--- description: Compare the top 2026 DealCloud alternatives. See analyst ratings, pricing, and features for competing Financial Services CRM Software to find your perfect fit. Compare now! --- [Home](https://www.selecthub.com/) > [CRM](https://www.selecthub.com/category/customer-relationship-management/) > [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) > [DealCloud](https://www.selecthub.com/p/financial-services-crm-software/dealcloud/) > DealCloud Alternatives # Top DealCloud Alternatives & Competitors For 2026 Last Updated: October 26th, 2026 We compared **[DealCloud](https://www.selecthub.com/p/financial-services-crm-software/dealcloud/)** against four alternatives worth considering, so you can see where each one shines and where it falls short. Our comparison is based on proprietary **[Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/)** data from our **[software selection platform](https://www.selecthub.com/about/start-free-selection-project-site/?category=Financial+Services+CRM+Software&cta=financial-services-crm-software)**, user reviews, and publicly available information about features and pricing. Remove Add to Compare Select Product 360 View 4Degrees AdvisorEngine CRM BackStop CRM Coevera Creatio CRMnext DealCloud Dynamics 365 Sales HubSpot Sales monday CRM NetSuite CRM Oracle Sales Cloud Pipedrive Redtail CRM Salesforce Financial Services Cloud SS&C Tier1 Sugar Sell Wealthbox [![DealCloud Software Tool](https://cdn.selecthub.com/products/1bd2caf96a17d892c2c7e9959549cfc7-5c96ab99062d3b849a858f1444f698eb/resources/normal/logo.png?1693318922)](https://www.selecthub.com/p/financial-services-crm-software/dealcloud/) [![Product Awards](https://www.selecthub.com/display/images/awards_badge.svg)](#awards-section) Remove Add to Compare Select Product 360 View 4Degrees AdvisorEngine CRM BackStop CRM Coevera Creatio CRMnext DealCloud Dynamics 365 Sales HubSpot Sales monday CRM NetSuite CRM Oracle Sales Cloud Pipedrive Redtail CRM Salesforce Financial Services Cloud SS&C Tier1 Sugar Sell Wealthbox [![CRMnext Software Tool](https://cdn.selecthub.com/products/b2ea5e977c5fc1ccfa74171a9723dd61-78e91e7e333dd581301c93435c553e46/resources/normal/logo.png?1748901647)](https://www.selecthub.com/p/financial-services-crm-software/crmnext/) [![Product Awards](https://www.selecthub.com/display/images/awards_badge.svg)](#awards-section) Remove Add to Compare Select Product 360 View 4Degrees AdvisorEngine CRM BackStop CRM Coevera Creatio CRMnext DealCloud Dynamics 365 Sales HubSpot Sales monday CRM NetSuite CRM Oracle Sales Cloud Pipedrive Redtail CRM Salesforce Financial Services Cloud SS&C Tier1 Sugar Sell Wealthbox [![360 View Software Tool](https://cdn.selecthub.com/products/475d66314dc56a0df8fb8f7c5dbbaf78-2bb44f8b9135b93ef6dfbe948712f235/resources/normal/logo.png?1693317487)](https://www.selecthub.com/p/financial-services-crm-software/360-view/) [![Product Awards](https://www.selecthub.com/display/images/awards_badge.svg)](#awards-section) Remove Add to Compare Select Product 360 View 4Degrees AdvisorEngine CRM BackStop CRM Coevera Creatio CRMnext DealCloud Dynamics 365 Sales HubSpot Sales monday CRM NetSuite CRM Oracle Sales Cloud Pipedrive Redtail CRM Salesforce Financial Services Cloud SS&C Tier1 Sugar Sell Wealthbox [![Redtail CRM Software Tool](https://cdn.selecthub.com/products/02052c0f4599c2aa6bead905338f1214-766687c05f666c1a04dcd2226f2de780/resources/normal/logo.png?1728333531)](https://www.selecthub.com/p/financial-services-crm-software/redtail-crm/) Remove Add to Compare Select Product 360 View 4Degrees AdvisorEngine CRM BackStop CRM Coevera Creatio CRMnext DealCloud Dynamics 365 Sales HubSpot Sales monday CRM NetSuite CRM Oracle Sales Cloud Pipedrive Redtail CRM Salesforce Financial Services Cloud SS&C Tier1 Sugar Sell Wealthbox [![4Degrees Software Tool](https://cdn.selecthub.com/products/2fd5f04f14c31abddfab04a32ac430ee-f12dacdd724488df24b8f2681a00117e/resources/normal/logo.png?1749063192)](https://www.selecthub.com/p/financial-services-crm-software/4degrees/) [![Product