20 Best CRMs For Banks - Switch On Business

The table below shows a quick price comparison of all the Bank & Banking CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Zoho CRM	$20	15 day
Freshsales	Free plan available then $11	21 day
Hubspot CRM	Free plan available	Free plan available
Pipedrive	$24	14 day
Monday.com	$15	14 day
Zendesk	$69	14 day
Microsoft Dynamics 365	$65	30 day
ClickUp	Free plan available then $7	No trial available
SugarCRM	$19	7 day
SAP Sales Cloud	Not stated	30 day
Pipeliner CRM	$65	14 day
Vtiger All-In-One CRM	Free plan available then $15	15 day
LeadSquared	Not stated	No trial available
Creatio	Not stated	14 day
EngageBay	Free plan available then $14.99	No trial available
Crowe	Not stated	No trial available
Vymo	Not stated	No trial available
360view	Not stated	No trial available
CRMNEXT	Not stated	No trial available
Cronberry	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Zoho CRM

They offer a CRM designed for financial services including banks which helps build client loyalty.
It provides complete management of your client journey and greater oversight.
They provide automation to improve follow-ups and aid goal completion.
The in-built AI is designed to assist with making smarter financial decisions.
You can create more personalized messages to engage clients better.
Customer records can include their documents as a single source of information.
They provide an in-depth analytical engine to create customized dashboards and track your performance.
You can integrate it with the most popular business apps.
It is fully compliant with the latest security standards including GDPR.
A 15-day free trial and demo are offered to allow you to sample the software.

Website: https://www.zoho.com/crm/solutions/financial-services/

2. Freshsales

They claim to offer the best CRM solution on the market for banking operations.
It acts as a unified platform to centralize all your data whilst providing automation.
They provide an easy-to-use CRM that delivers a 360-degree of your clients.
It offers customizable features and intuitive pipeline management to tailor the CRM to your needs whether you are a retail or corporate bank.
They offer advanced automation capabilities that can increase sales productivity and drive revenue.
You can set up workflow automation such as setting up reminders, sending follow-up emails and assigning leads to the relevant sales team.
It can help manage your leads with AI-powered contact scoring and deal insights to save analysis time and aid lead conversion of high-value leads.
Marketing features include managing omnichannel communications, crafting personalized customer emails, and AI-powered chatbots.
It can provide you with a range of insights and improve visualization of your workflows.
They offer a free plan for up to three users and a free trial of the software for 21 days as well as a personalized demo.

Website: https://www.freshworks.com/crm/banking/

3. HubSpot CRM

Offers software for financial services that is suitable for banks to help connect teams with customer data.
It is designed to build relationships with clients whilst ensuring your data is secure.
The CRM provides email marketing that enables you to deliver targeted campaigns and messages to a segmented audience with easy-to-use email tools.
Email campaigns are trackable to monitor their performance and success.
You can set up automatic scheduling and reminders for events and follow-ups.
Access sales management information including sales performance, deal forecasting, sales funnel reports and more to monitor your sales teams.
You can manage your sales processes through the customer journey pipeline and track them centrally.
The CRM provides a range of insights about your business, teams and customers to aid decision-making.
It can integrate with your existing apps to maximize capabilities.
They offer a free plan for up to five users that can be used for a trial and they offer a demo of the software.

Website: https://www.hubspot.com/financial-services

4. Pipedrive

They offer a CRM for banking that provides a 360-degree visibility of leads and customers.
It is designed to help businesses make informed decisions and build stronger relationships.
The CRM enables you to personalize your customer experiences at scale.
It allows you to record key details and activities through the buyer journey.
You can automate repetitive tasks to save time and focus on other activities.
Customer service processes can be streamlined to assist you in raising your quality levels.
You can run personalized and targeted marketing campaigns using audience insights.
It also offers customizable pipelines, automated workflows, chatbots and live chat.
They provide highly customizable dashboards and sales reports to provide insights about your customers, marketing and business.
Offers a 14-day free trial of the CRM.

