Here Are the 9 Best CRMs for Fintech Startups

Quick Summary

This guide reviews the top nine CRM platforms tailored for fintech teams, focusing on tools that automate workflows, capture data, and optimize client management. From Lightfield’s AI-powered automation to specialized options like Intapp DealCloud, each platform offers unique features to meet specific fintech needs.

Here are our top three picks:

1. Lightfield: Best for founder-led teams
2. Intapp DealCloud: Best for fintech and capital markets teams
3. HubSpot CRM: Best for small to medium-sized teams

Which Fintech CRM is the Best for Your Team?

Fintech teams run on clean customer records and accurate pipeline data. Traditional CRMs force manual entry, slowing down processes and leaving room for errors. Founder-led fintech teams, in particular, often juggle multiple roles, leading to data inaccuracies and time lost on manual CRM entry.

This Lightfield guide covers nine CRMs used in fintech. Focus: workflow automation, capture, and pipeline accuracy.

The Top 9 CRM for Fintech Teams

1. Lightfield
2. Intapp DealCloud
3. Wealthbox CRM
4. HubSpot CRM
5. Salesforce Financial Services Cloud
6. Redtail CRM
7. Pipedrive
8. Microsoft Dynamics 365 CRM
9. Affinity CRM

1. Lightfield — Best for: Fintech startups looking for a fully automated CRM

What it is

AI-native CRM that captures emails, meetings, and calls and turns them into structured, up-to-date CRM records — without manual entry or workflow configuration.

Key Features

• Auto-captures email, calendar, and meeting data to create and update accounts, contacts, and opportunities — no logging, no syncing, no maintenance
• Built-in call recording with AI-generated summaries and action items, included at every pricing tier
• CRM records stay current automatically as conversations happen, so pipeline data never goes stale
• Natural language search across all customer history with citations — no need to export notes or re-enter context into external tools
• Full account context available to any team member immediately, eliminating the onboarding gap when new reps or AEs join
• Purpose-built for sales workflows out of the box, without requiring teams to design schemas or stitch together Zapier automations

Tradeoffs

• Not for teams that want deep manual control over custom objects, schemas, or workflow logic
• Newer platform with limited public reviews

Pricing

14-day free trial, then $36/month. Scaleup tier with custom pricing.

Best for

Founder-led fintech teams running a high volume of meetings and calls who don't want CRM upkeep competing with product and sales work. Especially relevant for teams where the overhead of maintaining task and deal data has started to feel as expensive as the work itself.

Bottom line

Lightfield replaces the manual CRM cycle — logging calls, updating fields, writing follow-ups — with a system that observes sales activity and keeps records current on its own. The CRM does the work instead of asking the team to do it.

2. Intapp DealCloud — Best for: Fintech and capital markets teams focused on deal tracking, pipeline visibility, and investor relations

What it is

CRM for financial services, investment banks, private equity, and fintech teams managing complex deals and relationships.

Key Features

• Centralized database for contacts, deals, and investor relationships
• Deal pipeline management with customizable stages and workflows
• Fundraising and investor relations tools for capital tracking
• Analytics dashboards and reporting for strategic insights
• API support and integrations with third-party systems

Tradeoffs

• Implementation can be lengthy and require dedicated resources
• Some integrations and custom API setups can be complex to configure
• Built‑in reporting and analytics are sometimes basic, pushing users to export data for deeper analysis

Pricing

Pricing is customized based on user needs, company size, and specific functionality requirements.

Best for

Fintech teams in investment banking, private equity, or capital markets that need specialized deal and relationship management.

Bottom line

Intapp DealCloud offers financial-services-first CRM and deal tracking to fintech teams handling complex pipelines.

3. Wealthbox CRM — Best for: Fintech advisory teams that need industry‑specific CRM with a modern interface

What it is

CRM built for financial professionals and fintech teams focused on client relationship and pipeline management.

