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Top Free Financial Services CRM Software

Check out our list of free Financial Services CRM Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Financial Services CRM Software to ensure you get the right product.

View Free Financial Services CRM Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
16 Financial Services CRM Products Available
View all Financial Services CRM Software
View all Financial Services CRM Software
Redtail Technology
(265)4.4 out of 5
1st Easiest To Use in Financial Services CRM software
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 appl

    Users
    • Financial Advisor
    • Office Manager
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 92% Small-Business
    • 6% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Redtail Technology features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Knowledge Base
    Average: 8.6
    7.0
    Campaign Management
    Average: 8.2
    8.0
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jacob S.
    JS
    The program is very functional. Any needs of documenting information are right at your finger tips. It is also cost effective in terms of time. I'm... Read review
    CM
    Nothing, except the low cost. But you get what you pay for. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Orion Advisor Tech
    Company Website
    HQ Location
    Omaha, NE
    Twitter
    @orionwealthtech
    7,824 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,926 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 appl

Users
  • Financial Advisor
  • Office Manager
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 92% Small-Business
  • 6% Mid-Market
Redtail Technology features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.1
Knowledge Base
Average: 8.6
7.0
Campaign Management
Average: 8.2
8.0
Customer Support Portal
Average: 8.5
Jacob S.
JS
The program is very functional. Any needs of documenting information are right at your finger tips. It is also cost effective in terms of time. I'm... Read review
CM
Nothing, except the low cost. But you get what you pay for. Read review
Seller Details
Seller
Orion Advisor Tech
Company Website
HQ Location
Omaha, NE
Twitter
@orionwealthtech
7,824 Twitter followers
LinkedIn® Page
www.linkedin.com
1,926 employees on LinkedIn®
Salesforce Financial Services Cloud
(223)4.3 out of 5
3rd Easiest To Use in Financial Services CRM software
View top Consulting Services for Salesforce Financial Services Cloud
Entry Level Price:$325.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Empower financial success with Salesforce Financial Services Cloud — the world’s #1 AI CRM for financial services. Built to meet the complex demands of banking, insurance, and wealth management, Finan

    Users
    No information available
    Industries
    • Financial Services
    • Banking
    Market Segment
    • 43% Enterprise
    • 29% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesforce Financial Services Cloud features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Knowledge Base
    Average: 8.6
    8.2
    Campaign Management
    Average: 8.2
    8.4
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • james g.
    JG
    I like that everything in Salesforce Financial Services Cloud is quite simple to use, which makes managing daily tasks straightforward and... Read review
    Verified User in Computer Software
    CC
    alesforce Financial Services Cloud (FSC) is praised for providing a unified 360-degree customer view and powerful Action Plans for standardization,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    580,922 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Empower financial success with Salesforce Financial Services Cloud — the world’s #1 AI CRM for financial services. Built to meet the complex demands of banking, insurance, and wealth management, Finan

Users
No information available
Industries
  • Financial Services
  • Banking
Market Segment
  • 43% Enterprise
  • 29% Mid-Market
Salesforce Financial Services Cloud features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.3
Knowledge Base
Average: 8.6
8.2
Campaign Management
Average: 8.2
8.4
Customer Support Portal
Average: 8.5
james g.
JG
I like that everything in Salesforce Financial Services Cloud is quite simple to use, which makes managing daily tasks straightforward and... Read review
Verified User in Computer Software
CC
alesforce Financial Services Cloud (FSC) is praised for providing a unified 360-degree customer view and powerful Action Plans for standardization,... Read review
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
580,922 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
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Wealthbox CRM
(106)4.6 out of 5
5th Easiest To Use in Financial Services CRM software
Entry Level Price:$59.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 y

    Users
    • Financial Advisor
    • Financial Planner
    Industries
    • Financial Services
    Market Segment
    • 94% Small-Business
    • 6% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Wealthbox CRM features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Knowledge Base
    Average: 8.6
    7.1
    Campaign Management
    Average: 8.2
    8.3
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • R P.
    RP
    Wealthbox CRM is highly customizable. It has well-documented APIs to integrate into other systems. I can search reliably and create tasks... Read review
    Verified User in Financial Services
    UF
    The transition from RedTail was seamless and as advertised. It didn't take much time to get used to navigating and using the system. Integrations... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Wealthbox
    Year Founded
    2014
    HQ Location
    United States, US
    Twitter
    @Wealthbox
    4,744 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    147 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 y

