Why choose Zoho CRM for

financial services?


for improved follow-ups and goal completion rates

Inbuilt AI

to help you take smarter financial decisions

Fully compliant

with all the latest security standards, including GDPR

Complete management

of entire client journey

Effortless integration

with popular business apps

The preferred choice of leading financial service institutions

Top-rated features for modern financial services institutions

Unified 360-degree client information

Your CRM is more than a digital address book. Get complete access to your clients' financial & policy documents, insurance records, and much more. Create a set of personalized email templates for each of your client categories and make your interactions more personal.

Financial services CRM customer information

Get better at financial account management

Increase your Assets Under Management (AUM) with better account management. Zoho CRM lets you view all your transactions and interactions with an institution, as well as key contact information to give you a complete picture of the businesses that you deal with.

Account management for finance industry crm

Stay on top of stats and reports

Use Zoho CRM's built-in, in-depth analytical engine to stay on top of the figures that matter. Create customized dashboards, track your key performance indicators, get smart insights from your CRM data, and steer your business in the right direction.

Financial services industry CRM analytics

Offer uninterrupted support to your clients

Be your clients' perfect relationship manager and financial advisor by offering support whenever they need it. Zoho CRM integrates tightly with major help desk tools like Zoho Desk and Zendesk. You can make use of the built-in Cases module to view feedback and resolve clients' complaints quickly.

Best financial CRM software for customer service and support

Zia transforms the way you work

Zia, Zoho's intelligent assistant, can help you with intelligent predictions and suggestions to streamline the way you and your clients work. Zia provides you with the optimal times to contact your clients and suggests the best actions to improve your financial analysis and client follow-ups.

Artificial intelligence (AI) in Finance CRM software

The best CRM solution for financial institutions of all sizes and types

The best CRM solution for financial institutions of all sizes and types


Wealth & Asset Management

Credit Unions

Insurance services

Investment services

Tightly integrated with the rest of the Zoho suite of apps

Zoho CRM + Zoho Finance Plus

Hassle-free finance management

Get the best-in-class back-office solution for your business by integrating your Zoho CRM with Zoho Finance Plus. From invoices, to accounting, to expenses you can keep your sales and finance teams working together and staying in sync at all times.

Zoho CRM + Zoho Survey

Lightning-quick surveys

Surveys are essential to understanding your clients better and help with client retention. You can create surveys within your CRM and send them to clients instantly.

Zoho CRM + Zoho Sign

Digital Signature made easy

Send documents for digital signature and get them signed all within your CRM. With Zoho Sign and Zoho CRM integration, you can effortlessly get your contracts and agreements signed without switching between applications.

Major third-party integrations

Zoho CRM makes it easy for you to have a connected working environment by integrating with more than 100 popular business apps that you use daily. With Zoho CRM's REST API, you can integrate your CRM with any third-party application of your choice.

Zoho CRM's artificial intelligence, Zia, is extremely impressive. As a CRM manager, I can plug myself in directly to the sales team and make sure they never slip out of deals, with the help of working tips provided by Zia.

Divya SundarajuAsst. Manager, FundsIndia