The highest rated CRM according to G2 Crowd is Salesforce. HubSpot is also highly rated. However, just because a CRM is well rated, doesn't mean it's best for your financial planning firm. Depending on your business needs and goals, different CRMs will be better suited for you. Do your research to figure out what CRM system will work best for you and your team. There are a lot of great options out there, so take your time to find the perfect fit!