Users
  • Financial Advisor
  • Financial Planner
Industries
  • Financial Services
Market Segment
  • 94% Small-Business
  • 6% Mid-Market
Wealthbox CRM features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.4
Knowledge Base
Average: 8.6
7.1
Campaign Management
Average: 8.2
8.3
Customer Support Portal
Average: 8.5
R P.
RP
Wealthbox CRM is highly customizable. It has well-documented APIs to integrate into other systems. I can search reliably and create tasks... Read review
Verified User in Financial Services
UF
The transition from RedTail was seamless and as advertised. It didn't take much time to get used to navigating and using the system. Integrations... Read review
Seller Details
Seller
Wealthbox
Year Founded
2014
HQ Location
United States, US
Twitter
@Wealthbox
4,744 Twitter followers
LinkedIn® Page
www.linkedin.com
147 employees on LinkedIn®
Affinity
(71)4.4 out of 5
14th Easiest To Use in Financial Services CRM software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technolog

    Users
    No information available
    Industries
    • Venture Capital & Private Equity
    • Financial Services
    Market Segment
    • 80% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Affinity features and usability ratings that predict user satisfaction
    7.8
    Has the product been a good partner in doing business?
    Average: 9.2
    7.2
    Knowledge Base
    Average: 8.6
    5.0
    Campaign Management
    Average: 8.2
    7.7
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Venture Capital & Private Equity
    UV
    The ability to see relationship strength within my network lets me understand who is best able to introduce me or who within my company already... Read review
    Verified User in Financial Services
    AF
    Being able to see co-worker's relationship contexts, data from clearbit for free, auto-logging of comms, nice customer support rep/people Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Affinity
    Year Founded
    2014
    HQ Location
    San Francisco, California
    Twitter
    @Affinity
    127,709 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    321 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technolog

Users
No information available
Industries
  • Venture Capital & Private Equity
  • Financial Services
Market Segment
  • 80% Small-Business
  • 17% Mid-Market
Affinity features and usability ratings that predict user satisfaction
7.8
Has the product been a good partner in doing business?
Average: 9.2
7.2
Knowledge Base
Average: 8.6
5.0
Campaign Management
Average: 8.2
7.7
Customer Support Portal
Average: 8.5
Verified User in Venture Capital & Private Equity
UV
The ability to see relationship strength within my network lets me understand who is best able to introduce me or who within my company already... Read review
Verified User in Financial Services
AF
Being able to see co-worker's relationship contexts, data from clearbit for free, auto-logging of comms, nice customer support rep/people Read review
Seller Details
Seller
Affinity
Year Founded
2014
HQ Location
San Francisco, California
Twitter
@Affinity
127,709 Twitter followers
LinkedIn® Page
www.linkedin.com
321 employees on LinkedIn®
AdvisorEngine CRM
(26)4.0 out of 5
9th Easiest To Use in Financial Services CRM software
Entry Level Price:$65.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 servic

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 92% Small-Business
    • 8% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AdvisorEngine CRM features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Knowledge Base
    Average: 8.6
    10.0
    Campaign Management
    Average: 8.2
    9.3
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    AA
    Ability to customize, the amount of information you can enter, the customer service, training provided all excellent. Read review
    Malise H.
    MH
    Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Junxure
    Year Founded
    2000
    HQ Location
    Raleigh, NC
    Twitter
    @JunxureCRM
    2,080 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 servic

