# Top 10 DealCloud Alternatives & Competitors **Average Rating:** 4.2/5 **Total Number of Reviews:** 41 Explore the best alternatives to DealCloud for users who need new software features or want to try different solutions. Financial Services CRM Software is a widely used technology, and many people are seeking easily administered, high quality 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 Redtail Technology. DealCloud alternatives can be found in [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) but may also be in [Equity Management Software](https://www.g2.com/categories/equity-management) 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) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) - [Acquire.com](https://www.g2.com/products/acquire-com/reviews) - [PitchBook](https://www.g2.com/products/pitchbook/reviews) - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/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 Redtail Technology](https://www.g2.com/compare/affinity-vs-redtail-technology) - [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 Qapita](https://www.g2.com/compare/affinity-vs-qapita) - [Affinity vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-affinity) - [Affinity vs PitchBook](https://www.g2.com/compare/affinity-vs-pitchbook) - [Affinity vs Carta Equity Suite](https://www.g2.com/compare/affinity-vs-carta-equity-suite) ### 2. [Maximizer](https://www.g2.com/products/maximizer/reviews) By Maximizer Software **Average Rating:** 4.0/5 **Total Reviews:** 671 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 Redtail Technology](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [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 Qapita](https://www.g2.com/compare/maximizer-vs-qapita) - [Maximizer vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-maximizer) - [Maximizer vs PitchBook](https://www.g2.com/compare/maximizer-vs-pitchbook) - [Maximizer vs Carta Equity Suite](https://www.g2.com/compare/carta-equity-suite-vs-maximizer) ### 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 Redtail Technology](https://www.g2.com/compare/greminders-vs-redtail-technology) - [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 Qapita](https://www.g2.com/compare/greminders-vs-qapita) - [GReminders vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-greminders) - [GReminders vs PitchBook](https://www.g2.com/compare/greminders-vs-pitchbook) - [GReminders vs Carta Equity Suite](https://www.g2.com/compare/carta-equity-suite-vs-greminders) ### 4. [Zocks](https://www.g2.com/products/zocks/reviews) By Zocks **Average Rating:** 4.7/5 **Total Reviews:** 562 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 Redtail Technology](https://www.g2.com/compare/redtail-technology-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 Qapita](https://www.g2.com/compare/qapita-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) - [Zocks vs Carta Equity Suite](https://www.g2.com/compare/carta-equity-suite-vs-zocks) ### 5. [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 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 Qapita](https://www.g2.com/compare/qapita-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) - [Redtail Technology vs Carta Equity Suite](https://www.g2.com/compare/carta-equity-suite-vs-redtail-technology) ### 6. [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 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) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Carta Equity Suite](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-carta-equity-suite) ### 7. [Qapita](https://www.g2.com/products/qapita/reviews) By Qapita **Average Rating:** 4.6/5 **Total Reviews:** 319 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 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) - [Qapita vs Carta Equity Suite](https://www.g2.com/compare/carta-equity-suite-vs-qapita) ### 8. [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 Redtail Technology](https://www.g2.com/compare/acquire-com-vs-redtail-technology) - [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 Qapita](https://www.g2.com/compare/acquire-com-vs-qapita) - [Acquire.com vs PitchBook](https://www.g2.com/compare/acquire-com-vs-pitchbook) - [Acquire.com vs Carta Equity Suite](https://www.g2.com/compare/acquire-com-vs-carta-equity-suite) ### 9. [PitchBook](https://www.g2.com/products/pitchbook/reviews) By PitchBook Data **Average Rating:** 4.5/5 **Total Reviews:** 255 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 Redtail Technology](https://www.g2.com/compare/pitchbook-vs-redtail-technology) - [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 Qapita](https://www.g2.com/compare/pitchbook-vs-qapita) - [PitchBook vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-pitchbook) - [PitchBook vs Carta Equity Suite](https://www.g2.com/compare/carta-equity-suite-vs-pitchbook) ### 10. [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) By Carta **Average Rating:** 4.3/5 **Total Reviews:** 233 Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders. Reviewers say compared to DealCloud, Carta Equity Suite is: - More usable - More expensive - Easier to admin Categories in common with DealCloud: [Venture Capital Management](https://www.g2.com/categories/venture-capital-management) **Compare:** [DealCloud vs Carta Equity Suite](https://www.g2.com/compare/carta-equity-suite-vs-dealcloud) **Compare Carta Equity Suite with other alternatives:** - [Carta Equity Suite vs Affinity](https://www.g2.com/compare/affinity-vs-carta-equity-suite) - [Carta Equity Suite vs Maximizer](https://www.g2.com/compare/carta-equity-suite-vs-maximizer) - [Carta Equity Suite vs GReminders](https://www.g2.com/compare/carta-equity-suite-vs-greminders) - [Carta Equity Suite vs Zocks](https://www.g2.com/compare/carta-equity-suite-vs-zocks) - [Carta Equity Suite vs Redtail Technology](https://www.g2.com/compare/carta-equity-suite-vs-redtail-technology) - [Carta Equity Suite vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-carta-equity-suite) - [Carta Equity Suite vs Qapita](https://www.g2.com/compare/carta-equity-suite-vs-qapita) - [Carta Equity Suite vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-carta-equity-suite) - [Carta Equity Suite vs PitchBook](https://www.g2.com/compare/carta-equity-suite-vs-pitchbook) ## Explore Articles - [Which ethics and compliance training platforms meet SOC 2 and privacy requirements for a company whose employees operate in multiple countries with different data protection laws?](https://www.g2.com/discussions/which-ethics-and-compliance-training-platforms-meet-soc-2-and-privacy-requirements-for-a-company-whose-employees-operate-in-multiple-countries-with-different-data-protection-laws) - [Best Remote Desktop Software](https://www.g2.com/discussions/in-your-opinion-what-is-the-best-remote-desktop-software) - [Top-rated customer relationship management software for mid-size businesses](https://www.g2.com/discussions/crm-top-rated-customer-relationship-management-software-for-mid-size-businesses) - [Which hardware monitoring platforms give IT teams the most reliable alerting and real-time visibility across servers, network devices and endpoints without generating so much noise that alerts get ignored?](https://www.g2.com/discussions/which-hardware-monitoring-platforms-give-it-teams-the-most-reliable-alerting-and-real-time-visibility-across-servers-network-devices-and-endpoints-without-generating-so-much-noise-that-alerts-get-ignored) - [What .NET IDE solutions offer the fastest implementation path and shortest time to value for development teams?](https://www.g2.com/discussions/what-net-ide-solutions-offer-the-fastest-implementation-path-and-shortest-time-to-value-for-development-teams) - [What is the most affordable visitor management software for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-visitor-management-software-for-smbs) ## Spotlight Categories - [Business Continuity Management (BCM) Software Solutions](https://www.g2.com/categories/business-continuity-management-software) - [Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement)