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
(660)
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

Qapita
By Qapita
4.6/5
(290)
Product Description
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.
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Reviewers say compared to DealCloud, Qapita is:
Easier to set up
More usable
Easier to admin
Categories in common with DealCloud:
Venture Capital Management
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Redtail Technology
By Orion Advisor Tech
4.3/5
(211)
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

Salesforce Financial Services Cloud
By Salesforce
4.3/5
(221)
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
(222)
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
(105)
Product Description
CRM for Financial Advisors
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Reviewers say compared to DealCloud, Wealthbox CRM is:
Easier to set up
More usable
Easier to admin
Categories in common with DealCloud:
Financial Services CRM

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