Key Features

• Centralized contact and household management tailored for financial relationships
• Two‑way email sync and activity streams for real‑time client tracking
• Customizable pipelines and opportunity tracking
• Calendar and task automation for advisor workflows
• Integrations with custodial platforms and wealth‑tech tools

Tradeoffs

• Feature set focused on financial advisory, not general CRM
• Advanced analytics and deep AI capabilities are less robust than some enterprise CRMs
• Pricing scales quickly for teams needing pipeline or workflow expansions

Pricing

Free 14‑day trial available. Starts at $59 per user per month. Enterprise pricing requires contact with sales.

Best for

Fintech advisory teams and wealth management practices that want CRM designed around financial relationship workflows.

Bottom line

Wealthbox CRM delivers an advisory workflows CRM to fintech teams.

4. HubSpot CRM — Best for: Fintech teams seeking a scalable CRM with modular expansion options

What it is

Modular CRM platform that centralizes contact, deal, and activity management, supporting automation and pipeline management at scale.

Key Features

• Foundational CRM with contact management, deal tracking, email sync, and live chat
• Modular hubs for Sales, Marketing, Service, and Operations
• Pipeline and deal visualization with customizable stages
• AI‑enhanced tools for insights, summarization, and predictive scoring
• Integrations with 1,000+ third‑party apps and API support

Tradeoffs

• Free tier lacks advanced automation and analytics found in paid CRM platforms
• Premium plans escalate quickly in cost as needs grow
• Customization depth, especially for industry‑specific fintech workflows, is limited compared with niche CRMs

Pricing

Free core CRM available; Starter hubs begin around $15–$20 per user/month (billed annually).

Best for

Fintech teams that want a scalable CRM entry point with ecosystem integrations.

Bottom line

HubSpot CRM offers a free base CRM and modular expansion for fintech growth.

5. Salesforce Financial Services Cloud — Best for: Large fintech and financial services teams that need a CRM built around industry‑specific workflow, compliance, and data models

What it is

CRM designed for banks, wealth managers, insurers, and fintech firms, adding industry-specific data, automation, and compliance features to Salesforce.

Key Features

• Industry‑specific client and household relationship models for financial services
• Centralized tracking of financial accounts, policies, goals, and interactions
• Automation for workflows, referrals, and compliance rules
• AI‑driven insights via Salesforce Einstein for segmentation and next actions
• Prebuilt dashboards and reporting tailored to financial metrics

Tradeoffs

• Implementation often requires certified partners and significant configuration time
• Complexity of features can slow user adoption without dedicated admins
• High per‑user pricing can stretch budgets, especially for smaller fintech teams

Pricing

Starts around $325–$750 per user per month billed annually, depending on edition and included capabilities.

Best for

Fintech teams with complex client data, regulatory requirements, and cross‑product sales or service operations.

Bottom line

Salesforce Financial Services Cloud delivers a CRM designed around financial services workflows, compliance, and analytics.

6. Redtail CRM — Best for: Financial advisors and fintech teams that need a dedicated CRM built around client relationships, workflows, and compliance

What it is

Cloud‑based CRM that centralizes contact data, automates workflows, and supports compliance‑focused client management.

Key Features

• Centralized contact, account, and client relationship management tailored for financial services
• Workflow automation and task triggers to reduce manual tasks
• Email and calendar sync with activity tracking
• Document storage and compliant note‑archiving
• Broad integrations with industry tools (e.g., Orion, eMoney, Riskalyze)

Tradeoffs

• Interface is dated compared with modern CRMs, which can slow initial adoption
• Reporting and analytics lack depth compared with enterprise platforms
• Customization beyond financial‑advisor workflows is limited

Pricing

Free trial available. Plans start at $39 per user/month (annual). Enterprise pricing is custom.

Best for

Fintech teams and advisory practices that prioritize financial‑centric workflows, client data management, and compliance support.

Bottom line

Redtail CRM offers a purpose‑built financial services CRM that organizes client data and automates routine workflows.

