# 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](https://sell.g2.com/g2-scoring-methodologies)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.

[![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=See+the+top+Financial+Services+CRM+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences&title=Easiest+To+Use+Financial+Services+CRM+Software+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use)

[![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Easiest+To+Use+Financial+Services+CRM+Software+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use&via=G2dotcom)

[![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use)

[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Easiest+To+Use+Financial+Services+CRM+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use%0aSee+the+top+Financial+Services+CRM+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

[![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Easiest+To+Use+Financial+Services+CRM+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use%0aSee+the+top+Financial+Services+CRM+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

The Top 14 Easiest To Use Financial Services CRM Software

[![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=See+the+top+Financial+Services+CRM+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences&title=Easiest+To+Use+Financial+Services+CRM+Software+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use)

[![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Easiest+To+Use+Financial+Services+CRM+Software+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use&via=G2dotcom)

[![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use)

[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Easiest+To+Use+Financial+Services+CRM+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use%0aSee+the+top+Financial+Services+CRM+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

[![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Easiest+To+Use+Financial+Services+CRM+Software+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%3Ftab%3Deasiest_to_use%0aSee+the+top+Financial+Services+CRM+Software+products+based+on+usability+ratings.+Compare+products+according+to+their+usability+scores+to+streamline+the+buying+process+and+quickly+identify+the+best+products+based+on+real+user+experiences)

 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

[Collapse AllExpand All](#)

Usability Score

Compare

[Expand/Collapse Redtail Technology](#)

#1

[![Redtail Technology](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology")](/products/redtail-technology/reviews)

[Redtail Technology](/products/redtail-technology/reviews)

9.0

[Expand/Collapse Redtail Technology](#)

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.6

Ease of Use

Average: 8.4

8.5

Meets Requirements

Average: 8.6

8.6

Customer Segment Breakdown

Small Business

93%

Mid Market

5%

Enterprise

2%

[Expand/Collapse Maximizer](#)

#2

[![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer")](/products/maximizer/reviews)

[Maximizer](/products/maximizer/reviews)

8.5

[Expand/Collapse Maximizer](#)

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 8.2

7.8

Ease of Use

Average: 8.4

8.3

Meets Requirements

Average: 8.6

8.4

Customer Segment Breakdown

Small Business

75%

Mid Market

19%

Enterprise

6%

[Expand/Collapse Wealthbox CRM](#)

#3

[![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM")](/products/wealthbox-crm/reviews)

[Wealthbox CRM](/products/wealthbox-crm/reviews)

8.4

[Expand/Collapse Wealthbox CRM](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.9

Ease of Use

Average: 8.4

9.0

Meets Requirements

Average: 8.6

8.9

Customer Segment Breakdown

Small Business

94%

Mid Market

6%

[Expand/Collapse Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](#)

#4

[![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)")](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)

[Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)

8.4

[Expand/Collapse Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.2

Ease of Use

Average: 8.4

8.1

Meets Requirements

Average: 8.6

8.7

Customer Segment Breakdown

Small Business

20%

Mid Market

32%

Enterprise

47%

[Expand/Collapse Altvia](#)

#5

[![Altvia](https://images.g2crowd.com/uploads/product/hd_favicon/cdaa3c23d0ff8c502f03f91e77ae2149/altvia.svg "Altvia")](/products/altvia/reviews)

[Altvia](/products/altvia/reviews)

8.4

[Expand/Collapse Altvia](#)

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.2

9.2

Ease of Use

Average: 8.4

9.2

Meets Requirements

Average: 8.6

8.9

Customer Segment Breakdown

Small Business

73%

Mid Market

13%

Enterprise

13%

[Expand/Collapse Backstop Solutions Suite](#)

#6

[![Backstop Solutions Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_d813117dcecbeb3a4ddcebc597e9558f/backstop-solutions-suite.png "Backstop Solutions Suite")](/products/backstop-solutions-suite/reviews)

[Backstop Solutions Suite](/products/backstop-solutions-suite/reviews)

8.1

[Expand/Collapse Backstop Solutions Suite](#)

Overall Usability Score

8.1

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.5

Ease of Use

Average: 8.4

9.8

Meets Requirements

Average: 8.6

8.6

Customer Segment Breakdown

Small Business

76%

Mid Market

20%

Enterprise

4%

[Expand/Collapse Merchant Central by NMI](#)

#7

[![Merchant Central by NMI](https://images.g2crowd.com/uploads/product/hd_favicon/5a77051890d3a2cf3deebb1b7492a9d2/merchant-central-by-nmi.svg "Merchant Central by NMI")](/products/merchant-central-by-nmi/reviews)

[Merchant Central by NMI](/products/merchant-central-by-nmi/reviews)

8.0

[Expand/Collapse Merchant Central by NMI](#)

