---
description: If you're in a hunt for the best solution for your business, learn what Finly has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Finly Price, Reviews & Ratings | GetApp Singapore 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Finly](/software/2081935/finly)

# Finly

Canonical: https://www.getapp.sg/software/2081935/finly

> Finly provides financial advisors with a comprehensive software solution that streamlines administrative workflows from lead capture to policy management. The platform features an integrated CRM system, task management tools, and mobile accessibility, allowing advisors to focus more on client consultation rather than paperwork. Finly's cloud-based architecture enables structured advisory processes with data visualization capabilities for effective client management.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Finly

 Centralize all client data in one place
 Document advisory sessions (VAG-compliant)
 Track tasks, contracts, and follow-ups easily
 Automate routine workflows and templates
 Collaborate efficiently with your team

## About the vendor

- **Company**: Dikurium Swiss Consulting GmbH

## Commercial Context

- **Starting Price**: CHF 100.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: German
- **Available Countries**: Switzerland

## Features

- Activity Dashboard
- Alerts/Notifications
- Contact Management
- Data Import/Export
- Document Storage
- Drag & Drop
- Interaction Tracking
- Lead Capture
- Lead Management
- Lead Qualification
- Lead Scoring
- Mobile Access
- Referral Tracking
- Reminders
- Task Management

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [CRM Software](https://www.getapp.sg/directory/230/crm/software)

## Alternatives

1. [HubSpot CRM](https://www.getapp.sg/software/102533/hubspot-crm) — 4.5/5 (4456 reviews)
2. [Zoho CRM](https://www.getapp.sg/software/9908/zoho-crm) — 4.3/5 (6970 reviews)
3. [Bigin by Zoho CRM](https://www.getapp.sg/software/142099/bigin-by-zoho-crm) — 4.7/5 (727 reviews)
4. [Salesforce Sales Cloud](https://www.getapp.sg/software/90378/salesforce) — 4.4/5 (18772 reviews)
5. [Kylas Sales CRM](https://www.getapp.sg/software/2052749/kylas) — 4.8/5 (573 reviews)

## Links

- [View on GetApp](https://www.getapp.sg/software/2081935/finly)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/finly/> |
| en-AE | <https://www.getapp.ae/software/2081935/finly> |
| en-AU | <https://www.getapp.com.au/software/2081935/finly> |
| en-CA | <https://www.getapp.ca/software/2081935/finly> |
| en-GB | <https://www.getapp.co.uk/software/2081935/finly> |
| en-IE | <https://www.getapp.ie/software/2081935/finly> |
| en-NZ | <https://www.getapp.co.nz/software/2081935/finly> |
| en-SG | <https://www.getapp.sg/software/2081935/finly> |
| en-ZA | <https://www.getapp.za.com/software/2081935/finly> |

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