₹15,000/mo
Free trial
CRM software · Alternatives
Best Salesforce Financial Services Cloud alternatives in India (2027)
Salesforce Financial Services Cloud is a crm software product from Salesforce, San Francisco, priced at Paid plans. We compared 20 alternatives on published price, free plan, platforms and made-in-India support: 1 have a free plan, 10 are built in India.
Quick answer
The closest alternatives to Salesforce Financial Services Cloud are Keap (₹15,000/mo), Salesmate (₹1,900/mo), CompanyHub (₹1,200/mo), NeoDove (₹1,499/mo) and Creatio (₹2,000/mo). ClickUp CRM is the top-ranked option with a free plan. Published prices in this list start at ₹199/month.
Why businesses look for a Salesforce Financial Services Cloud alternative
There is no free plan
Salesforce Financial Services Cloud has no free tier. 1 alternatives do, which lets you test with real data before you pay.
Indian support and GST
Salesforce Financial Services Cloud is built in United States. 10 alternatives are made in India, where GST, TDS and UPI are usually handled natively and support runs on IST.
Salesforce Financial Services Cloud alternatives compared
Ranked by how closely each product matches Salesforce Financial Services Cloud's category, pricing model, platforms and business size, then by rating. Prices exclude GST.
| # | Software | Starting price | Free plan | Platforms | Made in India | Rating | Compare |
|---|---|---|---|---|---|---|---|
| — | Salesforce Financial Services Cloud (current) | Paid plans | No | Web | No | 4/5 | — |
| 1 | Keap | ₹15,000/mo | No | Web | No | 4.5/5 | |
| 2 |  Salesmate | ₹1,900/mo | No | Web | No | 4.4/5 | |
| 3 |  CompanyHub | ₹1,200/mo | No | Web | Yes | 4.5/5 | |
| 4 |  NeoDove | ₹1,499/mo | No | Web | Yes | 4.5/5 | |
| 5 |  Creatio | ₹2,000/mo | No | Web | No | 4.4/5 | |
| 6 |  Edze CRM | ₹500/mo | No | Web | Yes | 4.5/5 | |
| 7 |  Leadtrekker | ₹500/mo | No | Web | Yes | 4.4/5 | |
| 8 |  Ontraport | ₹2,000/mo | No | Web | No | 4.3/5 | |
| 9 |  TheDayCRM | Paid plans | No | Web | Yes | 4.1/5 | |
| 10 |  NetHunt CRM | $24/user/mo billed annually | No | Web | No | 3.9/5 | |
| 11 |  LeadSquared | ₹2,500/mo | No | Web | Yes | 4.7/5 | |
| 12 |  ClickUp CRM | Free plan | Yes | Web | No | 4.3/5 | |
| 13 |  SalesBabu CRM | From ₹1,000/user/mo · Sales CRM edition, billed annually, minimum licences apply | No | Web | Yes | 4.7/5 | |
| 14 |  Corefactors | ₹199/mo | No | Web | Yes | 4.6/5 | |
| 15 |  PracticeStacks | ₹749/mo | No | Web | Yes | 4.4/5 | |
| 16 |  Cratio CRM | Rs 399 · per user per month, billed annually, 5-user minimum, plus 18% GST | No | Web | Yes | 4.6/5 | |
| 17 |  Oracle CX Sales | On request | No | Web | No | 4.2/5 | |
| 18 |  Pipedrive | ₹1,200/mo | No | Web | No | 4.5/5 | |
| 19 |  Insightly | ₹2,400/mo | No | Web | No | 4.5/5 | |
| 20 |  Nimble | ₹2,000/mo | No | Web | No | 4.5/5 |
Top 10 Salesforce Financial Services Cloud alternatives in detail
2. Salesmate
Salesmate · Charlotte · CRM software · 4.4/5
Sales CRM with calling, texting and automation built by an Indian team.
₹1,900/mo
Free trial
3. CompanyHub
CompanyHub · Pune · CRM software · 4.5/5
Customisable CRM for SMBs with sales automation.
₹1,200/mo
Free trial
Compared with Salesforce Financial Services Cloud
- Built in India (Pune)
Key features
- Spreadsheet-style single-page lead view with inline editing
- Smart follow-up suggestions
- Single or multiple deal pipelines
- 360-degree lead view
- Web-to-lead forms for website capture
4. NeoDove
NeoDove (Vyapar) · Jaipur · CRM software · 4.5/5
Telecalling CRM with dialler and campaign automation.
