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Grendel

Grendel Alternatives & Competitors

Top Alternatives to Grendel

  • Redtail CRM
  • Salesforce Financial Services Cloud
  • SmartOffice
  • Total Expert
  • Backstop Solutions Suite

Top 20 Alternatives & Competitors to Grendel

    #1
    #1
  1. Redtail CRM

    (116)4.4 out of 5

    Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

    Categories in common with Grendel:
  2. Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

    Categories in common with Grendel:

    SS
    I like that Redtail is always looking to improve both their products and their services.
    #2
    #2
  3. Salesforce Financial Services Cloud

    (67)4.1 out of 5

    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.

    Categories in common with Grendel:
  4. 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.

    Categories in common with Grendel:

    Jerry M.
    JM
    The connectivity to current things going on with the company
    18%   of software applications aren't well liked by teams using them.
    Find out how your team feels about your stack with G2 Pulse Surveys.
    Learn More
    #3
    #3
  5. SmartOffice

    (24)3.6 out of 5

    CRM system for Insurance and Financial Services

    Categories in common with Grendel:
  6. CRM system for Insurance and Financial Services

    Categories in common with Grendel:

    AF
    We love smart office. Keeps us organized and on the same page.
    #4
    #4
  7. Total Expert

    (22)4.5 out of 5

    Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

    Categories in common with Grendel:
  8. Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

    Categories in common with Grendel:

    MJ
    There is no need to worry about product’s tracking and tagging in the market when Total Expert is there to hold these things. It’s not a fantastic software to mark the product price by comparing it...Read more
    #5
    #5
  9. Backstop Solutions Suite

    (21)4.7 out of 5

    Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

    Categories in common with Grendel:
  10. Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

    Categories in common with Grendel:

    SK
    Simple, easy to use, client care is excellent, very patient onboarding team.
    #6
    #6
  11. Wealthbox CRM

    (16)4.3 out of 5

    CRM for Financial Advisors

    Categories in common with Grendel:
  12. CRM for Financial Advisors

    Categories in common with Grendel:

    UF
    My favorite thing about Wealthbox is the plethora of features.
    #7
    #7
  13. Junxure

    (16)3.7 out of 5

    Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.

    Categories in common with Grendel:
  14. Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.

    Categories in common with Grendel:

    Heather B.
    HB
    I love the Pending and Past Due tasks, the ability to assign queues to others, the workflow automation, and especially the customization. Also, the report assistant and the tags and...Read more
    #8
    #8
  15. CRMNEXT

    (15)4.0 out of 5
    Optimized for quick response

    CRM and Customer service solutions.

    Categories in common with Grendel:
  16. CRM and Customer service solutions.

    Categories in common with Grendel:

    II
    All the details are reflecting on 360 page, Hence looks like good future.
    #9
    #9
  17. Practifi

    (7)4.9 out of 5

    Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.

    Categories in common with Grendel:
  18. Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.

    Categories in common with Grendel:

    UF
    The support I received went above and beyond to find a solution to my issue. When several email exchanges did not work, they promptly initiated a zoom meeting and were able to get me squared away...Read more
    #10
    #10
  19. DebtPayPro

    (5)4.1 out of 5

    A complete set of cloud based CRM tools and integrations to help financial service providers.

    Categories in common with Grendel:
  20. A complete set of cloud based CRM tools and integrations to help financial service providers.

    Categories in common with Grendel:

    AT
    As with any CRM you get what you put in. If you have a flow for your clients Debt Pay Pro is full of bells and whistles to help that flow along. The basic DPP is limited as far as stages and...Read more
    #11
    #11
  21. TAMARAC

    (2)3.8 out of 5

    Tamarac is an open platform with a large and growing list of supported integration partners, providing your firm with the flexibility and support you need to automate more of your business

    Categories in common with Grendel:
  22. Tamarac is an open platform with a large and growing list of supported integration partners, providing your firm with the flexibility and support you need to automate more of your business

    Categories in common with Grendel:

    UI
    That at least we can get our jobs done, albeit at a snail's pace
    #12
    #12
  23. DealCloud

    (3)4.8 out of 5

    DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.

