# Top 10 InvestGlass Alternatives & Competitors Looking for alternatives or competitors to InvestGlass? Other important factors to consider when researching alternatives to InvestGlass include reliability and ease of use. The best overall InvestGlass alternative is Zoho CRM. Other similar apps like InvestGlass are Vendasta AI Platform, Dock, Agentforce Sales (formerly Salesforce Sales Cloud), and HubSpot Sales Hub. InvestGlass alternatives can be found in [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) but may also be in [CRM Software](https://www.g2.com/categories/crm) or [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence). ## Best Paid & Free Alternatives to InvestGlass - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) - [Dock](https://www.g2.com/products/dock/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Clari](https://www.g2.com/products/clari/reviews) ## Top 10 Alternatives to InvestGlass Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how InvestGlass stacks up to the competition and find the best product for your business. ### 1. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) By Zoho **Average Rating:** 4.1/5 **Total Reviews:** 2,940 Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant), [Client Portal](https://www.g2.com/categories/client-portal) **Compare:** [InvestGlass vs Zoho CRM](https://www.g2.com/compare/investglass-vs-zoho-crm) **Compare Zoho CRM with other alternatives:** - [Zoho CRM vs Vendasta AI Platform](https://www.g2.com/compare/vendasta-ai-platform-vs-zoho-crm) - [Zoho CRM vs Dock](https://www.g2.com/compare/dock-vs-zoho-crm) - [Zoho CRM vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-zoho-crm) - [Zoho CRM vs HubSpot Sales Hub](https://www.g2.com/compare/hubspot-sales-hub-vs-zoho-crm) - [Zoho CRM vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-zoho-crm) - [Zoho CRM vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-zoho-crm) - [Zoho CRM vs Fathom](https://www.g2.com/compare/fathom-video-vs-zoho-crm) - [Zoho CRM vs Gong](https://www.g2.com/compare/gong-vs-zoho-crm) - [Zoho CRM vs Clari](https://www.g2.com/compare/clari-vs-zoho-crm) ### 2. [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) By Vendasta **Average Rating:** 4.5/5 **Total Reviews:** 539 Vendasta turns complex data and instructions into easy-to-manage AI employees that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. Vendasta’s AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it’s lead capture, automating customer communication, or managing content, the AI employees have you covered. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant), [Client Portal](https://www.g2.com/categories/client-portal) **Compare:** [InvestGlass vs Vendasta AI Platform](https://www.g2.com/compare/investglass-vs-vendasta-ai-platform) **Compare Vendasta AI Platform with other alternatives:** - [Vendasta AI Platform vs Zoho CRM](https://www.g2.com/compare/vendasta-ai-platform-vs-zoho-crm) - [Vendasta AI Platform vs Dock](https://www.g2.com/compare/dock-vs-vendasta-ai-platform) - [Vendasta AI Platform vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-vendasta-ai-platform) - [Vendasta AI Platform vs HubSpot Sales Hub](https://www.g2.com/compare/hubspot-sales-hub-vs-vendasta-ai-platform) - [Vendasta AI Platform vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-vendasta-ai-platform) - [Vendasta AI Platform vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-vendasta-ai-platform) - [Vendasta AI Platform vs Fathom](https://www.g2.com/compare/fathom-video-vs-vendasta-ai-platform) - [Vendasta AI Platform vs Gong](https://www.g2.com/compare/gong-vs-vendasta-ai-platform) - [Vendasta AI Platform vs Clari](https://www.g2.com/compare/clari-vs-vendasta-ai-platform) ### 3. [Dock](https://www.g2.com/products/dock/reviews) By Dock **Average Rating:** 4.6/5 **Total Reviews:** 481 Dock transforms the b2b buyer and customer experience by providing a single destination for clients. Instead of navigating multiple email threads, hidden attachments and random links, clients visit a personalized portal when they need something. The portals are easy for client managers to set up and host all of the key resources related to the relationship (links, pdfs, embeds, videos, action plans, etc.). Along the way, client managers get analytics to move deals and projects forward. With Dock, client managers save time and impress clients. