Salesforce Financial Services Cloud vs Zoho CRM
Side-by-side from the Top 11 rankings of InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) and HubSpot CRM vs Zoho CRM vs Freshsales: 11 Best CRM Software for Small Business 2026. Last verified October 31, 2026.
The short answer
Zoho CRM ranks higher on Top 11 (#2 vs #6) for Owners, principals and operations leads of United States insurance agencies, independent property and casualty, Medicare, health, benefits and life, who have decided to buy a CRM and want to know which one will agree with the agency management system they already run. / Small business owners choosing a CRM (HubSpot vs Salesforce vs Zoho). Unbeatable value with a massive feature set, though it can feel complex.
At a glance
| Salesforce Financial Services Cloud | Zoho CRM | |
|---|---|---|
| Top 11 rank | #6 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) | #2 / HubSpot CRM vs Zoho CRM vs Freshsales: 11 Best CRM Software for Small Business 2026 |
| Score (out of 9.4) | 6.6 | 9.1 |
| Best for | Large brokerages that already run Salesforce | Best value for an all-in-one suite |
| Pricing | $$$$ (Sales or Service Core $325, Advanced $500, Max $700 per user a month, billed annually; Insurance Brokerages included with Advanced and Max; Digital Insurance add on $180,000, included in Max) | $ ($0 to $65/user/mo) |
| HQ | — | Chennai, India |
| Founded | — | 1996 |
Salesforce Financial Services Cloud
Printed prices and an Insurance Brokerages edition. The AMS join is your project.
www.salesforce.com/financial-services/pricing/See full entry in InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.