# Top 10 DealCloud Alternatives & Competitors **Average Rating:** 4.2/5 **Total Number of Reviews:** 41 The Financial Services CRM Software solutions below are the most common alternatives that users and reviewers compare with DealCloud. Financial Services CRM Software is a widely used technology, and many people are seeking easy to use, reliable software solutions with mobility, automation, and forecasting. Other important factors to consider when researching alternatives to DealCloud include customization. The best overall DealCloud alternative is Affinity. Other similar apps like DealCloud are Maximizer, GReminders, Zocks, and Capsule CRM. DealCloud 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 [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management). ## Best Paid & Free Alternatives to DealCloud - [Affinity](https://www.g2.com/products/affinity/reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - [GReminders](https://www.g2.com/products/greminders/reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [Acquire.com](https://www.g2.com/products/acquire-com/reviews) - [PitchBook](https://www.g2.com/products/pitchbook/reviews) ## Top 10 Alternatives to DealCloud Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how DealCloud stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Investment Banking, and Capital Markets, and find the best product for your business. ### 1. [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 DealCloud, Affinity is: - More expensive - More usable - Easier to set up Categories in common with DealCloud: [Deal Sourcing](https://www.g2.com/categories/deal-sourcing), [Venture Capital Management](https://www.g2.com/categories/venture-capital-management), [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [DealCloud vs Affinity](https://www.g2.com/compare/affinity-vs-dealcloud) **Compare Affinity with other alternatives:** - [Affinity vs Maximizer](https://www.g2.com/compare/affinity-vs-maximizer) - [Affinity vs GReminders](https://www.g2.com/compare/affinity-vs-greminders) - [Affinity vs Zocks](https://www.g2.com/compare/affinity-vs-zocks) - [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 Qapita](https://www.g2.com/compare/affinity-vs-qapita) - [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 Acquire.com](https://www.g2.com/compare/acquire-com-vs-affinity) - [Affinity vs PitchBook](https://www.g2.com/compare/affinity-vs-pitchbook) ### 2. [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 DealCloud, Maximizer is: - More expensive Categories in common with DealCloud: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [DealCloud vs Maximizer](https://www.g2.com/compare/dealcloud-vs-maximizer) **Compare Maximizer with other alternatives:** - [Maximizer vs Affinity](https://www.g2.com/compare/affinity-vs-maximizer) - [Maximizer vs GReminders](https://www.g2.com/compare/greminders-vs-maximizer) - [Maximizer vs Zocks](https://www.g2.com/compare/maximizer-vs-zocks) - [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 Qapita](https://www.g2.com/compare/maximizer-vs-qapita) - [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 Acquire.com](https://www.g2.com/compare/acquire-com-vs-maximizer) - [Maximizer vs PitchBook](https://www.g2.com/compare/maximizer-vs-pitchbook) ### 3. [GReminders](https://www.g2.com/products/greminders/reviews) By Greminders **Average Rating:** 4.6/5 **Total Reviews:** 697 Never have one of your customers forget an appointment. Reviewers say compared to DealCloud, GReminders is: - More usable - Easier to do business with - Easier to admin Categories in common with DealCloud: [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Compare:** [DealCloud vs GReminders](https://www.g2.com/compare/dealcloud-vs-greminders) **Compare GReminders with other alternatives:** - [GReminders vs Affinity](https://www.g2.com/compare/affinity-vs-greminders) - [GReminders vs Maximizer](https://www.g2.com/compare/greminders-vs-maximizer) - [GReminders vs Zocks](https://www.g2.com/compare/greminders-vs-zocks) - [GReminders vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-greminders) - [GReminders vs Redtail Technology](https://www.g2.com/compare/greminders-vs-redtail-technology) - [GReminders vs Qapita](https://www.g2.com/compare/greminders-vs-qapita) - [GReminders vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-greminders) - [GReminders vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-greminders) - [GReminders vs PitchBook](https://www.g2.com/compare/greminders-vs-pitchbook) ### 4. [Zocks](https://www.g2.com/products/zocks/reviews) By Zocks **Average Rating:** 4.7/5 **Total Reviews:** 664 AI Assistant for Financial Advisors Reviewers say compared to DealCloud, Zocks is: - Easier to set up - More usable - More expensive Categories in common with DealCloud: [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Compare:** [DealCloud vs Zocks](https://www.g2.com/compare/dealcloud-vs-zocks) **Compare Zocks with other alternatives:** - [Zocks vs Affinity](https://www.g2.com/compare/affinity-vs-zocks) - [Zocks vs Maximizer](https://www.g2.com/compare/maximizer-vs-zocks) - [Zocks vs GReminders](https://www.g2.com/compare/greminders-vs-zocks) - [Zocks vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-zocks) - [Zocks vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-zocks) - [Zocks vs Qapita](https://www.g2.com/compare/qapita-vs-zocks) - [Zocks vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-zocks) - [Zocks vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-zocks) - [Zocks vs PitchBook](https://www.g2.com/compare/pitchbook-vs-zocks) ### 5. [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 DealCloud, Capsule CRM is: - More usable - Easier to set up - Easier to admin Categories in common with DealCloud: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [DealCloud vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-dealcloud) **Compare Capsule CRM with other alternatives:** - [Capsule CRM vs Affinity](https://www.g2.com/compare/affinity-vs-capsule-crm) - [Capsule CRM vs Maximizer](https://www.g2.com/compare/capsule-crm-vs-maximizer) - [Capsule CRM vs GReminders](https://www.g2.com/compare/capsule-crm-vs-greminders) - [Capsule CRM vs Zocks](https://www.g2.com/compare/capsule-crm-vs-zocks) - [Capsule CRM vs Redtail Technology](https://www.g2.com/compare/capsule-crm-vs-redtail-technology) - [Capsule CRM vs Qapita](https://www.g2.com/compare/capsule-crm-vs-qapita) - [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 Acquire.com](https://www.g2.com/compare/acquire-com-vs-capsule-crm) - [Capsule CRM vs PitchBook](https://www.g2.com/compare/capsule-crm-vs-pitchbook) ### 6. [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 DealCloud, Redtail Technology is: - More usable - Easier to set up - Easier to admin Categories in common with DealCloud: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [DealCloud vs Redtail Technology](https://www.g2.com/compare/dealcloud-vs-redtail-technology) **Compare Redtail Technology with other alternatives:** - [Redtail Technology vs Affinity](https://www.g2.com/compare/affinity-vs-redtail-technology) - [Redtail Technology vs Maximizer](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Redtail Technology vs GReminders](https://www.g2.com/compare/greminders-vs-redtail-technology) - [Redtail Technology vs Zocks](https://www.g2.com/compare/redtail-technology-vs-zocks) - [Redtail Technology vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-redtail-technology) - [Redtail Technology vs Qapita](https://www.g2.com/compare/qapita-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 Acquire.com](https://www.g2.com/compare/acquire-com-vs-redtail-technology) - [Redtail Technology vs PitchBook](https://www.g2.com/compare/pitchbook-vs-redtail-technology) ### 7. [Qapita](https://www.g2.com/products/qapita/reviews) By Qapita **Average Rating:** 4.6/5 **Total Reviews:** 325 Qapita is a Singapore headquartered digital equity management platform for private companies, particularly start-ups. Its software, QapMap, is designed to enable capitalisation table (CapTable) management, employee stock ownership plan (ESOP) management and digital ESOP issuance with the aim of eventually enabling digital share issuance for companies across South and Southeast Asia. Reviewers say compared to DealCloud, Qapita is: - More usable - Easier to set up - Easier to admin Categories in common with DealCloud: [Venture Capital Management](https://www.g2.com/categories/venture-capital-management) **Compare:** [DealCloud vs Qapita](https://www.g2.com/compare/dealcloud-vs-qapita) **Compare Qapita with other alternatives:** - [Qapita vs Affinity](https://www.g2.com/compare/affinity-vs-qapita) - [Qapita vs Maximizer](https://www.g2.com/compare/maximizer-vs-qapita) - [Qapita vs GReminders](https://www.g2.com/compare/greminders-vs-qapita) - [Qapita vs Zocks](https://www.g2.com/compare/qapita-vs-zocks) - [Qapita vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-qapita) - [Qapita vs Redtail Technology](https://www.g2.com/compare/qapita-vs-redtail-technology) - [Qapita vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-qapita) - [Qapita vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-qapita) - [Qapita vs PitchBook](https://www.g2.com/compare/pitchbook-vs-qapita) ### 8. [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 DealCloud, Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is: - More expensive Categories in common with DealCloud: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm), [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Compare:** [DealCloud vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-dealcloud) **Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) with other alternatives:** - [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 