Top 10 DealCloud Alternatives & Competitors

Top 10 Alternatives to DealCloud Recently Reviewed By G2 Community

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Affinity
By Affinity
4.4/5
(71)
Product Description
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, .
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Reviewers say compared to DealCloud, Affinity is:
More expensive
More usable
Easier to set up
Categories in common with DealCloud:
Deal Sourcing
Financial Services CRM
Venture Capital Management

Maximizer
By Maximizer Software
4/5
(667)
Product Description
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
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Reviewers say compared to DealCloud, Maximizer is:
More expensive
Easier to set up
Categories in common with DealCloud:
Financial Services CRM

Redtail Technology
By Orion Advisor Tech
4.4/5
(265)
Product Description
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
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Reviewers say compared to DealCloud, Redtail Technology is:
Easier to set up
More usable
Easier to admin
Categories in common with DealCloud:
Financial Services CRM
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Acquire.com
By Acquire.com
4.9/5
(281)
Product Description
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
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Reviewers say compared to DealCloud, Acquire.com is:
Easier to set up
Easier to admin
More usable
Categories in common with DealCloud:
Deal Sourcing

Salesforce Financial Services Cloud
By Salesforce
4.3/5
(223)
Product Description
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.
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Reviewers say compared to DealCloud, Salesforce Financial Services Cloud is:
More expensive
Easier to set up
Categories in common with DealCloud:
Financial Services CRM

PitchBook
By PitchBook Data
4.5/5
(224)
Product Description
Global Private Equity & Venture Capital Data
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Reviewers say compared to DealCloud, PitchBook is:
More expensive
Easier to set up
More usable
Categories in common with DealCloud:
Deal Sourcing

Total Expert
By Total Expert
4.5/5
(150)
Product Description
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
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Reviewers say compared to DealCloud, Total Expert is:
More expensive
More usable
Easier to do business with
Categories in common with DealCloud:
Financial Services CRM

Juniper Square
By Juniper Square
4.7/5
(106)
Product Description
Juniper Square is an intuitive, all-in-one investment management software system designed specifically for the real estate industry.
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Reviewers say compared to DealCloud, Juniper Square is:
More usable
Easier to set up
Easier to do business with
Categories in common with DealCloud:
Venture Capital Management

Wealthbox CRM
By Wealthbox
4.6/5
(106)
Product Description
CRM for Financial Advisors
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Reviewers say compared to DealCloud, Wealthbox CRM is:
More usable
Easier to set up
Easier to admin
Categories in common with DealCloud:
Financial Services CRM

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