Compare AdvisorEngine CRM and DealCloud 
Featured Products
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$65.00 Per Month
No pricing available
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMDealCloud
Star Rating
(31)4.3 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about DealCloudAdvisorEngine CRM vs DealCloud
When assessing the two solutions, reviewers found DealCloud easier to use and administer. However, reviewers preferred the ease of set up, and doing business with AdvisorEngine CRM overall.
- Reviewers felt that DealCloud meets the needs of their business better than AdvisorEngine CRM.
- When comparing quality of ongoing product support, reviewers felt that DealCloud is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of DealCloud over AdvisorEngine CRM.
Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
DealCloud
No pricing availableFree Trial
AdvisorEngine CRM
Free Trial is available
DealCloud
No trial information availableRatings
Meets Requirements
8.5
19
9.0
21
Ease of Use
7.7
21
8.0
22
Ease of Setup
8.1
8
7.5
12
Ease of Admin
7.7
8
8.3
5
Quality of Support
8.7
19
9.4
21
Has the product been a good partner in doing business?
9.4
8
8.7
5
Product Direction (% positive)
8.8
20
9.4
21
Features by Category
Investment Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Fund Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Deal Identification - Deal Sourcing
Not enough data
4.7
5
Not enough data
7.0
5
Not enough data
5.3
5
Not enough data
5.7
5
Market Intelligence - Deal Sourcing
Not enough data
Not enough data
Not enough data
6.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Workflow & Customization - Deal Sourcing
Not enough data
6.3
5
Not enough data
6.3
5
Not enough data
7.7
5
Not enough data
8.0
5
Content
8.1
7
7.3
14
Platform Additional Functionality
9.3
5
6.9
14
9.0
7
8.3
14
9.8
7
8.3
13
8.7
5
7.3
13
Not enough data
6.2
13
Platform Reporting and Analytics
Not enough data
8.5
13
Not enough data
6.5
13
Customer Support
8.6
6
9.0
13
9.3
5
9.0
13
9.7
5
8.5
13
Not enough data
Feature Not Available
Marketing Automation
Not enough data
7.9
13
9.7
5
8.2
12
Not enough data
7.3
13
Sales Force Automation
Not enough data
8.5
13
9.0
5
8.1
12
Not enough data
7.1
12
Not enough data
7.2
12
Not enough data
Feature Not Available
Agentic AI - Financial Services CRM
Not enough data
6.0
7
Categories
Categories
Shared Categories
AdvisorEngine CRM and DealCloud are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
DealCloud is categorized as Deal Sourcing and Venture Capital Management
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
DealCloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Venture Capital & Private Equity
26.9%
Financial Services
19.2%
Information Technology and Services
11.5%
Investment Banking
7.7%
Real Estate
3.8%
Other
30.8%
Alternatives
Discussions
Does Junxure Cloud integrate with email programs?
1 Comment
Official Response from AdvisorEngine CRM
Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are...Read more
What is junxure cloud?
1 Comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
DealCloud has no discussions with answers
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