top partner

for CFD

It’s essential you have a dependable customer relationship management (CRM) platform for your bank. 

Without the right software in place, you’re risking not only mismanaged clients and lost revenue but also the security of sensitive financial information. 

I’m AJ—here to help. I’ve built my business (over the last decade) to a successful multiple seven-figure exit. 

My mission is to help fellow business owners achieve success and financial freedom

So, let’s break down this list of the best CRM for banks—guaranteed to help your business grow. 

Stick around for some pro tips to help you decide! 

After years of SBB testing, here is our list of the best CRM for banks:

Best CRM For Banks For Client Management: HubSpotBest CRM For Banks For Workflow Automation: Monday.comBest CRM For Banks For Ticket Management: EngagebayBest CRM For Banks For Lead Management: Zoho CRMBest CRM For Banks For Beginners: Less Annoying CRMBest CRM For Banks For Ease of Use: Insightly CRM

How Did We Test The Best CRM For Banking?

My team and I spent six months going in-depth on each CRM platform on this list.

Here’s what we looked at:

How We Objectively Test Each Platform:

Expert Review



Customer Service


Ease of Use


AJ’s got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he’s been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ’s your guy.

We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.

Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We’re looking for flexability for small businesses. 

We all know support is mega important when you’re choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can’t afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We’re talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).

When you’re in the business of picking a CRM, integrations are like the secret sauce that takes your burger from ‘meh’ to ‘mind-blowing’. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.

When you’re reviewing a Customer Relationship Management (CRM) system, it’s essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we’re reviewing each CRM, this is a crucial aspect that we look for.

The importance of Mobile CRM cannot be overstated in today’s digital age. It’s essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.

HubSpot CRM: Best for All-In-One​

Bonfire Rating: 4.8/5

HubSpot CRM has everything you need to help manage customer relationships. Seriously, it’s got it all.


Learn More Today!



Tons of Free Tools From Each Hub

Live Chat Capabilities

Robust Integrations


Why We Picked HubSpot CRM​

HubSpot CRM is a fantastic all-in-one CRM perfect for any bank or financial institution. 

Here are some notable features:

Tons of integrationsClient managementWorkflow automationMobile appReporting & analytics

HubSpot is robust, secure, and 100% free forever. 

It’s tailor-made for financial institutions looking to grow (without anything falling through the cracks). 

HubSpot CRM Features​

Managing customer relationships is crucial for banks. 

HubSpot CRM simplifies this process, allowing you to manage your client’s entire lifecycle—from prospecting to customer retention. 

With HubSpot, you can easily achieve the following:

Create custom fieldsAssign tasks to team membersTrack meetings, calls, & emailsStore all client data in one location

Adding a new contact is as easy as clicking “create contact” and filling out a few fields (pictured below). 

Within each card, you can easily view and edit the following info:

NameOwnerJob title Phone & emailLifecycle stage Lead statusNotes & tagsAttachmentsCustom fields

As you can see, there’s a ton of information in each card, but HubSpot manages to keep all this data well-organized and just a click away.  

Once you’ve input your data, you can easily view everything from HubSpot’s client dashboard (shown below). 

This dashboard is fully customizable, allowing you to add essential metrics for your bank. 

The nitty gritty: HubSpot offers some of the best client management capabilities in the game. 

It’s perfect for banks of any size looking to streamline their processes and improve customer relationships across the board. 

HubSpot reigns supreme when it comes to integrations. 

The banking CRM software boasts more than 300 native integrations on its App Marketplace (shown below), making it a top choice for banks. 

Here are a few of our favorites for banking:


With one-click integrations, you can quickly install and use any of the above apps. 

Plus, HubSpot offers a fantastic pairing with Zapier, allowing for over 6,000 additional integrations

The need to know: If you need an integration, there’s a good chance HubSpot has it. 

With HubSpot CRM, you can automate repetitive tasks to save time and increase efficiency. 

This is especially useful for banks and financial institutions that deal with a high volume of client interactions. 

HubSpot provides helpful pre-made automation templates (screenshot below) to hit the ground running with complex workflow automation. 

These make it easy to get started with no coding knowledge necessary!

HubSpot also lets you create custom automation with its visual workflow builder. 

Here’s how the builder looks (to give you a better idea). 

Here are some use cases for HubSpot’s automation for banks:

Automatically send a welcome email to new clients when they sign up for an accountAssign tasks to team members based on specific client actionsSend reminders for upcoming loan payments or credit card statementsUpsell or cross-sell products and services based on a client’s financial behavior

The bottom line: HubSpot provides top-notch automation capabilities to help you make tedious tasks a thing of the past!

