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Updated October 2026 · 23 CRMs compared

CRMs that publish their pricing

Quote-only pricing is the norm in mortgage, legal intake and real estate. These vendors publish their numbers. We list them by industry so you can shortlist without a demo.

Quick picks

The short answer for each situation. Full reviews, pricing and trade-offs follow.

Best forCRMStarting pricePricingWhy
Best free starting pointHubSpot Sales Hub$9/user/moPublishedFree CRM with no seat cap
Best for pipeline-driven sales teamsPipedrive$14/user/moPublishedVisual pipeline that reps actually use
Best value full suiteZoho CRM$14/user/moPublishedFree for up to 3 users
Best for complex, custom sales processesSalesforce Sales Cloud$25/user/moPublishedLargest app ecosystem (AppExchange)
Best for Microsoft 365 companiesMicrosoft Dynamics 365 Sales$65/user/moPublishedNative Outlook, Teams and Copilot
Best for teams that want a flexible boardmonday CRM$12/user/moPublishedVery customizable
Best low-cost CRM with phone built inFreshsales$9/user/moPublished$9 entry tier with Freddy AI
Best for high-volume callingClose$9/user/moPublishedBuilt-in power and predictive dialer
Best CRM inside GmailCopper$23/user/moPublishedZero-friction Gmail and Calendar sync
Best for project-delivery businessesInsightly$29/user/moPublishedPost-sale project tracking included
Best modern CRM for startupsAttio$35/user/moPublishedFlexible data model
Best for loan officers and small teamsBNTouch$95/user/moPublishedPublic, month-to-month pricing
Best all-around for law firmsClio Manage + Grow$49/user/moPublishedLargest legal integration marketplace
Best for small firms that bill onlineMyCase$50/user/moPublishedTransparent pricing
Best for simplicityPracticePanther$49/user/moPublishedEasy to learn
Best for personal injury firmsCASEpeer$90/user/moPublishedPI-specific workflows
Best for real estate teamsFollow Up Boss$58/user/moPublishedFast lead routing and follow-up
Best budget pick for agentsWise Agent$42/moPublished$42 a month covers up to 5 users
Best for independent advisorsWealthbox$59/user/moPublishedClean, fast interface
Best low-cost advisor CRMRedtail$39/user/moPublishedLowest advisor CRM price
Best for enterprise wealth firmsSalesforce Financial Services Cloud$325/user/moPublishedDeep household and compliance data model
Best for home service startersJobber$29/moPublishedQuotes, scheduling and invoicing in one
Best for growing service crewsHousecall Pro$59/moPublishedMarketing and review tools built in

Compare & pricing

Compare Transparent pricing prices side by side

Filter by budget and team size. Tick up to three to compare them column by column.

23 of 23 CRMs

Starting price, this list

Lowest published or estimated starting price, USD per user per month unless noted. Click a row to add it to the comparison.

Published by vendorThird-party estimateQuote onlyNo public figure
Close$9
Freshsales$9
HubSpot Sales Hub$9
monday CRM$12
Pipedrive$14
Zoho CRM$14
Copper$23
Salesforce Sales Cloud$25
Insightly$29
Jobber$29
Attio$35
Redtail$39
Wise Agent$42
Clio Manage + Grow$49
PracticePanther$49
MyCase$50
Follow Up Boss$58
Housecall Pro$59
Wealthbox$59
Microsoft Dynamics 365 Sales$65
CASEpeer$90
BNTouch$95
Salesforce Financial Services Cloud$325
$0$100$200$300

Per-account prices (Jobber, Housecall Pro, Wise Agent) are shown at the account price. Annual billing where vendors offer both.

Comparing 3
Industry
General business
General business
General business
Starting price
$9/user/moStarter, annual
$14/user/moLite, annual
$14/user/moStandard, annual
Pricing
Published
Published
Published
Best for
1–200 users
2–50 users
1–500 users
Free plan
Yes
No
Yes
Integrations
Google WorkspaceMicrosoft 365
Google WorkspaceMicrosoft 365
Google WorkspaceMicrosoft 365
Strengths
Free CRM with no seat cap · Easiest setup of the big platforms · Marketing tools in the same database
Visual pipeline that reps actually use · Fast time to value
Free for up to 3 users · Strong feature-to-price ratio
Watch out for
Pro tier costs rise fast with seats · Mandatory onboarding fees on upper tiers
Marketing and lead tools are paid add-ons · Light service features
Interface varies across modules · Support quality is uneven
Pricing details

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Question 1 of 6

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The list

Transparent pricing, reviewed

Each pick names who it's for, who should skip it, and the price we verified.

Best free starting point

1.HubSpot Sales Hub

An inbound-marketing CRM with a free tier that grows into full sales and marketing suites.

Who it's for: Small teams that want marketing and sales in one place and a free tier to start.

Skip it if: Teams that will need Professional soon: it jumps to $90 a seat plus $1,500 onboarding.

Pros

  • Free CRM with no seat cap
  • Easiest setup of the big platforms
  • Marketing tools in the same database

Cons

  • Pro tier costs rise fast with seats
  • Mandatory onboarding fees on upper tiers
HubSpot Sales Hub reviewHubSpot Sales Hub pricing

Best for pipeline-driven sales teams

2.Pipedrive

A visual deal-pipeline CRM built around what salespeople do every day.

Who it's for: Sales teams of 2–50 who live in a deal pipeline.

Skip it if: Teams that need marketing automation or service desk tools.

Pros

  • Visual pipeline that reps actually use
  • Fast time to value

Cons

  • Marketing and lead tools are paid add-ons
  • Light service features
Pipedrive reviewPipedrive pricing

Best value full suite

3.Zoho CRM

A low-cost, full-featured CRM inside the wider Zoho app family.

Who it's for: Cost-conscious teams that want depth and other Zoho apps.

Skip it if: Teams that need polished support.

Pros

  • Free for up to 3 users
  • Strong feature-to-price ratio

Cons

  • Interface varies across modules
  • Support quality is uneven
Zoho CRM reviewZoho CRM pricing

Best for complex, custom sales processes

4.Salesforce Sales Cloud

The most extensible CRM platform, with industry builds for lending, legal and wealth.

Who it's for: Mid-market and enterprise teams with an admin and a custom process.

Skip it if: Small teams without an admin: Core edition starts at $195 a user.

Pros

  • Largest app ecosystem (AppExchange)
  • Industry builds exist for lending, legal and wealth

Cons

  • Steep jump from $100 Pro Suite to $195 Core
  • High admin burden
Salesforce Sales Cloud reviewSalesforce Sales Cloud pricing

Best for Microsoft 365 companies

5.Microsoft Dynamics 365 Sales

Microsoft's enterprise CRM, built into Outlook, Teams, Power BI and Copilot.

Who it's for: Organizations standardized on Outlook, Teams and Power BI.

Skip it if: Small teams without an implementation partner.

Pros

  • Native Outlook, Teams and Copilot
  • Power BI reporting

Cons

  • Usually needs a partner to implement
  • Complex for small businesses
Microsoft Dynamics 365 Sales reviewMicrosoft Dynamics 365 Sales pricing

Best for teams that want a flexible board

6.monday CRM

A customizable, board-based CRM built on the monday.com work platform.

Who it's for: Small teams that like visual boards and already use monday.com.

Skip it if: Sales teams that need deep forecasting on a lower tier.

Pros

  • Very customizable
  • Easy to learn

Cons

  • 3-seat minimum
  • Thin forecasting and reporting at low tiers
monday CRM reviewmonday CRM pricing

Best low-cost CRM with phone built in

7.Freshsales

An AI-assisted CRM with built-in phone and email at the lowest serious entry price.

