---
description: Compare Financial Services Cloud vs Zoho CRM regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Financial Services Cloud vs Zoho CRM Comparison
---

Breadcrumb: [Home](/) > [Insurance Rating Software](/directory/3377/insurance-rating/software) > [Financial Services Cloud \<span\>vs\</span\> Zoho CRM](https://www.softwareadvice.com.au/compare/331364/392464/salesforce-fin-serv-cloud/vs/zoho-crm)

# Compare Financial Services Cloud vs Zoho CRM

Canonical: https://www.softwareadvice.com.au/compare/331364/392464/salesforce-fin-serv-cloud/vs/zoho-crm

> Detailed comparison between Financial Services Cloud and Zoho CRM. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Financial Services Cloud | Zoho CRM |
| **Overall rating** | 4.8/5 | 4.3/5 |
| **Total Reviews** | 5 | 6964 |
| **Starting Price** | USD 325.00 | USD 14.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Financial Services Cloud

- API
- Accounting
- Activity Tracking
- CRM
- Client Management
- Configurable Workflow
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- Lead Capture
- Lead Management
- Monitoring
- Multi-Channel Communication
- Multi-Currency
- Real-Time Data
- Referral Tracking
- Relationship Tracking
- Reminders
- Scheduling

### Zoho CRM

- API
- Accounting
- Activity Tracking
- CRM
- Client Management
- Configurable Workflow
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- Lead Capture
- Lead Management
- Monitoring
- Multi-Channel Communication
- Multi-Currency
- Real-Time Data
- Referral Tracking
- Relationship Tracking
- Reminders
- Scheduling

## Links

- [View Financial Services Cloud Profile](https://www.softwareadvice.com.au/software/331364/salesforce-fin-serv-cloud)
- [View Zoho CRM Profile](https://www.softwareadvice.com.au/software/392464/zoho-crm)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/331364/392464/salesforce-fin-serv-cloud/vs/zoho-crm)

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