---
description: Get information about OmegaFP 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: OmegaFP Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [OmegaFP](/software/1111074/OmegaFP)

# OmegaFP

Canonical: https://www.capterra.in/software/1111074/OmegaFP

> OmegaFP is an AI-powered CRM for fee-only financial advisors and RIAs, combining client relationship management, an AI meeting notetake
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses OmegaFP?

Financial Advisors, RIAs, CPAs, Wealth Management Firms, Enterprise Level Firms

## About the vendor

- **Company**: OmegaFP

## Commercial Context

- **Starting Price**: $150.00
- **Pricing model**: Flat Rate
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Campaign Management Software
- Client Management
- Collaboration Tools
- Contact Management Software
- Customer Database
- Document Management Software
- For Financial Institutions
- Lead Management Software
- Marketing Automation Software
- Pipeline Management

## Integrations (19 total)

- Bedrock Data
- Claude
- Expo
- Google Calendar
- Google Calendar Extension
- Google Drive
- Google Meet
- Microsoft Outlook
- Microsoft Teams
- Nova
- OAuth
- OCR Image Text Extractor
- Outlook Email Extractor
- Plaid
- Stripe

... and 4 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum

## Category

- [Financial CRM Software](https://www.capterra.in/directory/30562/financial-crm/software)

## Alternatives

1. [Zoho CRM](https://www.capterra.in/software/155928/zoho-crm) — 4.3/5 (6994 reviews)
2. [Bigin by Zoho CRM](https://www.capterra.in/software/204998/bigin-by-zoho-crm) — 4.7/5 (743 reviews)
3. [HubSpot CRM](https://www.capterra.in/software/152373/hubspot-crm) — 4.5/5 (4484 reviews)
4. [Pipedrive](https://www.capterra.in/software/132666/pipedrive) — 4.5/5 (3058 reviews)
5. [NetSuite](https://www.capterra.in/software/135757/netsuite) — 4.2/5 (2067 reviews)

## Links

- [View on Capterra](https://www.capterra.in/software/1111074/OmegaFP)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10055573/OmegaFP/> |
| en-AE | <https://www.capterra.ae/software/1111074/OmegaFP> |
| en-AU | <https://www.capterra.com.au/software/1111074/OmegaFP> |
| en-CA | <https://www.capterra.ca/software/1111074/OmegaFP> |
| en-GB | <https://www.capterra.co.uk/software/1111074/OmegaFP> |
| en-IE | <https://www.capterra.ie/software/1111074/OmegaFP> |
| en-IL | <https://www.capterra.co.il/software/1111074/OmegaFP> |
| en-IN | <https://www.capterra.in/software/1111074/OmegaFP> |
| en-NZ | <https://www.capterra.co.nz/software/1111074/OmegaFP> |
| en-SG | <https://www.capterra.com.sg/software/1111074/OmegaFP> |
| en-ZA | <https://www.capterra.co.za/software/1111074/OmegaFP> |

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