# Top Free Financial Services CRM Software ## How Many Financial Services CRM Software Products Does G2 Track? **Total Products under this Category:** 139 ### Category Stats (Aug 2026) - **Average Rating:** 4.42/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Capsule CRM (+0.11%) - Among all products in this category, Capsule CRM recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Financial Services CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,900+ Authentic Reviews - 139+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Financial Services CRM Software ![G2 Grid® for Financial Services CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-services-crm/grids.png?focus%5B%5D=25953&focus%5B%5D=19655&focus%5B%5D=880&focus%5B%5D=57593&focus%5B%5D=58410&focus%5B%5D=1585&focus%5B%5D=5753&focus%5B%5D=57594) Highlighted products: Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Redtail Technology, Maximizer, DealCloud, Wealthbox CRM, Capsule CRM, Merchant Central by NMI, and Backstop Solutions Suite. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-services-crm/grids.json?focus%5B%5D=agentforce-financial-services-formerly-salesforce-financial-services-cloud&focus%5B%5D=redtail-technology&focus%5B%5D=maximizer&focus%5B%5D=dealcloud&focus%5B%5D=wealthbox-crm&focus%5B%5D=capsule-crm&focus%5B%5D=merchant-central-by-nmi&focus%5B%5D=backstop-solutions-suite) **Sponsored** ### Dynamo Software Dynamo Software is the industry’s leading end‑to‑end AI powered alternative investment management platform centralizing, streamlining, and automating front-to-back-office investment operations. Dynamo’s full investment lifecycle covers deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management in a single, secure platform. Dynamo v3.0 introduces an intelligent interface designed specifically for investment professionals. Powered by DynamoAI as the advanced core layer, the platform streamlines workflows by automating tasks such as document tagging, precise financial data extraction, conversational Q&A across firm data, and relationship insights—all functioning effortlessly without relying on external tools. The unified platform supports private equity, venture capital, private credit, real estate, infrastructure, and fund of funds. Dynamo helps teams operate with greater efficiency, gain deeper insight into their investments and relationships, and make faster and more confident decisions at every stage of the investment lifecycle. Benefits of Dynamo: • Next-Gen Intelligent Dynamo v3.0 Interface: Built from the ground up based with AI and automation to optimize user experience, reducing clicks, accelerating onboarding, and driving faster, team-wide adoption. • AI-Driven, Built-In Expertise: DynamoAI enables auto-tagging, document summarization, financial data extraction, conversational Q&A, and relationship scoring—all without the need for external services or tools. • Dynamo Blueprint: Expert-designed, pre-configured hubs, reports and layouts ready for immediate use. • Secure Investor Portal: Real-time engagement with configurable dashboards, electronic consent workflows for K-1s, and integrated data room—accessible on any device. • Multi-Asset Portfolio Management: Dynamo simplifies managing complex fund structures from automating capital calls, distributions, and waterfall calculations. • Dynamo Integration Ecosystem: Provides expansive integration capabilities with various data sources and third-party applications. • HoldingsInsight: White-glove service that collects, normalizes, and enriches underlying fund holdings by sector, region, and currency, pushing data directly into your Dynamo environment. • Enterprise-Grade Security: SOC 1/2/3-audited infrastructure, SAML/OAuth SSO, 2FA, encryption in transit and at rest, GAAP/ILPA/FATCA/GDPR compliance, regional hosting in NA, EMEA, APAC, UAE. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1618&secure%5Bchosen_at%5D=2026-08-03T00%3A22%3A53Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=22252&secure%5Bresource_id%5D=1618&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-services-crm%2Ffree%3Fopen_modal_url%3D%252Fproducts%252Faffinity%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffinancial-services-crm%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=304f771c615a034d565e37cb1bdd2464f487a475836e91b5c568770f9c0b2215&secure%5Burl%5D=https%3A%2F%2Fwww.dynamosoftware.com%2Fproducts&secure%5Burl_type%5D=paid_promos) ### [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalize customer engagement using purpose-built automation with industry-specific AI. Scale your enterprise with AI agents purpose-built for financial services. \*Power customer-centric AI with real-time data. Ground your AI in trusted client data from any system, without moving or copying it, to surface the personalized insights needed to deliver proactive service and position your team as true trusted advisors. \*Deploy AI purpose-built for financial services. Accelerate time to value by deploying out-of-the-box AI agents pretrained on banking, wealth, and insurance workflows, bypassing heavy configuration to realize a faster return on AI investment. \*Elevate front-line expertise and precision. Embed trusted AI agents directly into the flow of work for bankers and advisors to deliver accurate, policy-driven guidance that resolves complex client needs with speed and confidence, while ensuring sensitive data is never exposed to public models. \*Orchestrate a secure, unified AI workforce. Scale capacity without adding headcount by empowering AI agents to coordinate across humans and other agents within your financial services ecosystem, executing complex processes while surfacing every result and next step into one unified experience. Unlock limitless growth with AI-powered selling. \*Multiply seller productivity. Empower sellers, advisors, and relationship managers with AI agents that reduce manual work across the client lifecycle. Agents analyze account, policy, and portfolio data to automate work like meeting prep, identify money in motion, and orchestrate next steps