---
description: Discover and compare Free Financial CRM Software Applications & Tools. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Free Financial CRM Software - Capterra Australia 2026
---

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# Financial CRM Software

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> Financial CRM software helps banks, credit unions and insurance companies to organize and maintain information about their customers including contact details, transaction history and records of previous interactions.

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## Products

1. [Bigin by Zoho CRM](https://www.capterra.com.au/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) — Bigin is an affordable, user-friendly CRM designed to help businesses in the financial sector manage their clients effectively.
2. [HubSpot CRM](https://www.capterra.com.au/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) — Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers.
3. [Bitrix24](https://www.capterra.com.au/software/113540/bitrix24) — 4.2/5 (984 reviews) — Bitrix24 is the fastest growing free CRM software used by over 15 million companies worldwide. Email marketing, quotes, invoicing, more
4. [EngageBay CRM](https://www.capterra.com.au/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) — AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.
5. [eWay-CRM](https://www.capterra.com.au/software/152769/eway-crm) — 4.5/5 (820 reviews) — The best CRM for financial companies. Helps you with Clients, Sales, and Projects. All from  Microsoft  Outlook and Teams.
6. [Freshsales](https://www.capterra.com.au/software/155563/freshsales) — 4.5/5 (621 reviews) — Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
7. [Spotler CRM](https://www.capterra.com.au/software/88929/really-simple-systems-crm) — 4.4/5 (453 reviews) — The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.
8. [Teamgate](https://www.capterra.com.au/software/139094/teamgate) — 4.8/5 (155 reviews) — Teamgate CRM powers sales teams to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.
9. [Foundersuite](https://www.capterra.com.au/software/144844/foundersuite) — 4.7/5 (110 reviews) — Software for raising capital. Foundersuite makes the leading Investor CRM + Investor Database + Investor Update tools + Pitch Deck \& ++
10. [Dolibarr](https://www.capterra.com.au/software/159500/dolibarr-erp-crm) — 4.5/5 (105 reviews) — Open source solution for all around business management from customers and orders to invoicing and inventory.
11. [Wingmate](https://www.capterra.com.au/software/194762/wingmate) — 4.6/5 (100 reviews) — Simple, compliant CRM for outreach teams. Capture referrals, manage pipelines and territories, and e-sign proposals
12. [Total Expert](https://www.capterra.com.au/software/146103/total-expert) — 4.3/5 (48 reviews) — Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
13. [MortgageHalo](https://www.capterra.com.au/software/173535/mortgagehalo) — 4.3/5 (44 reviews) — Delivers Purchase Leads \& Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals
14. [Shape](https://www.capterra.com.au/software/173673/setshape) — 4.7/5 (44 reviews) — The most flexible CRM ever created\!
15. [Covve App](https://www.capterra.com.au/software/200138/covve) — 4.8/5 (40 reviews) — Covve is designed to help you better manage relationships and create business opportunities
16. [User.com](https://www.capterra.com.au/software/144916/usercom) — 4.6/5 (36 reviews) — User.com is an advanced marketing and sales system that helps automate personalized communication and streamline business processes.
17. [Focus Softnet](https://www.capterra.com.au/software/191388/centra-hub-crm) — 3.9/5 (31 reviews) — Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services.
18. [Cool Life CRM](https://www.capterra.com.au/software/100794/cool-life-crm) — 4.4/5 (17 reviews) — Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.
19. [CreditOnline](https://www.capterra.com.au/software/137814/creditonline) — 4.6/5 (11 reviews) — CREDITONLINE (est.2007) currently operates in Europe, South America and Asia and has an experienced development and support team.
20. [TreasuryView](https://www.capterra.com.au/software/116277/treasuryview) — 4.8/5 (6 reviews) — Automate bank loans, intercompany funding, and derivatives tracking for finance teams.Monthly subscription with flexible cancellation.
21. [Chatabox](https://www.capterra.com.au/software/218866/chatabox) — 4.6/5 (5 reviews) — Chatabox is a user-friendly CRM with contact management, sales and task tracking, scheduling and reporting. Learn more about Chatabox.
22. [irsLogics](https://www.capterra.com.au/software/95976/irslogics) — 4.8/5 (4 reviews) — Web-based CRM software for tax resolution firms.
23. [Exact for CRM](https://www.capterra.com.au/software/1014678/exact-for-crm) — 4.5/5 (4 reviews) — Digitalise your sales team with CRM software to immediately see the segments you are successful in.
24. [Togile](https://www.capterra.com.au/software/1067272/Togile) — 4.7/5 (3 reviews) — Togile CRM provides all the tools you need to organize, monitor, and strengthen your relationships with leads and customers.
25. [CRMNEXT](https://www.capterra.com.au/software/118388/crmnext) — 4.5/5 (2 reviews) — CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.

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## Related Categories

- [Small Business CRM Software](https://www.capterra.com.au/directory/31583/small-business-crm/software)
- [Online CRM Software](https://www.capterra.com.au/directory/30072/online-crm/software)
- [Sales Tracking Software](https://www.capterra.com.au/directory/32744/sales-tracking/software)
- [Contact Management Software](https://www.capterra.com.au/directory/30016/contact-management/software)
- [CRM Software](https://www.capterra.com.au/directory/2/customer-relationship-management/software)

## Links

- [View on Capterra](https://www.capterra.com.au/directory/30562/financial-crm/software)
- [All Categories](https://www.capterra.com.au/directory)

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Built for commercial real estate firms, family offices, and mid-market organizations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9528c2b5-c9e4-4624-b447-d50196314902.png","url":"https://www.capterra.com.au/software/116277/treasuryview","@type":"ListItem"},{"name":"Chatabox","position":21,"description":"Chatabox is a simple, user-friendly CRM that is highly scalable, with workflow and low code automation features for contact management, a centralised database, tracking user interactions like task management, appointments and reminders, email marketing, customer relationships, sales and leads pipeline monitoring, payments and collections, quotes and proposals, invoicing, integrations plus customisable dashboards and many other features. 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With Exact for CRM, you can simply manage every single detail of your customers and prospects with one system. It has a good range of features like lead management, eCommerce and reporting capabilities to suit different businesses","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a1a7fdc2-b126-4f3a-959e-188dcf54c3b3.jpeg","url":"https://www.capterra.com.au/software/1014678/exact-for-crm","@type":"ListItem"},{"name":"Togile","position":24,"description":"Togile CRM is a comprehensive, intuitive solution designed for SMBs and enterprises. It offers a 360º customer view, providing detailed insights into interactions, preferences, and history. Automate workflows to save time and reduce errors, allowing you to focus on growth and building lasting relationships. 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