRM software with accounting software. This attribute was crucial since it eliminated the need for manual data entry, enabling seamless data transfer between the two systems. Moreover, it facilitated access to real-time financial data, reducing the risk of errors, and guaranteeing financial professionals had access to the most up-to-date information.

    Frequently Asked Questions on CRM for Financial Professionals

    Final Thoughts on Best CRM for Financial Professionals

    The use of CRM is crucial for financial institutions to foster stronger customer relationships and enhance retention rates. With the help of CRM, financial institutions can streamline their operations and prioritize providing better services to their customers. 

    Our top pick in this detailed roundup is monday.com because of all the financial features that it offers. However, all the other software are among the best out there. So, if monday.com doesn’t suit you, another one on this list definitely will. Ensure you choose what’s the best for you and your financial business.