# Best Financial Services CRM *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Financial services customer relationship management (CRM) software provides users with a centralized base from which to conduct all customer-centric activities. Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies leverage financial services CRM software to create, build, maintain, and strengthen customer relationships. Customers are the lifeblood of the financial services industry, so ensuring that those relationships are strong is vital to the success of an institution. Financial services professionals use financial services CRM software to coordinate client outreach, manage documentation, conduct account analysis, schedule meetings, build and maintain sales pipelines, carry out know your customer (KYC) verification, and more. Financial services CRM software integrates with other [financial services software](https://www.g2.com/categories/financial-services) including [financial research software](https://www.g2.com/categories/financial-research) and [investment portfolio management software](https://www.g2.com/categories/investment-portfolio-management). Solutions in this category also import contact databases and integrate with [accounting software](https://www.g2.com/categories/accounting). To qualify for inclusion in the Financial Services CRM category, a product must: - Provide features designed exclusively for financial services professionals - Store contact information - Integrate with other financial services software - Provide client outreach capabilities ## Category Overview **Total Products under this Category:** 129 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,300+ Authentic Reviews - 129+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Best Financial Services CRM Software At A Glance - **Leader:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - **Highest Performer:** [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) - **Easiest to Use:** [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - **Top Trending:** [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - **Best Free Software:** [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) --- **Sponsored** ### Dynamo Software Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo’s full investment lifecycle covers deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management in a single, secure platform. Dynamo v3.0 introduces an intelligent interface designed specifically for investment professionals. Powered by DynamoAI as the advanced core layer, the platform streamlines workflows by automating tasks such as document tagging, precise financial data extraction, conversational Q&A across firm data, and relationship insights—all functioning effortlessly without relying on external tools. The unified platform supports private equity, venture capital, private credit, real estate, infrastructure, and fund of funds. Dynamo helps teams operate with greater efficiency, gain deeper insight into their investments and relationships, and make faster and more confident decisions at every stage of the investment lifecycle. Benefits of Dynamo: • Next-Gen Intelligent Dynamo v3.0 Interface: Built from the ground up based with AI and automation to optimize user experience, reducing clicks, accelerating onboarding, and driving faster, team-wide adoption. • AI-Driven, Built-In Expertise: DynamoAI enables auto-tagging, document summarization, financial data extraction, conversational Q&A, and relationship scoring—all without the need for external services or tools. • Dynamo Blueprint: Expert-designed, pre-configured hubs, reports and layouts ready for immediate use. • Secure Investor Portal: Real-time engagement with configurable dashboards, electronic consent workflows for K-1s, and integrated data room—accessible on any device. • Multi-Asset Portfolio Management: Dynamo simplifies managing complex fund structures from automating capital calls, distributions, and waterfall calculations. • Dynamo Integration Ecosystem: Provides expansive integration capabilities with various data sources and third-party applications. • HoldingsInsight: White-glove service that collects, normalizes, and enriches underlying fund holdings by sector, region, and currency, pushing data directly into your Dynamo environment. • Enterprise-Grade Security: SOC 1/2/3-audited infrastructure, SAML/OAuth SSO, 2FA, encryption in transit and at rest, GAAP/ILPA/FATCA/GDPR compliance, regional hosting in NA, EMEA, APAC, UAE. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1618&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=22252&secure%5Bresource_id%5D=1618&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm&secure%5Btoken%5D=0223f0e039a3bfd64e36e2b3995036194d6d52eddea59e60d2276e6d35dc12f0&secure%5Burl%5D=https%3A%2F%2Fwww.dynamosoftware.com%2Fproducts&secure%5Burl_type%5D=paid_promos&secure%5Bvisitor_segment%5D=180) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) Become a Financial Services Agentic Enterprise with the world’s #1 AI-powered platform for the banking, wealth, and insurance industries. Financial Services Cloud unlocks and unifies data from across the enterprise so you can deliver personalized client engagements using purpose-built automations, industry-specific data models and Agentforce embedded in the flow of work. Free your teams to focus on what matters most, your high value work. Grow Trusted Relationships Deliver seamless and personalized interactions across every touchpoint. \* Unify data across lines of business to provide a 360° client view \* Strengthen trust with personalized onboarding, advice, and service \* Empower bankers, advisors, and agents with actionable insights \* Increase deposit growth and wallet share with AI-informed engagement Reduce Cost to Serve Drive efficiency with automation and digital labor. \* Streamline service with out-of-the-box workflows and automation \* Reduce manual processes with low-code/no-code customization \* Accelerate case resolution with AI-powered