HubSpot CRM Pricing​

HubSpot CRM offers a free plan in addition to three paid plans:

Free Plan – Free ForeverStarter CRM Suite – $30/MonthProfessional CRM Suite – $1,335/MonthEnterprise CRM Suite – $5,000/Month

Check out our in depth HubSpot pricing guide!

HubSpot CRM Pros and Cons​ Best For Workflow Automation

Bonfire Rating: 4.8/5 was made for the dreamers, the folks who get stuff done!

Learn More Today!



Tons of Project Management Tools

Affordable Pricing & Free Forever Plan

Powerful Analytics & Reporting


Why We Picked is a work management platform and a CRM in one convenient package. 

The CRM powerhouse is known for its stellar workflow automation capabilities, making it an excellent choice for banks and financial institutions looking to streamline their business processes.

Here are some impressive features for banks:

Task & project managementLots of integrationsClient managementLead managementCustomizable workflow automation is highly customizable, allowing you to tailor your workflows to fit your bank’s specific needs (as you scale). Features​

Great lead management can make or break a financial institution. makes it easy for sales teams to track leads, automate follow-ups, and nurture potential customers.

Here are some lead management features offered by

Lead scoring Automatic lead nurturingLead assignment & notificationsCustomizable lead workflows

Check out a sneak peek of’s lead management in action. 

The color-coded status labels make it easy to keep track of leads and know what stage they’re in (at a glance).

Our takeaway: Regarding lead management, delivers in a big way.

If you want to streamline and automate your lead management, look no further than

If you’re running a bank and not keeping track of your key performance indicators (KPIs), you’re leaving money on the table. 

With, banks can quickly track progress and uncover opportunities for improvement.

Here’s what has to offer in terms of reporting and analytics:

Customizable dashboards & reportsAdvanced filtering & sorting optionsReal-time data updatesEasily exportable reportsTeam analytics

Here’s a quick look at a sales dashboard. 

The visual layout and real-time updates make it easy to stay on top of key metrics and make data-driven decisions.

Plus,’s drag-and-drop interface makes it easy to customize your dashboards to focus on the metrics that matter most to your bank.

The final verdict: The sky’s the limit when it comes to visualizing and tracking data with 

Whether you’re a small community bank or a large financial institution, their reporting and analytics feature is sure to impress.

Automation is crucial to running a successful bank. 

With’s customizable workflow automation, you can automate repetitive tasks and efficiently integrate your processes.

Here are just a few ways your bank can benefit from workflow automation with

Automatically assign tasks to team membersGet email notifications for new leads or opportunitiesSet automatic reminders for upcoming appointments or deadlinesCreate custom workflows to streamline processes, like loan approvals or account openingEasily integrate with other tools & platforms for a seamless workflow across your banking operations takes the guesswork out of automation with its pre-made automation templates (screenshot below).

These beginner-friendly templates make it easy for banks to get started with workflow automation without any coding knowledge whatsoever. also offers a unique automation creation interface, which allows you to create complex automations with just a few clicks.

Here’s how this feature looks in action. 

Simply create a “When/Then” statement and add in your desired actions to automate your workflow.

The process takes less than 5 minutes—leaving you feeling like a tech genius!

The breakdown: makes it easy to stay ahead of the curve regarding automation. 

The customizable workflows and automation capabilities are unmatched in the CRM market, making a top pick for banks and financial institutions. 

Monday CRM Pricing​ offers four paid plans in addition to a free plan.

These include the following:

Free – Free ForeverBasic – $10/MonthStandard – $12/Month Pro – $20/Month  Enterprise – Custom Pricing

Take a look at our extensive pricing guide!

Monday CRM Pros and Cons​

EngageBay: Best For Ticket Management

Bonfire Rating: 4.7/5

EngageBay is perfect tool to help SMBs grow from the ground up!


Learn More Today!




Excellent Pipeline Management

Task Management Tools

Robust Contact Management


Why We Picked EngageBay

EngageBay is an all-in-one CRM powerhouse designed to help businesses scale from the ground up!

Here are some standout features for banks:

Ticket managementClient managementTask trackingSales & marketing automationReporting & analytics

EngageBay is intuitive, powerful, and, the best part—completely free; what’s not to love?

EngageBay Features

Managing client issues and inquiries is a crucial part of the banking industry, and EngageBay’s ticket management feature makes it super easy.