Website: https://www.pipedrive.com/en/industries/crm-in-banking

5. Monday.com

They offer a CRM that is suitable for banking teams to help them close deals faster.
It provides visibility of your entire sales process from lead to close.
The CRM is a central place to store your customer data and communicate with your team.
It offers a range of different views to see your data and activities so you can see what you need to do in the best way.
You can automate your workflows to reduce repetitive work and save time.
Automatic reminders can be set up to send follow-up emails and confirm approvals.
You can customize your boards and edit columns to match your needs.
It can help you to manage your marketing strategy, project management and resource management.
You can track progress, timelines and budgets with custom dashboards to aid decision-making.
Offers a 14-day free trial of their software.

Website: https://monday.com/blog/crm-and-sales/crm-for-banking/

6. Zendesk

Offers a CRM for financial services catering for banking, insurance, wealth management and investments.
It puts all your client data in one place enabling your teams to provide better customer service.
You can deliver personalized communications through the software and provide offers to your leads and customers.
Customer information can comprise their details, product usage, lifetime value and communication preferences.
They provide automation and AI to improve your processes and assist with self-service.
You can utilise chatbots and AI to respond to questions through your knowledge base.
Providing your teams with additional information can assist with workforce engagement.
They offer a mobile app to allow access anywhere securely.
The software adheres to the highest security standards to keep your data safe.
Access their 14-day free trial to learn more about the CRM.

Website: https://www.zendesk.com/financial-services/

7. Microsoft Dynamics 365

They offer a range of software that caters for the banking industry which can deepen customer relationships through the use of AI.
It is designed to assist customer experiences and enhance collaboration whilst delivering business outcomes.
The software can empower your employees with insights and communications to improve their productivity.
It can help manage risk and compliance with risk insights and the ability to facilitate regulatory compliance.
The software can support the rollout of new products and services.
They can assist with personalized and AI-augmented customer experiences.
It provides powerful AI tools to manage all digital channels and personalize the experiences.
Provides the ability to offer intelligent self-service whilst safeguarding your customer interactions.
It offers a holistic view of customers and can produce real-time insights.
A 30-day free trial of the software is available.

Website: https://www.microsoft.com/en-us/industry/financial-services/banking

8. ClickUp

They offer a CRM that can help manage banking projects with the assistance of AI.
It enables you to manage all your customer relationships in one place.
The CRM helps sales reps manage and understand customers by tracking accounts using a range of views including lists, tables and Kanban boards.
You can streamline your customer service processes to reduce tasks and save time.
A single platform can eliminate cross-departmental silos and increase collaboration.
You can create multichannel marketing campaigns to deliver customer retention and interactions.
It can automate repetitive tasks, optimize workflows, set up reminders and follow-ups to keep you on top of your actions.
The CRM can process customized reports covering metrics including customer lifetime value, average deal size and recurring revenue.
You can integrate it with over 100 tools and software to deliver more.
They offer a free plan for personal use which can be used to try out the software.

Website: https://clickup.com/blog/crm-for-banking/

9. SugarCRM

Offers a CRM that caters for commercial banks and collects information across marketing, sales and services.
It provides a central repository of information and tools that can be shared across your business.
The CRM allows you to create relationship links in customer records and develop workflows to support them.
Get a 360-degree view of customers with activity history and AI predictions to support you in developing marketing campaigns.
Create automation to assist you with managing renewals and cross-selling opportunities so nothing is overlooked.
Provide your relationship manager, product specialists and business specialists with valuable insight so they can create personalized customer experiences.
They provide personalized user experiences across devices to aid the adoption of the CRM.
It can be configured to meet your regulatory requirements and security needs.
You can integrate the CRM with a range of tools to enable you to get more from the CRM.
A 7-day free trial is available to allow you to see more of the CRM.