and engagement tasks, so teams stay focused on growth. \*Turn insight into opportunity. Surface what matters across each client relationship, including life events, held-away assets, and changes in financial activity, so sellers know where to engage and why. Help teams prioritize the right opportunities with clear context. \*Connect the entire sales cycle. Orchestrate every step from prospecting through onboarding on a single platform built for financial services. Route intelligent referrals across lines of business, manage complex financial deals, and streamline account opening so opportunities move faster. \*Unify data for personalized selling. Break down silos across core banking systems, custodians, policy data, and third-party sources to create a unified client view that helps you scale personalized, goals-based engagement across every relationship. Deliver anticipatory service and hyperpersonalized interactions. \*Unify customer and employee experiences. Break down silos for total customer context on one platform, regardless of channel, to ensure consistent service experience with real-time data and context to serve policyholders and customers promptly and accurately. \*Automate service processes. Skip expensive custom coding. Get technical rollouts up and running faster with prebuilt service processes designed for financial services. From banking disputes to insurance claims, our platform empowers teams to deploy automated financial services processes faster without heavy IT development. \*Go from reactive to proactive service. Go above and beyond simply resolving inquiries. Equip service representatives with predictive insights to anticipate customer needs. By knowing the human behind the account, you deliver proactive advice before the customer even asks. \*Scale without adding headcount. Deploy trusted AI to handle high inquiry volume and reduce manual work. Purpose-built AI agents understand financial services nuances to resolve routine inquiries quickly with precision, while assistive AI summarizes histories and drafts responses to scale exceptional service. Turn unified data into actionable context. \*Securely connect every data source. Integrate core financial and insurance systems using prebuilt APIs for Money Guide Pro, Ortec, Experian, Mastercard, Onfido, and more. Connect data with compliant, pre-mapped models for insurance and financial data. \*Activate unified data for intelligent decisions. Provide comprehensive context to support actionable financial goals and deliver personalization that creates lifelong customers. Visualize performance and operational trends in purpose-built dashboards that track ROI and organizational health in real time. \*Accelerate seller productivity. Turn passive data signals into proactive sales engagement with prebuilt financial insights that trigger actionable alerts. Automate meeting prep and follow-up with prebuilt AI so sellers can focus on strengthening client relationships and growing their business. \*Orchestrate anticipatory service journeys. Automate complex financial services workflows across disparate systems in an intelligent workspace. Empower human and digital teams with context to hyperpersonalize experiences using prebuilt AI models for banking, collections, lending and insurance service. Architecting uncompromising trust and compliance. \*Maintain data sovereignty. Protect your Financial Services Agentic Enterprise by maintaining full control over where your data lives. Ensure sensitive client information complies with local laws and regulations, meets strict residency requirements, and is never exposed to public models. \*Guard against noncompliant outcomes. Deploy AI with confidence by using intelligent scripts to direct agent reasoning, while simultaneously leveraging automated guardrails to flag risks and block prohibited responses to help uphold institutional safety and regulatory standards. \*Enforce policy in the flow of work. Keep humans and agents aligned with embedded controls that act as digital policy guardrails within your workflows, blocking prohibited actions before they occur to help keep every process consistent with the latest financial services regulations. \*Validate and track every action for regulatory rigor. Scale with confidence by testing agent behavior against regulatory standards in dedicated environments before deployment, capturing every action in an unchangeable audit trail that transforms manual reporting into instant, examiner-ready proof. **Average Rating:** 4.3/5.0 **Total Reviews:** 221 #### How Do G2 Users Rate Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Knowledge Base:** 8.3/10 (Category avg: 8.7/10) - **Campaign Management:** 8.2/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** www.salesforce.com - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Banking - **Company Size:** 43% Large, 30% Medium #### What Are Recent G2 Reviews of Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? **["SF Cloud for Financial Institutions"](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11393154)** **Rating:** 5.0/5.0 stars _— Vijay S._ [Read full review](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11393154) **["Most organized and convenient app"](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11755922)** **Rating:** 5.0/5.0 stars _— Alison A._ [Read full review](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11755922) #### What Are G2 Users Discussing About Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? - [What do you like most about Salesforce Financial Services Cloud, and what improvements would you suggest?](https://www.g2.com/discussions/what-do-you-like-most-about-salesforce-financial-services-cloud-and-what-improvements-would-you-suggest) - [What is Salesforce Financial Services Cloud used for?](https://www.g2.com/discussions/what-is-salesforce-financial-services-cloud-used-for) - [What does Salesforce software do?](https://www.g2.com/discussions/salesforce-financial-services-cloud-what-does-salesforce-software-do) - [What are the features of