Advisor CRMs are about households, compliance trails and integrations with custodians and planning software. That is why general CRMs rarely win here.
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We compare the three advisor CRMs with public US prices. All three have industry fit 10. Prices differ by more than 5x between the cheapest and most expensive core plan.
order = 70% fact score + 30% documented industry fit · computed, not negotiated · methodology
Long-standing advisor CRM owned by Orion; per-user pricing since 2023, with workflows, texting and Orion AI features on the Growth plan.
Industry fit 10/10: advisor CRM with compliant texting and Orion integration. Core plan: Growth $59 /user/mo.
Advisor CRM with simple per-user pricing and a 14-day trial; workflows, two-way email sync and custom objects start on the Pro plan.
Industry fit 10/10: built for RIAs: households, advisor workflows and integrations. Core plan: Pro $75 /user/mo.
Salesforce's financial-services edition with advisor, household and banking data models, from $325 per user per month billed annually.
Industry fit 10/10: financial-services data model for wealth and banking. Core plan: Sales Core $325 /user/mo.
Low-cost, deep CRM with a free plan for three users that already includes workflow automation; Standard adds email integration, built-in calling and custom modules.
General CRM (industry fit 0). Core plan: Standard $14 /user/mo.
Free CRM for two users plus a broad paid suite; Sales Hub Starter adds workflows and calling, while Professional jumps to $90+ per seat and a required $1,500 onboarding.
General CRM (industry fit 0). Core plan: Starter $20 /user/mo.
| # | CRM | Score | Core plan | 5 users / yr 1 | Free option |
|---|---|---|---|---|---|
| 1 | Redtail CRM | 8.1 | Growth · $59 | $3,540 | 30-day trial |
| 2 | Wealthbox | 8.0 | Pro · $75 | $4,500 | 14-day trial |
| 3 | Salesforce Financial Services Cloud | 7.1 | Sales Core · $325 | $19,500 | 30-day trial |
| 4 | Zoho CRM | 6.9 | Standard · $14 | $840 | free plan |
| 5 | HubSpot | 6.8 | Starter · $20 | $1,200 | free plan |
Compare the top 3 side by side →
Redtail CRM ranks first on our combined score. Compare the core plans: workflows start on different tiers at each vendor.
See each review for current per-user prices. Redtail moved from a flat database price to per-user pricing in 2023; Wealthbox publishes monthly prices only.