# Top 10 CRMNEXT Alternatives & Competitors **Average Rating:** 4.2/5 **Total Number of Reviews:** 20 Research alternative solutions to CRMNEXT on G2, with real user reviews on competing tools. Financial Services CRM Software is a widely used technology, and many people are seeking innovative, popular software solutions with mobility, automation, and forecasting. Other important factors to consider when researching alternatives to CRMNEXT include customer data and integration. The best overall CRMNEXT alternative is Maximizer. Other similar apps like CRMNEXT are Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Capsule CRM, Redtail Technology, and Lead Management. CRMNEXT alternatives can be found in [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) but may also be in [CRM Software](https://www.g2.com/categories/crm) or [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm). ## Best Paid & Free Alternatives to CRMNEXT - [Maximizer](https://www.g2.com/products/maximizer/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - [vcita](https://www.g2.com/products/vcita/reviews) - [Affinity](https://www.g2.com/products/affinity/reviews) ## Top 10 Alternatives to CRMNEXT Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how CRMNEXT stacks up to the competition, check reviews from current & previous users in industries like Insurance, Mechanical or Industrial Engineering, and Computer Software, and find the best product for your business. ### 1. [Maximizer](https://www.g2.com/products/maximizer/reviews) By Maximizer Software **Average Rating:** 4.0/5 **Total Reviews:** 672 The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together. Reviewers say compared to CRMNEXT, Maximizer is: - More expensive - Better at support - Better at meeting requirements Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Maximizer](https://www.g2.com/compare/crmnext-vs-maximizer) **Compare Maximizer with other alternatives:** - [Maximizer vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Maximizer vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-maximizer) - [Maximizer vs Redtail Technology](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Maximizer vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-maximizer) - [Maximizer vs Wealthbox CRM](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) - [Maximizer vs Merchant Central by NMI](https://www.g2.com/compare/maximizer-vs-merchant-central-by-nmi) - [Maximizer vs Practifi](https://www.g2.com/compare/maximizer-vs-practifi) - [Maximizer vs vcita](https://www.g2.com/compare/maximizer-vs-vcita) - [Maximizer vs Affinity](https://www.g2.com/compare/affinity-vs-maximizer) ### 2. [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) By Salesforce **Average Rating:** 4.3/5 **Total Reviews:** 227 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. Reviewers say compared to CRMNEXT, Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is: - Easier to do business with - More expensive - Better at support Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-crmnext) **Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) with other alternatives:** - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Capsule CRM](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-capsule-crm) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Redtail Technology](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Lead Management](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Wealthbox CRM](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Merchant Central by NMI](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Practifi](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs vcita](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-vcita) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Affinity](https://www.g2.com/compare/affinity-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) ### 3. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) By Capsule **Average Rating:** 4.7/5 **Total Reviews:** 514 Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. Reviewers say compared to CRMNEXT, Capsule CRM is: - Easier to do business with - Better at support - Easier to set up Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Capsule CRM](https://www.g2.com/compare/crmnext-vs-capsule-crm) **Compare Capsule CRM with other alternatives:** - [Capsule CRM vs Maximizer](https://www.g2.com/compare/capsule-crm-vs-maximizer) - [Capsule CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-capsule-crm) - [Capsule CRM vs Redtail Technology](https://www.g2.com/compare/capsule-crm-vs-redtail-technology) - [Capsule CRM vs Lead Management](https://www.g2.com/compare/capsule-crm-vs-total-expert-lead-management) - [Capsule CRM vs Wealthbox CRM](https://www.g2.com/compare/capsule-crm-vs-wealthbox-crm) - [Capsule CRM vs Merchant Central by NMI](https://www.g2.com/compare/capsule-crm-vs-merchant-central-by-nmi) - [Capsule CRM vs Practifi](https://www.g2.com/compare/capsule-crm-vs-practifi) - [Capsule CRM vs vcita](https://www.g2.com/compare/capsule-crm-vs-vcita) - [Capsule CRM vs Affinity](https://www.g2.com/compare/affinity-vs-capsule-crm) ### 