The Top 14 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.

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Usability Score

Compare

Redtail Technology

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 8.1

9.0

Ease of Use

Average: 8.4

8.7

Meets Requirements

Average: 8.4

8.8

Customer Segment Breakdown

Small Business

91%

Mid Market

Enterprise

Maximizer

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 8.1

8.0

Ease of Use

Average: 8.4

8.3

Meets Requirements

Average: 8.4

8.4

Customer Segment Breakdown

Small Business

75%

Mid Market

19%

Enterprise

Salesforce Financial Services Cloud

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.1

8.2

Ease of Use

Average: 8.4

8.1

Meets Requirements

Average: 8.4

8.7

Customer Segment Breakdown

Small Business

21%

Mid Market

33%

Enterprise

47%

Altvia

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.1

9.3

Ease of Use

Average: 8.4

9.1

Meets Requirements

Average: 8.4

8.8

Customer Segment Breakdown

Small Business

73%

Mid Market

13%

Enterprise

13%

Wealthbox CRM

8.2

Overall Usability Score

8.2

Usability Score Breakdown

Ease of Admin

Average: 8.1

8.9

Ease of Use

Average: 8.4

8.6

Meets Requirements

Average: 8.4

8.5

Customer Segment Breakdown

Small Business

94%

Mid Market

Backstop Solutions Suite

8.2

Overall Usability Score

8.2

Usability Score Breakdown

Ease of Admin

Average: 8.1

8.6

Ease of Use

Average: 8.4

9.8

Meets Requirements

Average: 8.4

8.7

Customer Segment Breakdown

Small Business

76%

Mid Market

20%

Enterprise

Merchant Relationship Management by NMI

8.1

Overall Usability Score

8.1

Usability Score Breakdown

Ease of Admin

Average: 8.1

8.2

Ease of Use

Average: 8.4

9.1

Meets Requirements

Average: 8.4

9.0

Customer Segment Breakdown

Small Business

78%

Mid Market

19%

Enterprise

SmartOffice

8.0

Overall Usability Score

8.0

Usability Score Breakdown

Ease of Admin

Average: 8.1

8.8

Ease of Use

Average: 8.4

8.4

Meets Requirements

Average: 8.4

8.8

Customer Segment Breakdown

Small Business

64%

Mid Market

29%

Enterprise

AdvisorEngine CRM

7.8

Overall Usability Score

7.8

Usability Score Breakdown

Ease of Admin

Average: 8.1

7.2

Ease of Use

Average: 8.4

8.8

Meets Requirements

Average: 8.4

8.5

Customer Segment Breakdown

Small Business

92%

Mid Market

#10

Total Expert

7.6

Overall Usability Score

7.6

Usability Score Breakdown

Ease of Admin

Average: 8.1

8.8

Ease of Use

Average: 8.4

8.6

Meets Requirements

Average: 8.4

8.5

Customer Segment Breakdown

Small Business

10%

Mid Market

71%

Enterprise

19%

#11

Practifi

7.5

Overall Usability Score

7.5

Usability Score Breakdown

Ease of Admin

Average: 8.1

7.0

Ease of Use

Average: 8.4

7.7

Meets Requirements

Average: 8.4

8.3

Customer Segment Breakdown

Small Business

72%

Mid Market

26%

Enterprise

#12

CRMNEXT

7.4

Overall Usability Score

7.4

Usability Score Breakdown

Ease of Admin

Average: 8.1

7.8

Ease of Use

Average: 8.4

8.5

Meets Requirements

Average: 8.4

8.0

Customer Segment Breakdown

Mid Market

26%

Enterprise

74%

#13

Dynamo Software

7.3

Overall Usability Score

7.3

Usability Score Breakdown

Ease of Admin

Average: 8.1

7.5

Ease of Use

Average: 8.4

7.4

Meets Requirements

Average: 8.4

7.8

Customer Segment Breakdown

Small Business

55%

Mid Market

35%

Enterprise

10%

#14

Affinity

6.3

Overall Usability Score

6.3

Usability Score Breakdown

Ease of Admin

Average: 8.1

5.6

Ease of Use

Average: 8.4

6.9

Meets Requirements

Average: 8.4

6.9

Customer Segment Breakdown

Small Business

80%

Mid Market

17%

Enterprise