# Top 10 CANDID CRM Alternatives & Competitors (3)5.0 out of 5 Many buyers researching CANDID CRM on G2 ultimately choose a competing solution from this list of highly rated tools. In most cases, users compare alternatives based on reliability and ease of use. The best overall alternative to CANDID CRM is [Maximizer](https://www.g2.com/products/maximizer/reviews), rated ~4.0 stars on G2 from 642+ reviewers. It is frequently praised for lead management and task management. Other well-known alternatives to CANDID CRM are: - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) – known for customer support and user-friendly (G2 star rating ~4.7) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) – highly rated for helpful and customer support (G2 star rating ~4.3) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) – offers functionality and features (G2 star rating ~4.3) - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) – best suited for teams that need customer support and helpful (G2 star rating ~4.5) Browse top options below. Based on G2 review data, CANDID CRM is most commonly used in industries like [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [CRM Software](https://www.g2.com/categories/crm), [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm). Compare user ratings by vertical to find the best fit. ## Best Paid & Free Alternatives to CANDID CRM - Maximizer - Capsule CRM - Redtail Technology - Agentforce Financial Services (formerly Salesforce Financial Services Cloud) - Lead Management - Wealthbox CRM - Merchant Central by NMI - vcita ## Top 10 Alternatives to CANDID CRM Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how CANDID CRM stacks up to the competition, check reviews from current & previous users in industries like Financial Services and Information Services, and find the best product for your business. [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/4dfaaa2c326bd36eafc4b7ebdf8cd0e1/maximizer.png "Product Avatar Image") ](https://www.g2.com/products/maximizer/reviews) [ Maximizer ](https://www.g2.com/products/maximizer/reviews) By [Maximizer Software](https://www.g2.com/sellers/maximizer-software) [ 4/5(672) ](https://www.g2.com/products/maximizer/reviews#reviews) Product Description The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together. Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/114a1c437be72da488928c8ec18c96e6/capsule-crm.png "Product Avatar Image") ](https://www.g2.com/products/capsule-crm/reviews) [ Capsule CRM ](https://www.g2.com/products/capsule-crm/reviews) By [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4) [ 4.7/5(513) ](https://www.g2.com/products/capsule-crm/reviews#reviews) Product Description Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") ](https://www.g2.com/products/redtail-technology/reviews) [ Redtail Technology ](https://www.g2.com/products/redtail-technology/reviews) By [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) [ 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews#reviews) Product Description Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png "Product Avatar Image") ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ Agentforce Financial Services (formerly Salesforce Financial Services Cloud) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) By [Salesforce](https://www.g2.com/sellers/salesforce) [ 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews#reviews) 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. Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/cb62c1e94c41f57c31d0e9199c421054/total-expert-lead-management.jpg "Product Avatar Image") ](https://www.g2.com/products/total-expert-lead-management/reviews) [ Lead Management ](https://www.g2.com/products/total-expert-lead-management/reviews) By [Total Expert](https://www.g2.com/sellers/total-expert) [ 4.5/5(157) ](https://www.g2.com/products/total-expert-lead-management/reviews#reviews) 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. Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") ](https://www.g2.com/products/wealthbox-crm/reviews) [ Wealthbox CRM ](https://www.g2.com/products/wealthbox-crm/reviews) By [Wealthbox](https://www.g2.com/sellers/wealthbox) [ 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews#reviews) Product Description CRM for Financial Advisors Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/e702fec2d25950c059552740e66beca1/merchant-central-by-nmi.png "Product Avatar Image") ](https://www.g2.com/products/merchant-central-by-nmi/reviews) [ Merchant Central by NMI ](https://www.g2.com/products/merchant-central-by-nmi/reviews) By [NMI](https://www.g2.com/sellers/nmi) [ 4.6/5(101) ](https://www.g2.com/products/merchant-central-by-nmi/reviews#reviews) Product Description Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry. Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/2858eddf9e4077ba6fff5946b85fffd3/vcita.png "Product Avatar Image") ](https://www.g2.com/products/vcita/reviews) [ vcita ](https://www.g2.com/products/vcita/reviews) By [vcita](https://www.g2.com/sellers/vcita) [ 4.5/5(81) ](https://www.g2.com/products/vcita/reviews#reviews) Product Description The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social. Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/4a09e8f26a19b09a4ab75f827b679284/practifi.png "Product Avatar Image") ](https://www.g2.com/products/practifi/reviews) [ Practifi ](https://www.g2.com/products/practifi/reviews) By [Practifi](https://www.g2.com/sellers/practifi) [ 4.3/5(79) ](https://www.g2.com/products/practifi/reviews#reviews) Product Description 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 CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/21e9a1dafc323712f8cb30f09df7c120/affinity.jpeg "Product Avatar Image") ](https://www.g2.com/products/affinity/reviews) [ Affinity ](https://www.g2.com/products/affinity/reviews) By [Affinity](https://www.g2.com/sellers/affinity) [ 4.4/5(72) ](https://www.g2.com/products/affinity/reviews#reviews) 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, . Categories in common with CANDID CRM: [ Financial Services CRM ](/categories/financial-services-crm) ### Explore Articles [ What are the best financial audit software for mid-market companies managing internal controls and compliance testing workflows? ](https://www.g2.com/discussions/what-are-the-best-financial-audit-software-for-mid-market-companies-managing-internal-controls-and-compliance-testing-workflows%20) [ What software makes it easiest to pull consumer insights from surveys and in-app behavior data without needing a dedicated data team to process the results? ](https://www.g2.com/discussions/what-software-makes-it-easiest-to-pull-consumer-insights-from-surveys-and-in-app-behavior-data-without-needing-a-dedicated-data-team-to-process-the-results%20) [ Which file recovery software tools offer automation to reduce repetitive tasks while meeting compliance requirements? ](https://www.g2.com/discussions/which-file-recovery-software-tools-offer-automation-to-reduce-repetitive-tasks-while-meeting-compliance-requirements) [ What are the highest rated AR content management systems for interior and architectural designers accelerating project timelines? ](https://www.g2.com/discussions/what-are-the-highest-rated-ar-content-management-systems-for-interior-and-architectural-designers-accelerating-project-timelines) [ What's the best AR training simulator platform for a mid-sized manufacturing company? ](https://www.g2.com/discussions/what-s-the-best-ar-training-simulator-platform-for-a-mid-sized-manufacturing-company) [ What's the most scalable batch management platform for a growing cosmetics brand with multiple warehouses? ](https://www.g2.com/discussions/what-s-the-most-scalable-batch-management-platform-for-a-growing-cosmetics-brand-with-multiple-warehouses) ### Spotlight Categories [ Marketing Analytics Tools ](https://www.g2.com/categories/marketing-analytics) [ Corporate Performance Management (CPM) Software ](https://www.g2.com/categories/corporate-performance-management-cpm) [ Applicant Tracking Systems (ATS) ](https://www.g2.com/categories/applicant-tracking-systems-ats)