4. [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) By Orion Advisor Tech **Average Rating:** 4.3/5 **Total Reviews:** 268 Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Reviewers say compared to CRMNEXT, Redtail Technology is: - Easier to do business with - Better at support - Easier to admin Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Redtail Technology](https://www.g2.com/compare/crmnext-vs-redtail-technology) **Compare Redtail Technology with other alternatives:** - [Redtail Technology vs Maximizer](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Redtail Technology vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Redtail Technology vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-redtail-technology) - [Redtail Technology vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-redtail-technology) - [Redtail Technology vs Wealthbox CRM](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Redtail Technology vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) - [Redtail Technology vs Practifi](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Redtail Technology vs vcita](https://www.g2.com/compare/redtail-technology-vs-vcita) - [Redtail Technology vs Affinity](https://www.g2.com/compare/affinity-vs-redtail-technology) ### 5. [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) By Total Expert **Average Rating:** 4.5/5 **Total Reviews:** 157 Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets. Reviewers say compared to CRMNEXT, Lead Management is: - Slower to reach roi - Easier to do business with - Better at support Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Lead Management](https://www.g2.com/compare/crmnext-vs-total-expert-lead-management) **Compare Lead Management with other alternatives:** - [Lead Management vs Maximizer](https://www.g2.com/compare/total-expert-lead-management-vs-maximizer) - [Lead Management vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management) - [Lead Management vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-total-expert-lead-management) - [Lead Management vs Redtail Technology](https://www.g2.com/compare/total-expert-lead-management-vs-redtail-technology) - [Lead Management vs Wealthbox CRM](https://www.g2.com/compare/total-expert-lead-management-vs-wealthbox-crm) - [Lead Management vs Merchant Central by NMI](https://www.g2.com/compare/total-expert-lead-management-vs-merchant-central-by-nmi) - [Lead Management vs Practifi](https://www.g2.com/compare/total-expert-lead-management-vs-practifi) - [Lead Management vs vcita](https://www.g2.com/compare/total-expert-lead-management-vs-vcita) - [Lead Management vs Affinity](https://www.g2.com/compare/affinity-vs-total-expert-lead-management) ### 6. [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) By Wealthbox **Average Rating:** 4.6/5 **Total Reviews:** 109 CRM for Financial Advisors Reviewers say compared to CRMNEXT, Wealthbox CRM is: - Easier to admin - Easier to do business with - Easier to set up Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Wealthbox CRM](https://www.g2.com/compare/crmnext-vs-wealthbox-crm) **Compare Wealthbox CRM with other alternatives:** - [Wealthbox CRM vs Maximizer](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) - [Wealthbox CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) - [Wealthbox CRM vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-wealthbox-crm) - [Wealthbox CRM vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Wealthbox CRM vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-wealthbox-crm) - [Wealthbox CRM vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-wealthbox-crm) - [Wealthbox CRM vs Practifi](https://www.g2.com/compare/practifi-vs-wealthbox-crm) - [Wealthbox CRM vs vcita](https://www.g2.com/compare/wealthbox-crm-vs-vcita) - [Wealthbox CRM vs Affinity](https://www.g2.com/compare/affinity-vs-wealthbox-crm) ### 7. [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) By NMI **Average Rating:** 4.6/5 **Total Reviews:** 101 Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry. Reviewers say compared to CRMNEXT, Merchant Central by NMI is: - Slower to reach roi - Better at support - Easier to do business with Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Merchant Central by NMI](https://www.g2.com/compare/crmnext-vs-merchant-central-by-nmi) **Compare Merchant Central by NMI with other alternatives:** - [Merchant Central by NMI vs Maximizer](https://www.g2.com/compare/maximizer-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Redtail Technology](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) - [Merchant Central by NMI vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Wealthbox CRM](https://www.g2.com/compare/merchant-central-by-nmi-vs-wealthbox-crm) - [Merchant Central by NMI vs Practifi](https://www.g2.com/compare/merchant-central-by-nmi-vs-practifi) - [Merchant Central by NMI vs vcita](https://www.g2.com/compare/merchant-central-by-nmi-vs-vcita) - [Merchant Central by NMI vs Affinity](https://www.g2.com/compare/affinity-vs-merchant-central-by-nmi) ### 8. [Practifi](https://www.g2.com/products/practifi/reviews) By Practifi **Average Rating:** 4.3/5 **Total Reviews:** 79 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. Reviewers say compared to CRMNEXT, Practifi is: - Slower to reach roi - More expensive - Easier to do business with Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Practifi](https://www.g2.com/compare/crmnext-vs-practifi) **Compare Practifi with other alternatives:** - [Practifi vs Maximizer](https://www.g2.com/compare/maximizer-vs-practifi) - [Practifi vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) - [Practifi vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-practifi) - [Practifi vs Redtail Technology](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Practifi vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-practifi) - [Practifi vs Wealthbox CRM](https://www.g2.com/compare/practifi-vs-wealthbox-crm) - [Practifi vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-practifi) - [Practifi vs vcita](https://www.g2.com/compare/practifi-vs-vcita) - [Practifi vs Affinity](https://www.g2.com/compare/affinity-vs-practifi) ### 9. [vcita](https://www.g2.com/products/vcita/reviews) By vcita **Average Rating:** 4.5/5 **Total Reviews:** 81 The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social. Reviewers say compared to CRMNEXT, vcita is: - Easier to do business with - Easier to admin - Easier to set up Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs vcita](https://www.g2.com/compare/crmnext-vs-vcita) **Compare vcita with other alternatives:** - [vcita vs Maximizer](https://www.g2.com/compare/maximizer-vs-vcita) - [vcita vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-vcita) - [vcita vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-vcita) - [vcita vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-vcita) - [vcita vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-vcita) - [vcita vs Wealthbox CRM](https://www.g2.com/compare/wealthbox-crm-vs-vcita) - [vcita vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-vcita) - [vcita vs Practifi](https://www.g2.com/compare/practifi-vs-vcita) - [vcita vs Affinity](https://www.g2.com/compare/affinity-vs-vcita) ### 10. [Affinity](https://www.g2.com/products/affinity/reviews) By Affinity **Average Rating:** 4.4/5 **Total Reviews:** 72 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, . Reviewers say compared to CRMNEXT, Affinity is: - Slower to reach roi - Better at support - More expensive Categories in common with CRMNEXT: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [CRMNEXT vs Affinity](https://www.g2.com/compare/affinity-vs-crmnext) **Compare Affinity with other alternatives:** - [Affinity vs Maximizer](https://www.g2.com/compare/affinity-vs-maximizer) - [Affinity vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/affinity-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [Affinity vs Capsule CRM](https://www.g2.com/compare/affinity-vs-capsule-crm) - [Affinity vs Redtail Technology](https://www.g2.com/compare/affinity-vs-redtail-technology) - [Affinity vs Lead Management](https://www.g2.com/compare/affinity-vs-total-expert-lead-management) - [Affinity vs Wealthbox CRM](https://www.g2.com/compare/affinity-vs-wealthbox-crm) - [Affinity vs Merchant Central by NMI](https://www.g2.com/compare/affinity-vs-merchant-central-by-nmi) - [Affinity vs Practifi](https://www.g2.com/compare/affinity-vs-practifi) - [Affinity vs vcita](https://www.g2.com/compare/affinity-vs-vcita) ## Explore Articles - [Which theater venue management platforms offer point of sale integration with ticketing and inventory systems?](https://www.g2.com/discussions/which-theater-venue-management-platforms-offer-point-of-sale-integration-with-ticketing-and-inventory-systems) - [What visitor analytics software has the most accurate foot traffic data and actionable reporting for multi-site operators?](https://www.g2.com/discussions/what-visitor-analytics-software-has-the-most-accurate-foot-traffic-data-and-actionable-reporting-for-multi-site-operators ) - [Recommended app for global payroll processing](https://www.g2.com/discussions/what-s-a-recommended-app-for-global-payroll-processing) - [What are the top tools for secure corporate messaging in large teams?](https://www.g2.com/discussions/what-are-the-top-tools-for-secure-corporate-messaging-in-large-teams) - [What digital advertising intelligence tools integrate directly with Google Ads, Meta and LinkedIn so a performance team can pull competitor data alongside its own campaign data in one place?](https://www.g2.com/discussions/what-digital-advertising-intelligence-tools-integrate-directly-with-google-ads-meta-and-linkedin-so-a-performance-team-can-pull-competitor-data-alongside-its-own-campaign-data-in-one-place ) - [How does JumpCloud support SaaS security and user access control?](https://www.g2.com/discussions/how-does-jumpcloud-support-saas-security-and-user-access-control) ## Spotlight Categories - [Restaurant POS Systems](https://www.g2.com/categories/restaurant-pos) - [Mobile Device Management (MDM) Software](https://www.g2.com/categories/mobile-device-management-mdm) - [Demo Automation Software](https://www.g2.com/categories/demo-automation)