Website: https://www.sugarcrm.com/industries/financial-services/commercial-banking/

10. SAP Sales Cloud

They offer banking software with generative AI to enhance customer experiences.
It is designed to support growth, manage change, integrate processes and manage risks.
The software provides data-driven intelligence that can be used to improve your customer experiences.
It can digitize your product lifecycle and achieve operational effectiveness.
They provide cloud banking solutions which enable you to build, scale and test new products to capture new customers.
It allows you to engage customers across multiple channels.
They enable you to automate processes to improve operational efficiencies.
It can integrate with a range of SAP products to increase its functionality.
Provides business data that delivers insight into what is happening in your bank.
Access a 30-day free trial to discover more about the software.

Website: https://www.sap.com/industries/banking.html

11. Pipeliner

Offers a CRM designed for banks and financial institutions that can provide intelligence and customizable processes.
They offer separate products that cater for retail and commercial banking.
The CRM can be tailored to match your company and offerings as well as your customers and buyer profiles,
It can help you to maximize your opportunities and provide metrics to support your business.
The CRM can record email, social media and phone notes which are viewable across teams.
It enables tasks to be assigned, priorities viewed and clear actions for agents.
You can integrate it with a wide range of apps including email, calendar, contacts and tasks.
Reports and insights are available to manage the performance of agents and KPIs.
It is easy-to-use and onboard with minimal training time due to its simplicity.
Provides a 14-day free trial and a demo of the CRM.

Website: https://www.pipelinersales.com/crm-industries/financial-services/

12. Vtiger

Offers a CRM which is suitable for banks, financial institutions and government sectors.
It provides a helpdesk system to aid your service teams and increase productivity.
They provide an easy-to-use system that is GDPR compliant and secure.
The CRM is highly customizable to meet your business needs and automation to increase efficiencies.
You can automate workflows to reduce repetitive tasks and save time.
The CRM can include a knowledge base to provide fast answers to problems previously answered.
It also includes appointment scheduling and real-time web chats.
The CRM can be integrated with over 500 apps to provide more functionalities.
You can build reports from your data, visualize your most important metrics and monitor team performance.
They offer a free plan for up to 10 users and a maximum of 3,000 records, and a 15-day free trial of the CRM.

Website: https://www.vtiger.com/vtiger-crm-for-bctf/

13. LeadSquared

They offer a banking CRM that helps build customer-centric institutions.
It is designed to assist you in acquiring, engaging and onboarding customers and partners on a single platform.
They provide sales execution and enablement tools to assist with converting leads.
It can help you to manage your customers throughout the customer lifecycle.
They provide automation for field sales to reduce admin and save time.
It can help you identify upselling and cross-selling opportunities.
They provide marketing automation with end-to-end lead management, multi-channel engagement and priority scoring.
It can produce dynamic reports and analytics to inform your decision-making.
You can integrate it with over 100 software and apps.
Book a demo of the CRM to learn more about it.

Website: https://www.leadsquared.com/banking-crm/

14. Creatio

Offers a modern CRM platform that is designed for banks to help them build trust.
It assists you in delivering a coordinated and personalized customer experience.
The CRM provides a centralized platform for customer data and communication channels.
Provides a 360-degree view of customers allowing personalized communications and recommendations.
It can streamline your front office operations by enabling seamless interactions between bank representatives and customers whilst creating efficiencies.
You can automate processes such as opening accounts, screening and verification routines, faster approvals and digital document management to reduce errors and increase customer satisfaction.
Utilize workflows in lending management to reduce repetitive tasks, reduce errors and accelerate the process.
You can design your unique lead management process to aid conversion and reduce the workload.
They provide advanced data analytics to help you tailor your services and communications.
A 14-day free trial and live demo are available to sample the software.

Website: https://www.creatio.com/landings/banking-crm-platform

15. EngageBay

They claim to offer the best CRM software for banks and financial institutions that are starting or small.
It is a comprehensive all-in-one CRM solution which is available at an affordable price.
The CRM can handle all communication channels including email, phone, SMS, social media, live chat and web forms.
It enables you to create customer profiles and personas to aid your targeting.
The CRM provides a range of tools including email template builder, email broadcast, live chat, social media and SMS marketing.
It provides a drag-and-drop landing page and form build to allow you to create great pages.
Also offers Service Bay which provides autoresponders, help desk, service tickets, canned responses, support groups and more.
You can integrate the CRM with a range of popular and useful software and apps.
They offer dashboards that can help you monitor your marketing, sales, productivity and customer engagement metrics.
A free plan is available for up to 15 users and 250 contacts, and you could use this for a trial.

