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Salespage DataCenter

SalesPage Alternatives & Competitors

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Top Alternatives to Salespage DataCenter

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

Top 20 Alternatives & Competitors to Salespage DataCenter

Browse options below. Based on reviewer data you can see how Salespage DataCenter stacks up to the competition, check reviews from current & previous users in industries like #<Competitors::ProgrammaticText::Description::NullFilters:0x00007efd7c62a798>, and find the best product for your business.
    #1
  1. Redtail CRM

    (116)4.4 out of 5
  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 SalesPage:
    UF
    Our firm started using this CRM in early 2018 and we moved from Salesforce. It was recommended to us by the broker dealer we previously worked with because Redtail was promise to better for a...Read more
    #2
  3. Salesforce Financial Services Cloud

    (67)4.1 out of 5
  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 SalesPage:
    Zain S.
    ZS
    I like the clean and clear data mapping when analyzing data. It helps to see and predict trends as well as certain inconsistencies that could be occurring.This will give a much better oversight of...Read more
    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
  5. SmartOffice

    (24)3.6 out of 5
  6. CRM system for Insurance and Financial Services

    Categories in common with SalesPage:
    CC
    Aplicación muy completa y sencilla cumple con lo más necesario
    #4
  7. Total Expert

    (22)4.5 out of 5
  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 SalesPage:
    UC
    Total Expert is a modern enterprise level marketing software that offers very important and really effective functions such as calendar management, commission management, website management and...Read more
    #5
  9. Backstop Solutions Suite

    (21)4.7 out of 5
  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 SalesPage:
    UI
    Ease of use, built-in calculations and reporting capabilities
    #6
  11. Practifi

    (19)4.6 out of 5
  12. 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 SalesPage:
    Dan R.
    DR
    Our firm appreciates the flexibility in Practifi, and the ability to build out robust workflows with adjustments based on multiple outcomes.
    #7
  13. Wealthbox CRM

    (16)4.3 out of 5
  14. CRM for Financial Advisors

    Categories in common with SalesPage:
    UF
    Easy to enter client information. Like the ability to use with Laser Apps when we used that function. It is easy to track activity, events and emails. Reporting feature when used with Tags are...Read more
    #8
  15. Junxure

    (16)3.7 out of 5
  16. Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.

    Categories in common with SalesPage:
    Malise H.
    MH
    Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the workflow monitor from anywhere, which is perfect for us...Read more
    #9
  17. CRMNEXT

    (15)4.0 out of 5
    Optimized for quick response
  18. CRM and Customer service solutions.

    Categories in common with SalesPage:
    UF
    CRMnexte is a brilliant tool to help improve customer relationships, automate sales force, manage services and customers in a unique way. An aspect that I can say that what stands out about this...Read more
    #10
  19. DebtPayPro

    (5)4.1 out of 5
  20. A complete set of cloud based CRM tools and integrations to help financial service providers.

    Categories in common with SalesPage:
    AB
    Their CRM works when they help you to set it up correctly.
    #11
  21. DealCloud

    (3)4.8 out of 5
  22. 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 SalesPage:
    UB
    There are so many customization options. When you figure it out it makes your life so much easier.
    #12
  23. TAMARAC

    (2)3.8 out of 5
  24. 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 SalesPage:
    UI
    That at least we can get our jobs done, albeit at a snail's pace
    #13
  25. Clienteer

    (2)4.3 out of 5
  26. 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 SalesPage:
    CF
    Performance analysis and investor accounting features are good
    #14
  27. Kronos Finance

    (2)3.5 out of 5
  28. 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 SalesPage:
    UC
    Easy to use and well integrated. Statistical and analytical data all in your fingertips.
    #15
  29. Q4 Desktop

    (2)3.3 out of 5
  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 SalesPage:
    AI
    It’s a good internet software for investors.
    #16
  31. 4Degrees

    (2)5.0 out of 5
  32. Strengthen your most valuable source of opportunity: your relationships. Make professional relationship development more rewarding through proactive network intelligence.

    Categories in common with SalesPage:
    Edie G.
    EG
    The simplicity of having everything in one spot.
    #17
  33. NexJ CRM

    (1)4.5 out of 5
  34. An innovative provider of next generation enterprise customer relationship management (CRM) solutions for financial services, insurance, and healthcare.

    Categories in common with SalesPage:
    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
    #18
  35. BankSight - Intelligent Banking CRM

    (1)0.0 out of 5
  36. 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 SalesPage:
    Albert S.
    AS
    The Events and Recommendations list shows exactly the things some bankers may forget about.
    #19
  37. AdvisorEngine

    (1)5.0 out of 5
  38. Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

    Categories in common with SalesPage:
    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
  39. PrecisionLender

    (1)5.0 out of 5
  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 SalesPage:
    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