CRM
Best CRM for Financial Advisor Businesses
Independent advisors, insurance agents and planners building a local referral practice.
Our pick
HubSpot Starter
From $20/moLong relationships need notes, tasks and reminders that outlive your memory.
On a tighter budget
HubSpot Free
Free plan availableCheaper to start than HubSpot Starter, with fewer moving parts to learn.
HubSpot Free detailsIf you want more power
Pipedrive
From $14/user/moMore capable than HubSpot Starter — worth it only once volume justifies the setup time.
Pipedrive detailsWhy this one for financial advisor
Financial advice is bought on trust over time. This stack makes you credible on first search and keeps you present until they are ready.
- Pipeline plus sequences
- Removes branding limits
- Good reporting
- Costs scale quickly with contacts
- More product than a solo shop needs
Best for: Consultative sales cycles measured in weeks. · Price checked August 2026
| Other CRM options | Starting price | Best for |
|---|---|---|
| HubSpot Free | Free plan available | Solo founders who need a pipeline, not a platform. |
| Pipedrive | From $14/user/mo | Agents and small sales teams working many active deals. |
| Jobber | From $29/mo | Contractors, cleaners, landscapers and trades. |
What the rest of the financial advisor stack costs
CRM is one of 6 tools in this stack. Running all of them costs roughly $63–$141 per month on entry plans.
See the full Financial Advisor stackPrices are entry-plan estimates and exclude transaction fees. Providers change pricing without notice — confirm before you buy. Some outbound links may earn us a commission, which never affects our pick. Read the disclosure.
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