[ Edgefolio Reviews ](https://www.g2.com/products/edgefolio/reviews) [ Edgefolio Reviews ](https://www.g2.com/products/edgefolio/reviews) # Edgefolio Pricing Overview [Editedit](https://my.g2.com/edgefolio/pricings) **Edgefolio has not provided pricing information for this product or service.** This is common practice for software sellers and service providers. Contact Edgefolio to obtain current pricing. Pricing information for Edgefolio is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Edgefolio must be conducted with the seller. Show More [ ![TaskSuite](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a2db186f19da71314164a3562d9c6536/tasksuite.jpg "TaskSuite") Sponsored TaskSuite 4.9/5 (7) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5 (643) ](https://www.g2.com/products/maximizer/reviews) [ ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology") Redtail Technology 4.3/5 (265) ](https://www.g2.com/products/redtail-technology/reviews) [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5 (221) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/edgefolio/competitors/alternatives) ## Edgefolio Alternatives Pricing The following is a quick overview of editions offered by other [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management) | ![Maximizer](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4dfaaa2c326bd36eafc4b7ebdf8cd0e1/maximizer.png) [Maximizer](https://www.g2.com/products/maximizer/reviews) ##### Core | $90.003 User Per Year | Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals. - Advanced Contact Management - Lead & Opportunity Handling - Task Management - Microsoft Outlook Integration - 100% In-House Support - \*Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. [Show More](javascript:void(0);) | | ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg) [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) ##### Enterprise | Contact Us | Customizable plans with endless options available! Minimum license commitment is required. - Customize Your Plan | | ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png) [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) ##### Agentforce Financial Services Service Enterprise | $325.001 user Per Month | The financial services CRM for service with built-in AI. - Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation - Easy-to-Use CSR Console for Single Pane of Glass - Service Process Studio for Low-Code Customization | Various alternatives pricing & plans Pricing information for the above various Edgefolio alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm)[ Investor Relationship Management ](https://www.g2.com/categories/investor-relationship-management) ##### Explore More [ What are some enterprise information archiving platforms supporting seamless capture from Teams, email, and social media? ](https://www.g2.com/discussions/what-are-some-enterprise-information-archiving-platforms-supporting-seamless-capture-from-teams-email-and-social-media%20)[ Best app to track office expenses ](https://www.g2.com/discussions/what-is-the-best-app-to-track-office-expenses-in-2025)[ Which financial data APIs platforms offer straightforward integration without requiring significant engineering rework? ](https://www.g2.com/discussions/which-financial-data-apis-platforms-offer-straightforward-integration-without-requiring-significant-engineering-rework) [ Top platforms for securing container images ](https://www.g2.com/discussions/what-are-the-top-platforms-for-securing-container-images)[ What are the top-rated tools for real-time business messaging across teams? ](https://www.g2.com/discussions/what-are-the-top-rated-tools-for-real-time-business-messaging-across-teams)[ Best bots for startups looking to automate communication ](https://www.g2.com/discussions/best-bots-for-startups-looking-to-automate-communication) Show More [ What are some enterprise information archiving platforms supporting seamless capture from Teams, email, and social media? ](https://www.g2.com/discussions/what-are-some-enterprise-information-archiving-platforms-supporting-seamless-capture-from-teams-email-and-social-media%20)[ Best app to track office expenses ](https://www.g2.com/discussions/what-is-the-best-app-to-track-office-expenses-in-2025)[ Which financial data APIs platforms offer straightforward integration without requiring significant engineering rework? ](https://www.g2.com/discussions/which-financial-data-apis-platforms-offer-straightforward-integration-without-requiring-significant-engineering-rework) [ Top platforms for securing container images ](https://www.g2.com/discussions/what-are-the-top-platforms-for-securing-container-images)[ What are the top-rated tools for real-time business messaging across teams? ](https://www.g2.com/discussions/what-are-the-top-rated-tools-for-real-time-business-messaging-across-teams)[ Best bots for startups looking to automate communication ](https://www.g2.com/discussions/best-bots-for-startups-looking-to-automate-communication)