    Categories in common with Grendel:
  24. DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.

    Categories in common with Grendel:

    AC
    It allows me to track every touchpoint I have with companies in a single place. It helps me keep my pipeline organized.
    #13
    #13
  25. Kronos Finance

    (2)3.5 out of 5

    Kronos Finance is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients' insurance and investment information. And it's a powerful productivity, marketing, sales and compliance tool.

    Categories in common with Grendel:
  26. Kronos Finance is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients' insurance and investment information. And it's a powerful productivity, marketing, sales and compliance tool.

    Categories in common with Grendel:

    UC
    Easy to use and well integrated. Statistical and analytical data all in your fingertips.
    #14
    #14
  27. Clienteer

    (2)4.3 out of 5

    Clienteer is a CRM platform designed specifically for hedge funds & other asset managers to assist in the workflows related to investor relations, sales & marketing, operations, and compliance.

    Categories in common with Grendel:
  28. Clienteer is a CRM platform designed specifically for hedge funds & other asset managers to assist in the workflows related to investor relations, sales & marketing, operations, and compliance.

    Categories in common with Grendel:

    CF
    Performance analysis and investor accounting features are good
    #15
    #15
  29. Q4 Desktop

    (2)3.3 out of 5

    The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow. Improve engagement with investors, and understand stock movements to improve your investor relations program.

    Categories in common with Grendel:
  30. The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow. Improve engagement with investors, and understand stock movements to improve your investor relations program.

    Categories in common with Grendel:

    AI
    It’s a good internet software for investors.
    #16
    #16
  31. 4Degrees

    (2)5.0 out of 5

    Strengthen your most valuable source of opportunity: your relationships. Make professional relationship development more rewarding through proactive network intelligence.

    Categories in common with Grendel:
  32. Strengthen your most valuable source of opportunity: your relationships. Make professional relationship development more rewarding through proactive network intelligence.

    Categories in common with Grendel:

    Edie G.
    EG
    The simplicity of having everything in one spot.
    #17
    #17
  33. BankSight - Intelligent Banking CRM

    (1)0.0 out of 5

    BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.

    Categories in common with Grendel:
  34. BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.

    Categories in common with Grendel:

    Albert S.
    AS
    The Events and Recommendations list shows exactly the things some bankers may forget about.
    #18
    #18
  35. NexJ CRM

    (1)4.5 out of 5

    An innovative provider of next generation enterprise customer relationship management (CRM) solutions for financial services, insurance, and healthcare.

    Categories in common with Grendel:
  36. An innovative provider of next generation enterprise customer relationship management (CRM) solutions for financial services, insurance, and healthcare.

    Categories in common with Grendel:

    UI
    NexJ Systems' CRM which was branded for American Family Insurance was an intuitive, clean, and easy-to-use software that allowed me to efficiently handle clients. From the CRM I was able to manage...Read more
    #19
    #19
  37. AdvisorEngine

    (1)5.0 out of 5

    Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

    Categories in common with Grendel:
  38. Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

    Categories in common with Grendel:

    Malise H.
    MH
    The best part about moving over to a cloud-based platform is that we have been able to go paperless. We get to save money and the environment! Working digitally allows us to spend more time helping...Read more
    #20
    #20
  39. PrecisionLender

    (1)5.0 out of 5

    PrecisionLender is a web-based pricing management solution to price nearly $10 billion in loans and deposits each month. With PrecisionLender, loan officers finally have a tool they can use to have a constructive conversation that focuses on the borrowers needs, and allows them to hand-craft a solution that works for both the borrower and the bank.

    Categories in common with Grendel:
  40. PrecisionLender is a web-based pricing management solution to price nearly $10 billion in loans and deposits each month. With PrecisionLender, loan officers finally have a tool they can use to have a constructive conversation that focuses on the borrowers needs, and allows them to hand-craft a solution that works for both the borrower and the bank.

    Categories in common with Grendel:

    UI
    This is the best product if you want to fuel loan growth and promote competition among bankers within your bank. Not only does this tool help you to price your loans but your deposits as well. For...Read more