Agentforce \* Lower operational costs while improving productivity Personalize at Scale Deliver intelligent engagement with precision and empathy. \* Activate real-time data and segmentation across systems \* Use AI to generate tailored product offers and communications \* Engage customers and policyholders across digital and human channels \* Enhance loyalty with timely, relevant, and personalized journeys Mitigate Regulatory Risk Operate with confidence in a highly regulated industry. \* Embed compliance guardrails in every workflow \* Monitor and enforce policies with AI-driven controls \* Ensure auditability with secure, explainable data and insights \* Reduce risk across front, middle, and back-office operations **Average Rating:** 4.3/5.0 **Total Reviews:** 220 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.3/10 (Category avg: 8.6/10) - **Campaign Management:** 8.2/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.4/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (581,281 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Banking - **Company Size:** 43% Enterprise, 29% Mid-Market ### 2. [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving. Targeted primarily at financial advisors and firms, Redtail Technology addresses the unique challenges faced in the financial services sector. The platform is designed to help users manage client relationships effectively, ensuring that advisors can maintain compliance while providing exceptional service. The integration capabilities with widely used applications in the industry further enhance its utility, allowing users to create a cohesive technology ecosystem that supports their operational needs. Key features of Redtail Technology include its robust CRM functionalities, which enable users to track client interactions, manage workflows, and automate routine tasks. The compliant text messaging feature, Redtail Speak, allows advisors to communicate securely with clients, ensuring that all communications adhere to regulatory requirements. Additionally, the paperless office solution helps firms transition to a digital environment, reducing reliance on physical documentation and improving efficiency. The email archiving feature ensures that important communications are stored securely and can be easily retrieved when needed. The value that Redtail Technology brings to its users lies in its commitment to affordability and ease of implementation. By offering low-cost solutions that are straightforward to integrate, Redtail enables financial advisors to enhance their operational efficiency without incurring significant expenses. Furthermore, the company's dedication to exceptional customer service ensures that users receive the support they need to maximize the benefits of the platform. As a brand entity of Orion Advisor Solutions since June 2022, Redtail continues to innovate and expand its offerings while maintaining its focus on the financial services community. **Average Rating:** 4.3/5.0 **Total Reviews:** 265 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.1/10 (Category avg: 8.6/10) - **Campaign Management:** 7.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) - **Company Website:** https://orion.com/ - **HQ Location:** Omaha, NE - **Twitter:** @orionwealthtech (7,825 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/orionwealthtech/ (1,926 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Financial Advisor, Office Manager - **Top Industries:** Financial Services, Investment Management - **Company Size:** 92% Small-Business, 6% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (83 reviews) - Helpful (39 reviews) - Integrations (32 reviews) - Customer Support (25 reviews) - Setup Ease (25 reviews) **Cons:** - Missing Features (18 reviews) - Limited Features (12 reviews) - Integration Issues (11 reviews) - Learning Curve (10 reviews) - Poor Customer Support (8 reviews) ### 3. [Maximizer](https://www.g2.com/products/maximizer/reviews) Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities. This adaptable platform caters to organizations of various sizes and industries, with specific offerings for financial services and sales professionals. Maximizer offers a comprehensive suite of tools that improve revenue-generating processes, monitor performance, and facilitate informed decision-making. By focusing on customization and ease of use, Maximizer empowers users to configure the system and tailor it to their specific needs without requiring extensive IT support or developer resources. Maximizer provides services to a diverse customer base, including financial services professionals such as financial advisors, wealth managers, investment planners, insurance brokers, mortgage brokers, small- and medium-sized sales teams across multiple industries , marketing professionals, and customer service teams. With a flexible, adaptable design that allows businesses to build successful processes that align with their unique workflows, users can easily configure the CRM to track revenue-generating activities. This ease of customizations ensures that teams can remain focused on the initiatives that contribute to increasing pipeline and revenue. This level of customization enhances user experience and also fosters a culture of accountability and performance within organizations. Key features include robust monitoring capabilities that provide insights into business health. Users can visualize and report on performance metrics and trends, enabling them to identify areas for improvement and capitalize on growth opportunities. The platform's AI-driven insights further improve decision-making by surfacing timely actions that can lead to strategic advantages. This combination of data visualization and intelligent recommendation helps businesses stay agile in a competitive landscape. The benefits of using Maximizer extend beyond functionality. By offering a user-friendly interface and customizable features, the platform minimizes the learning curve for new users, allowing teams to adopt the system