Who it's for: Small sales teams that want calling and email without add-ons.

Skip it if: Teams that rely on a large integration marketplace.

Pros

  • $9 entry tier with Freddy AI
  • Phone and email built in

Cons

  • Smaller integration marketplace than HubSpot or Pipedrive
Freshsales reviewFreshsales pricing

Best for high-volume calling

8.Close

A calling- and SMS-first CRM with a built-in power dialer for inside sales.

Who it's for: Startups and outbound teams that live on the phone.

Skip it if: Teams that rarely call: the dialer is the point.

Pros

  • Built-in power and predictive dialer
  • Fast, focused interface

Cons

  • Real cost rises with Growth tier and call minutes
Close reviewClose pricing

Best CRM inside Gmail

9.Copper

A Google Workspace-native CRM that lives inside Gmail and Calendar.

Who it's for: Agencies and consultancies that run on Google Workspace.

Skip it if: Anyone on Microsoft 365.

Pros

  • Zero-friction Gmail and Calendar sync
  • Little data entry

Cons

  • Google-only
  • Thin reporting
Copper reviewCopper pricing

Best for project-delivery businesses

10.Insightly

A CRM with project management built in for firms that deliver work after the sale.

Who it's for: Service firms that hand won deals to a delivery team.

Skip it if: Teams that want marketing automation in the same price.

Pros

  • Post-sale project tracking included

Cons

  • Dated interface
  • Marketing sold as a separate product
Insightly reviewInsightly pricing

Best modern CRM for startups

11.Attio

A data-model-first CRM popular with startups and venture-backed teams.

Who it's for: Startups that want flexible objects and a modern interface.

Skip it if: Industries that need ready-made vertical templates.

Pros

  • Flexible data model
  • Modern, fast interface
  • Free plan

Cons

  • Young ecosystem
  • Few vertical templates
Attio reviewAttio pricing

Best for loan officers and small teams

12.BNTouch

A purpose-built mortgage CRM with public, month-to-month pricing.

Who it's for: Individual LOs and teams under 10 who want to know the price upfront.

Skip it if: Larger lenders that need deep customization.

Pros

  • Public, month-to-month pricing
  • Automated borrower follow-up

Cons

  • Dated interface
  • Limited customization
BNTouch reviewBNTouch pricing

Best all-around for law firms

13.Clio Manage + Grow

The category-leading cloud practice management suite, with Clio Grow for intake.

Who it's for: Solo to mid-size firms that want the largest legal app ecosystem.

Skip it if: Firms that need published pricing for intake: Grow is quote-only.

Pros

  • Largest legal integration marketplace
  • Trusted brand, strong security

Cons

  • Clio Grow pricing is not published
  • Upper tiers quote-only
Clio Manage + Grow reviewClio Manage + Grow pricing

Best for small firms that bill online

14.MyCase

All-in-one practice management with payments and a client portal built in.

Who it's for: Solo and small firms that want payments and a client portal built in.

Skip it if: Firms with heavy intake marketing needs.

Pros

  • Transparent pricing
  • Payments and client portal included

Cons

  • Intake tools lag Lawmatics
MyCase reviewMyCase pricing

Best for simplicity

15.PracticePanther

Simple, transparent practice management for solos and small firms.

Who it's for: Solo attorneys and small firms that want the easiest setup.

Skip it if: Firms that need advanced automation and reporting.

Pros

  • Easy to learn
  • Transparent pricing

Cons

  • Lighter automation and reporting
PracticePanther reviewPracticePanther pricing

Best for personal injury firms

16.CASEpeer

Case management built specifically for personal injury practices.

Who it's for: PI firms tracking treatment, liens and settlements.

Skip it if: Any firm outside personal injury.

Pros

  • PI-specific workflows
  • Published pricing

Cons

  • PI only
  • Premium price
CASEpeer reviewCASEpeer pricing

Best for real estate teams

17.Follow Up Boss

A lead-conversion CRM for agent teams that need fast routing and follow-up.