Overall Usability Score

8.0

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.4

Ease of Use

Average: 8.4

8.9

Meets Requirements

Average: 8.6

8.2

Customer Segment Breakdown

Small Business

76%

Mid Market

22%

Enterprise

2%

[Expand/Collapse Total Expert](#)

#8

[![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/63137680bbb1dabeb3a493ee6e137bd9/total-expert.svg "Total Expert")](/products/total-expert/reviews)

[Total Expert](/products/total-expert/reviews)

7.8

[Expand/Collapse Total Expert](#)

Overall Usability Score

7.8

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.9

Ease of Use

Average: 8.4

8.9

Meets Requirements

Average: 8.6

8.7

Customer Segment Breakdown

Small Business

10%

Mid Market

72%

Enterprise

18%

[Expand/Collapse AdvisorEngine CRM](#)

#9

[![AdvisorEngine CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1e435beb951fb541b315a35f76e62d60/advisorengine-crm.png "AdvisorEngine CRM")](/products/advisorengine-crm/reviews)

[AdvisorEngine CRM](/products/advisorengine-crm/reviews)

7.7

[Expand/Collapse AdvisorEngine CRM](#)

Overall Usability Score

7.7

Usability Score Breakdown

Ease of Admin

Average: 8.2

7.6

Ease of Use

Average: 8.4

8.7

Meets Requirements

Average: 8.6

8.5

Customer Segment Breakdown

Small Business

92%

Mid Market

8%

[Expand/Collapse SmartOffice](#)

#10

[![SmartOffice](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_aa2c45ebeac7cef39931be401440e226/smartoffice.png "SmartOffice")](/products/smartoffice/reviews)

[SmartOffice](/products/smartoffice/reviews)

7.7

[Expand/Collapse SmartOffice](#)

Overall Usability Score

7.7

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.8

Ease of Use

Average: 8.4

7.7

Meets Requirements

Average: 8.6

8.2

Customer Segment Breakdown

Small Business

64%

Mid Market

29%

Enterprise

7%

[Expand/Collapse CRMNEXT](#)

#11

[![CRMNEXT](https://images.g2crowd.com/uploads/product/hd_favicon/ae690f9acd1c6dcd762378b8340d623e/crmnext.svg "CRMNEXT")](/products/crmnext/reviews)

[CRMNEXT](/products/crmnext/reviews)

7.6

[Expand/Collapse CRMNEXT](#)

Overall Usability Score

7.6

Usability Score Breakdown

Ease of Admin

Average: 8.2

8.2

Ease of Use

Average: 8.4

8.4

Meets Requirements

Average: 8.6

9.5

Customer Segment Breakdown

Mid Market

30%

Enterprise

70%

[Expand/Collapse Practifi](#)

#12

[![Practifi](https://images.g2crowd.com/uploads/product/hd_favicon/8ec930e77838c7330ef90f24dfc16494/practifi.svg "Practifi")](/products/practifi/reviews)

[Practifi](/products/practifi/reviews)

7.5

[Expand/Collapse Practifi](#)

Overall Usability Score

7.5

Usability Score Breakdown

Ease of Admin

Average: 8.2

6.9

Ease of Use

Average: 8.4

7.8

Meets Requirements

Average: 8.6

8.4

Customer Segment Breakdown

Small Business

73%

Mid Market

25%

Enterprise

1%

[Expand/Collapse Dynamo Software](#)

#13

[![Dynamo Software](https://images.g2crowd.com/uploads/product/hd_favicon/2894275cea1c9be53f708efb270d5ad8/dynamo-software-dynamo-software.svg "Dynamo Software")](/products/dynamo-software-dynamo-software/reviews)

[Dynamo Software](/products/dynamo-software-dynamo-software/reviews)

7.3

[Expand/Collapse Dynamo Software](#)

Overall Usability Score

7.3

Usability Score Breakdown

Ease of Admin

Average: 8.2

7.5

Ease of Use

Average: 8.4

7.2

Meets Requirements

Average: 8.6

7.8

Customer Segment Breakdown

Small Business

52%

Mid Market

36%

Enterprise

12%

[Expand/Collapse Affinity](#)

#14

[![Affinity](https://images.g2crowd.com/uploads/product/hd_favicon/22ec391e9d619c75eea793c236256337/affinity.svg "Affinity")](/products/affinity/reviews)

[Affinity](/products/affinity/reviews)

7.1

[Expand/Collapse Affinity](#)

Overall Usability Score

7.1

Usability Score Breakdown

Ease of Admin

Average: 8.2

6.8

Ease of Use

Average: 8.4

7.8

Meets Requirements

Average: 8.6

8.4

Customer Segment Breakdown

Small Business

81%

Mid Market

17%

Enterprise

3%