quickly without the need for additional resources from other departments. Additionally, the integration of AI technology ensures that users receive actionable insights that can significantly impact their strategic planning and execution. This proactive approach to CRM not only enhances operational efficiency but also strengthens customer relationships, ultimately driving long-term success for businesses. Maximizer stands out in the CRM category, particularly for financial services and sales professionals, by providing a flexible, user-centric solution that adapts to the unique needs of each organization. Its focus on visibility, customization, and AI-driven insights positions it as a valuable tool for businesses looking to optimize their operations and achieve sustainable growth. **Average Rating:** 4.0/5.0 **Total Reviews:** 648 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.1/10) - **Knowledge Base:** 6.8/10 (Category avg: 8.6/10) - **Campaign Management:** 6.3/10 (Category avg: 8.2/10) - **Customer Support Portal:** 6.1/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Maximizer Software](https://www.g2.com/sellers/maximizer-software) - **Company Website:** https://www.maximizer.com/ - **Year Founded:** 1987 - **HQ Location:** Vancouver, Canada - **Twitter:** @maximizercrm (3,121 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/maximizercrm/about (151 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Financial Advisor, Administrative Assistant - **Top Industries:** Financial Services, Investment Management - **Company Size:** 73% Small-Business, 19% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (51 reviews) - Lead Management (38 reviews) - Task Management (38 reviews) - Customer Management (36 reviews) - Organization Efficiency (35 reviews) **Cons:** - Learning Curve (27 reviews) - Integration Issues (21 reviews) - Missing Features (18 reviews) - Not Intuitive (16 reviews) - Slow Loading (15 reviews) ### 4. [DealCloud](https://www.g2.com/products/dealcloud/reviews) Intapp DealCloud is a sophisticated deal and relationship intelligence platform designed to assist financial and professional services firms in originating opportunities, managing pipelines, and enhancing client relationships. This platform serves as a centralized hub for firm and market knowledge, providing users with actionable insights that facilitate informed decision-making and strategic execution. Targeted primarily at investment banks, private capital firms, accounting and consulting organizations, legal advisors, and real assets companies, Intapp DealCloud is tailored to meet the unique demands of these sectors. The platform is particularly beneficial for professionals who require a comprehensive view of their deal flow and client interactions, allowing them to streamline processes and enhance collaboration across teams. By integrating various data sources and systems, Intapp DealCloud empowers firms to break down silos and foster a more cohesive working environment. Intapp DealCloud is powered by Applied AI so it delivers predictive insights and enhanced decision-making capabilities. The platform offers configurable workflows that can be customized to fit the specific needs of different firms, ensuring that users can adapt the system to their operational requirements. Additionally, Intapp DealCloud boasts robust integration capabilities, allowing for seamless data flow between internal systems, third-party sources, and other Intapp products. This interconnectedness not only improves efficiency but also enables firms to leverage their existing technology investments more effectively. The benefits of using Intapp DealCloud extend beyond mere operational efficiency. By centralizing information and providing real-time insights, the platform helps firms make faster, more informed decisions that can lead to increased growth and profitability. Furthermore, the ability to manage relationships and opportunities in a unified environment allows firms to deepen client engagement and enhance service delivery. As a result, Intapp DealCloud is the leader in its category, offering a comprehensive solution that addresses the complex needs of financial and professional services firms, ultimately driving better outcomes across practices and geographies. **Average Rating:** 4.3/5.0 **Total Reviews:** 31 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.5/10 (Category avg: 8.6/10) - **Campaign Management:** 7.9/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Intapp](https://www.g2.com/sellers/intapp) - **Company Website:** https://www.intapp.com - **Year Founded:** 2000 - **HQ Location:** Palo Alto, CA - **Twitter:** @intapp (2,684 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/64081/ (1,365 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Venture Capital & Private Equity, Financial Services - **Company Size:** 61% Small-Business, 19% Mid-Market ### 5. [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redefine the way firms operate in private markets, reshaping the institutional investment industry at the intersection of human insight and machine intelligence. Our core strength lies in developing technology that serves as a definitive source of truth, empowering clients with actionable insights, and seamless institutional knowledge sharing, while optimizing day-to-day success. Backstop is an investment management platform for consultants, OCIOs, pensions, funds of funds, family offices, endowments, foundations, hedge funds, private equity, venture capital, and real estate investment firms. **Average Rating:** 4.7/5.0 **Total Reviews:** 46 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.5/10 (Category avg: 8.6/10) - **Campaign Management:** 8.9/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [ION Analytics](https://www.g2.com/sellers/ion-analytics) - **Year Founded:** 2000 - **HQ Location:** New York, US - **LinkedIn® Page:** http://www.linkedin.com/company/acuris-global (157 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Investment Management - **Company Size:** 76% Small-Business, 20% Mid-Market ### 6. [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 108 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.4/10 (Category avg: 8.6/10) - **Campaign Management:** 7.1/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Wealthbox](https://www.g2.com/sellers/wealthbox) - **Year Founded:** 2014 - **HQ Location:** United States, US - **Twitter:** @Wealthbox (4,752 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/wealthboxcrm/ (147 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Financial Advisor, Financial Planner - **Top Industries:** Financial Services - **Company Size:** 94% Small-Business, 6% Mid-Market ### 7. [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) NMI Merchant Central Payments CRM helps banks, ISOs, and payment providers manage and grow merchant portfolios while navigating the complexities of risk management and compliance. Merchant Central offers a comprehensive set of tools to streamline the merchant lifecycle—from lead acquisition and underwriting to onboarding, monitoring, risk assessment and ongoing support. It falls within the financial services CRM category, serving organizations that require operational efficiency, compliance oversight, and scalable infrastructure to support high volumes of merchant activity. Merchant Central is designed for institutions managing complex portfolios and agent channels, as well as software providers embedding payments into their platforms. It enables teams to reduce manual work, eliminate fragmented processes, and improve merchant satisfaction across every stage of the relationship. Core components of Merchant Central include: A modular portfolio management hub that automates onboarding, residuals tracking, and reporting, while integrating seamlessly with existing CRMs or operating as a standalone solution. ScanX – A powerful risk assessment engine that streamlines merchant underwriting through automated data collection for Know Your Customer (KYC), Know Your Business (KYB), and Anti-Money Laundering (AML) compliance. MonitorX – A continuous compliance and monitoring tool that enables real-time oversight of merchant risk and regulatory adherence across the entire portfolio. White-label configuration – Allows banks and ISOs to offer branded experiences across onboarding, reporting, and account management. Scalable automation – Supports high-volume portfolios while reducing manual effort and minimizing “not in good order” (NIGO) applications. Merchant Central modernizes merchant services, optimize agent channel operations, and reduce merchant churn by providing fast, compliant, and centralized portfolio management. **Average Rating:** 4.6/5.0 **Total Reviews:** 100 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.7/10 (Category avg: 8.6/10) - **Campaign Management:** 7.5/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.9/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [NMI](https://www.g2.com/sellers/nmi) - **Company Website:** https://www.nmi.com - **Year Founded:** 2001 - **HQ Location:** Schaumburg, Illinois - **Twitter:** @NMIpayments (2,488 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/NMIpayments (704 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Banking - **Company Size:** 74% Small-Business, 21% Mid-Market ### 8. [Altvia](https://www.g2.com/products/altvia/reviews) Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Knowledge Base:** 9.3/10 (Category avg: 8.6/10) - **Campaign Management:** 8.9/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc) - **Company Website:** https://altvia.com - **Year Founded:** 2006 - **HQ Location:** Broomfield, CO - **Twitter:** @altvia (303 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/application-experts-llc/ (74 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Venture Capital & Private Equity - **Company Size:** 73% Small-Business, 13% Enterprise #### Pros & Cons **Pros:** - Customer Support (8 reviews) - Client Engagement (7 reviews) - Customer Management (4 reviews) - Ease of Use (4 reviews) - Comprehensive Data (2 reviews) **Cons:** - Email Issues (2 reviews) - Expensive (2 reviews) - File Management (2 reviews) - Integration Issues (2 reviews) - Missing Features (2 reviews) ### 9. [CRMNEXT](https://www.g2.com/products/crmnext/reviews) In simple terms? We bring everything, and everyone, together. CRMNEXT is THE banking CRM solution. Fully customizable to meet the specific CRM needs of community banks, credit unions, and the world’s largest financial institutions. The platform transforms every corner your credit union or FI by unifying your core, and the systems your core uses every day under a single, intuitive CRM application. CRMNEXT helps your financial institution simplify work, drive growth, and deliver on experience. Simplify Work: Empowering employees with a better experience by streamlining day-to-day activities. Drive Growth: Making your product smarter, upselling more seamless, and lead generation effortless. Deliver on Experience: Empowering employees to provide stellar experiences to the individuals they serve. **Average Rating:** 4.2/5.0 **Total Reviews:** 20 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.3/10 (Category avg: 8.6/10) - **Campaign Management:** 9.1/10 (Category avg: 8.2/10) - **Customer Support Portal:** 7.7/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [CRMNEXT](https://www.g2.com/sellers/crmnext) - **Year Founded:** 2001 - **HQ Location:** Noida, India - **Twitter:** @crmnext (5 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/315092/ (355 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Insurance, Banking - **Company Size:** 70% Enterprise, 30% Mid-Market ### 10. [Doxim Customer Engagement Platform](https://www.g2.com/products/doxim-customer-engagement-platform/reviews) Doxim Customer Engagement Management (CEM) is a suite of solutions purpose-built for community banks and credit unions – with modules for both in-branch and self-serve, for retail and business customers. The modules in