Top 10 Salesforce Alternatives & Competitors

Top 10 Alternatives to Salesforce Financial Services Cloud Recently Reviewed By G2 Community

#1

Redtail Technology
By Orion Advisor Tech
(156)4.3 out of 5
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Categories in common with Salesforce:
• Financial Services CRM
Try for free
Reviewers say compared to Salesforce Financial Services Cloud, Redtail Technology is:
Easier to set up
Easier to admin
Better at support
See all Redtail Technology reviews
#2

Wealthbox CRM
By Wealthbox
(102)4.5 out of 5
CRM for Financial Advisors
Categories in common with Salesforce:
• Financial Services CRM
Reviewers say compared to Salesforce Financial Services Cloud, Wealthbox CRM is:
Easier to admin
More usable
Easier to set up
See all Wealthbox CRM reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website
#3

Practifi
By Practifi
(66)4.3 out of 5
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
Categories in common with Salesforce:
• Financial Services CRM
Get a quote
Reviewers say compared to Salesforce Financial Services Cloud, Practifi is:
Slower to reach roi
More expensive
Better at support
See all Practifi reviews
#4

Total Expert
By Total Expert
(134)4.5 out of 5
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
Categories in common with Salesforce:
• Financial Services CRM
Get a quote
Reviewers say compared to Salesforce Financial Services Cloud, Total Expert is:
Slower to reach roi
Easier to admin
Easier to do business with
See all Total Expert reviews
#5

AdvisorEngine CRM
By Junxure
(26)4.0 out of 5
Categories in common with Salesforce:
• Financial Services CRM
Reviewers say compared to Salesforce Financial Services Cloud, AdvisorEngine CRM is:
Easier to do business with
Better at support
Easier to set up
See all AdvisorEngine CRM reviews
#6

Maximizer
By Maximizer Software
(572)4.0 out of 5
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Categories in common with Salesforce:
• Financial Services CRM
Get a quote
Reviewers say compared to Salesforce Financial Services Cloud, Maximizer is:
Easier to admin
Easier to set up
Better at support
See all Maximizer reviews
#7

SmartOffice
By Ebix
(28)3.7 out of 5
CRM system for Insurance and Financial Services
Categories in common with Salesforce:
• Financial Services CRM
Reviewers say compared to Salesforce Financial Services Cloud, SmartOffice is:
Easier to admin
Easier to set up
See all SmartOffice reviews
#8

Merchant Relationship Management by NMI
By NMI
(94)4.6 out of 5
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
Categories in common with Salesforce:
• Financial Services CRM
Reviewers say compared to Salesforce Financial Services Cloud, Merchant Relationship Management by NMI is:
Better at support
Easier to do business with
Easier to admin
See all Merchant Relationship Management by NMI reviews
#9

CRMNEXT
By CRMNEXT
(19)4.1 out of 5
CRM and Customer service solutions.
Categories in common with Salesforce:
• Financial Services CRM
Reviewers say compared to Salesforce Financial Services Cloud, CRMNEXT is:
More usable
Easier to set up
Easier to admin
See all CRMNEXT reviews
#10

DealCloud
By DealCloud, an Intapp Company
(17)4.4 out of 5
DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.
Categories in common with Salesforce:
• Financial Services CRM
Reviewers say compared to Salesforce Financial Services Cloud, DealCloud is:
Better at meeting requirements
Better at support
More usable
See all DealCloud reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website