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant), [Client Portal](https://www.g2.com/categories/client-portal) **Compare:** [InvestGlass vs Dock](https://www.g2.com/compare/dock-vs-investglass) **Compare Dock with other alternatives:** - [Dock vs Zoho CRM](https://www.g2.com/compare/dock-vs-zoho-crm) - [Dock vs Vendasta AI Platform](https://www.g2.com/compare/dock-vs-vendasta-ai-platform) - [Dock vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-dock) - [Dock vs HubSpot Sales Hub](https://www.g2.com/compare/dock-vs-hubspot-sales-hub) - [Dock vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-dock) - [Dock vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/dock-vs-gtm-workspace-powered-by-zoominfo) - [Dock vs Fathom](https://www.g2.com/compare/dock-vs-fathom-video) - [Dock vs Gong](https://www.g2.com/compare/dock-vs-gong) - [Dock vs Clari](https://www.g2.com/compare/clari-vs-dock) ### 4. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) By Salesforce **Average Rating:** 4.4/5 **Total Reviews:** 25,856 Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with Sales Cloud. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant) **Compare:** [InvestGlass vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-investglass) **Compare Agentforce Sales (formerly Salesforce Sales Cloud) with other alternatives:** - [Agentforce Sales (formerly Salesforce Sales Cloud) vs Zoho CRM](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-zoho-crm) - [Agentforce Sales (formerly Salesforce Sales Cloud) vs Vendasta AI Platform](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-vendasta-ai-platform) - [Agentforce Sales (formerly Salesforce Sales Cloud) vs Dock](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-dock) - [Agentforce Sales (formerly Salesforce Sales Cloud) vs HubSpot Sales Hub](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-hubspot-sales-hub) - [Agentforce Sales (formerly Salesforce Sales Cloud) vs Apollo.io](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-apollo-io) - [Agentforce Sales (formerly Salesforce Sales Cloud) vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-gtm-workspace-powered-by-zoominfo) - [Agentforce Sales (formerly Salesforce Sales Cloud) vs Fathom](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-fathom-video) - [Agentforce Sales (formerly Salesforce Sales Cloud) vs Gong](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-gong) - [Agentforce Sales (formerly Salesforce Sales Cloud) vs Clari](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-clari) ### 5. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) By HubSpot **Average Rating:** 4.4/5 **Total Reviews:** 13,878 Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it combines AI, automation, and insights in one easy-to-use platform, so reps can sell smarter and scale without added complexity. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant) **Compare:** [InvestGlass vs HubSpot Sales Hub](https://www.g2.com/compare/hubspot-sales-hub-vs-investglass) **Compare HubSpot Sales Hub with other alternatives:** - [HubSpot Sales Hub vs Zoho CRM](https://www.g2.com/compare/hubspot-sales-hub-vs-zoho-crm) - [HubSpot Sales Hub vs Vendasta AI Platform](https://www.g2.com/compare/hubspot-sales-hub-vs-vendasta-ai-platform) - [HubSpot Sales Hub vs Dock](https://www.g2.com/compare/dock-vs-hubspot-sales-hub) - [HubSpot Sales Hub vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-hubspot-sales-hub) - [HubSpot Sales Hub vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-hubspot-sales-hub) - [HubSpot Sales Hub vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-hubspot-sales-hub) - [HubSpot Sales Hub vs Fathom](https://www.g2.com/compare/fathom-video-vs-hubspot-sales-hub) - [HubSpot Sales Hub vs Gong](https://www.g2.com/compare/gong-vs-hubspot-sales-hub) - [HubSpot Sales Hub vs Clari](https://www.g2.com/compare/clari-vs-hubspot-sales-hub) ### 6. [Apollo.io](https://www.g2.com/products/apollo-io/reviews) By Apollo.io **Average Rating:** 4.7/5 **Total Reviews:** 9,691 Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 210M contacts and 35M companies with robust and accurate data. Teams leverage Apollo’s Engagement Suite to scale outbound activity and sequences effectively. Finally, up-level your entire go-to-market processes with Apollo's Intelligence Engine with recommendations and analytics that help you close. Founded in 2015, Apollo.io is a leading data intelligence and sales engagement platform trusted by over 10,000 customers, from rapidly growing startups to global enterprises. