CRM system types

Bitrix24 is the best free CRM for financial advisors. #1 financial services CRM with 5 million clients. Cloud and open-source.

Free CRM for financial services advisors

Are you looking for absolutely the top CRM software for financial advisors? Take Bitrix24 for a spin. It’s a leading free CRM solution used by over 5 million businesses worldwide, with many clients in finance, insurance and wealth management industries.

What makes Bitrix24 so special? First, security. Bitrix24 is available both in cloud and on-premise, meaning you have a full control of your client data and decision how the data is stored. Should you choose free or paid cloud service, you can store your data in Amazon Web Services data centers in the US, Germany, India, or Brazil. If you want to purchase on-premise Bitrix24 editions, you can store all records on a server in your own office. It comes with open source code access and thus is fully customizable.

The second important advantage of our financial CRM software is the fact that it allows you to communicate with clients via email, telephony, live chat or mobile messengers. Yes, all of those channels are already integrated with our CRM via Bitrix24 contact center.

The third critical component of our CRM is automation, planning and marketing capabilities. Your clients can receive important updates or special offers via SMS, email or robocalls. Simply set your automation triggers (ex. send SMS to clients who’ve been inactive for over 6 months), and Bitrix24 will take care of the rest.

Bitrix24 commercial plans have additional advantages, such as full workflow automation, client segmentation, records management and advanced reporting. Try Bitrix24 now and take your financial advisory service to a totally new level!

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic features

  • Free unlimited records
  • Free 5GB online storage
  • Free email marketing
  • Free call center
  • Free custom fields
  • Free quotes & invoices
  • Free call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)
Free CRM live chat software

Free Fully Featured CRM With No Limits

Free CRM

Fully customizable

  • Custom fields
  • Sales automation
  • Custom forms
  • Custom access right settings
  • Web to CRM
  • Email to CRM
  • Call to CRM
  • Learn more
Free customizable CRM

Free contact center

Free CRM contact center software

Powerful reports

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)
  • Learn more
Free CRM with reports

More than just CRM

  • Tasks inside CRM
  • Document management
  • Cloud file server
  • Sales agent management (HR)
  • Free intranet (collaboration)
  • Employee engagement
  • Much more!
Free CRM with task and document management

Bitrix24 CRM manual is available here. If you are interested in buying self-hosted editions of Bitrix24, which come with API, CMS and source code, can be easily customized and integrated with other tools, please download a trial version here.

6,000,000+ organizations have chosen Bitrix24