Awards](https://www.selecthub.com/display/images/awards_badge.svg)](#awards-section) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product_name=DealCloud&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F1bd2caf96a17d892c2c7e9959549cfc7-5c96ab99062d3b849a858f1444f698eb%2Fresources%2Fnormal%2Flogo.png%3F1693318922) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product_name=CRMnext&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fb2ea5e977c5fc1ccfa74171a9723dd61-78e91e7e333dd581301c93435c553e46%2Fresources%2Fnormal%2Flogo.png%3F1748901647) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product_name=360%2BView&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F475d66314dc56a0df8fb8f7c5dbbaf78-2bb44f8b9135b93ef6dfbe948712f235%2Fresources%2Fnormal%2Flogo.png%3F1693317487) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product_name=Redtail%2BCRM&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F02052c0f4599c2aa6bead905338f1214-766687c05f666c1a04dcd2226f2de780%2Fresources%2Fnormal%2Flogo.png%3F1728333531) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product_name=4Degrees&product_logo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2fd5f04f14c31abddfab04a32ac430ee-f12dacdd724488df24b8f2681a00117e%2Fresources%2Fnormal%2Flogo.png%3F1749063192) ### Product Insights Overall Rating Comparison [Analyst RatingDealCloud - Analyst Score: 80 out of 100 80 Detailed Analysis](#analyst-rating-section) [ User Sentiment![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) (19 Reviews)](#user-sentiment-section) [Analyst RatingCRMnext - Analyst Score: 78 out of 100 78 Detailed Analysis](#analyst-rating-section) [ User Sentiment![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) (24 Reviews)](#user-sentiment-section) [Analyst Rating360 View - Analyst Score: 63 out of 100 63 Detailed Analysis](#analyst-rating-section) [ User Sentiment![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) (14 Reviews)](#user-sentiment-section) [Analyst RatingRedtail CRM - Analyst Score: 76 out of 100 76 Detailed Analysis](#analyst-rating-section) [ User Sentiment![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) (259 Reviews)](#user-sentiment-section) [Analyst Rating4Degrees - Analyst Score: 65 out of 100 65 Detailed Analysis](#analyst-rating-section) [ User Sentiment![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) (8 Reviews)](#user-sentiment-section) Price Starts From $250 Monthly Free Trial is unavailable → $15/User, Monthly, Freemium [Free Trial is available →]() $50/User, Monthly [Free Trial is available →]() $39/User, Monthly (if paying annually) [30 Day Free Trial is available →]() Custom Quote  i Free Trial is unavailable → Pros - **Relationship Management:** DealCloud excels at managing relationships, allowing users to easily track interactions with clients and prospects, log meeting notes, and set follow-up reminders. This helps streamline communication and build stronger relationships. - **Pipeline Tracking:** The platform provides a clear visual representation of the sales pipeline, enabling users to monitor deal progress, identify potential bottlenecks, and make informed decisions to optimize their sales process. - **Reporting and Analytics:** DealCloud offers robust reporting and analytics features that provide valuable insights into sales performance, deal flow, and team productivity. Users can generate custom reports, track key metrics, and identify areas for improvement. - **Robust Communication:** All reviews on this topic state the platform supports client communications and effectively helps operational transitions. - **User-Friendly:** The system is easy to navigate, offers a 360-degree view and can be used without technical coding knowledge, as 75% of users specifying this aspect indicate. - **Customization and Integration:** The application is highly customizable and offers legacy system integrations, suggest 83% of reviews on customization and integration. - **Unified Dashboard:** A consolidated view with various modules like lead management, service management and activity management are linked with each other for easy operation, according to 80% of users mentioning this. - **Unified customer view:** Gain a 360-degree perspective of each customer across all touchpoints, leading to personalized interactions and improved relationships. - **Actionable insights:** Leverage data-driven insights to optimize sales pipelines, marketing campaigns, and overall business performance. - **Enhanced collaboration:** Break down data silos and foster seamless teamwork across departments with shared customer information. - **Increased