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  • Apophia

The Best CRM For Banks

Updated: Jan 19, 2023

There is a plethora of activities banks have enjoyed automated. Manual application is hectic.

So many companies have mastered using CRM software systems to accomplish their work. A bank is an institution where you want to have automation. Transactions are supposed to be quick and void of redundancies. The digital evolution of getting things done technically has not left banks behind. These have software systems that help them get work done there and then, and here are some!

1. MonkeyPesa CRM

MonkeyPesa CRM is an all-in-one business automation tool. From sales marketing, automation or customer support. With its devotion to help Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics, and easy-to-interpret dashboard make it ideal for you.

The CRM aids businesses to get prospects, insights, converts more leads to become customers and manages with customers across several channels. At the same time, they go through the selling process.

The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows track time, generating invoices, Pro-forma invoices, quotes, and getting much more money faster. And the real estate system helps real estate companies to acquire property, landlord management, tenant and the necessary automation.

MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resource and payroll

  • Inventory and stores

  • Bulk SMS and emailing

Accessible Communication is a giant step into maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses.

A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create charges based on a prospect’s information, schedule calls for them at any point in time, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead, or prospect from one stage of your sales funnel to the next.

The MonkeyPesa CRM allows you to add contacts manually or via a file upload. Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.

Social Media is a very relevant tool of sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, Direct Messages.

2. OracleNetSuite

OracleNetSuite allows clients to feel the value of the services through trend identification, data analysis, automation and reporting.

OracleNetsuite goes ahead to integrate with many other software applications like human resource and accounting program software tools. The cloud-based software organizes and stores all the company information in one central place, making efficiency and accessibility easy. Oracle is the solution for CRM in banks.

Oracle keeps, automates, synchronizes, and organizes all customers’ interactions from the different marketing, sales, and customer service fields. These functions aid employees to work with effectiveness since they can all easily find what they want without going through a lot of manual work. However, the most amazing benefit about Oracle NetSuite is that it gives each company/ business employee the tools required for the ultimate customer experience via insights across every interaction.

OracleNetSuite provides a live 360-degree view of your customers and what is being accomplished in each department through its dashboards. If you are still facing challenges of managing sales commission, poor visibility and multiple data sources, Oracle is the only solution you need to give you a single source of data, boost customer satisfaction and sales performance, and align marketing and sales.

OracleNetSuite has features to support the services they offer to their clients. These features include; reporting and analytics, marketing automation, customer service management, sales force automation, partner relationship management, and mobile.


NetSuite base license costs $999 per month, and access costs $99 per month.

3. Zendesk

Zendesk is a web-based solution that is used by over 20,000 companies globally. It is a CRM for banks that will strengthen their customer relationships because their data is held in a single storage area. As a result, employees can have easy access and can freely communicate with customers.

Zendesk simplifies the customer life cycle and makes it easy for anyone to follow and pick up a conversation from where it stopped. It improves customer satisfaction and gives sales and marketing departments time to engage customers. In addition, Zendesk allows having smooth communication between the different departments.

Additionally, Zendesk helps you get information about internal teams, creating sales pipelines and marketing campaigns, real-time analytical data. There is access to pending deals and pricing, picks all customer interactions, sales prospects, lead generation and current customers.

The key features of Zendesk CRM software include;

  • Unified contact management

  • Pipeline coordination and automation

  • A user-friendly CRM dashboard

  • Data-driven CRM reports

  • Mobile and cloud CRM applications

These features support products offered by Zendesk, that is, Zendesk for service, Zendesk for sales, platform and APIs and marketplace.


- Zendesk suite starts at $19 per month, Suite team goes for $49, suite growth goes for $79, and suite professional goes for $99.

- Zendesk sell; sell team starts at $19, sell professional goes for $49, sell enterprise goes for $99, and all these packages have a free trial for use before buying.

4. Microsoft dynamics 365

Dynamics intelligence, campaign management, insights boost marketing and company productivity. In addition, the software helps to put in order all the business processes, thus promoting customer satisfaction, loyalty and retention at a subsided cost.

Dynamics is suitable for business intelligence and offers software as a service (SaaS) for sales, marketing and service functionality. This makes Microsoft Dynamics a getters CRM for banks. Microsoft can help you win more deals by building strong relationships between you and your customers, increasing productivity due to increased customer support, thus more revenue coming in.

Microsoft has worked for several companies, such as those in the manufacturing industry, financial industry, retail businesses, health care, automotive, government entities, and many more. Services provided by Microsoft include; customer data platform, sales, service, marketing, commerce, supply chain, human resource services, finance, project management and many more.

The benefits of dynamics for insurance companies include; personalized emails, integrations, relationship analytics, AL-powered insights, and business.

The most important dynamics features specifically for banks include; dashboards and reports, goals management and invoice management.

Let us take a look at their pricing; customer insights range from $1,000 to 1,500 per month, customer's voice goes for $200 monthly, sales professionals package ranges from $20 to $65, sales enterprises plan ranges from $20 to $95 per month, sales premium goes for $135. In contrast, the Microsoft relationship sales plan goes for $162.

5. Zoho desk

Zoho desk boosts productivity, self-service, administers cross-functional services and client satisfaction through customer context.

Zoho desk aids you monitor customer conversations across the different channels, helps customers find quick resolutions through self-service, promotes workflow automation, there is artificial intelligence, the Zoho desk platform helps to combine with other tools, improves team productivity, offer constant and consistent customer support, helps to manage support processes and works for every business regardless of the size.

The topmost features of the Zoho desk include;

  • ZIA

  • ASAP

  • Multi-brand help center

  • Issue tracking

  • Email ticketing

  • Call center support

  • Knowledge base

  • Live chat widget

  • Ticketing system

  • Help desk software

  • Complaint management

  • And social channels support.


· There is a free version for the trial for the first three agents

· A standard goes for $12

· A professional goes for $20, and an enterprise goes for $35.


This works for all business types and handles all work concepts, including; marketing campaigns, CRMs, sales pipelines and project tracking. The software handles all its information in a single central platform, and this is what highly effective teams use to get their work on board.

Features of

  • Prioritizes people management

  • It comes with an intuitive user interface

  • It lets you easily manage workloads

  • Makes collaboration efficient

  • Provides excellent support

  • It comes with reporting and analytics

Prices of

  • offers a free trial for starters with unlimited boards and workflows.

  • Basic goes for $8 per seat.

  • Standard goes for $10 per seat.

  • Pro goes for 416 per seat.

  • An enterprise package that is billed yearly.

7. Creatio

This is CRM software that works for both commercial banks and retails banks or microfinance institutions. It helps to monitor all customer-related information to track efficiently what is happening.

The software helps develop customer relationships, monitor internal and external business processes, and puts together clients’ data to handle customer relationships and make a good relationships.

To banks and microfinance institutions, Creatio offers these outstanding features

  • Customized Designer

  • Open API

  • Scanned Information

  • Scanned Information:

  • Organized Information Storage

  • Expert Consultation

Unique features offered by Creatio CRM to banks

  • Loans Processing

  • Verification and Underwriting

  • Loan Pipeline Monitoring

About pricing, there is a free version for the trial, but prices are made available up request from the user.

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