---
description: Review of Financial Cloud CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Financial Cloud CRM | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Financial Cloud CRM](/software/436938/financial-cloud)

# Financial Cloud CRM

Canonical: https://www.softwareadvice.ie/software/436938/financial-cloud

> Financial Cloud CRM is a customer relationship management platform designed for financial services, providing a unified view of each customer. It supports various sectors, including lending, buy-now-pay-later services, fintech companies, collections agencies, legal firms, and insurance providers. The platform is suitable for financial institutions of different sizes to manage operations and improve customer interactions.

The system includes payment management features that automate single payments, payment plans, and settlement processes across multiple payment methods such as cards and direct debits. It offers communication tools for email, SMS, and letter correspondence using versioned and auditable templates. An automation engine supports campaign management and real-time workflows, while a no-code builder allows users to create customized solutions without technical expertise.

The platform provides a comprehensive customer view to help organizations understand customer needs and address inquiries. Collaboration tools centralize task management for customer requests, callbacks, emails, and internal reviews. Self-service payment options, including Payment IVR, Customer Portal, and PaymentLinks, enable convenient payment methods and help reduce call volumes. The system integrates data sources efficiently and scales to meet the operational needs of financial services.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Glabs Digital Services

## Commercial Context

- **Starting Price**: £2,400.00
- **Pricing model**: Other
- **Pricing Details**: More packages available.
- **Target Audience**: 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Arabic, Basque, Brazilian Portuguese, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, European Portuguese, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Icelandic, Indonesian, Irish, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Malay, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Serbian, Slovak, Slovenian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
- **Available Countries**: Afghanistan, Algeria, American Samoa, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belize, Benin, Bermuda, Bhutan, Bolivia and 158 more

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- CRM
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customisable Reports
- Data Import/Export
- Document Management
- Email Management
- Email Templates
- Financial Management
- For Financial Institutions
- Reporting & Statistics
- Search/Filter
- Task Management

## Integrations (10 total)

- Apple Pay
- Elastic
- GoCardless
- Google Analytics 360
- Google Cloud
- Google Pay
- MongoDB
- Mouseflow
- Snowflake
- elastic

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Financial CRM Software](https://www.softwareadvice.ie/directory/3247/financial/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/436938/financial-cloud)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/financial-cloud-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/436938/financial-cloud> |
| en-GB | <https://www.softwareadvice.co.uk/software/436938/financial-cloud> |
| en-IE | <https://www.softwareadvice.ie/software/436938/financial-cloud> |
| en-NZ | <https://www.softwareadvice.co.nz/software/436938/financial-cloud> |

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