EngageBay provides the following ticket management tools:

Shared inboxAutomated ticket assignmentCustomizable workflowsTicket status tracking

With EngageBay, you can keep your team on the same page and ensure timely resolution of client issues.

You can also convert emails into tickets effortlessly with email integration and add custom fields to make it even more tailored to your needs.

Adding new tickets takes just seconds and is incredibly easy to navigate.

Once you have everything put in, you can easily view all your tickets in one place with the ticket dashboard (shown below).

The best part about this feature is that it’s 100% free (with unlimited customer tickets). 

The lowdown: EngageBay’s ticket management is a force to be reckoned with. 

Check it out (with no strings attached) to help scale your bank with ease!

Effective and secure customer data management is the lifeblood of any successful bank. 

It’s not just about keeping records; it’s about leveraging those records to create individualized experiences while maintaining the highest level of security

EngageBay’s client management feature understands these needs. It offers robust tools to help sales reps manage customer data effectively and securely. 

You’ll gain a 360-degree view of your customer interactions, with all data safely stored and easily accessible at any point

This way, you can make every customer feel valued and secure while making your operations more efficient and compliant.

You can get a top-down view of all your clients from EngageBay’s client dashboard (shown below). 

This dashboard is fully customizable, meaning you can track the data your bank needs (without breaking a sweat).

All in all, client management is a crucial feature for any banking business looking to scale.  

Managing your day-to-day can be tricky without the right tools. 

That’s where EngageBay comes in to save the day! 

EngageBay provides powerful task-tracking capabilities, allowing you to easily create and assign tasks to yourself or team members.

Here are some things we love about this feature:

Multiple views with the tasks pipelineDrag-and-drop interfaceColor-coded task labelsTask reminders and notifications

EngageBay’s task management is a no-frills approach to staying organized while your business grows. 

The tasks pipeline (as shown below) is a simple yet powerful way to keep track of each task’s progress.

Our two cents: EngageBay makes it easy to prioritize, delegate, and get things done in a timely manner. 

EngageBay Pricing

EngageBay offers a free forever plan and three paid plans.

They are as follows:

Free – Free foreverBasic – $14.99/Month Growth – $49.99/Month Pro – $99.99/Month 

Here’s a look at our EngageBay pricing guide!

EngageBay Pros and Cons

Less Annoying CRM: Best for Simplicity​

Bonfire Rating: 4.8/5

Less Annoying CRM is all about keeping it simple and affordable.

Less Annoying CRM

Learn More Today!



All Features Included for $15/Month

Customizable Workspace

Extremely Intuitive User Interface


Why We Picked Less Annoying CRM​

Less Annoying CRM is a simple yet effective CRM for banking institutions that don’t need all the bells and whistles of a more advanced platform. 

Some of our favorite features include:

Customizable pipelinesClient managementTask managementScheduling calendarReporting & analytics

Less Annoying CRM offers all its features right out of the gate (for the low price of $15/month).

This means your CRM budget is consistent, with no hidden fees down the road. 

Less Annoying CRM Features​

Your customers are the backbone of your banking institution, and Less Annoying CRM helps you easily manage these relationships. 

The simple banking CRM software allows you to create custom fields, track client interactions, and store all data within each contact card (pictured below). 

Within each card, you can record (and easily edit) the following information:

NameEmail & phoneCompany Job titleAddressBirthdayWebsiteNotes & tagsCustom fieldsAttachments

This allows you to view a ton of data without navigating to multiple windows. 

Less Annoying CRM also offers the ability to filter through many contacts easily (shown below).

This is perfect for banks with a large client base or those looking to segment their audience for targeted multichannel marketing campaigns.  

The breakdown: Less Annoying CRM is great for managing customer relationships and keeping all client data organized in one place. 

It’s easy to use and perfect for beginners looking for a simple, straightforward CRM solution. 

Banks typically have a lot going on, and keeping track of meetings or appointments can be a nightmare without the right tools. 

Thankfully, Less Annoying CRM’s scheduling calendar helps you keep everything in one convenient place (pictured below). 

Within the calendar, you can:

View tasks assigned to team membersCreate new tasks/eventsSchedule meetings with clientsSync with Google & Outlook Calendar

This makes it easy to stay on top of all your appointments without switching between multiple calendars or tools. 

You can easily switch between multiple views, including the following:


This helps you organize your schedule to best suit your specific needs.

