Salesforce Financial Services Cloud Alternatives with Better Features
CRM tailored for financial advisors and wealth managers
Trusted by 254,745+ software buyers annually.
Main Features
- Calendar Management
- Contact Management
- Customer Data
- Document Management
Showing 1-2 out of 2
List of the Top Salesforce Financial Services Cloud alternatives as of June 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
9.0
Spot Score
Bigin by Zoho CRM
RECOMMENDED
Streamline your sales and build better relationships.
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What is Bigin by Zoho CRM?
Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, tasks and more. It can be accessed from any web browser and provides real time updates on sales progress.
Read moreCommon Features
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Contact Management
Unique Features
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Quotes (Proposals)
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List Management
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Customer Support
+ 6 more
Pricing
Free Trial available, Try Now
Starts from $7/User/Month when Billed Yearly, also offers free forever plan
8.8
Spot Score
Follow Up Boss
Effortlessly follow up and close more deals.
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What is Follow Up Boss?
Follow Up Boss allows you to create follow-up rules for leads, tracks multiple sales opportunities and deals simultaneously. It has a built in contact management system that helps the user maintain proper records and manage escalation notices. The program is web-based and it can be accessed ...
Read moreCommon Features
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Contact Management
Unique Features
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List Management
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Customer Support
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Marketing Automation
+ 3 more
Pricing
Free Trial available, Try Now
Starts from $1,000 when Billed Monthly
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