CEM guide you through the process of onboarding clients, opening accounts, originating loans, and managing customer information and documents – delivering maximum productivity, customer satisfaction, revenue and profitability. With the Doxim Account Opening solution you can streamline, accelerate, and modernize your account opening processes. From gathering required information to successfully onboarding customers, selecting desired products, and generating the required documentation. This end-to-end solution automatically guides the account opening process and allows your customer-facing team to deliver a seamless and speedy experience – opening accounts in 5 minutes or less. Explore our modules for in-branch or self-serve engagement, for retail or business customers. With the Doxim Loan Origination solution you can originate retail or commercial loans, performed by in-branch staff or retail consumers. Financial institutions that are struggling with inefficient paper-based processes can digitize and automate the lending process, reduce errors, accelerate speed, while providing greater convenience for customers. Explore our modules for retail or business customers. With Doxim CRM you can build and maintain great relationships with new and existing customers by providing staff with a 360 view of client information and giving them efficient tools to manage all engagements, referrals, opportunities, and conversations, all in one place. **Average Rating:** 4.4/5.0 **Total Reviews:** 13 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.0/10 (Category avg: 8.6/10) - **Campaign Management:** 8.3/10 (Category avg: 8.2/10) - **Customer Support Portal:** 7.8/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Doxim](https://www.g2.com/sellers/doxim-538915fa-4485-4006-9fa9-f338dda672cf) - **HQ Location:** Markham, Ontario - **Twitter:** @Doxim_Inc (791 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/883016 (656 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 46% Mid-Market, 38% Small-Business ### 11. [Total Expert](https://www.g2.com/products/total-expert/reviews) Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. **Average Rating:** 4.5/5.0 **Total Reviews:** 149 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.1/10 (Category avg: 8.6/10) - **Campaign Management:** 8.1/10 (Category avg: 8.2/10) - **Customer Support Portal:** 7.6/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Total Expert](https://www.g2.com/sellers/total-expert) - **Company Website:** https://totalexpert.com - **Year Founded:** 2012 - **HQ Location:** St. Louis Park, Minnesota - **Twitter:** @TotalExpertInc (1,362 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/total-expert/ (257 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager - **Top Industries:** Financial Services, Banking - **Company Size:** 72% Mid-Market, 19% Enterprise #### Pros & Cons **Pros:** - Ease of Use (15 reviews) - Customer Support (11 reviews) - Helpful (10 reviews) - Integrations (10 reviews) - Automation Efficiency (6 reviews) **Cons:** - Learning Curve (5 reviews) - Not Intuitive (5 reviews) - Poor Customer Support (4 reviews) - Limited Customization (3 reviews) - Missing Features (3 reviews) ### 12. [Dynamo Software](https://www.g2.com/products/dynamo-software-dynamo-software/reviews) Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo’s full investment lifecycle covers deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management in a single, secure platform. Dynamo v3.0 introduces an intelligent interface designed specifically for investment professionals. Powered by DynamoAI as the advanced core layer, the platform streamlines workflows by automating tasks such as document tagging, precise financial data extraction, conversational Q&A across firm data, and relationship insights—all functioning effortlessly without relying on external tools. The unified platform supports private equity, venture capital, private credit, real estate, infrastructure, and fund of funds. Dynamo helps teams operate with greater efficiency, gain deeper insight into their investments and relationships, and make faster and more confident decisions at every stage of the investment lifecycle. Benefits of Dynamo: • Next-Gen Intelligent Dynamo v3.0 Interface: Built from the ground up based with AI and automation to optimize user experience, reducing clicks, accelerating onboarding, and driving faster, team-wide adoption. • AI-Driven, Built-In Expertise: DynamoAI enables auto-tagging, document summarization, financial data extraction, conversational Q&A, and relationship scoring—all without the need for external services or tools. • Dynamo Blueprint: Expert-designed, pre-configured hubs, reports and layouts ready for immediate use. • Secure Investor Portal: Real-time engagement with configurable dashboards, electronic consent workflows for K-1s, and integrated data room—accessible on any device. • Multi-Asset Portfolio Management: Dynamo simplifies managing complex fund structures from automating capital calls, distributions, and waterfall calculations. • Dynamo Integration Ecosystem: Provides expansive integration capabilities with various data sources and third-party applications. • HoldingsInsight: White-glove service that collects, normalizes, and enriches underlying fund holdings by sector, region, and currency, pushing data directly into your Dynamo environment. • Enterprise-Grade Security: SOC 1/2/3-audited infrastructure, SAML/OAuth SSO, 2FA, encryption in transit and at rest, GAAP/ILPA/FATCA/GDPR compliance, regional hosting in NA, EMEA, APAC, UAE. **Average Rating:** 4.2/5.0 **Total Reviews:** 31 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Knowledge Base:** 7.1/10 (Category avg: 8.6/10) - **Campaign Management:** 6.9/10 (Category avg: 8.2/10) - **Customer Support Portal:** 7.2/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Dynamo Software](https://www.g2.com/sellers/dynamo-software) - **Company Website:** https://www.dynamosoftware.com/ - **Year Founded:** 1998 - **HQ Location:** Watertown, MA - **Twitter:** @dynamosoft (345 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dynamo-software/ (467 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Investment Management, Venture Capital & Private Equity - **Company Size:** 53% Small-Business, 38% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (13 reviews) - Customer Support (10 reviews) - Functionality (9 reviews) - Customization (7 reviews) - Document Management (7 reviews) **Cons:** - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Difficult Learning (4 reviews) - Not User-Friendly (4 reviews) - Steep Learning Curve (4 reviews) ### 13. [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client service. AdvisorEngine CRM features deep integrations with many custodians and major portfolio management, reporting, and back-office solutions to enhance advisor productivity and create a centralized user experience. Our team is always ready to assist all levels of user support, from general “how-to” primers to deep technical questions via email, phone, or with a screen sharing session. Month after month, our technical support team earns a 98% approval rating - users love our support experts. **Average Rating:** 4.0/5.0 **Total Reviews:** 26 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Knowledge Base:** 9.7/10 (Category avg: 8.6/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Junxure](https://www.g2.com/sellers/junxure) - **Year Founded:** 2000 - **HQ Location:** Raleigh, NC - **Twitter:** @JunxureCRM (2,079 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/882458 (9 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Investment Management - **Company Size:** 92% Small-Business, 8% Mid-Market ### 14. [Practifi](https://www.g2.com/products/practifi/reviews) Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale. Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth and own their future. Visit us at www.practifi.com to schedule a demo. **Average Rating:** 4.3/5.0 **Total Reviews:** 75 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.1/10) - **Knowledge Base:** 7.2/10 (Category avg: 8.6/10) - **Campaign Management:** 5.9/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Practifi](https://www.g2.com/sellers/practifi) - **Company Website:** https://practifi.com/ - **Year Founded:** 2013 - **HQ Location:** Chicago, IL - **Twitter:** @Practifi (737 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/practifi/ (66 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Investment Management - **Company Size:** 72% Small-Business, 26% Mid-Market ### 15. [360 View CRM](https://www.g2.com/products/360-view-crm/reviews) 360 View CRM is a web-based software that was developed by financial institutions for financial institutions. **Average Rating:** 4.4/5.0 **Total Reviews:** 12 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 7.8/10 (Category avg: 8.6/10) - **Campaign Management:** 8.6/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Abrigo](https://www.g2.com/sellers/abrigo) - **Company Website:** https://www.abrigo.com/ - **Year Founded:** 2000 - **HQ Location:** Austin, TX - **Twitter:** @weareabrigo (2,600 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/weareabrigo/ (926 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 58% Mid-Market, 25% Small-Business ### 16. [DebtPayPro](https://www.g2.com/products/debtpaypro/reviews) A complete set of cloud based CRM tools and integrations to help financial service providers. **Average Rating:** 4.5/5.0 **Total Reviews:** 11 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 10.0/10 (Category avg: 8.6/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Debt Pay](https://www.g2.com/sellers/debt-pay) - **Year Founded:** 2009 - **HQ Location:** Schaumburg, US - **Twitter:** @DebtPayPro (78 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/debt-pay-pro (111 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 58% Small-Business, 42% Mid-Market ### 17. [Irwin](https://www.g2.com/products/irwin/reviews) Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content. **Average Rating:** 4.5/5.0 **Total Reviews:** 57 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.9/10 (Category avg: 8.6/10) - **Campaign Management:** 9.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.2/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Platform Group Limited](https://www.g2.com/sellers/platform-group-limited) - **Year Founded:** 2017 - **HQ Location:** Toronto, Ontario - **LinkedIn® Page:** https://www.linkedin.com/company/irwinsoftware/ (154 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Investor Relations - **Top Industries:** Mining & Metals, Financial Services - **Company Size:** 75% Small-Business, 18% Mid-Market #### Pros & Cons **Pros:** - Customization (1 reviews) **Cons:** - Limited Accessibility (1 reviews) - Limited Data (1 reviews) ### 18. [Affinity](https://www.g2.com/products/affinity/reviews) Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technology, Affinity enables teams to leverage their network and source their next big opportunity. Affinity’s CRM integrates billions of data points from the data every organization is sitting on, but not utilizing: data inside our email, calendar streams, and other disparate systems. By bringing this data together, Affinity supercharges how teams manage relationships by automating away their data entry, never dropping the ball on key leads, and unlocking warm introductions to key decision-makers. Got no time for manually filling your CRM? Making decisions about your deals using guesswork? If this is the case, Affinity is built for you so you can stay focused on doing what you do best: build strategic, long-term relationships. If you’re already using a CRM, you can still Affinity by integrating the relationship intelligence into it with Affinity’s 100s of integrations. Join 10,000+ users in 60+ countries who are using Affinity to better leverage their network. **Average Rating:** 4.4/5.0 **Total Reviews:** 66 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10) - **Knowledge Base:** 7.2/10 (Category avg: 8.6/10) - **Campaign Management:** 5.