7. Pipedrive — Best for: Fintech teams that need a straightforward, sales‑focused CRM with visual pipeline management

What it is:

Sales‑oriented CRM that centralizes leads, deals, and activity tracking in a visual pipeline interface.

Key Features

• Visual, drag‑and‑drop pipeline for deal progression and activity prioritization
• Customizable fields, stages, and workflows to mirror team processes
• Email sync, tracking, and activity timelines linked to contacts and deals
• Automation for repetitive sales tasks and follow‑ups
• Integrations with 400+ apps and API support

Tradeoffs

• Focused on sales pipelines; lacks deep marketing automation natively
• Advanced analytics and bespoke reporting are limited compared with enterprise CRMs
• Pricing rises with add‑ons and higher tiers required for automation and advanced tools

Pricing: Plans start around $24 per user/month (Essential) and scale up to $99 per user/month (Ultimate) when billed annually. 

Best for

Fintech teams that need pipeline clarity, deal velocity, and simple sales process automation without heavy CRM complexity.

Bottom line

Pipedrive provides clear pipeline visibility, deal management, and essential automation for sales workflows.

8. Microsoft Dynamics 365 CRM — Best for: Fintech teams embedded in the Microsoft ecosystem needing configurable CRM and reporting

What it is

CRM platform for sales, service, and account management, tightly integrated with Microsoft 365, Azure, and Power BI.

Key Features

• Core sales CRM for contacts, accounts, leads, and opportunities
• Native integration with Outlook, Teams, Excel, and Microsoft 365
• Workflow automation using Power Automate
• Custom entities and fields for fintech-specific data models
• Built-in reporting with Power BI integration

Tradeoffs

• Setup and customization require admin expertise or partners
• UI and workflows feel heavy for founder-led sales teams
• Automation depends on separate Microsoft tools and configuration

Pricing

Starts at $65 per user/month, billed annually. Additional costs apply for Power BI, Power Automate, and advanced customization. 

Best for

Fintech teams already operating on Microsoft infrastructure that need structured CRM data and reporting.

Bottom line

Microsoft Dynamics 365 CRM offers configurability and Microsoft integration for established teams.

9. Affinity CRM — Best for: Fintech teams managing complex relationships and networks, including investors, partners, and clients

What it is

A relationship intelligence platform that automatically tracks and analyzes interactions, providing insights for teams to build and manage their network.

Key Features

• Relationship intelligence engine that automatically logs interactions from emails, calendar events, and meetings
• Visual pipeline management with deal tracking and workflow automation
• Network insights and AI-driven recommendations based on relationship data
• Integration with email, calendar, and third-party apps for data capture
• Customizable dashboards for tracking key metrics and deal progression

Tradeoffs

• Geared more toward relationship tracking than full sales cycle management
• Steeper learning curve for new users unfamiliar with relationship intelligence tools
• Limited reporting customization compared to more established CRM systems

Pricing

Available on request, but generally ranges from $99 per user/month depending on plan and features. 

Best for

Fintech teams managing a broad network of relationships and using data-driven insights for deal flow.

Bottom line

Affinity CRM provides insights into relationship dynamics for fintech teams managing complex networks.

Let Your CRM Run Itself with Lightfield

The top CRM tools for fintech teams automate workflows, capture data, and simplify client management. From specialized platforms like Intapp DealCloud to all-encompassing CRMs like HubSpot, each tool brings unique features tailored to different business needs.

But for founder-led fintech teams, the core frustration with most CRMs isn't missing features — it's the maintenance burden. Updating records, logging calls, managing deal stages, and stitching together integrations all take time that competes directly with building product and closing deals.

Lightfield eliminates that tradeoff. It captures emails, meetings, and calls automatically, keeps pipeline data current without manual input, and surfaces full account context through natural language search — so the CRM stays accurate without anyone maintaining it.

For fintech teams scaling fast with lean headcount, Lightfield means fewer workflows to manage, less time lost to CRM hygiene, and more time spent on the conversations that actually move deals forward.