₹1,499/mo
Free trial
Compared with Salesforce Financial Services Cloud
- Built in India (Jaipur)
Key features
- Autodialer that works through calling lists
- Progressive mode with lead details shown before each call
- Predictive mode for bulk dialling
- Web dialer for desktop
- SIM, cloud telephony with number masking, or VoIP calling
₹2,000/mo
Free trial
Compared with Salesforce Financial Services Cloud
- Built in India (Kochi)
Key features
- Lead capture from Facebook, Instagram and Google Ads
- Justdial and Sulekha lead import
- Automatic lead distribution to agents
- Lead nurturing through to closure
- SIM-based calling
7. Leadtrekker
Leadtrekker · Bengaluru · CRM software · 4.4/5
Lead management with automation for SMBs.
₹500/mo
Free trial
Compared with Salesforce Financial Services Cloud
- Built in India (Bengaluru)
8. Ontraport
Ontraport · Santa Barbara · CRM software · 4.3/5
CRM and marketing automation for small businesses.
₹2,000/mo
Free trial
9. TheDayCRM
UK Software Private Limited · CRM software · 4.1/5
TheDayCRM is custom CRM software in India for sales, leads, customers and workflow automation, with free customization and no development charges for small business.
Paid plans
Free trial
Compared with Salesforce Financial Services Cloud
- Built in India
10. NetHunt CRM
NetHunt · CRM software · 3.9/5
CRM that lives inside Gmail and Google Workspace, with pipelines, tasks and email automation.
$24/user/mo billed annually
Free trial
Salesforce Financial Services Cloud alternatives by what you need
Lowest published price
Free Salesforce Financial Services Cloud alternatives
Indian alternatives to Salesforce Financial Services Cloud
How to choose a Salesforce Financial Services Cloud alternative
- Work out your sales motion first. High-volume telecalling needs dialler integration, call recording and lead distribution. Long-cycle enterprise selling needs pipeline stages, quote management and forecasting. Very few products do both well.
- Check WhatsApp seriously. In India it is the primary sales channel for most SMBs, and 'WhatsApp integration' ranges from a click-to-chat link to a full Business API implementation with templates and automation.
- Then check adoption. The best CRM is the one your team actually updates — if data entry takes more than a few seconds per interaction, it will quietly go unused within a quarter.
Salesforce Financial Services Cloud alternatives — FAQs
What is the best alternative to Salesforce Financial Services Cloud in 2027?+
The closest matches to Salesforce Financial Services Cloud on App Advisor are Keap (₹15,000/mo), Salesmate (₹1,900/mo), CompanyHub (₹1,200/mo). They are ranked by how closely their category, pricing model, platforms and target business size match Salesforce Financial Services Cloud, then by rating. The best choice depends on your team size and budget.
Is there a free alternative to Salesforce Financial Services Cloud?+
Yes. 1 of the 20 alternatives listed have a free plan or are free: ClickUp CRM (Free plan). Free plans usually cap users, records or transactions, so check the limits against your monthly volume.
What is the cheapest alternative to Salesforce Financial Services Cloud?+
Among alternatives that publish a price, Corefactors starts lowest at ₹199/mo. ClickUp CRM also has a free plan. Prices are read from each vendor's website and exclude GST.
Is there an Indian alternative to Salesforce Financial Services Cloud?+
Yes. 10 alternatives are built in India, including CompanyHub (₹1,200/mo), NeoDove (₹1,499/mo), Edze CRM (₹500/mo). Indian products usually handle GST, TDS and UPI natively and bill in rupees.
Salesforce Financial Services Cloud vs Keap: which is better?+
Keap is the closest match to Salesforce Financial Services Cloud in our catalogue. Compare them side by side before you book a demo.
How were these Salesforce Financial Services Cloud alternatives chosen?+
Every product listed sits in crm software or a category Salesforce Financial Services Cloud also covers, and Salesforce's own products are excluded. Prices, free plans and platforms come from each vendor's official website. App Advisor does not sell any of this software.
Free shortlist
Not sure which Salesforce Financial Services Cloud alternative fits?
Tell us your team size and budget and we'll send a shortlist of three.
Related alternatives
Keap alternativesSalesmate alternativesCompanyHub alternativesNeoDove alternativesCreatio alternativesEdze CRM alternativesLeadtrekker alternativesOntraport alternativesTheDayCRM alternativesNetHunt CRM alternativesLeadSquared alternativesClickUp CRM alternativesAll crm software alternativesBrowse all alternatives