Salesforce?](https://www.g2.com/discussions/salesforce-financial-services-cloud-what-are-the-features-of-salesforce) - [What is financial cloud?](https://www.g2.com/discussions/what-is-financial-cloud) ### [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving. Targeted primarily at financial advisors and firms, Redtail Technology addresses the unique challenges faced in the financial services sector. The platform is designed to help users manage client relationships effectively, ensuring that advisors can maintain compliance while providing exceptional service. The integration capabilities with widely used applications in the industry further enhance its utility, allowing users to create a cohesive technology ecosystem that supports their operational needs. Key features of Redtail Technology include its robust CRM functionalities, which enable users to track client interactions, manage workflows, and automate routine tasks. The compliant text messaging feature, Redtail Speak, allows advisors to communicate securely with clients, ensuring that all communications adhere to regulatory requirements. Additionally, the paperless office solution helps firms transition to a digital environment, reducing reliance on physical documentation and improving efficiency. The email archiving feature ensures that important communications are stored securely and can be easily retrieved when needed. The value that Redtail Technology brings to its users lies in its commitment to affordability and ease of implementation. By offering low-cost solutions that are straightforward to integrate, Redtail enables financial advisors to enhance their operational efficiency without incurring significant expenses. Furthermore, the company's dedication to exceptional customer service ensures that users receive the support they need to maximize the benefits of the platform. As a brand entity of Orion Advisor Solutions since June 2022, Redtail continues to innovate and expand its offerings while maintaining its focus on the financial services community. **Average Rating:** 4.3/5.0 **Total Reviews:** 265 #### How Do G2 Users Rate Redtail Technology? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Knowledge Base:** 8.1/10 (Category avg: 8.7/10) - **Campaign Management:** 7.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Redtail Technology? - **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) - **Company Website:** orion.com - **HQ Location:** Omaha, NE - **Twitter:** @orionwealthtech 7,828 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea6adc8001dcfefde9ef0f9342b25ba44fa162f278fe869811a83655a00c6929&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forionwealthtech%2F&secure%5Burl_type%5D=linkedin_company_website) 1,915 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Advisor, Office Manager - **Top Industries:** Financial Services, Investment Management - **Company Size:** 92% Small, 5% Medium #### What Do G2 Reviewers Say About Redtail Technology? _AI-generated summary from verified user reviews_ ##### Pros - Users enjoy the **ease of use** of Redtail Technology, finding it intuitive for managing client data and communication. - Users love the **excellent customer service** of Redtail Technology, providing quick assistance and knowledgeable support. - Users appreciate the **seamless integrations** of Redtail Technology, enhancing their experience with comprehensive data access and functionality. - Users praise Redtail's **excellent customer support** , highlighting quick responses and knowledgeable staff for immediate assistance. - Users commend the **easy initial setup** of Redtail Technology, ensuring a smooth onboarding experience with minimal adjustments. ##### Cons - Users express frustration over **missing features** , including account linking and direct calling options within the CRM. - Users find the **limited features** of Redtail Technology lacking, especially in search and direct calling options. - Users struggle with **integration issues** in Redtail Technology, facing challenges syncing calendars and client information. - Users face a **learning curve** with advanced features, needing extra time and support despite helpful training resources. - Users express frustration with **poor customer support** , often experiencing long wait times and complicated report filters. #### What Are Recent G2 Reviews of Redtail Technology? **["Intuitive Tool Streamlining Our Daily Tasks"](https://www.g2.com/survey_responses/redtail-technology-review-12410606)** **Rating:** 5.0/5.0 stars _— Forest M._ [Read full review](https://www.g2.com/survey_responses/redtail-technology-review-12410606) **["Organizational Powerhouse with Top-Notch Support"](https://www.g2.com/survey_responses/redtail-technology-review-12412099)** **Rating:** 5.0/5.0 stars _— Melissa S._ [Read full review](https://www.g2.com/survey_responses/redtail-technology-review-12412099) #### What Are G2 Users Discussing About Redtail Technology? - [What is Redtail CRM used for?](https://www.g2.com/discussions/what-is-redtail-crm-used-for) - [What is Redtail Imaging used for?](https://www.g2.com/discussions/what-is-redtail-imaging-used-for) - 1 comment - [What is Redtail Speak used for?](https://www.g2.com/discussions/redtail-speak-what-is-redtail-speak-used-for) - [What is Redtail Speak used for?](https://www.g2.com/discussions/what-is-redtail-speak-used-for) ### [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 109 #### How Do G2 Users Rate Wealthbox CRM? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Knowledge Base:** 8.4/10 (Category avg: 8.7/10) - **Campaign Management:** 7.1/10 (Category avg: 8.2/10) - **Customer Support Portal:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Wealthbox CRM? - **Seller:** [Wealthbox](https://www.g2.com/sellers/wealthbox) - **Year Founded:** 2014 - **HQ Location:** United States, US - **Twitter:** @Wealthbox 4,755 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9992ce4143630c3b67ba90432a5926bd3577ed4c4b32055679eea3fac6488557&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwealthboxcrm%2F&secure%5Burl_type%5D=linkedin_company_website) 146 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Advisor, Financial Planner - **Top Industries:** Financial Services - **Company Size:** 94% Small, 6% Medium #### What Are Recent G2 Reviews of Wealthbox CRM? **["AI Notetaker Is a Game-Changer That Saves Us Hours"](https://www.g2.com/survey_responses/wealthbox-crm-review-12593855)** **Rating:** 5.0/5.0 stars _— Quinlan I._ [Read full review](https://www.g2.com/survey_responses/wealthbox-crm-review-12593855) **["Good CRM for Financial Advisors"](https://www.g2.com/survey_responses/wealthbox-crm-review-12703446)** **Rating:** 4.0/5.0 stars _— Owen H._ [Read full review](https://www.g2.com/survey_responses/wealthbox-crm-review-12703446) #### What Are G2 Users Discussing About Wealthbox CRM? - [What improvements would you suggest for Wealthbox CRM to better meet your financial advisory needs?](https://www.g2.com/discussions/what-improvements-would-you-suggest-for-wealthbox-crm-to-better-meet-your-financial-advisory-needs) - [What does Wealthbox Crm do?](https://www.g2.com/discussions/what-does-wealthbox-crm-do) - 1 comment - [Does Calendly integrate with Wealthbox?](https://www.g2.com/discussions/does-calendly-integrate-with-wealthbox) - 1 comment - [Which is better redtail or Wealthbox?](https://www.g2.com/discussions/which-is-better-redtail-or-wealthbox) - 2 comments - [What does wealthbox do?](https://www.g2.com/discussions/what-does-wealthbox-do) - 4 comments ### [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. **Average Rating:** 4.7/5.0 **Total Reviews:** 503 #### How Do G2 Users Rate Capsule CRM? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) #### Who Is the Company Behind Capsule CRM? - **Seller:** [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4) - **Company Website:** capsulecrm.com - **Year Founded:** 2007 - **HQ Location:** Manchester, GB - **Twitter:** @CapsuleCRM 5,249 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2069cf115d88637dd34d8e826d5843bf88fb6e8d8a66ed7764a7d98f3e237080&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F200221%2F&secure%5Burl_type%5D=linkedin_company_website) 54 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, Owner - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 92% Small, 7% Medium #### What Do G2 Reviewers Say About Capsule CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses. - Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions. - Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively. - Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity. - Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity. ##### Cons - Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability. - Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs. - Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools. - Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM. - Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively. #### What Are Recent G2 Reviews of Capsule CRM? **["Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support"](https://www.g2.com/survey_responses/capsule-crm-review-13084659)** **Rating:** 5.0/5.0 stars _— Lucy M._ [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13084659) **["Capsule CRM: Flexible, Customizable and Ideal for Multi-Company Workflows"](https://www.g2.com/survey_responses/capsule-crm-review-13051231)** **Rating:** 5.0/5.0 stars _— Lincoln R._ [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13051231) #### What Are G2 Users Discussing About Capsule CRM? - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment - [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment ### [Affinity](https://www.g2.com/products/affinity/reviews) Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Powered by 31B+ interactions and 130B+ relationships, Affinity helps firms uncover opportunities sooner, move with greater conviction, and build an intelligence layer that compounds over time. **Average Rating:** 4.4/5.0 **Total Reviews:** 66 #### How Do G2 Users Rate Affinity? - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10) - **Knowledge Base:** 7.2/10 (Category avg: 8.7/10) - **Campaign Management:** 5.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 7.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind Affinity? - **Seller:** [Affinity](https://www.g2.com/sellers/affinity) - **Year Founded:** 2014 - **HQ Location:** San Francisco, California - **Twitter:** @Affinity 127,941 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f2955d8daec4a90a244d4a4abd16d675280b232e68c689f510f23fa8ef2d5268&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7598431%2F&secure%5Burl_type%5D=linkedin_company_website) 327 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Venture Capital & Private Equity, Financial Services - **Company Size:** 81% Small, 17% Medium #### What Are Recent G2 Reviews of Affinity? **["Effortless Tracking of Investment Opportunities Without Duplicate Data Entry"](https://www.g2.com/survey_responses/affinity-review-11981226)** **Rating:** 5.0/5.0 stars _— Eric E._ [Read full review](https://www.g2.com/survey_responses/affinity-review-11981226) **["Gold standard of VC CRM"](https://www.g2.com/survey_responses/affinity-review-10068433)** **Rating:** 4.5/5.0 stars _— Verified User in Venture Capital & Private Equity_ [Read full review](https://www.g2.com/survey_responses/affinity-review-10068433) #### What Are G2 Users Discussing About Affinity? - [How do you use affinity in CRM?](https://www.g2.com/discussions/how-do-you-use-affinity-in-crm) - [What does Affinity co do?](https://www.g2.com/discussions/what-does-affinity-co-do) - [What is an affinity platform?](https://www.g2.com/discussions/what-is-an-affinity-platform) - [What is CRM affinity?](https://www.g2.com/discussions/what-is-crm-affinity) ### [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client service. AdvisorEngine CRM features deep integrations with many custodians and major portfolio management, reporting, and back-office solutions to enhance advisor productivity and create a centralized user experience. Our team is always ready to assist all levels of user support, from general “how-to” primers to deep technical questions via email, phone, or with a screen sharing session. Month after month, our technical support team earns a 98% approval rating - users love our support experts. **Average Rating:** 4.0/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate AdvisorEngine CRM? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Knowledge Base:** 9.7/10 (Category avg: 8.7/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind AdvisorEngine CRM? - **Seller:** [Junxure](https://www.g2.com/sellers/junxure) - **Year Founded:** 2000 - **HQ Location:** Raleigh, NC - **Twitter:** @JunxureCRM 2,070 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7c81bc875417cc7d18d3a311cb0a42c5784a77462d433dfbd59e3aaf8c6bebc3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F882458&secure%5Burl_type%5D=linkedin_company_website) 9 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Investment Management - **Company Size:** 92% Small, 8% Medium #### What Are Recent G2 Reviews of AdvisorEngine CRM? **["Junxure does exactly what we need"](https://www.g2.com/survey_responses/advisorengine-crm-review-10451893)** **Rating:** 4.5/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/advisorengine-crm-review-10451893) **["Advisor Engine - great CRM and good Customer Service"](https://www.g2.com/survey_responses/advisorengine-crm-review-7311961)** **Rating:** 4.0/5.0 stars _— Chanyn P._ [Read full review](https://www.g2.com/survey_responses/advisorengine-crm-review-7311961) #### What Are G2 Users Discussing About AdvisorEngine CRM? - [What is AdvisorEngine CRM used for?](https://www.g2.com/discussions/what-is-advisorengine-crm-used-for) - [What does Junxure do?](https://www.g2.com/discussions/what-does-junxure-do) - [What is the use of Junxure?](https://www.g2.com/discussions/what-is-the-use-of-junxure) - 1 comment - [What is junxure cloud?](https://www.g2.com/discussions/what-is-junxure-cloud) - 1 comment ### [Irwin](https://www.g2.com/products/irwin/reviews) Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content. **Average Rating:** 4.5/5.0 **Total Reviews:** 57 #### How Do G2 Users Rate Irwin? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Knowledge Base:** 8.9/10 (Category avg: 8.7/10) - **Campaign Management:** 9.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Irwin? - **Seller:** [Platform Group Limited](https://www.g2.com/sellers/platform-group-limited) - **Year Founded:** 2017 - **HQ Location:** Toronto, Ontario - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c610b24de9e6567a99ca17dc71d9b6e5737ccc44b25784db1e113e06ac198bb4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firwinsoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 151 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Investor Relations - **Top Industries:** Mining & Metals, Financial Services - **Company Size:** 75% Small, 18% Medium #### What Do G2 Reviewers Say About Irwin? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customization** of Irwin for effectively managing investor relations and campaigns. ##### Cons - Users find the **limited accessibility** of contacts and screening options frustrating compared to other software. - Users find the **limited data** with Irwin restricts their contact options and screening capabilities significantly. #### What Are Recent G2 Reviews of Irwin? **["Irwin is one of the only software available for corporates to manage Investor Relations."](https://www.g2.com/survey_responses/irwin-review-7313971)** **Rating:** 4.5/5.0 stars _— Saumya C._ [Read full review](https://www.g2.com/survey_responses/irwin-review-7313971) **["Very organized platform that has a lot of features for issuers and investors."](https://www.g2.com/survey_responses/irwin-review-7293546)** **Rating:** 4.5/5.0 stars _— Jay R._ [Read full review](https://www.g2.com/survey_responses/irwin-review-7293546) #### What Are G2 Users Discussing About Irwin? - [What is Irwin used for?](https://www.g2.com/discussions/what-is-irwin-used-for) ### [SmartOffice](https://www.g2.com/products/smartoffice/reviews) Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet. • Client Tracking helps you manage your clients’ personal and household data, send correspondence, maintain a history of all interactions, and sync that data across all of your devices. • Calendar Management provides powerful tracking of completed activities and unfinished tasks/projects, calendar sync across all of your devices, and easy appointment scheduling through Calendly. • Dynamic Reports deliver critical business intelligence, with dashboards covering everything from sales and revenue to client birthdays and policy renewal dates. • Document Storage lets you upload important documents and access then from any device. Support for external services like Docupace and PaperClip are included. • Form Filling helps you quickly complete forms by pushing SmartOffice data to apps like Docupace and Laser App. • Microsoft Office/365 integration lets you post e-mail to SmartOffice from Outlook, run SmartOffice reports from Excel, post OneNote notes to SmartOffice, and send SmartOffice correspondence from Word. Cybersecurity • Data Security shields your from cyberattacks and helps you comply with security regulations. Encryption, multi-factor authentication, and backups are included. Zinnia's security controls have been verified via an independent SOC 2 Type 2 audit. • SmartOffice Secure is an optional service that protects your users devices from cyberattacks, enhancing SmartOffice’s already robust security features. Sales & Marketing • Lead and Opportunity Tracking helps you collect and distribute leads throughout your firm and build standardized sales processes that boost productivity and enforce best practices. • E-mail Marketing helps you create compelling marketing campaigns that bring in new business. Easily push SmartOffice contact data into apps like Constant Contact, FMeX, FMG Suite, and MarketingPro. Investments • Investment Tracking helps you manage client accounts and keep positions up to date using data from