The nuts and bolts: Less Annoying CRM provides a no-frills scheduling calendar to help banks stay on track (while scaling their operations). 

Task management is a key feature of Less Annoying CRM, allowing banking institutions to stay on top of their to-do lists efficiently.

Smooth task tracking ensures that nothing falls through the cracks and that every task gets the attention it deserves. 

Here’s how Less Annoying CRM makes tracking tasks a breeze:

Easy task creation: You can quickly create a new task in the system with just a few clicks. You can add all the necessary details (like due date, status, priority, and assignee).Task lists: Each user has their own task list, making it easy to see what you need to do and when. Tasks are automatically sorted by due date, so you always know what’s most urgent.Reminders: Don’t worry about forgetting important tasks. With Less Annoying CRM, you can set reminders that alert you of upcoming due dates.Task history: This feature lets you see all the completed tasks and their details. It’s a great way to keep track of your accomplishments and review your performance over time.

Here’s how a new task card looks (to give you a better idea). 

As you can see, the layout is incredibly straightforward (as is all of Less Annoying CRM). 

In a nutshell, Less Annoying CRM’s task-tracking feature gives you a simple yet effective tool to organize your work, helping you stay focused and productive. 

It’s just what you need to make your banking operations run like a well-oiled machine!

Less Annoying CRM Pricing​

Less Annoying CRM keeps it simple by offering only one pricing plan for $15/month.

The plan includes everything the CRM solution has to offer, meaning no additional charges down the line.

Check out our Less Annoying CRM pricing guide for more information!

Less Annoying CRM Pros and Cons​

Zoho CRM: Best For Lead Management

Bonfire Rating: 4.8/5

Zoho CRM is the secret weapon for SMBs looking to scale with ease!

Zoho CRM

Learn More Today!



Powerful Automation Capabilities

Deal, Lead, & Contact Management Tools

Customizable Pipelines & Dashboards


Why We Picked Zoho CRM​

Zoho CRM earns its spot on this list for several reasons. 

It’s feature-rich, affordable, and incredibly easy to use!

Here are some great features for banks:

Lead managementClient managementMobile appReporting & analyticsIntegrations

Zoho CRM is perfect for banks looking to scale their operations without breaking the bank (pun intended).

Zoho CRM Features​

Managing your leads has never been easier than with Zoho CRM. 

With advanced automation and customization options, you can streamline your lead management process and close deals faster—plain and simple.

Here are some standout lead management features offered by Zoho CRM:

Lead scoringAutomated lead nurturingCustomizable lead workflowsAdvanced lead analytics

Here’s how a new lead card looks (to help paint a picture).

Within each card, there’s an impressive amount of info at your fingertips, including:

Lead ownerNameTitlePhone & emailLead sourceIndustryRevenueCompanyWebsiteLead statusSocial media Custom fields

Once you’ve got all your info put in, you can get a bird’s eye view of all your leads in the leads dashboard (shown below). 

The rundown: Zoho CRM packs a punch with lead management (without compromising ease of use). 

Customize your lead workflows and automate repetitive tasks to close deals faster and maximize every opportunity.

Banking is a complex industry, and chances are you’re using multiple tools and platforms to manage your operations. 

Zoho CRM understands this and offers a wide range of native integrations to help simplify your workflow.

Some of our favorites for banks include the following:

QuickBooksSlackMailChimpXeroGoogle Sheets

Zoho CRM makes it easy to find exactly what you’re looking for with its helpful marketplace (shown below). 

Simply sort by category or search for exactly what you need to find the perfect integration for your bank.

The banking CRM platform also pairs with Zapier, unlocking thousands of third-party apps.

Our take: Zoho CRM offers some seriously impressive integration capabilities, making it perfect for banks focused on scaling. 

Making data-driven decisions is crucial for success in the banking industry, and Zoho CRM has you covered.

Zoho CRM’s reporting and analytics can provide meaningful insights to help you gauge where you stand (and where you need to go). 

Here’s what you get with Zoho CRM’s analytics:

Custom reports: Zoho allows you to create custom reports tailored to your specific requirements. No more sifting through irrelevant data!Real-time analytics: Get your hands on real-time insights. Monitor key metrics and make informed decisions on the go. Sales performance metrics: Track every stage of your sales cycle, from initial contact to closing, and identify areas where you can improve.Team performance reports: Understand how your team is performing, identify top performers, and discover areas for improvement.Forecasting: Predict sales trends based on current data and plan for the future.

