As a financial advisor, managing your clients’ data is essential to ensure the success of your business. This is where CRM (Customer Relationship Management) software comes in handy. CRM software helps you manage and organize all your client information in one place. However, with so many CRM software options out there, it can be challenging to choose the right one for your business.
In this article, we will discuss the ten best CRM software for financial advisors in 2021. We will cover their features, pricing, and benefits to help you make an informed decision.
1. Wealthbox
Wealthbox is a cloud-based CRM software designed for financial advisors. It offers features such as contact management, task management, email integration, and reporting. Wealthbox is also mobile-friendly, making it easy to manage your clients on the go. Pricing starts at $35/month.
Benefits of Wealthbox
- Easy to use interface
- Integrates with various third-party apps
- Offers a free trial
2. Redtail
Redtail is a web-based CRM software that caters to financial advisors. It offers features such as contact management, task management, and integrations with various third-party apps. Redtail is also mobile-friendly and has a user-friendly interface. Pricing starts at $99/month.
Benefits of Redtail
- Integrates with various third-party apps
- Offers a mobile app
- Excellent customer support
3. Salesforce
Salesforce is a well-known CRM software that offers features such as contact management, lead management, and reporting. It is highly customizable and offers integrations with various third-party apps. However, Salesforce can be expensive, with prices starting at $25/user/month.
Benefits of Salesforce
- Highly customizable
- Integrates with various third-party apps
- Offers a free trial
4. Hubspot
Hubspot is an all-in-one CRM software that offers features such as contact management, lead management, and marketing automation. It also integrates with various third-party apps and has a user-friendly interface. Hubspot’s pricing starts at $50/month.
Benefits of Hubspot
- All-in-one CRM software
- Integrates with various third-party apps
- Offers a free plan
5. Junxure
Junxure is a CRM software designed explicitly for financial advisors. It offers features such as contact management, task management, and reporting. Junxure also has a user-friendly interface and integrates with various third-party apps. Pricing starts at $65/user/month.
Benefits of Junxure
- Designed for financial advisors
- Integrates with various third-party apps
- Offers a free trial
6. Practifi
Practifi is a cloud-based CRM software designed for financial advisors. It offers features such as contact management, task management, and reporting. Practifi also has a user-friendly interface and integrates with various third-party apps. Pricing starts at $1,250/month.
Benefits of Practifi
- Highly customizable
- Integrates with various third-party apps
- Offers excellent customer support
7. Tamarac CRM
Tamarac CRM is a web-based CRM software designed for financial advisors. It offers features such as contact management, task management, and reporting. Tamarac CRM also has a user-friendly interface and integrates with various third-party apps. Pricing starts at $200/month.
Benefits of Tamarac CRM
- Designed for financial advisors
- Integrates with various third-party apps
- Offers excellent customer support
8. Bpmonline
Bpmonline is a cloud-based CRM software that offers features such as contact management, lead management, and marketing automation. It also integrates with various third-party apps and has a user-friendly interface. Bpmonline’s pricing starts at $25/user/month.
Benefits of Bpmonline
- All-in-one CRM software
- Integrates with various third-party apps
- Offers excellent customer support
9. NexJ CRM
NexJ CRM is a web-based CRM software designed for financial services. It offers features such as contact management, task management, and reporting. NexJ CRM also has a user-friendly interface and integrates with various third-party apps. Pricing starts at $50/user/month.
Benefits of NexJ CRM
- Designed for financial services
- Integrates with various third-party apps
- Offers excellent customer support
10. Redkite CRM
Redkite CRM is a web-based CRM software designed for financial advisors. It offers features such as contact management, task management, and reporting. Redkite CRM also has a user-friendly interface and integrates with various third-party apps. Pricing starts at $49/user/month.
Benefits of Redkite CRM
- Designed for financial advisors
- Integrates with various third-party apps
- Offers excellent customer support
Conclusion
Choosing the right CRM software can make a significant difference in your business’s success. The ten CRM software options we discussed in this article have unique features and pricing. Determine your business’s specific needs and choose the CRM software that fits your requirements best.
