---
description: Learn more about CALM Portal price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: CALM Portal Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [CALM Portal](/software/1082292/CALM-Portal)

# CALM Portal

Canonical: https://www.capterra.co.za/software/1082292/CALM-Portal

> CALM Portal is a management software that centralizes client activities for financial institutions in one comprehensive interface.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Loquat

## Commercial Context

- **Target Audience**: 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Client Management
- Contact Management
- Document Management
- For Financial Institutions
- Pipeline Management

## Support Options

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

## Category

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

## Alternatives

1. [Zoho CRM](https://www.capterra.co.za/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
2. [Less Annoying CRM](https://www.capterra.co.za/software/118921/less-annoying-crm) — 4.8/5 (645 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.co.za/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
4. [Backstop](https://www.capterra.co.za/software/169054/backstop) — 4.3/5 (46 reviews)
5. [HubSpot CRM](https://www.capterra.co.za/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)

## Links

- [View on Capterra](https://www.capterra.co.za/software/1082292/CALM-Portal)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10034191/CALM-Portal/> |
| en-AE | <https://www.capterra.ae/software/1082292/CALM-Portal> |
| en-AU | <https://www.capterra.com.au/software/1082292/CALM-Portal> |
| en-CA | <https://www.capterra.ca/software/1082292/CALM-Portal> |
| en-GB | <https://www.capterra.co.uk/software/1082292/CALM-Portal> |
| en-IE | <https://www.capterra.ie/software/1082292/CALM-Portal> |
| en-IL | <https://www.capterra.co.il/software/1082292/CALM-Portal> |
| en-IN | <https://www.capterra.in/software/1082292/CALM-Portal> |
| en-NZ | <https://www.capterra.co.nz/software/1082292/CALM-Portal> |
| en-SG | <https://www.capterra.com.sg/software/1082292/CALM-Portal> |
| en-ZA | <https://www.capterra.co.za/software/1082292/CALM-Portal> |

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