# Singletrack Reviews **Vendor:** Singletrack **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 2 ## About Singletrack Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace. Proven in use by brokers, investment banks and independent research providers, Singletrack Sell Side enables firms to keep resources focused on the most profitable clients. Its powerful capital markets CRM functionality manages the client contact process and ensures productive inter-departmental collaboration while integrated applications deliver significant business advantage, including: • Streamlined corporate access management • Focused research distribution with consumption metrics • Enterprise-wide, real time reporting • Comprehensive activity logs for client compensation reviews • In-built transparency to meet growing regulatory requirements Singletrack Buy Side is a vendor management tool that enables buy side firms to track, measure and evaluate services from sell side firms with accuracy and ease. It facilitates contract management, interactions evaluation and research engagement measurement in one powerful, effective tool. Built on a world class future-proof operating platform, Singletrack requires no IT and can be implemented and fully operational in weeks. Singletrack was founded by experienced capital markets professionals in London’s financial centre in 2009. ## Singletrack Reviews ### 1. Singer Track Review **Rating:** 4.5/5.0 stars **Reviewed by:** Ratiranjan N. | Sr Data Engineer , Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2022 **What do you like best about Singletrack?** It has got a great platform that helps to understand the companies Spent, licence,usage details,user details,what are the application needs in a best possible way and it has many more other options as well. **What do you dislike about Singletrack?** I feel like it should have more customisation options/abilities and better details about the transaction systems. the above feature can be enhanced and can be a great asset to any of the organization using it. **What problems is Singletrack solving and how is that benefiting you?** The features it has like utility page, compliance systems, department wise budget allocation and tracking the spent. These features are really nice things that helped our organization to track and manage few project items ### 2. A pioneer solution for market engagements **Rating:** 4.5/5.0 stars **Reviewed by:** Manav S. | Assistant Project Manager - ll, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2021 **What do you like best about Singletrack?** Singletrack is an easy-to-install platform that helps in boosting performance on both sales and buy-side. It provides services to enhance trading researches, investment banking, corporate access, and compliance. I like the graphics and presentations of analytics. **What do you dislike about Singletrack?** I did not find anything negative about singletrack yet. It works fine and provides the one bank solution. They can improve their content performance section by giving a clear graph of failing and rising engagements. **Recommendations to others considering Singletrack:** I like the application, and it's easy to use. I recommended the same to the new players in the market. **What problems is Singletrack solving and how is that benefiting you?** I am using the application to measure the engagements in the market and monetize the research. We are gathering the data from siloed systems to provide ease of accessibility. My friend and I are running a business together; we just started using the application. ## Singletrack Discussions - [What is Singletrack used for?](https://www.g2.com/discussions/what-is-singletrack-used-for) - [View Singletrack pricing details and edition comparison](https://www.g2.com/products/singletrack/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+22%3A12%3A28+-0500&secure%5Bsession_id%5D=ce7b1382-c0ef-4bea-b8c5-0de866b4bfb4&secure%5Btoken%5D=a88d9c1491a375f6f21de8de68e0fc7d79eab144bb67a369d23664f8c86e874e&format=llm_user) ## Singletrack Features **Content** - Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Singletrack Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)