# Top 10 CRMNEXT Alternatives & Competitors **Average Rating:** 4.2/5 **Total Number of Reviews:** 20 CRMNEXT is not the only option for Financial Services CRM Software. Explore other competing options and alternatives. Financial Services CRM Software is a widely used technology, and many people are seeking quick, secure 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), Redtail Technology, Total Expert, and Wealthbox CRM. 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) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Total Expert](https://www.g2.com/products/total-expert/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) - [Irwin](https://www.g2.com/products/irwin/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:** 673 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 Redtail Technology](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Maximizer vs Total Expert](https://www.g2.com/compare/maximizer-vs-total-expert) - [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) - [Maximizer vs Irwin](https://www.g2.com/compare/irwin-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:** 226 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 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 Total Expert](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert) - [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) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Irwin](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-irwin) ### 3. [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 Total Expert](https://www.g2.com/compare/redtail-technology-vs-total-expert) - [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) - [Redtail Technology vs Irwin](https://www.g2.com/compare/irwin-vs-redtail-technology) ### 4. [Total Expert](https://www.g2.com/products/total-expert/reviews) By Total Expert **Average Rating:** 4.5/5 **Total Reviews:** 156 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, Total Expert 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 Total Expert](https://www.g2.com/compare/crmnext-vs-total-expert) **Compare Total Expert with other alternatives:** - [Total Expert vs Maximizer](https://www.g2.com/compare/maximizer-vs-total-expert) - [Total Expert 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) - [Total Expert vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-total-expert) - [Total Expert vs Wealthbox CRM](https://www.g2.com/compare/total-expert-vs-wealthbox-crm) - [Total Expert vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-total-expert) - [Total Expert vs Practifi](https://www.g2.com/compare/practifi-vs-total-expert) - [Total Expert vs vcita](https://www.g2.com/compare/total-expert-vs-vcita) - [Total Expert vs Affinity](https://www.g2.com/compare/affinity-vs-total-expert) - [Total Expert vs Irwin](https://www.g2.com/compare/irwin-vs-total-expert) ### 5. [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 Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Wealthbox CRM vs Total Expert](https://www.g2.com/compare/total-expert-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) - [Wealthbox CRM vs Irwin](https://www.g2.com/compare/irwin-vs-wealthbox-crm) ### 6. [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) By NMI **Average Rating:** 4.6/5 **Total Reviews:** 100 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 Redtail Technology](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) - [Merchant Central by NMI vs Total Expert](https://www.g2.com/compare/merchant-central-by-nmi-vs-total-expert) - [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) - [Merchant Central by NMI vs Irwin](https://www.g2.com/compare/irwin-vs-merchant-central-by-nmi) ### 7. [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 Redtail Technology](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Practifi vs Total Expert](https://www.g2.com/compare/practifi-vs-total-expert) - [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) - [Practifi vs Irwin](https://www.g2.com/compare/irwin-vs-practifi) ### 8. [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 Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-vcita) - [vcita vs Total Expert](https://www.g2.com/compare/total-expert-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) - [vcita vs Irwin](https://www.g2.com/compare/irwin-vs-vcita) ### 9. [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 Redtail Technology](https://www.g2.com/compare/affinity-vs-redtail-technology) - [Affinity vs Total Expert](https://www.g2.com/compare/affinity-vs-total-expert) - [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) - [Affinity vs Irwin](https://www.g2.com/compare/affinity-vs-irwin) ### 10. [Irwin](https://www.g2.com/products/irwin/reviews) By Platform Group Limited **Average Rating:** 4.5/5 **Total Reviews:** 57 Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts. Reviewers say compared to CRMNEXT, Irwin is: - Better at support - 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 Irwin](https://www.g2.com/compare/crmnext-vs-irwin) **Compare Irwin with other alternatives:** - [Irwin vs Maximizer](https://www.g2.com/compare/irwin-vs-maximizer) - [Irwin vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-irwin) - [Irwin vs Redtail Technology](https://www.g2.com/compare/irwin-vs-redtail-technology) - [Irwin vs Total Expert](https://www.g2.com/compare/irwin-vs-total-expert) - [Irwin vs Wealthbox CRM](https://www.g2.com/compare/irwin-vs-wealthbox-crm) - [Irwin vs Merchant Central by NMI](https://www.g2.com/compare/irwin-vs-merchant-central-by-nmi) - [Irwin vs Practifi](https://www.g2.com/compare/irwin-vs-practifi) - [Irwin vs vcita](https://www.g2.com/compare/irwin-vs-vcita) - [Irwin vs Affinity](https://www.g2.com/compare/affinity-vs-irwin) ## Explore Articles - [Leading generative AI tools for enterprise applications](https://www.g2.com/discussions/what-are-the-leading-generative-ai-tools-for-enterprise-applications) - [Top intranet software with easy collaboration tools](https://www.g2.com/discussions/top-intranet-software-with-easy-collaboration-tools) - [Top rated enterprise password manager app](https://www.g2.com/discussions/which-enterprise-password-manager-has-worked-best-for-your-organization) - [What is the top-rated translation management system for enterprises?](https://www.g2.com/discussions/what-is-the-top-rated-translation-management-system-for-enterprises) - [Top-rated tools for automated bug detection](https://www.g2.com/discussions/top-rated-tools-for-automated-bug-detection) - [How do organizations use Box to keep content secure and compliant when adopting AI?](https://www.g2.com/discussions/how-do-organizations-use-box-to-keep-content-secure-and-compliant-when-adopting-ai) ## Spotlight Categories - [Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce) - [Contact Center Software](https://www.g2.com/categories/contact-center) - [Compensation Management Software](https://www.g2.com/categories/compensation-management)