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 7.7/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Affinity](https://www.g2.com/sellers/affinity) - **Year Founded:** 2014 - **HQ Location:** San Francisco, California - **Twitter:** @Affinity (128,041 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7598431/ (327 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Venture Capital & Private Equity, Financial Services - **Company Size:** 81% Small-Business, 17% Mid-Market ### 19. [Dialllog](https://www.g2.com/products/dialllog/reviews) Dialllog is the first workflow-based CRM solving for the future of teamwork in relationship-centric businesses. It benefits teams that work with investors, startups, VCs, service providers, advisors, and portfolio companies, such as VC, PE, and IB teams.
 ✓ Get organized and connected to improve processes and relationships with your ecosystem. ✓ Simplify processes and embrace seamless communication for effective collaboration. ✓ Break down information silos and create a unified source of truth. ✓ Avoid using multiple tools such as spreadsheets, productivity apps, email, and social messaging that make it difficult to share information. Advantages of Dialllog: 
 ✓ The only CRM where teamwork is organized by workflows. 

Onboarding in a few days, not months ✓Configuration, permissions, and confidentiality designed to work for small businesses and enterprise ✓ Integrated email not just connected email. It 

delivers realtime 360 contexts to the user, about any relationship and project, not just “who knows who” ✓ Financial data enrichment from the leading data providers **Average Rating:** 4.7/5.0 **Total Reviews:** 14 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.8/10 (Category avg: 8.6/10) - **Campaign Management:** 8.8/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.4/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Dialllog](https://www.g2.com/sellers/dialllog) - **Year Founded:** 2020 - **HQ Location:** London, England - **LinkedIn® Page:** https://www.linkedin.com/company/75530528 (14 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Venture Capital & Private Equity - **Company Size:** 100% Small-Business ### 20. [Equisoft/connect](https://www.g2.com/products/equisoft-connect/reviews) Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice. **Average Rating:** 4.4/5.0 **Total Reviews:** 26 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.3/10 (Category avg: 8.6/10) - **Campaign Management:** 6.7/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Equisoft Inc.](https://www.g2.com/sellers/equisoft-inc) - **Year Founded:** 1994 - **HQ Location:** Montréal, CA - **Twitter:** @Equisoft (414 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/equisoft/ (888 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services - **Company Size:** 81% Small-Business, 8% Mid-Market ### 21. [Creatio Financial Services](https://www.g2.com/products/creatio-financial-services/reviews) Creatio Financial Services CRM – Best-in-class financial services CRM and workflow platform with no-code and AI at its core. Creatio helps financial organizations automate customer and operational workflows, such as: - Core Banking Systems - Loan Origination & Processing - Indirect & Digital Lending - Collateral, Appraisal & Lien Management - Credit Risk & Underwriting - Collections & Delinquency Management - Identity, Fraud & Risk Verification - Deposit Account Onboarding - Payments & Money Movement - Document Management & Imaging - eSignature & Digital Consent Millions of workflows run on Creatio daily, supporting thousands of clients in over 100 countries, achieving the fastest time-to-value and the highest ROI on the market. **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.6/10 (Category avg: 8.6/10) - **Campaign Management:** 9.8/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio_Global (3,984 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/creatioglobal/ (1,104 employees on LinkedIn®) - **Phone:** +1 617 765 7997 **Reviewer Demographics:** - **Top Industries:** Banking - **Company Size:** 40% Enterprise, 40% Mid-Market ### 22. [Centrex Software](https://www.g2.com/products/centrex-software/reviews) Centrex Software is a consumer and business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors. Rid yourself of trying to string multiple technologies together to run your finance business. Centrex brings everything that you need all under one roof. From CRM, email and SMS marketing, website integrations, deal opportunity management, to pulling credit, bank statements, ACH processing, servicing, accounting, broker portals, and client portals **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 10.0/10 (Category avg: 8.6/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Centrex Software](https://www.g2.com/sellers/centrex-software-4928fbbc-0f4e-4c4d-baf8-5514266146d6) - **Year Founded:** 2015 - **HQ Location:** Costa Mesa, US - **Twitter:** @centrexsoftware (971 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/centrex-software/ (7 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services - **Company Size:** 80% Small-Business, 10% Mid-Market ### 23. [Hubly](https://www.g2.com/products/hubly/reviews) Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams. **Average Rating:** 4.9/5.0 **Total Reviews:** 10 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.9/10 (Category avg: 8.6/10) - **Campaign Management:** 6.7/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.7/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Hubly](https://www.g2.com/sellers/hubly) - **Year Founded:** 2019 - **HQ Location:** Vancouver, CA - **Twitter:** @hublyinc (226 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/hublyinc (6 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business ### 24. [WealthSphere](https://www.g2.com/products/wealthsphere/reviews) Our LiveFile document management system can be implemented