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant) **Compare:** [InvestGlass vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-investglass) **Compare Apollo.io with other alternatives:** - [Apollo.io vs Zoho CRM](https://www.g2.com/compare/apollo-io-vs-zoho-crm) - [Apollo.io vs Vendasta AI Platform](https://www.g2.com/compare/apollo-io-vs-vendasta-ai-platform) - [Apollo.io vs Dock](https://www.g2.com/compare/apollo-io-vs-dock) - [Apollo.io vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-apollo-io) - [Apollo.io vs HubSpot Sales Hub](https://www.g2.com/compare/apollo-io-vs-hubspot-sales-hub) - [Apollo.io vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/apollo-io-vs-gtm-workspace-powered-by-zoominfo) - [Apollo.io vs Fathom](https://www.g2.com/compare/apollo-io-vs-fathom-video) - [Apollo.io vs Gong](https://www.g2.com/compare/apollo-io-vs-gong) - [Apollo.io vs Clari](https://www.g2.com/compare/apollo-io-vs-clari) ### 7. [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) By ZoomInfo **Average Rating:** 4.5/5 **Total Reviews:** 9,108 GTM Workspace is a unified sales execution platform that brings together CRM data, ZoomInfo intelligence, engagement history, and buying signals in one consolidated view - so account executives and account managers can manage their entire book of business, prioritize pipeline, and act on the best opportunities without ever switching tools. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant) **Compare:** [InvestGlass vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-investglass) **Compare GTM Workspace - Powered by ZoomInfo with other alternatives:** - [GTM Workspace - Powered by ZoomInfo vs Zoho CRM](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-zoho-crm) - [GTM Workspace - Powered by ZoomInfo vs Vendasta AI Platform](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-vendasta-ai-platform) - [GTM Workspace - Powered by ZoomInfo vs Dock](https://www.g2.com/compare/dock-vs-gtm-workspace-powered-by-zoominfo) - [GTM Workspace - Powered by ZoomInfo vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-gtm-workspace-powered-by-zoominfo) - [GTM Workspace - Powered by ZoomInfo vs HubSpot Sales Hub](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-hubspot-sales-hub) - [GTM Workspace - Powered by ZoomInfo vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-gtm-workspace-powered-by-zoominfo) - [GTM Workspace - Powered by ZoomInfo vs Fathom](https://www.g2.com/compare/fathom-video-vs-gtm-workspace-powered-by-zoominfo) - [GTM Workspace - Powered by ZoomInfo vs Gong](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-gong) - [GTM Workspace - Powered by ZoomInfo vs Clari](https://www.g2.com/compare/clari-vs-gtm-workspace-powered-by-zoominfo) ### 8. [Fathom](https://www.g2.com/products/fathom-video/reviews) By Fathom **Average Rating:** 5.0/5 **Total Reviews:** 6,945 Fathom records, transcribes, highlights, and summarizes your meetings so you can focus on the conversation. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant) **Compare:** [InvestGlass vs Fathom](https://www.g2.com/compare/fathom-video-vs-investglass) **Compare Fathom with other alternatives:** - [Fathom vs Zoho CRM](https://www.g2.com/compare/fathom-video-vs-zoho-crm) - [Fathom vs Vendasta AI Platform](https://www.g2.com/compare/fathom-video-vs-vendasta-ai-platform) - [Fathom vs Dock](https://www.g2.com/compare/dock-vs-fathom-video) - [Fathom vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-fathom-video) - [Fathom vs HubSpot Sales Hub](https://www.g2.com/compare/fathom-video-vs-hubspot-sales-hub) - [Fathom vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-fathom-video) - [Fathom vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/fathom-video-vs-gtm-workspace-powered-by-zoominfo) - [Fathom vs Gong](https://www.g2.com/compare/fathom-video-vs-gong) - [Fathom vs Clari](https://www.g2.com/compare/clari-vs-fathom-video) ### 9. [Gong](https://www.g2.com/products/gong/reviews) By Gong **Average Rating:** 4.7/5 **Total Reviews:** 6,678 The patented Gong Revenue Intelligence Platform™ captures and understands every customer interaction, then delivers insights at scale, empowering revenue teams to make decisions based on data instead of opinions. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant) **Compare:** [InvestGlass vs Gong](https://www.g2.com/compare/gong-vs-investglass) **Compare Gong with other alternatives:** - [Gong vs Zoho CRM](https://www.g2.com/compare/gong-vs-zoho-crm) - [Gong vs Vendasta AI Platform](https://www.g2.com/compare/gong-vs-vendasta-ai-platform) - [Gong vs Dock](https://www.g2.com/compare/dock-vs-gong) - [Gong vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-gong) - [Gong vs HubSpot Sales Hub](https://www.g2.com/compare/gong-vs-hubspot-sales-hub) - [Gong vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-gong) - [Gong vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/gtm-workspace-powered-by-zoominfo-vs-gong) - [Gong vs Fathom](https://www.g2.com/compare/fathom-video-vs-gong) - [Gong vs Clari](https://www.g2.com/compare/clari-vs-gong) ### 10. [Clari](https://www.g2.com/products/clari/reviews) By Salesloft **Average Rating:** 4.6/5 **Total Reviews:** 5,609 With Clari, sales leaders get instant insight about their forecast and deal progress, with a direct line to reps to coach and align on next steps to close. Categories in common with InvestGlass: [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant) **Compare:** [InvestGlass vs Clari](https://www.g2.com/compare/clari-vs-investglass) **Compare Clari with other alternatives:** - [Clari vs Zoho CRM](https://www.g2.com/compare/clari-vs-zoho-crm) - [Clari vs Vendasta AI Platform](https://www.g2.com/compare/clari-vs-vendasta-ai-platform) - [Clari vs Dock](https://www.g2.com/compare/clari-vs-dock) - [Clari vs Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-clari) - [Clari vs HubSpot Sales Hub](https://www.g2.com/compare/clari-vs-hubspot-sales-hub) - [Clari vs Apollo.io](https://www.g2.com/compare/apollo-io-vs-clari) - [Clari vs GTM Workspace - Powered by ZoomInfo](https://www.g2.com/compare/clari-vs-gtm-workspace-powered-by-zoominfo) - [Clari vs Fathom](https://www.g2.com/compare/clari-vs-fathom-video) - [Clari vs Gong](https://www.g2.com/compare/clari-vs-gong) ## Explore Articles - [What is the most affordable website monitoring software for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-website-monitoring-software-for-smbs) - [Top chatbot companies](https://www.g2.com/discussions/what-are-the-top-chatbot-companies) - [Which 3D rendering program for architects produces realistic visuals without killing a laptop that is not a high-end workstation?](https://www.g2.com/discussions/which-3d-rendering-program-for-architects-produces-realistic-visuals-without-killing-a-laptop-that-is-not-a-high-end-workstation) - [What is the best tool for managing ads across multiple networks?](https://www.g2.com/discussions/what-is-the-best-tool-for-managing-ads-across-multiple-networks) - [Which BPM tools let a non-technical team design and automate workflows themselves without waiting on IT or a developer to build everything?](https://www.g2.com/discussions/which-bpm-tools-let-a-non-technical-team-design-and-automate-workflows-themselves-without-waiting-on-it-or-a-developer-to-build-everything) - [Which 3D rendering platforms work best for an interior design firm that needs photorealistic room renderings for client presentations without a dedicated 3D specialist on staff?](https://www.g2.com/discussions/which-3d-rendering-platforms-work-best-for-an-interior-design-firm-that-needs-photorealistic-room-renderings-for-client-presentations-without-a-dedicated-3d-specialist-on-staff) ## Spotlight Categories - [Contract Management Software](https://www.g2.com/categories/contract-management) - [Remote Monitoring & Management (RMM) Software](https://www.g2.com/categories/remote-monitoring-management-rmm) - [Online Community Management Software](https://www.g2.com/categories/online-community-management)