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 92% Small-Business
  • 8% Mid-Market
AdvisorEngine CRM features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
9.7
Knowledge Base
Average: 8.6
10.0
Campaign Management
Average: 8.2
9.3
Customer Support Portal
Average: 8.5
Verified User in Accounting
AA
Ability to customize, the amount of information you can enter, the customer service, training provided all excellent. Read review
Malise H.
MH
Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the... Read review
Seller Details
Seller
Junxure
Year Founded
2000
HQ Location
Raleigh, NC
Twitter
@JunxureCRM
2,080 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
SmartOffice
(28)3.7 out of 5
7th Easiest To Use in Financial Services CRM software
Entry Level Price:$70.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 tru

    Users
    No information available
    Industries
    • Financial Services
    • Insurance
    Market Segment
    • 64% Small-Business
    • 29% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SmartOffice features and usability ratings that predict user satisfaction
    7.9
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Knowledge Base
    Average: 8.6
    8.3
    Campaign Management
    Average: 8.2
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Christopher C.
    CC
    Smartoffice is an extremely detailed CRM system that has allowed us to capture more date and increase sales than ever before. We were using... Read review
    Verified User in Financial Services
    UF
    Integration with proprietary software makes it easier when opening a new account. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zinnia
    HQ Location
    Atlanta, US
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 tru

Users
No information available
Industries
  • Financial Services
  • Insurance
Market Segment
  • 64% Small-Business
  • 29% Mid-Market
SmartOffice features and usability ratings that predict user satisfaction
7.9
Has the product been a good partner in doing business?
Average: 9.2
8.3
Knowledge Base
Average: 8.6
8.3
Campaign Management
Average: 8.2
0.0
No information available
Christopher C.
CC
Smartoffice is an extremely detailed CRM system that has allowed us to capture more date and increase sales than ever before. We were using... Read review
Verified User in Financial Services
UF
Integration with proprietary software makes it easier when opening a new account. Read review
Seller Details
Seller
Zinnia
HQ Location
Atlanta, US
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
Irwin
(57)4.5 out of 5
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 tha

    Users
    • Investor Relations
    Industries
    • Mining & Metals
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 18% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Irwin features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Knowledge Base
    Average: 8.6
    9.0
    Campaign Management
    Average: 8.2
    9.2
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Daniel W.
    DW
    Clean layout, shareholder information great and current Read review
    Michael M.
    MM
    Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Platform Group Limited
    Year Founded
    2017
    HQ Location
    Toronto, Ontario
    LinkedIn® Page
    www.linkedin.com
    154 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 tha

Users
  • Investor Relations
Industries
  • Mining & Metals
  • Financial Services
Market Segment
  • 75% Small-Business
  • 18% Mid-Market
Irwin features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.9
Knowledge Base
Average: 8.6
9.0
Campaign Management
Average: 8.2
9.2
Customer Support Portal
Average: 8.5
Daniel W.
DW
Clean layout, shareholder information great and current Read review
Michael M.
MM
Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the... Read review
Seller Details
Seller
Platform Group Limited
Year Founded
2017
HQ Location
Toronto, Ontario
LinkedIn® Page
www.linkedin.com
154 employees on LinkedIn®
Creatio Financial Services
(10)4.8 out of 5
View top Consulting Services for Creatio Financial Services
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Banking
    Market Segment
    • 40% Enterprise
    • 40% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Creatio Financial Services features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Knowledge Base
    Average: 8.6
    9.8
    Campaign Management
    Average: 8.2
    9.5
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Denis Z.
    DZ
    1) out-of-the-box pre-built processes 2) engaging simple interface 3) cost of the product / license fee Also Bpm’online has been widely... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Creatio
    Year Founded
    2014
    HQ Location
    Boston, Massachusetts
    Twitter
    @Creatio_Global
    3,999 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,104 employees on LinkedIn®
    Phone
    +1 617 765 7997
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Banking
Market Segment
  • 40% Enterprise
  • 40% Mid-Market
Creatio Financial Services features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
8.6
Knowledge Base
Average: 8.6
9.8
Campaign Management
Average: 8.2
9.5
Customer Support Portal
Average: 8.5
Denis Z.
DZ
1) out-of-the-box pre-built processes 2) engaging simple interface 3) cost of the product / license fee Also Bpm’online has been widely... Read review
Seller Details
Seller
Creatio
Year Founded
2014
HQ Location
Boston, Massachusetts
Twitter
@Creatio_Global
3,999 Twitter followers
LinkedIn® Page
www.linkedin.com
1,104 employees on LinkedIn®
Phone
+1 617 765 7997
EAERA CBS
(6)5.0 out of 5
Entry Level Price:Starting at $1,500.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EAERA develops cutting-edge financial software solutions, such as CRM systems, CBS (Core Brokerage System), and data analytics applications, utilizing AI to enhance decision-making and efficiency.