Who it's for: Agent teams converting online leads.

Skip it if: Brokerages that want IDX websites in the same product.

Pros

  • Fast lead routing and follow-up
  • Clean interface

Cons

  • IDX websites need a separate tool
Follow Up Boss reviewFollow Up Boss pricing

Best budget pick for agents

18.Wise Agent

An affordable all-in-one CRM and transaction manager for agents.

Who it's for: Solo agents and small teams on a tight budget.

Skip it if: Teams over five agents.

Pros

  • $42 a month covers up to 5 users
  • Transaction management included

Cons

  • Fewer integrations than Follow Up Boss
Wise Agent reviewWise Agent pricing

Best for independent advisors

19.Wealthbox

A fast, friendly CRM built for RIAs and independent advisors.

Who it's for: RIAs that want a CRM advisors enjoy using.

Skip it if: Enterprise wealth firms with heavy compliance workflows.

Pros

  • Clean, fast interface
  • Published pricing

Cons

  • Lighter reporting than enterprise tools
Wealthbox reviewWealthbox pricing

Best low-cost advisor CRM

20.Redtail

A long-standing advisor CRM, now part of Orion.

Who it's for: Small advisory practices on a budget.

Skip it if: Practices over five users, which need the $59 Growth plan.

Pros

  • Lowest advisor CRM price
  • Long track record in wealth

Cons

  • Interface feels older
Redtail reviewRedtail pricing

Best for enterprise wealth firms

21.Salesforce Financial Services Cloud

Salesforce's industry cloud for banks, wealth and insurance.

Who it's for: Large wealth and banking firms with Salesforce admins.

Skip it if: Independent advisors: Wealthbox or Redtail cost a fraction.

Pros

  • Deep household and compliance data model
  • Salesforce ecosystem

Cons

  • Highest price in this list
  • Needs implementation partner
Salesforce Financial Services Cloud reviewSalesforce Financial Services Cloud pricing

Best for home service starters

22.Jobber

Quoting, scheduling, invoicing and client management for field service businesses.

Who it's for: Owner-operators who quote, schedule and invoice from a phone.

Skip it if: Large shops with many technicians.

Pros

  • Quotes, scheduling and invoicing in one
  • Low starting price

Cons

  • Per-user costs climb on upper plans
Jobber reviewJobber pricing

Best for growing service crews

23.Housecall Pro

Field service software with marketing and review tools built in.

Who it's for: Service businesses with 5–8 techs that want marketing tools too.

Skip it if: Solo operators who only need invoicing.

Pros

  • Marketing and review tools built in
  • Plans priced by crew size

Cons

  • Higher tiers get expensive
Housecall Pro reviewHousecall Pro pricing

How we picked

  1. Industry fit first. We judge each CRM against the work of the industry it serves.
  2. We check every price. Vendor pricing pages are re-read monthly. Where a vendor won't publish, we show a labeled third-party estimate or “quote only.”
  3. A 3.5-star floor. A CRM must average 3.5 or better across G2, Capterra and TrustRadius.
  4. Payment never moves a pick. Referral fees and sponsorships have no effect on order or inclusion.

Read the full methodology

Considered, not included

  • Velocify (ICE). A strong speed-to-lead dialer for lenders, but a lead tool more than a relationship CRM.
  • Law Ruler. A capable intake CRM for injury firms; annual lock-in and quote-only pricing kept it off the list.
  • Insightly. Suits project-delivery firms; a dated interface and separately sold marketing tools put it behind the picks above.
  • Every CRM in our database that fits this list appears above.

Questions buyers ask

Which mortgage CRM publishes pricing?

BNTouch: $165 a month for one user, $95 per user for teams of 2–10.

Changelog. Oct 14, 2026: prices re-verified; Attio added; Encompass CRM retired in favor of Surefire.