providers like Albridge, Aqumulate, Broadridge/Investigo, Charles Schwab, DAZL, DST, E\*TRADE, Fidelity, LPL, Pershing, Raymond James, Rydex, Securities America, SEI, Sterne Agee, TD Ameritrade, and Walnut Street Securities. • Financial Planning and Analysis allows you to export accounts and positions to popular planning and assessment apps like eMoney, MoneyGuidePro, and Riskalyze. Insurance • Individual and Group Policy/Pending Case Tracking covers inforce and pending life, disability, medical, LTC, annuity, group, auto, homeowner, umbrella, and other policy types. Manage everything from underwriting to policy service, and get automatic status updates through the DTCC or directly from major carriers. • Commission Tracking helps you calculate expected commissions and reconcile projections with actual payments from carriers. Compliance & Reporting • Automated Archiving of communications, notes, and other interactions between your staff and clients not only helps you provide excellent client service—it also creates a complete audit trail. And it works no matter what devices your employees use. • Audit Reports provide the tools you need to quickly extract and compile notes, documents, and correspondence into a report that’s ready to present to compliance officers and auditors. • Template Administration gives the home office control over the templates their advisors use for client outreach, marketing, and other activities. • Production Dashboard provides a consolidated view of production numbers for individual advisors, branch offices, or organizations in a clear, easy-to-understand format. Automation & Integrations • Standardize and automate sales processes, application/new-business workflows, and other critical activities, making your operations faster and less vulnerable to human error. • Data Repository features allow you to centralize storage of your critical data in one secure location and provide access to your other applications through our integration hub. • Data Feeds from providers of insurance and investment data automatically keep your data up to date, eliminating the need for time-intensive manual updates. Industry Expertise • Expert Consulting Services from our team of industry veterans help you find the solution that best meets your business needs. Unlike competitors offering overpriced, one-size-fits-all products, Zinnia has been designing customized, cost-effective systems for agencies and broker-dealers for decades. **Average Rating:** 3.7/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate SmartOffice? - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.2/10) - **Knowledge Base:** 8.3/10 (Category avg: 8.7/10) - **Campaign Management:** 8.3/10 (Category avg: 8.2/10) #### Who Is the Company Behind SmartOffice? - **Seller:** [Zinnia](https://www.g2.com/sellers/zinnia) - **HQ Location:** Atlanta, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=018c3e5f9c23eed694af9379b053522a87885c6d58666046ca710d0ae31019ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetzinnia&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Insurance - **Company Size:** 64% Small, 29% Medium #### What Are Recent G2 Reviews of SmartOffice? **["Great product for CRM"](https://www.g2.com/survey_responses/smartoffice-review-5424173)** **Rating:** 4.5/5.0 stars _— Tripp B._ [Read full review](https://www.g2.com/survey_responses/smartoffice-review-5424173) **["I Love SmartOffice!"](https://www.g2.com/survey_responses/smartoffice-review-5206524)** **Rating:** 5.0/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/smartoffice-review-5206524) ### [EAERA CBS](https://www.g2.com/products/eaera-cbs/reviews) EAERA develops cutting-edge financial software solutions, such as CRM systems, CBS (Core Brokerage System), and data analytics applications, utilizing AI to enhance decision-making and efficiency. We harness AI to deliver advanced analytics and predictive insights, empowering brokers to make informed trading decisions and manage risks effectively. Our real-time data processing and analytics are essential for brokers to swiftly respond to market changes and client needs. www.eaera.com **Average Rating:** 5.0/5.0 **Total Reviews:** 7 #### How Do G2 Users Rate EAERA CBS? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Knowledge Base:** 10.0/10 (Category avg: 8.7/10) - **Campaign Management:** 10.0/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind EAERA CBS? - **Seller:** [EAERA](https://www.g2.com/sellers/eaera) - **Year Founded:** 2017 - **HQ Location:** Ha Noi, VN - **Twitter:** @eaera\_fintech 95 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d32b032fb3245e12bf5bee832e9eb00820fb1018c43c8971d0a53a0fe0f243e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feaera&secure%5Burl_type%5D=linkedin_company_website) 29 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services - **Company Size:** 71% Medium, 29% Small #### What Do G2 Reviewers Say About EAERA CBS? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **professional customer support** of EAERA CBS, ensuring a smooth experience for all levels of users. - Users find EAERA CBS an **easy-to-understand system** backed by a professional IT team, making it highly recommended. - Users laud the **feature richness** of EAERA CBS, providing everything needed for effective financial management in one platform. - Users value the **operational efficiency** provided by EAERA CBS, enhancing decision-making through its user-friendly AI-driven platform. - Users praise the **user-friendly platform** of EAERA CBS, noting its ease of use for financial decision-making. ##### Cons - Users find the **steep learning curve** of EAERA CBS challenging, requiring significant time to master its functionalities. #### What Are Recent G2 Reviews of EAERA CBS? **["EARA CBS Experiencing"](https://www.g2.com/survey_responses/eaera-cbs-review-10461102)** **Rating:** 5.0/5.0 stars _— Khalik P._ [Read full review](https://www.g2.com/survey_responses/eaera-cbs-review-10461102) **["An exceptional CRM provider for FX Brokers and Prop Firms."](https://www.g2.com/survey_responses/eaera-cbs-review-12796312)** **Rating:** 5.