---
description: Get information about Finly price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Finly Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Finly](/software/1077129/Finly)

# Finly

Canonical: https://www.capterra.in/software/1077129/Finly

> Finly helps Swiss financial advisors manage clients, document sessions, and stay compliant — all in one simple, powerful platform.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Finly?

Swiss financial advisors, insurance brokers, and small advisory firms seeking a modern, compliant way to manage clients and streamline their work.

## 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
- Contact Management Software
- Data Import/Export
- Document Storage
- Interaction Tracking
- Lead Management Software
- Lead Qualification
- Mobile Access
- Task Management Software

## Support Options

- Email/Help Desk
- Knowledge Base Software

## Category

- [CRM Software](https://www.capterra.in/directory/2/customer-relationship-management/software)

## Alternatives

1. [Zoho CRM](https://www.capterra.in/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
2. [Bigin by Zoho CRM](https://www.capterra.in/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
3. [HubSpot CRM](https://www.capterra.in/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
4. [Salesforce Sales Cloud](https://www.capterra.in/software/61368/salesforce) — 4.4/5 (18768 reviews)
5. [Kylas Sales CRM](https://www.capterra.in/software/210630/kylas) — 4.8/5 (573 reviews)

## Links

- [View on Capterra](https://www.capterra.in/software/1077129/Finly)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/1077129/Finly> |
| de-AT | <https://www.capterra.at/software/1077129/Finly> |
| de-CH | <https://www.capterra.ch/software/1077129/Finly> |
| en | <https://www.capterra.com/p/10030531/Finly/> |
| en-AE | <https://www.capterra.ae/software/1077129/Finly> |
| en-AU | <https://www.capterra.com.au/software/1077129/Finly> |
| en-CA | <https://www.capterra.ca/software/1077129/Finly> |
| en-GB | <https://www.capterra.co.uk/software/1077129/Finly> |
| en-IE | <https://www.capterra.ie/software/1077129/Finly> |
| en-IL | <https://www.capterra.co.il/software/1077129/Finly> |
| en-IN | <https://www.capterra.in/software/1077129/Finly> |
| en-NZ | <https://www.capterra.co.nz/software/1077129/Finly> |
| en-SG | <https://www.capterra.com.sg/software/1077129/Finly> |
| en-ZA | <https://www.capterra.co.za/software/1077129/Finly> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra India","address":{"@type":"PostalAddress","addressLocality":"Mumbai","addressRegion":"MH","postalCode":"400051","streetAddress":"Gartner India Research & Advisory Services Pvt. Ltd. Raheja Towers 2nd Floor C-30 G- Block Bandra East Mumbai 400051 India"},"description":"Capterra India helps businesses find the best software. With verified reviews, prices & features, our interactive tool makes software selection fast & easy.","email":"info.india@gartner.com","url":"https://www.capterra.in/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.in/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/@CapterraIndia"]},{"name":"Finly","description":"Finly is the modern, user-friendly advisory platform built specifically for Swiss financial and insurance consultants. It centralizes all client information – including goals, budgets, policies, and pension plans – into one structured system. With Finly, advisors can easily manage leads, track tasks, version contracts, and store documents securely.\n\nThe platform supports compliance with the revised Insurance Supervision Act (VAG) by enabling full documentation of advisory sessions. Built-in templates, automation, and customizable questions streamline daily workflows without compromising the personal nature of your consultations.\n\nWhether you're working independently or as part of a team, Finly helps you stay organized, save time, and close more deals – while delivering a transparent, professional experience to your clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/7b951b23-adb6-4cfd-9933-9ca129c2a4e7.png","url":"https://www.capterra.in/software/1077129/Finly","@type":"SoftwareApplication","@id":"https://www.capterra.in/software/1077129/Finly#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.in/#organization"},"offers":{"price":"100","@type":"Offer","priceCurrency":"CHF"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.in/software/1077129/Finly#faqs","mainEntity":[{"name":"What Is Finly?","@type":"Question","acceptedAnswer":{"text":"Finly is the modern, user-friendly advisory platform built specifically for Swiss financial and insurance consultants. It centralizes all client information – including goals, budgets, policies, and pension plans – into one structured system. With Finly, advisors can easily manage leads, track tasks, version contracts, and store documents securely.The platform supports compliance with the revised Insurance Supervision Act (VAG) by enabling full documentation of advisory sessions. Built-in templates, automation, and customizable questions streamline daily workflows without compromising the personal nature of your consultations.Whether you're working independently or as part of a team, Finly helps you stay organized, save time, and close more deals – while delivering a transparent, professional experience to your clients.","@type":"Answer"}},{"name":"Who Uses Finly?","@type":"Question","acceptedAnswer":{"text":"Swiss financial advisors, insurance brokers, and small advisory firms seeking a modern, compliant way to manage clients and streamline their work.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"/directory/2/customer-relationship-management/software","@type":"ListItem"},{"name":"Finly","position":3,"item":"/software/1077129/Finly","@type":"ListItem"}],"@id":"https://www.capterra.in/software/1077129/Finly#breadcrumblist"}]}
</script>