Website: https://www.engagebay.com/blog/banking-crm-software/

16. Crowe

They offer a CRM banking solution that utilizes Microsoft Dynamics 365 and Microsoft Power Platform to deliver simplified digital transformation.
It is designed to allow you to deliver personalized customer service across every channel efficiently.
The CRM provides a 360-degree view across your platform and customers to provide valuable insights.
It provides powerful workflow tools that can automate and streamline your processes to create efficiencies.
You can increase customer engagement through multichannel marketing campaigns.
Allows you to run personalized interactions through a range of advanced customer engagement tools.
You can set up alerts and customize workflows to help you manage your processes more effectively.
The CRM allows you to track workflow items and you can also build referral dashboards.
They provide analytics to enable you to make smarter decisions backed by data.
It can be integrated with a range of software to increase its useability.

Website: https://www.crowe.com/services/consulting/microsoft/crm/banking

17. Vymo

Offers a sales engagement platform for financial institutions including banks.
It is designed to help to unify their sales and collections to increase productivity and growth.
They provide a mobile first experience that supports field agents and sellers on the go.
The software allows you to manage all your sales and engagement activity in one place.
It can capture your communications including emails, calls and meetings automatically.
The software can provide activity alerts, nudges and engagement suggestions to aid delivery.
Provides features to support sellers and managers in doing their role more effectively.
You can access a variety of data and gain insights about your business and customers such as team performance and forecasts.
It can integrate with your existing systems to unify your operations.
Book a demo to find out more about the software.

Website: https://vymo.com/

18. 360view

They offer a CRM that specializes in banks and credit unions and helps them serve their customers better.
They can provide practical solutions and guidance to you with their custom CRM.
It helps you to grow relationships by being able to personalize your marketing.
You can deliver scalable outreach to customers and prospects throughout the customer lifecycle.
It enables automation to reduce manual tasks to make efficiencies whilst improving services.
Gain a consolidated and holistic view of all your customer accounts to allow you to understand customer needs better.
The CRM allows you to manage your leads, activities, referrals and service requests.
They provide pipelines to enable you to see your processes better and aid collaboration.
Access valuable insights about your business data and profitability as well as spot any trends to help inform decision-making.
Contact them to arrange a customized demo of the CRM to learn more.

Website: https://www.360view.com/

19. CRMNEXT

They offer a CRM that is specifically designed for banks and credit unions.
The CRM allows you to share data and actions across your departments to increase collaboration.
It can help simplify your staff’s day and assist in growing relationships with your customers.
They will work with you to customize the platform to meet your needs.
It enables you to track all your customer requests and auto-assign tasks to the right department.
You can build actionable workflows and automated sequences to simplify and streamline your services.
Communicate with your customers and leads with personalized messages and follow-ups across a range of channels.
Find opportunities to upsell by using your data more effectively.
It can connect seamlessly with your other systems so that they are integrated.
They provide demos on the website to show you how the CRM works and looks as well as a personalized tour.

Website: https://crmnext.us/

20. Cronberry

Offers marketing automation software for the banking industry that helps capture leads and manage your communications.
It can help you to capture leads from various platforms including your website, social media, paid ads, email campaigns and referrals.
You can manage your leads and segregate them on a range of factors to make it easier to find the best leads and target them more appropriately.
Communicate with your customers and keep them informed of other products and engaged with your bank.
They provide marketing automation to make interaction easier and save time.
Send personalized emails that are tailored to your customers’ needs to upsell products to them.
It can help analyze your marketing campaigns and provides an email analyzer to assist in supporting writing more compelling emails.
You can track and manage real-time team performance including attendance, call durations, call recordings and working hours.
Provides an easy-to-use dashboard to monitor leads and campaigns to aid your decision-making.
You can request a demo to explore how the software works.

Website: https://www.cronberry.com/bank-marketing-automation-software