The Top 13 Easiest To Use Financial Services CRM Software

See the top Financial Services CRM Software products based on usability ratings. A product’s usability score is calculated by a proprietary algorithm that factors in real user satisfaction ratings of how easy the product is to administer, as well as how well the product meets business requirements, among other ratings. Compare products according to their usability scores to streamline the buying process and quickly identify the best products based on real user experiences.

Collapse AllExpand All

Usability Score

Compare

Maximizer

8.8

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.8

Ease of Use

Average: 8.5

8.4

Meets Requirements

Average: 8.6

8.6

Customer Segment Breakdown

Small Business

75%

Mid Market

19%

Enterprise

Redtail Technology

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.5

Ease of Use

Average: 8.5

8.7

Meets Requirements

Average: 8.6

8.7

Customer Segment Breakdown

Small Business

90%

Mid Market

Enterprise

Backstop Solutions Suite

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 8.2

9.7

Ease of Use

Average: 8.5

9.7

Meets Requirements

Average: 8.6

9.7

Customer Segment Breakdown

Small Business

76%

Mid Market

20%

Enterprise

Wealthbox CRM

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.2

9.3

Ease of Use

Average: 8.5

8.7

Meets Requirements

Average: 8.6

8.4

Customer Segment Breakdown

Small Business

94%

Mid Market

SmartOffice

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.8

Ease of Use

Average: 8.5

9.2

Meets Requirements

Average: 8.6

9.4

Customer Segment Breakdown

Small Business

64%

Mid Market

29%

Enterprise

Altvia

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.2

9.3

Ease of Use

Average: 8.5

9.1

Meets Requirements

Average: 8.6

8.8

Customer Segment Breakdown

Small Business

79%

Mid Market

14%

Enterprise

Merchant Relationship Management by NMI

8.1

Overall Usability Score

8.1

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.5

Ease of Use

Average: 8.5

8.6

Meets Requirements

Average: 8.6

8.8

Customer Segment Breakdown

Small Business

79%

Mid Market

18%

Enterprise

Total Expert

7.9

Overall Usability Score

7.9

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.8

Ease of Use

Average: 8.5

8.7

Meets Requirements

Average: 8.6

8.4

Customer Segment Breakdown

Small Business

11%

Mid Market

69%

Enterprise

19%

Practifi

7.8

Overall Usability Score

7.8

Usability Score Breakdown

Ease of Admin

Average: 8.2

6.9

Ease of Use

Average: 8.5

7.8

Meets Requirements

Average: 8.6

8.4

Customer Segment Breakdown

Small Business

70%

Mid Market

28%

Enterprise

#10

AdvisorEngine CRM

7.6

Overall Usability Score

7.6

Usability Score Breakdown

Ease of Admin

Average: 8.2

6.8

Ease of Use

Average: 8.5

8.3

Meets Requirements

Average: 8.6

8.4

Customer Segment Breakdown

Small Business

92%

Mid Market

#11

Salesforce Financial Services Cloud

7.1

Overall Usability Score

7.1

Usability Score Breakdown

Ease of Admin

Average: 8.2

7.3

Ease of Use

Average: 8.5

7.6

Meets Requirements

Average: 8.6

8.5

Customer Segment Breakdown

Small Business

20%

Mid Market

37%

Enterprise

43%

#12

CRMNEXT

7.1

Overall Usability Score

7.1

Usability Score Breakdown

Ease of Admin

Average: 8.2

7.1

Ease of Use

Average: 8.5

8.0

Meets Requirements

Average: 8.6

7.8

Customer Segment Breakdown

Mid Market

26%

Enterprise

74%

#13

Affinity

6.8

Overall Usability Score

6.8

Usability Score Breakdown

Ease of Admin

Average: 8.2

6.6

Ease of Use

Average: 8.5

7.8

Meets Requirements

Average: 8.6

7.4

Customer Segment Breakdown

Small Business

79%

Mid Market

18%

Enterprise