Research alternative solutions to Zapflow on G2, with real user reviews on competing tools. Other important factors to consider when researching alternatives to Zapflow include reliability and ease of use. The best overall Zapflow alternative is Maximizer. Other similar apps like Zapflow are Qapita, Salesforce Financial Services Cloud, Redtail Technology, and Total Expert. Zapflow alternatives can be found in Venture Capital Management Software but may also be in Financial Services CRM Software or CRM Software.
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Qapita is a Singapore headquartered digital equity management platform for private companies, particularly start-ups. Its software, QapMap, is designed to enable capitalisation table (CapTable) management, employee stock ownership plan (ESOP) management and digital ESOP issuance with the aim of eventually enabling digital share issuance for companies across South and Southeast Asia.
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.
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
Juniper Square is an intuitive, all-in-one investment management software system designed specifically for the real estate industry.
CRM for Financial Advisors
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, .
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
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.