in total 'lock-down' mode completely protecting your files from file theft. **Average Rating:** 4.5/5.0 **Total Reviews:** 10 **Seller Details:** - **Seller:** [enSynergy Professional Services](https://www.g2.com/sellers/ensynergy-professional-services) - **Year Founded:** 1993 - **HQ Location:** Doncaster, GB - **Twitter:** @enSynergyCom (3 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2795526 (4 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 60% Mid-Market, 20% Small-Business #### Pros & Cons **Pros:** - Security Focus (5 reviews) - Data Management (4 reviews) - Security (3 reviews) - Cloud Storage (2 reviews) - Secure Storage (2 reviews) **Cons:** - Slow Performance (4 reviews) - Expensive (3 reviews) - Limited Features (1 reviews) - Security (1 reviews) - Training Required (1 reviews) ### 25. [SmartOffice](https://www.g2.com/products/smartoffice/reviews) Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet. • Client Tracking helps you manage your clients’ personal and household data, send correspondence, maintain a history of all interactions, and sync that data across all of your devices. • Calendar Management provides powerful tracking of completed activities and unfinished tasks/projects, calendar sync across all of your devices, and easy appointment scheduling through Calendly. • Dynamic Reports deliver critical business intelligence, with dashboards covering everything from sales and revenue to client birthdays and policy renewal dates. • Document Storage lets you upload important documents and access then from any device. Support for external services like Docupace and PaperClip are included. • Form Filling helps you quickly complete forms by pushing SmartOffice data to apps like Docupace and Laser App. • Microsoft Office/365 integration lets you post e-mail to SmartOffice from Outlook, run SmartOffice reports from Excel, post OneNote notes to SmartOffice, and send SmartOffice correspondence from Word. Cybersecurity • Data Security shields your from cyberattacks and helps you comply with security regulations. Encryption, multi-factor authentication, and backups are included. Zinnia's security controls have been verified via an independent SOC 2 Type 2 audit. • SmartOffice Secure is an optional service that protects your users devices from cyberattacks, enhancing SmartOffice’s already robust security features. Sales & Marketing • Lead and Opportunity Tracking helps you collect and distribute leads throughout your firm and build standardized sales processes that boost productivity and enforce best practices. • E-mail Marketing helps you create compelling marketing campaigns that bring in new business. Easily push SmartOffice contact data into apps like Constant Contact, FMeX, FMG Suite, and MarketingPro. Investments • Investment Tracking helps you manage client accounts and keep positions up to date using data from providers like Albridge, Aqumulate, Broadridge/Investigo, Charles Schwab, DAZL, DST, E\*TRADE, Fidelity, LPL, Pershing, Raymond James, Rydex, Securities America, SEI, Sterne Agee, TD Ameritrade, and Walnut Street Securities. • Financial Planning and Analysis allows you to export accounts and positions to popular planning and assessment apps like eMoney, MoneyGuidePro, and Riskalyze. Insurance • Individual and Group Policy/Pending Case Tracking covers inforce and pending life, disability, medical, LTC, annuity, group, auto, homeowner, umbrella, and other policy types. Manage everything from underwriting to policy service, and get automatic status updates through the DTCC or directly from major carriers. • Commission Tracking helps you calculate expected commissions and reconcile projections with actual payments from carriers. Compliance & Reporting • Automated Archiving of communications, notes, and other interactions between your staff and clients not only helps you provide excellent client service—it also creates a complete audit trail. And it works no matter what devices your employees use. • Audit Reports provide the tools you need to quickly extract and compile notes, documents, and correspondence into a report that’s ready to present to compliance officers and auditors. • Template Administration gives the home office control over the templates their advisors use for client outreach, marketing, and other activities. • Production Dashboard provides a consolidated view of production numbers for individual advisors, branch offices, or organizations in a clear, easy-to-understand format. Automation & Integrations • Standardize and automate sales processes, application/new-business workflows, and other critical activities, making your operations faster and less vulnerable to human error. • Data Repository features allow you to centralize storage of your critical data in one secure location and provide access to your other applications through our integration hub. • Data Feeds from providers of insurance and investment data automatically keep your data up to date, eliminating the need for time-intensive manual updates. Industry Expertise • Expert Consulting Services from our team of industry veterans help you find the solution that best meets your business needs. Unlike competitors offering overpriced, one-size-fits-all products, Zinnia has been designing customized, cost-effective systems for agencies and broker-dealers for decades. **Average Rating:** 3.7/5.0 **Total Reviews:** 26 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.1/10) - **Knowledge Base:** 8.3/10 (Category avg: 8.6/10) - **Campaign Management:** 8.3/10 (Category avg: 8.2/10) **Seller Details:** - **Seller:** [Zinnia](https://www.g2.com/sellers/zinnia) - **HQ Location:** Atlanta, US - **LinkedIn® Page:** https://www.linkedin.com/company/getzinnia (10 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services, Insurance - **Company Size:** 64% Small-Business, 29% Mid-Market ## Parent Category [Financial Services Software](https://www.g2.com/categories/financial-services) ## Related Categories - [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)