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 67% Mid-Market
    • 33% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EAERA CBS features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    10.0
    Knowledge Base
    Average: 8.6
    10.0
    Campaign Management
    Average: 8.2
    10.0
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Anh N.
    AN
    EAERA offers powerful financial software solutions with advanced CRM, Backoffice, and analytics tools. Its user-friendly platform and AI-driven... Read review
    Verified User in Financial Services
    AF
    easy to understand system and professional IT team Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EAERA
    Year Founded
    2017
    HQ Location
    Ha Noi, VN
    Twitter
    @eaera_fintech
    95 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EAERA develops cutting-edge financial software solutions, such as CRM systems, CBS (Core Brokerage System), and data analytics applications, utilizing AI to enhance decision-making and efficiency.

Users
No information available
Industries
  • Financial Services
Market Segment
  • 67% Mid-Market
  • 33% Small-Business
EAERA CBS features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
10.0
Knowledge Base
Average: 8.6
10.0
Campaign Management
Average: 8.2
10.0
Customer Support Portal
Average: 8.5
Anh N.
AN
EAERA offers powerful financial software solutions with advanced CRM, Backoffice, and analytics tools. Its user-friendly platform and AI-driven... Read review
Verified User in Financial Services
AF
easy to understand system and professional IT team Read review
Seller Details
Seller
EAERA
Year Founded
2017
HQ Location
Ha Noi, VN
Twitter
@eaera_fintech
95 Twitter followers
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
LeadCenter.AI
(3)5.0 out of 5
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LeadCenter.AI features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Knowledge Base
    Average: 8.6
    8.3
    Campaign Management
    Average: 8.2
    10.0
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • SR
    Full automation for capturing contacts and engagement. Advanced Reporting and analytics. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LeadCenter.AI
    Year Founded
    2020
    HQ Location
    Houston, US
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
LeadCenter.AI features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.2
Knowledge Base
Average: 8.6
8.3
Campaign Management
Average: 8.2
10.0
Customer Support Portal
Average: 8.5
SR
Full automation for capturing contacts and engagement. Advanced Reporting and analytics. Read review
Seller Details
Seller
LeadCenter.AI
Year Founded
2020
HQ Location
Houston, US
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
BankPoint
(15)4.9 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BankPoint is an intuitive cloud-based system designed to dramatically improve and simplify the way commercial banks and non-bank lenders operate. BankPoint seamlessly integrates with back-end systems,

    Users
    No information available
    Industries
    • Banking
    Market Segment
    • 40% Enterprise
    • 33% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BankPoint features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    0.0
    No information available
    0.0
    No information available
    10.0
    Customer Support Portal
    Average: 8.5
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Banking
    UB
    - Speed at which BankPoint can be opened, search initiated, and information obtained. - Ease of viewing work-in-progress and assessing each item's... Read review
    Emmy M.
    EM
    Easy to navigate Easy to customize Information is displayed in a organized manner Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    VSI Solutions, Inc.
    Company Website
    Year Founded
    1999
    HQ Location
    McKinney, Texas
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BankPoint is an intuitive cloud-based system designed to dramatically improve and simplify the way commercial banks and non-bank lenders operate. BankPoint seamlessly integrates with back-end systems,

Users
No information available
Industries
  • Banking
Market Segment
  • 40% Enterprise
  • 33% Mid-Market
BankPoint features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
0.0
No information available
0.0
No information available
10.0
Customer Support Portal
Average: 8.5
Verified User in Banking
UB
- Speed at which BankPoint can be opened, search initiated, and information obtained. - Ease of viewing work-in-progress and assessing each item's... Read review
Emmy M.
EM
Easy to navigate Easy to customize Information is displayed in a organized manner Read review
Seller Details
Seller
VSI Solutions, Inc.
Company Website
Year Founded
1999
HQ Location
McKinney, Texas
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
NexJ CRM
(1)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-gene