Here’s a look at a customized dashboard (with sample data added).

The drag-and-drop interface makes building your own reports and dashboards incredibly easy.

The nitty gritty: Zoho CRM is all about making data work for you. 

It gives you a firm understanding and control of your data, allowing you to make strategic decisions and stay ahead of the curve. 

Zoho CRM Pricing​

Zoho offers a free plan in addition to four affordable paid plans.

They are the following:

Free Version – Free for up to three usersZoho Standard – $20/MonthZoho Professional – $35/MonthZoho Enterprise – $50/MonthZoho Ultimate – $65/Month

Zoho CRM Pros and Cons

Insightly: Best For Ease of Use

Bonfire Rating: 4.6/5

Insightly is all about scaling your business practices without breaking the bank!



Learn More Today!



Project Management Capabilities

Robust Contact Management

Powerful Insights and Analytics


Why We Picked Insightly

Insightly is a comprehensive customer relationship management solution that’s perfect for banks.

Here are some standout features:

Client managementReporting & analyticsMobile appPipeline managementProject management

Insightly offers a sleek, stylish user interface that’s easy to navigate (without sacrificing firepower).

Insightly Features

Insightly’s client management feature is designed to keep your customer data organized and easily accessible!

Key features include:

Custom fields & tagsAdvanced searchingActivity trackingDetailed customer profiles

Insightly’s client dashboard (shown below) provides a top-down view of all customer data, making it easy to understand your customers’ needs, preferences, and history.

Plus, with advanced searching capabilities, you can easily filter and find specific customer data whenever you need it.

The interface is particularly well-suited to the banking industry, providing an efficient way to access and analyze customer data.

In fact, it’s one of the best user experiences we’ve seen among CRM solutions!

Our final thoughts: For ease of use and efficient customer data management, Insightly is a top contender.

To scale your banking business, you must clearly understand your sales and marketing efforts.

Insightly’s reporting and analytics feature helps you do just that!

Here are some things we love about this feature:

Customizable dashboards & reportsReal-time data trackingComprehensive sales, marketing, & project analyticsStreamlined user interface (with charts & graphs)

Insightly’s dashboard (shown below) provides a visual representation of all your relevant data, making it easy to track progress and identify areas for improvement.

The fantastic interface allows you to customize reports and get a clear picture of your business’s performance in just a few clicks.

In today’s competitive digital landscape, banks need access to their business on the go. 

Luckily, Insightly offers a great mobile app (available on Android and iOS).

Here’s what you can do from the palm of your hand:

View & update customer data on the goCheck sales & project progressCreate new tasks on the flyStay connected with team membersManage deals & leads

Here’s how Insightly CRM looks from mobile. 

Insightly’s mobile app is a must-have for any bank looking to stay ahead of the curve and provide top-notch customer service.

Insightly Pricing

Insightly offers three pricing plans, with a free plan available for up to 2 users.

The plans are as follows:

Free Forever – Up to 2 usersPlus – $29/MonthProfessional – $49/MonthEnterprise – $99/Month

Insightly Pros and Cons

What is a Bank CRM?

Banking customer relationship management (CRM) software is specifically designed for banks and financial institutions. 

These tools help accomplish the following:

Manage customer relationshipsStreamline sales processesImprove overall efficiency

Benefits of Having a CRM for a Bank

There are a ton of benefits to using a CRM for a bank. 

These include the following:

Improved salesIncreased customer satisfactionImproved data securityIncreased efficiency & productivityBetter marketing strategies

Improved Sales

Great banking CRM software can help improve your bank’s sales by streamlining the sales process and providing valuable insights into customer behavior. 

This allows your team to focus on building strong relationships with customers and closing more deals.

Increased Customer Satisfaction

By implementing banking CRM software, your team can provide better customer service through a more efficient and organized process. 

With all customer data in one place, you can expect the following benefits:

Better handling of customer service ticketsQuicker response timesPersonalized customer interactions

Improved Data Security

With numerous financial regulations and privacy concerns, it can be challenging to keep customer data secure. 

Having a bank CRM helps centralize all customer information into one secure location, making it easier to manage access and permissions.

Increased Efficiency & Productivity

Banking CRM software can help automate business processes, freeing up your team’s time for more important tasks like building customer relationships and closing deals. 

This leads to increased efficiency and productivity for your bank.

Better Marketing Strategies

Banking CRM software can provide valuable insights into customer behavior, allowing you to tailor your marketing efforts to specific segments and improve overall effectiveness. 

