# Top 10 Coretrac CRM Alternatives & Competitors **Average Rating:** 5.0/5 **Total Number of Reviews:** 2 Explore as melhores alternativas para Coretrac CRM para usuários que precisam de novos recursos de software ou desejam experimentar diferentes soluções. Outros fatores importantes a considerar ao pesquisar alternativas para Coretrac CRM incluem facilidade de uso e confiabilidade. A melhor alternativa geral para Coretrac CRM é Maximizer. Outros aplicativos semelhantes a Coretrac CRM são Redtail Technology, Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Total Expert, e Wealthbox CRM. Coretrac CRM alternativas podem ser encontradas em [Serviços Financeiros CRM Software](https://www.g2.com/pt/categories/financial-services-crm) mas também podem estar em [Software de CRM](https://www.g2.com/pt/categories/crm) ou [Software de CRM para Hipotecas](https://www.g2.com/pt/categories/mortgage-crm). ## Melhores Alternativas Pagas e Gratuitas para Coretrac CRM - [Maximizer](https://www.g2.com/pt/products/maximizer/reviews) - [Redtail Technology](https://www.g2.com/pt/products/redtail-technology/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [Total Expert](https://www.g2.com/pt/products/total-expert/reviews) - [Wealthbox CRM](https://www.g2.com/pt/products/wealthbox-crm/reviews) - [Merchant Central by NMI](https://www.g2.com/pt/products/merchant-central-by-nmi/reviews) - [vcita](https://www.g2.com/pt/products/vcita/reviews) - [Practifi](https://www.g2.com/pt/products/practifi/reviews) - [Affinity](https://www.g2.com/pt/products/affinity/reviews) - [Irwin](https://www.g2.com/pt/products/irwin/reviews) ## Principais Alternativas de 10 para Coretrac CRM Recentemente Avaliadas pela Comunidade G2 Explore as opções abaixo. Baseado em dados de avaliadores, você pode ver como Coretrac CRM se compara à concorrência, confira avaliações de usuários atuais e anteriores em setores como Contabilidade e Telecomunicações, e encontre o melhor produto para o seu negócio. ### 1. [Maximizer](https://www.g2.com/pt/products/maximizer/reviews) By Maximizer Software **Average Rating:** 4.0/5 **Total Reviews:** 673 O centro de comando para líderes de vendas e representantes serem mais orientados por dados, aumentarem a produtividade e alcançarem metas de receita juntos. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Maximizer](https://www.g2.com/pt/compare/coretrac-crm-vs-maximizer) **Compare Maximizer with other alternatives:** - [Maximizer vs Redtail Technology](https://www.g2.com/pt/compare/maximizer-vs-redtail-technology) - [Maximizer vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Maximizer vs Total Expert](https://www.g2.com/pt/compare/maximizer-vs-total-expert) - [Maximizer vs Wealthbox CRM](https://www.g2.com/pt/compare/maximizer-vs-wealthbox-crm) - [Maximizer vs Merchant Central by NMI](https://www.g2.com/pt/compare/maximizer-vs-merchant-central-by-nmi) - [Maximizer vs vcita](https://www.g2.com/pt/compare/maximizer-vs-vcita) - [Maximizer vs Practifi](https://www.g2.com/pt/compare/maximizer-vs-practifi) - [Maximizer vs Affinity](https://www.g2.com/pt/compare/affinity-vs-maximizer) - [Maximizer vs Irwin](https://www.g2.com/pt/compare/irwin-vs-maximizer) ### 2. [Redtail Technology](https://www.g2.com/pt/products/redtail-technology/reviews) By Orion Advisor Tech **Average Rating:** 4.3/5 **Total Reviews:** 268 Redtail Technology é uma solução de gerenciamento de clientes baseada na web, completa e fácil de usar, projetada especificamente para profissionais financeiros. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Redtail Technology](https://www.g2.com/pt/compare/coretrac-crm-vs-redtail-technology) **Compare Redtail Technology with other alternatives:** - [Redtail Technology vs Maximizer](https://www.g2.com/pt/compare/maximizer-vs-redtail-technology) - [Redtail Technology vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Redtail Technology vs Total Expert](https://www.g2.com/pt/compare/redtail-technology-vs-total-expert) - [Redtail Technology vs Wealthbox CRM](https://www.g2.com/pt/compare/redtail-technology-vs-wealthbox-crm) - [Redtail Technology vs Merchant Central by NMI](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-redtail-technology) - [Redtail