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 GReminders](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-greminders) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Zocks](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-zocks) - [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 Qapita](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-qapita) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs PitchBook](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-pitchbook) ### 9. [Acquire.com](https://www.g2.com/products/acquire-com/reviews) By Acquire.com **Average Rating:** 4.9/5 **Total Reviews:** 281 MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen. Reviewers say compared to DealCloud, Acquire.com is: - Easier to admin - Easier to set up - More usable Categories in common with DealCloud: [Deal Sourcing](https://www.g2.com/categories/deal-sourcing) **Compare:** [DealCloud vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-dealcloud) **Compare Acquire.com with other alternatives:** - [Acquire.com vs Affinity](https://www.g2.com/compare/acquire-com-vs-affinity) - [Acquire.com vs Maximizer](https://www.g2.com/compare/acquire-com-vs-maximizer) - [Acquire.com vs GReminders](https://www.g2.com/compare/acquire-com-vs-greminders) - [Acquire.com vs Zocks](https://www.g2.com/compare/acquire-com-vs-zocks) - [Acquire.com vs Capsule CRM](https://www.g2.com/compare/acquire-com-vs-capsule-crm) - [Acquire.com vs Redtail Technology](https://www.g2.com/compare/acquire-com-vs-redtail-technology) - [Acquire.com vs Qapita](https://www.g2.com/compare/acquire-com-vs-qapita) - [Acquire.com vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/acquire-com-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [Acquire.com vs PitchBook](https://www.g2.com/compare/acquire-com-vs-pitchbook) ### 10. [PitchBook](https://www.g2.com/products/pitchbook/reviews) By PitchBook Data **Average Rating:** 4.5/5 **Total Reviews:** 256 Global Private Equity & Venture Capital Data Reviewers say compared to DealCloud, PitchBook is: - More expensive - Easier to set up - More usable Categories in common with DealCloud: [Deal Sourcing](https://www.g2.com/categories/deal-sourcing) **Compare:** [DealCloud vs PitchBook](https://www.g2.com/compare/dealcloud-vs-pitchbook) **Compare PitchBook with other alternatives:** - [PitchBook vs Affinity](https://www.g2.com/compare/affinity-vs-pitchbook) - [PitchBook vs Maximizer](https://www.g2.com/compare/maximizer-vs-pitchbook) - [PitchBook vs GReminders](https://www.g2.com/compare/greminders-vs-pitchbook) - [PitchBook vs Zocks](https://www.g2.com/compare/pitchbook-vs-zocks) - [PitchBook vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-pitchbook) - [PitchBook vs Redtail Technology](https://www.g2.com/compare/pitchbook-vs-redtail-technology) - [PitchBook vs Qapita](https://www.g2.com/compare/pitchbook-vs-qapita) - [PitchBook vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-pitchbook) - [PitchBook vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-pitchbook) ## Explore Articles - [Norton LifeLock Benefit Solutions vs Aura as an employee benefit: which do HR teams find easier to roll out?](https://www.g2.com/discussions/norton-lifelock-benefit-solutions-vs-aura-as-an-employee-benefit-which-do-hr-teams-find-easier-to-roll-out) - [Which website privacy auditing tools provide ongoing monitoring and continuous compliance assessment for privacy regulations?](https://www.g2.com/discussions/which-website-privacy-auditing-tools-provide-ongoing-monitoring-and-continuous-compliance-assessment-for-privacy-regulations) - [User-friendly AR software for my new business](https://www.g2.com/discussions/user-friendly-ar-software-for-new-businesses) - [Is X1 Search worth it as a desktop search tool for a professional services team that needs enterprise-grade file and email retrieval, or does Alfred cover enough for a technical team's day-to-day needs?](https://www.g2.com/discussions/is-x1-search-worth-it-as-a-desktop-search-tool-for-a-professional-services-team-that-needs-enterprise-grade-file-and-email-retrieval-or-does-alfred-cover-enough-for-a-technical-team-s-day-to-day-needs) - [What is the top-rated visual collaboration platform for enterprises?](https://www.g2.com/discussions/what-is-the-top-rated-visual-collaboration-platform-for-enterprises) - [Which FTP client do Mac users actually recommend for fast file transfers without paying for an overcomplicated tool?](https://www.g2.com/discussions/which-ftp-client-do-mac-users-actually-recommend-for-fast-file-transfers-without-paying-for-an-overcomplicated-tool) ## Spotlight Categories - [Spend Management Software](https://www.g2.com/categories/spend-management) - [Experience Management Software](https://www.g2.com/categories/experience-management) - [Employee Recognition Software](https://www.g2.com/categories/employee-recognition)