With the ability to track customer interactions, you can also identify opportunities for cross-selling and upselling.

Pro Tip #1: Make sure your chosen CRM offers excellent customer service. That way, your team can quickly get the help they need.
– AJ Silber

Does a Bank Need a CRM?

The short answer is—yes!  

A bank needs a CRM to stay competitive and ensure the security of client data. 

Not only does it improve sales, but it also enhances customer service and streamlines processes for better efficiency.

Related Reading

After testing, we compiled a thorough list of our favorite CRMs for Small Businesses. Check it out now! The list might surprise you. 

Banking CRM Top Features

Let’s review some of the top features of any great banking CRM software.

Client management is a crucial feature of any banking CRM software. 

It helps organize and centralize all client data, making it easily accessible and providing valuable insights into customer behavior.

Look for CRM systems that have the following client management features:

Activity tracking & historyDetailed customer profilesCustom field creationAdvanced segmenting & searching capabilities

Analyzing sales, marketing, and project performance is essential for scaling your bank’s business. 

Good banking CRM software should have robust reporting and analytics capabilities.

Some features to look for in CRM software include the following:

Customizable dashboardsCustom report creationReporting & analytics on the go (with a mobile app)Real-time data tracking

As mentioned earlier, having access to your bank’s CRM on the go is crucial in today’s digital landscape. 

Look for a banking CRM that offers a robust and user-friendly mobile app. 

This allows you to manage customer relationships, track sales and projects, and stay connected with your team from anywhere.

Sales, marketing, and workflow automation are all vital to streamlining processes and improving efficiency. 

Look for a banking CRM that offers automation features to help your team save time and focus on more important tasks.

These include:

Pre-made templatesVisual workflowsAutomated lead scoringEmail automation

Being able to integrate your CRM software with other tools and software is crucial for a well-rounded business strategy. 

Look for CRM software that offers native integrations or the ability to connect with other tools through APIs.

Some common integrations for banks include:

Accounting softwareMarketing automation toolsProject management softwareCommunication tools

With countless tasks to stay on top of, having a CRM that can help manage and track tasks is essential for any bank. 

Look for features like task creation, reminders, and the ability to assign tasks to specific team members. 

This helps keep everyone on track and ensures nothing falls through the cracks.

Pro Tip #2: Don’t settle for less! Be sure your CRM offers the exact features your business needs to scale.
– AJ Silber

How to Choose a CRM for Banks

Here are some key steps to take to pick a CRM for your bank:

Identify your banking CRM goalsChoose a bank CRM from our list!Test drive the bank CRMChoose a winning CRM for your bank

Step 1: Identify Your Banking CRM Goals

The first step to making a decision is to identify your bank’s specific needs and goals. 

This helps narrow down the list of potential CRM systems and focus on what features are most important for your bank.

Consider the following questions when identifying your CRM goals:

What do you want to achieve with a bank CRM?How will it improve your sales and customer service?Which features are essential for your bank’s operations?

Step 2: Choose a Bank CRM from Our List!

We’ve done the hard work for you by compiling this list!

Each platform is guaranteed to help you streamline and scale your bank’s operations.

You can’t go wrong with any of them!

Step 3: Test Drive the Bank CRM

Now that you’ve narrowed it down, it’s time to test out your selected CRM software. 

Most CRM providers offer free trials or demos, so take advantage of those to get a feel for how they work and whether they meet your needs.

Be sure to get input from your team, as they will be the ones using the CRM software day in and day out. 

Their feedback is crucial to making a well-informed decision.

Step 4: Choose a Winning CRM for Your Bank

After thorough testing and consideration, it’s time to pick and implement the CRM that best meets your bank’s needs and goals. 

With the right CRM in place, your bank will be well-equipped to provide top-notch service to customers while also increasing efficiency and productivity.  

So go ahead and start exploring those options! 

How Much Does a CRM for Banks Cost? 

A CRM for banks will typically run from totally free to around $50-$100/month for essential features.

However, certain platforms like HubSpot can get as pricey as $5,000/month, so it’s important to do your research and budget your expenses beforehand!

Final Thoughts on Banking CRMs

Now that you know what to look for, it’s time to get out there and start testing!

With the right CRM in place, your bank will be on its way to improved customer relationships, improved business processes, and higher sales across the board. 

All of these platforms offer a free plan (or free trial), so try them out today—100% free!

The post Best CRM for Banks 2023: Tested & Reviewed appeared first on Small Business Bonfire.

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