Technology vs vcita](https://www.g2.com/pt/compare/redtail-technology-vs-vcita) - [Redtail Technology vs Practifi](https://www.g2.com/pt/compare/practifi-vs-redtail-technology) - [Redtail Technology vs Affinity](https://www.g2.com/pt/compare/affinity-vs-redtail-technology) - [Redtail Technology vs Irwin](https://www.g2.com/pt/compare/irwin-vs-redtail-technology) ### 3. [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) By Salesforce **Average Rating:** 4.3/5 **Total Reviews:** 226 Salesforce Financial Services Cloud fornece soluções integradas de vendas, serviço e marketing que eliminam silos e ajudam a criar uma experiência de cliente coesa e personalizada em todos os departamentos e por todos os canais de comunicação. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-coretrac-crm) **Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) with other alternatives:** - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Redtail Technology](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Total Expert](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Wealthbox CRM](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Merchant Central by NMI](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs vcita](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-vcita) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Practifi](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Affinity](https://www.g2.com/pt/compare/affinity-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Irwin](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-irwin) ### 4. [Total Expert](https://www.g2.com/pt/products/total-expert/reviews) By Total Expert **Average Rating:** 4.5/5 **Total Reviews:** 150 Automatize, implante e acompanhe suas atividades de marketing de cima para baixo e simplifique seu processo diário de produção de ativos de marketing impressos e digitais. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Total Expert](https://www.g2.com/pt/compare/coretrac-crm-vs-total-expert) **Compare Total Expert with other alternatives:** - [Total Expert vs Maximizer](https://www.g2.com/pt/compare/maximizer-vs-total-expert) - [Total Expert vs Redtail Technology](https://www.g2.com/pt/compare/redtail-technology-vs-total-expert) - [Total Expert vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert) - [Total Expert vs Wealthbox CRM](https://www.g2.com/pt/compare/total-expert-vs-wealthbox-crm) - [Total Expert vs Merchant Central by NMI](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-total-expert) - [Total Expert vs vcita](https://www.g2.com/pt/compare/total-expert-vs-vcita) - [Total Expert vs Practifi](https://www.g2.com/pt/compare/practifi-vs-total-expert) - [Total Expert vs Affinity](https://www.g2.com/pt/compare/affinity-vs-total-expert) - [Total Expert vs Irwin](https://www.g2.com/pt/compare/irwin-vs-total-expert) ### 5. [Wealthbox CRM](https://www.g2.com/pt/products/wealthbox-crm/reviews) By Wealthbox **Average Rating:** 4.6/5 **Total Reviews:** 109 CRM para Consultores Financeiros Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Wealthbox CRM](https://www.g2.com/pt/compare/coretrac-crm-vs-wealthbox-crm) **Compare Wealthbox CRM with other alternatives:** - [Wealthbox CRM vs Maximizer](https://www.g2.com/pt/compare/maximizer-vs-wealthbox-crm) - [Wealthbox CRM vs Redtail Technology](https://www.g2.com/pt/compare/redtail-technology-vs-wealthbox-crm) - [Wealthbox CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) - [Wealthbox CRM vs Total Expert](https://www.g2.com/pt/compare/total-expert-vs-wealthbox-crm) - [Wealthbox CRM vs Merchant Central by NMI](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-wealthbox-crm) - [Wealthbox CRM vs vcita](https://www.g2.com/pt/compare/wealthbox-crm-vs-vcita) - [Wealthbox CRM vs Practifi](https://www.g2.com/pt/compare/practifi-vs-wealthbox-crm) - [Wealthbox CRM vs Affinity](https://www.g2.com/pt/compare/affinity-vs-wealthbox-crm) - [Wealthbox CRM vs Irwin](https://www.g2.com/pt/compare/irwin-vs-wealthbox-crm) ### 6. [Merchant Central by NMI](https://www.g2.com/pt/products/merchant-central-by-nmi/reviews) By NMI **Average Rating:** 4.6/5 **Total Reviews:** 100 Integrated Reporting is Simple (IRIS CRM) é uma empresa de software de automação de vendas de primeira linha que atende clientes na indústria de pagamentos. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Merchant Central by NMI](https://www.g2.com/pt/compare/coretrac-crm-vs-merchant-central-by-nmi) **Compare Merchant Central by NMI with other alternatives:** - [Merchant Central by NMI vs Maximizer](https://www.g2.com/pt/compare/maximizer-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Redtail Technology](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-redtail-technology) - [Merchant Central by NMI vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Total Expert](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-total-expert) - [Merchant Central by NMI vs Wealthbox CRM](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-wealthbox-crm) - [Merchant Central by NMI vs vcita](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-vcita) - [Merchant Central by NMI vs Practifi](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-practifi) - [Merchant Central by NMI vs Affinity](https://www.g2.com/pt/compare/affinity-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Irwin](https://www.g2.com/pt/compare/irwin-vs-merchant-central-by-nmi) ### 7. [vcita](https://www.g2.com/pt/products/vcita/reviews) By vcita **Average Rating:** 4.5/5 **Total Reviews:** 81 A plataforma vcita redefine os pequenos negócios ao capacitar os visitantes online a se engajarem, gerando mais oportunidades a partir da web, dispositivos móveis, e-mail e redes sociais. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs vcita](https://www.g2.com/pt/compare/coretrac-crm-vs-vcita) **Compare vcita with other alternatives:** - [vcita vs Maximizer](https://www.g2.com/pt/compare/maximizer-vs-vcita) - [vcita vs Redtail Technology](https://www.g2.com/pt/compare/redtail-technology-vs-vcita) - [vcita vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-vcita) - [vcita vs Total Expert](https://www.g2.com/pt/compare/total-expert-vs-vcita) - [vcita vs Wealthbox CRM](https://www.g2.com/pt/compare/wealthbox-crm-vs-vcita) - [vcita vs Merchant Central by NMI](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-vcita) - [vcita vs Practifi](https://www.g2.com/pt/compare/practifi-vs-vcita) - [vcita vs Affinity](https://www.g2.com/pt/compare/affinity-vs-vcita) - [vcita vs Irwin](https://www.g2.com/pt/compare/irwin-vs-vcita) ### 8. [Practifi](https://www.g2.com/pt/products/practifi/reviews) By Practifi **Average Rating:** 4.3/5 **Total Reviews:** 78 Practifi é a plataforma de gestão de negócios para serviços financeiros. Practifi ajuda empresas de gestão de patrimônio a se conectarem com seus clientes, impulsionarem ganhos de eficiência e simplificarem a conformidade. Construído na principal plataforma de CRM empresarial do mundo, o Practifi revoluciona a tecnologia de consultoria financeira, previdência e seguros. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Practifi](https://www.g2.com/pt/compare/coretrac-crm-vs-practifi) **Compare Practifi with other alternatives:** - [Practifi vs Maximizer](https://www.g2.com/pt/compare/maximizer-vs-practifi) - [Practifi vs Redtail Technology](https://www.g2.com/pt/compare/practifi-vs-redtail-technology) - [Practifi vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) - [Practifi vs Total Expert](https://www.g2.com/pt/compare/practifi-vs-total-expert) - [Practifi vs Wealthbox CRM](https://www.g2.com/pt/compare/practifi-vs-wealthbox-crm) - [Practifi vs Merchant Central by NMI](https://www.g2.com/pt/compare/merchant-central-by-nmi-vs-practifi) - [Practifi vs vcita](https://www.g2.com/pt/compare/practifi-vs-vcita) - [Practifi vs Affinity](https://www.g2.com/pt/compare/affinity-vs-practifi) - [Practifi vs Irwin](https://www.g2.com/pt/compare/irwin-vs-practifi) ### 9. [Affinity](https://www.g2.com/pt/products/affinity/reviews) By Affinity **Average Rating:** 4.4/5 **Total Reviews:** 72 Affinity é uma plataforma de inteligência de relacionamento desenvolvida para expandir e evoluir o CRM tradicional. Affinity ajuda sua equipe a curar e expandir sua rede, desbloqueando apresentações a tomadores de decisão e preenchendo automaticamente seu pipeline para aumentar o fluxo de negócios usando IA e processamento de linguagem natural. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Affinity](https://www.g2.com/pt/compare/affinity-vs-coretrac-crm) **Compare Affinity with other alternatives:** - [Affinity vs Maximizer](https://www.g2.com/pt/compare/affinity-vs-maximizer) - [Affinity vs Redtail Technology](https://www.g2.com/pt/compare/affinity-vs-redtail-technology) - [Affinity vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/affinity-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [Affinity vs Total Expert](https://www.g2.com/pt/compare/affinity-vs-total-expert) - [Affinity vs Wealthbox CRM](https://www.g2.com/pt/compare/affinity-vs-wealthbox-crm) - [Affinity vs Merchant Central by NMI](https://www.g2.com/pt/compare/affinity-vs-merchant-central-by-nmi) - [Affinity vs vcita](https://www.g2.com/pt/compare/affinity-vs-vcita) - [Affinity vs Practifi](https://www.g2.com/pt/compare/affinity-vs-practifi) - [Affinity vs Irwin](https://www.g2.com/pt/compare/affinity-vs-irwin) ### 10. [Irwin](https://www.g2.com/pt/products/irwin/reviews) By Platform Group Limited **Average Rating:** 4.5/5 **Total Reviews:** 57 A suíte completa de ferramentas de RI da Irwin permite que você tome decisões mais informadas baseadas em dados, tenha reuniões de investidores de alta qualidade, diversifique sua base de acionistas e reduza seu custo de capital. Com a Irwin, você pode gerenciar melhor suas iniciativas de RI e capacitar sua equipe de RI. Nosso produto versátil inclui direcionamento poderoso de investidores, o monitoramento de acionistas mais abrangente, um CRM intuitivo (com ferramentas de e-mail e engajamento integradas) e pesquisas, estimativas e transcrições oportunas. Categories in common with Coretrac CRM: [Serviços Financeiros CRM](https://www.g2.com/pt/categories/financial-services-crm) **Compare:** [Coretrac CRM vs Irwin](https://www.g2.com/pt/compare/coretrac-crm-vs-irwin) **Compare Irwin with other alternatives:** - [Irwin vs Maximizer](https://www.g2.com/pt/compare/irwin-vs-maximizer) - [Irwin vs Redtail Technology](https://www.g2.com/pt/compare/irwin-vs-redtail-technology) - [Irwin vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/pt/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-irwin) - [Irwin vs Total Expert](https://www.g2.com/pt/compare/irwin-vs-total-expert) - [Irwin vs Wealthbox CRM](https://www.g2.com/pt/compare/irwin-vs-wealthbox-crm) - [Irwin vs Merchant Central by NMI](https://www.g2.com/pt/compare/irwin-vs-merchant-central-by-nmi) - [Irwin vs vcita](https://www.g2.com/pt/compare/irwin-vs-vcita) - [Irwin vs Practifi](https://www.g2.com/pt/compare/irwin-vs-practifi) - [Irwin vs Affinity](https://www.g2.com/pt/compare/affinity-vs-irwin) ## Explorar Artigos - [Qual é o principal software de monitoramento de rede para uso empresarial?](https://www.g2.com/pt/discussions/what-s-the-leading-network-monitoring-software-for-business-use) - [A plataforma mantém um catálogo abrangente e pesquisável de aplicativos descobertos?](https://www.g2.com/pt/discussions/does-the-platform-maintain-a-comprehensive-searchable-catalog-of-discovered-applications) - [Melhores avaliações de software de comissão de vendas](https://www.g2.com/pt/discussions/what-is-the-best-sales-commission-software-according-to-real-user-reviews) - [Software de auditoria mais recomendado para o setor de serviços](https://www.g2.com/pt/discussions/what-s-the-most-recommended-audit-software-for-service-industry) - [Qual é o melhor software de contabilidade para startups?](https://www.g2.com/pt/discussions/what-s-the-best-accounting-software-for-startups) - [Melhores plataformas para rastreamento de equipamentos e inventário da empresa](https://www.g2.com/pt/discussions/best-platforms-for-tracking-company-equipment-and-inventory) ## Categorias em Destaque - [Software de Gestão de Relacionamento com Parceiros (PRM)](https://www.g2.com/pt/categories/partner-relationship-management-prm) - [Software de Rastreamento de Chamadas de Saída](https://www.g2.com/pt/categories/outbound-call-tracking) - [Software de Contas a Receber](https://www.g2.com/pt/categories/accounts-receivable)