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Top 10 Zapflow Alternatives & Competitors

By Zapflow
(6)4.4 out of 5

Research alternative solutions to Zapflow on G2, with real user reviews on competing tools. Other important factors to consider when researching alternatives to Zapflow include ease of use and reliability. The best overall Zapflow alternative is Maximizer. Other similar apps like Zapflow are Carta, Redtail Technology, Qapita, and Total Expert. Zapflow alternatives can be found in Venture Capital Management Software but may also be in Financial Services CRM Software or Equity Management Software.

Best Paid & Free Alternatives to Zapflow

  • Maximizer
  • Carta
  • Redtail Technology
Show More

Top 10 Alternatives to Zapflow Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Zapflow stacks up to the competition, check reviews from current & previous users in industries like Information Technology and Services, Consumer Services, and Hospitality, and find the best product for your business.
    TaskSuite
  1. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    TaskSuite

    (3)5.0 out of 5

    2. 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
    #1

  2. Maximizer

    By Maximizer Software
    (581)4.0 out of 5

    3. The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.

    Categories in common with Zapflow:
    Get a quote
    See all Maximizer reviews
    #2

  3. Carta

    By Carta
    (195)4.4 out of 5

    4. Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.

    Categories in common with Zapflow:
    Get a quote
    See all Carta reviews
    #3

  4. Redtail Technology

    By Orion Advisor Tech
    (184)4.3 out of 5

    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 Zapflow:
    See all Redtail Technology reviews
    #4

  5. Qapita

    By Qapita
    (168)4.7 out of 5

    6. Qapita is a Singapore headquartered digital equity management platform for private companies, particularly start-ups. Its software, QapMap, is designed to enable capitalisation table (CapTable) management, employee stock ownership plan (ESOP) management and digital ESOP issuance with the aim of eventually enabling digital share issuance for companies across South and Southeast Asia.

    Categories in common with Zapflow:
    See all Qapita reviews
    #5

  6. Total Expert

    By Total Expert
    (134)4.5 out of 5

    7. 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 Zapflow:
    Get a quote
    See all Total Expert reviews
    #6

  7. Wealthbox CRM

    By Wealthbox
    (103)4.5 out of 5

    8. CRM for Financial Advisors

    Categories in common with Zapflow:
    See all Wealthbox CRM reviews
    #7

  8. Salesforce Financial Services Cloud

    By Salesforce
    (92)4.2 out of 5

    9. Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

    Categories in common with Zapflow:
    See all Salesforce Financial Services Cloud reviews
    #8

  9. Merchant Relationship Management by NMI

    By NMI
    (94)4.6 out of 5

    10. Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.

    Categories in common with Zapflow:
    See all Merchant Relationship Management by NMI reviews
    #9

  10. Affinity

    By Affinity, Inc.
    (66)4.4 out of 5

    11. Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .

    Categories in common with Zapflow:
    See all Affinity reviews
    #10

  11. Juniper Square

    By Juniper Square
    (90)4.7 out of 5

    12. Juniper Square is an intuitive, all-in-one investment management software system designed specifically for the real estate industry.

    Categories in common with Zapflow:
    Get a quote
    See all Juniper Square reviews
    TaskSuite
  12. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    TaskSuite

    (3)5.0 out of 5

    13. 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

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