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • NexJ CRM features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Insurance
    UI
    NexJ Systems' CRM which was branded for American Family Insurance was an intuitive, clean, and easy-to-use software that allowed me to efficiently... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    NexJ
    Year Founded
    2003
    HQ Location
    Toronto, CA
    LinkedIn® Page
    www.linkedin.com
    72 employees on LinkedIn®
    Ownership
    TSX: NXJ
Product Description
How are these determined?Information
This description is provided by the seller.

NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-gene

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
NexJ CRM features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Verified User in Insurance
UI
NexJ Systems' CRM which was branded for American Family Insurance was an intuitive, clean, and easy-to-use software that allowed me to efficiently... Read review
Seller Details
Seller
NexJ
Year Founded
2003
HQ Location
Toronto, CA
LinkedIn® Page
www.linkedin.com
72 employees on LinkedIn®
Ownership
TSX: NXJ
Rings AI
(6)4.8 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rings AI: Relationship Intelligence that drives deals and relationships Rings AI is a relationship intelligence platform for teams in venture capital, private equity, investment banking, wealth man

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rings AI features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Venture Capital & Private Equity
    AV
    Before Rings, I was jumping between different products and tools to manage my relationships and deal flow. With Rings, I found a platform that... Read review
    Kelly F.
    KF
    The team has been amazing partners and feel like they really build all the features we want/need them to build. Their vision is our vision. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rings AI XRM
    Company Website
    Year Founded
    2022
    HQ Location
    New York City
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rings AI: Relationship Intelligence that drives deals and relationships Rings AI is a relationship intelligence platform for teams in venture capital, private equity, investment banking, wealth man

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Rings AI features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
0.0
No information available
0.0
No information available
0.0
No information available
Verified User in Venture Capital & Private Equity
AV
Before Rings, I was jumping between different products and tools to manage my relationships and deal flow. With Rings, I found a platform that... Read review
Kelly F.
KF
The team has been amazing partners and feel like they really build all the features we want/need them to build. Their vision is our vision. Read review
Seller Details
Seller
Rings AI XRM
Company Website
Year Founded
2022
HQ Location
New York City
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
vcita
(80)4.5 out of 5
Entry Level Price:$29.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software

    Users
    No information available
    Industries
    • Alternative Medicine
    • Accounting
    Market Segment
    • 88% Small-Business
    • 10% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • vcita features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • SJ
    We decided to give vcita a chance within our infrastructure and the result was pleasant because it gave us a hand in billing processes, making them... Read review
    Verified User in Education Management
    CE
    There are so many facets to what is offered by Vcita. All the pieces fit together so well, from CRM to invoicing to campaigns, it is a seamless... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    vcita
    Year Founded
    2010
    HQ Location
    St. Petersburg Florida
    Twitter
    @vCita
    1,748 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    166 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software

Users
No information available
Industries
  • Alternative Medicine
  • Accounting
Market Segment
  • 88% Small-Business
  • 10% Mid-Market
vcita features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
0.0
No information available
0.0
No information available
0.0
No information available
SJ
We decided to give vcita a chance within our infrastructure and the result was pleasant because it gave us a hand in billing processes, making them... Read review
Verified User in Education Management
CE
There are so many facets to what is offered by Vcita. All the pieces fit together so well, from CRM to invoicing to campaigns, it is a seamless... Read review
Seller Details
Seller
vcita
Year Founded
2010
HQ Location
St. Petersburg Florida
Twitter
@vCita
1,748 Twitter followers
LinkedIn® Page
www.linkedin.com
166 employees on LinkedIn®
Fundingstack
0 ratings
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pip

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fundingstack features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fundingstack
    Year Founded
    2022
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pip

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Fundingstack features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Fundingstack
Year Founded
2022
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®