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/eaera-cbs-review-12796312) ### [LeadCenter.AI](https://www.g2.com/products/leadcenter-ai/reviews) The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business. **Average Rating:** 5.0/5.0 **Total Reviews:** 3 #### How Do G2 Users Rate LeadCenter.AI? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Knowledge Base:** 9.2/10 (Category avg: 8.7/10) - **Campaign Management:** 8.3/10 (Category avg: 8.2/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind LeadCenter.AI? - **Seller:** [LeadCenter.AI](https://www.g2.com/sellers/leadcenter-ai) - **Year Founded:** 2020 - **HQ Location:** Houston, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9761256c1391a9af5dd721a331837e2fba74e038e4b7b0f3300b87eee24ce055&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadcenterai&secure%5Burl_type%5D=linkedin_company_website) 9 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of LeadCenter.AI? **["Financial Reporting, Marketing Automation, Event Management for Financial Advisors"](https://www.g2.com/survey_responses/leadcenter-ai-review-10043561)** **Rating:** 5.0/5.0 stars _— Megan S._ [Read full review](https://www.g2.com/survey_responses/leadcenter-ai-review-10043561) **["LeadCenter.AI"](https://www.g2.com/survey_responses/leadcenter-ai-review-10527828)** **Rating:** 5.0/5.0 stars _— Blake C._ [Read full review](https://www.g2.com/survey_responses/leadcenter-ai-review-10527828) ### [Total Family](https://www.g2.com/products/total-family/reviews) Total Family is a legacy planning platform built for wealth advisors, RIAs, and enterprise wealth firms. The software helps advisors engage client families beyond portfolio performance by guiding conversations around vision, values, purpose, family roles, milestones, and legacy letters. Advisors can invite client families into a white-labeled experience, use KinAI to prepare for and support legacy conversations, and access advisor education and resources inside the platform. Total Family is designed to help firms create a repeatable process for multigenerational client engagement, strengthen relationships with spouses, children, and rising-generation family members, and make legacy work easier to deliver at scale. The advisor license includes access to Vision, Milestones, Legacy Letters, KinAI, a white-labeled client experience, advisor resources, platform updates, and unlimited families, supporting both individual advisor adoption and broader firm-wide implementation across advisory teams alongside existing financial, estate, and client-service workflows. **Average Rating:** 4.8/5.0 **Total Reviews:** 3 #### How Do G2 Users Rate Total Family? - **Knowledge Base:** 10.0/10 (Category avg: 8.7/10) - **Customer Support Portal:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Total Family? - **Seller:** [Total Family](https://www.g2.com/sellers/total-family) - **Year Founded:** 2021 - **HQ Location:** Lutherville, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5fa9bc5075a72ad0c89f8a7244578f92ec87f77533944bdea55cb4976986f523&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftotalfamily%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 67% Small, 33% Medium #### What Are Recent G2 Reviews of Total Family? **["User-Friendly Portal for Curating Meaningful Family Conversations & Capturing Lasting Moments"](https://www.g2.com/survey_responses/total-family-review-12995179)** **Rating:** 4.5/5.0 stars _— Jackson F._ [Read full review](https://www.g2.com/survey_responses/total-family-review-12995179) **["Hands-On Onboarding, Intuitive UX, and Insightful Client Engagement"](https://www.g2.com/survey_responses/total-family-review-12948661)** **Rating:** 5.0/5.0 stars _— Emily H._ [Read full review](https://www.g2.com/survey_responses/total-family-review-12948661) ### [NexJ CRM](https://www.g2.com/products/nexj-crm/reviews) NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. With customers on virtually every continent, our global presence is fostered by our knowledge of regional markets and local industry trends. Equally as important, we support a global user community, with users in over 60 countries. Based out of Toronto, Canada, our highly-experienced executive management and operations management teams are the force behind our ever-evolving strategic direction, company vision and thought leadership. Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives: CRM for Wealth Management helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### Who Is the Company Behind NexJ CRM? - **Seller:** [NexJ](https://www.g2.com/sellers/nexj) - **Year Founded:** 2003 - **HQ Location:** Toronto, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fefa7107769daead93c57ee664913651759094aa37f300416e3f5fa79ff705d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnexj-systems&secure%5Burl_type%5D=linkedin_company_website) 72 employees on LinkedIn® - **Ownership:** TSX: NXJ #### Who Uses This Product? - **Company Size:** 100% Large #### What Are Recent G2 Reviews of NexJ CRM? **["An intuitive and complete CRM."](https://www.g2.com/survey_responses/nexj-crm-review-2188150)** **Rating:** 4.5/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/nexj-crm-review-2188150) #### What Are G2 Users Discussing About NexJ CRM? - [What is NexJ CRM used for?](https://www.g2.com/discussions/what-is-nexj-crm-used-for) ### [vcita](https://www.g2.com/products/vcita/reviews) vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. **Average Rating:** 4.5/5.0 **Total Reviews:** 79 #### How Do G2 Users Rate vcita? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) #### Who Is the Company Behind vcita? - **Seller:** [vcita](https://www.g2.com/sellers/vcita) - **Year Founded:** 2010 - **HQ Location:** St. Petersburg Florida - **Twitter:** @vCita 1,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4c8add0ce36b69183c81d5250f6d26a15ecbe1fcfdedf21fcbf3ea6f4a400ed3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1816111%2F&secure%5Burl_type%5D=linkedin_company_website) 150 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Alternative Medicine - **Company Size:** 86% Small, 11% Medium #### What Do G2 Reviewers Say About vcita? _AI-generated summary from verified user reviews_ ##### Pros - Users find vCita's **ease of use** exceptional, simplifying client bookings and enhancing schedule management effortlessly. - Users appreciate the **automated reminders and confirmations** that streamline client management and enhance overall efficiency. - Users value the **exceptional customer support** from Vcita, noting quick responses and helpful assistance for their needs. - Users admire the **seamless integration** with websites and calendars, enhancing the booking experience for clients. - Users appreciate the **seamless integrations** with websites and calendars, enhancing appointment booking and client interaction. ##### Cons - Users face **integration issues** with vcita, struggling with syncing calendars and requiring additional apps for task management. - Users express a desire for **missing features** like partial refunds and better integration with task management tools. - Users find vcita **expensive** , needing to upgrade for basic features and facing limits on document uploads. - Users face a **lack of integration** with other services, complicating workflow and task management on vcita. - Users experience significant **linking issues** with vcita, causing confusion and inconsistency between platforms, affecting usability. #### What Are Recent G2 Reviews of vcita? **["Outstanding backend system transformed my business"](https://www.g2.com/survey_responses/vcita-review-9522081)** **Rating:** 5.0/5.0 stars _— Neil D._ [Read full review](https://www.g2.com/survey_responses/vcita-review-9522081) **["A god-send for our non-profit community mental health service"](https://www.g2.com/survey_responses/vcita-review-12206525)** **Rating:** 5.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/vcita-review-12206525) #### What Are G2 Users Discussing About vcita? - [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do) - [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app) - [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work) - [What is vcita used for?](https://www.g2.com/discussions/what-is-vcita-used-for) - 1 upvote ### [bridge](https://www.g2.com/products/bridge-its-gmbh-bridge/reviews) bridge — Videoberatung und digitaler Vertrieb aus Deutschland bridge ist die Software für die Versicherungs- und Finanzbranche, mit der Berater ihre Kundengespräche professionell und rechtssicher führen – ohne zwischen verschiedenen Tools wechseln zu müssen. bridge vereint in einer Plattform: - Online-Terminbuchung - Videoberatung im Browser (keine Installation notwendig) - Interaktive Beratungsleitfäden und gemeinsame Dokumentenarbeit - Digitale Unterschrift (inSign) - Automatische Gesprächsdokumentation und Kundenakte - KI-unterstützte Nachbereitung Von Einzelmaklern bis zu großen Pools und Versicherungsgesellschaften — bridge skaliert mit und lässt sich als White-Label-Lösung in bestehende Infrastrukturen einbetten. Entwickelt und betrieben in Deutschland Bridge ITS GmbH hat ihren Sitz in Dresden. Unsere Datenschutzstandards: - Vollständig DSGVO-konform - AVV mit jedem Kunden — standardmäßig, ohne Aufpreis - Datenschutz by Design: in die Produktarchitektur eingebaut, nicht nachträglich angehängt - Verschlüsselte Übertragung aller Verbindungen Für Beraterinnen und Berater, denen es auf Vertrauen ankommt — bei ihren Kunden und bei ihrer Software. #### Who Is the Company Behind bridge? - **Seller:** [Bridge ITS](https://www.g2.com/sellers/bridge-its) - **HQ Location:** Dresden, DE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c440cbe423097be74dad32290431f634418c94c8c1342ebe3bd891a3ea6343f6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbridge-its&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® ### [Fundingstack](https://www.g2.com/products/fundingstack/reviews) Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital. #### Who Is the Company Behind Fundingstack? - **Seller:** [Fundingstack](https://www.g2.com/sellers/fundingstack) - **Year Founded:** 2022 - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d4815deb0c5f176fdd3a787c95fe6bd85d9ee034ef8a6427dfdf840c986b515&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffundingstack&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® - ‹ Prev‹ Prev - 1 - [2](/categories/financial-services-crm/free?order=g2_score&page=2#product-list) - [Next ›Next ›](/categories/financial-services-crm/free?order=g2_score&page=2#product-list) Spotlight Categories [Corporate Performance Management (CPM) Software](https://www.g2.com/categories/corporate-performance-management-cpm) [Compensation Management Software](https://www.g2.com/categories/compensation-management) [Zero Trust Networking Software](https://www.g2.com/categories/zero-trust-networking) [Purchasing Software](https://www.g2.com/categories/purchasing-software) [Digital Asset Management Software](https://www.g2.com/categories/digital-asset-management) Similar Categories - [AI Assistants for Financial Services](/categories/ai-assistants-for-financial-services) - [Banking as a Service (BaaS)](/categories/banking-as-a-service-baas) - [Brokerage Trading Platforms](/categories/brokerage-trading-platforms) - [Construction Loan Management](/categories/construction-loan-management) - [Core Banking](/categories/core-banking) - [Deal Sourcing](/categories/deal-sourcing) - [Debt Management](/categories/debt-management) - [Digital Banking Platforms](/categories/digital-banking-platforms) - [Digital Customer Onboarding](/categories/digital-customer-onboarding) - [Digital Mortgage Closing](/categories/digital-mortgage-closing) - [Financial Analytics](/categories/financial-analytics) - [Financial Data APIs](/categories/financial-data-apis) - [Financial Predictive Analytics](/categories/financial-predictive-analytics) - [Financial Research](/categories/financial-research) - [Financial Risk Management](/categories/financial-risk-management) [Browse Financial Services CRM Themes](/categories/financial-services-crm/themes)