efficiency:** Automate repetitive tasks and streamline workflows to free up time for strategic initiatives. - **Competitive Pricing:** Compared to other CRMs in the same price range, Redtail offers more advanced features while remaining affordable. - **Transition Process:** Migrating from another CRM to Redtail is well-supported and typically goes smoothly, minimizing disruption to your business operations during the transition. - **User-Friendly Interface:** Redtail CRM is easy to use and straightforward, even for users with varying levels of technical expertise. - **Relationship Management:** 4Degrees excels in tracking and managing relationships, a crucial aspect for businesses, especially in venture capital and private equity where networks are paramount. - **Intuitive Interface:** Users praise 4Degrees for its user-friendly design, making it easy to navigate and utilize its features effectively. - **Automation:** The platform's automation capabilities streamline workflows, such as contact updates and deal tracking, freeing up time for other tasks. - **Integration:** 4Degrees seamlessly integrates with email and calendar systems, centralizing communication and scheduling for increased productivity. Cons - **Steep Learning Curve:** DealCloud's extensive features and functionalities can be overwhelming for new users, requiring significant time investment to master the platform effectively. - **Customization Challenges:** While DealCloud offers customization options, tailoring the platform to specific workflows and preferences can be complex and may necessitate assistance from technical experts or consultants. - **Mobile App Limitations:** The mobile app's functionality is limited compared to the web version, potentially hindering productivity for users who rely on mobile access. - **Reporting Complexity:** Generating reports in DealCloud can involve intricate steps and may require familiarity with the platform's data structure and reporting tools. - **Inadequate Resources:** All users who reviewed resources suggest that frequent training sessions and better content delivery could help understand the platform’s functionality better. - **Performance Lacks Agility:** The software rigidity hampers productivity and it functions slow at higher workloads in the experience of 80% of users. - **Cumbersome Features:** It would benefit from more easily operative features, according to 80% of users reviewing functionality. - **Data accuracy challenges:** Relies heavily on the quality of source data, requiring ongoing maintenance and potentially manual corrections. - **Integration complexity:** Connecting multiple systems can be time-consuming and may require technical expertise. - **Privacy concerns:** Aggregating extensive customer data necessitates robust security measures and compliance with privacy regulations. - **User adoption:** Encouraging widespread adoption across teams can be challenging, especially for organizations with varying levels of technical proficiency. - **Inconsistent Customer Support:** Support agents sometimes struggle with simple requests, and the lack of direct phone numbers can make it difficult to get timely assistance. After the initial migration, users found ongoing support, training and assistance to be insufficient. - **Technical Glitches:** Users may encounter small bugs, such as incorrect information transfers or the creation of duplicate profiles when data doesn't match exactly. - **Challenging Initial Setup:** The initial configuration of Redtail, especially setting up workflows, can be difficult, making the implementation process time-consuming and complex. - **User Interface:** The user interface is reported to be unintuitive, especially for new users who may find it difficult to navigate and utilize all of the features effectively. - **Learning Curve:** Users have indicated that there is a significant learning curve associated with the software, requiring time and effort to become proficient. This can be a challenge for businesses that need a CRM solution that can be implemented quickly and easily. - **Performance Issues:** Some users have experienced performance issues, such as slow loading times or occasional system glitches. These issues can be frustrating and disrupt workflow efficiency. - **Customer Support:** While 4Degrees does offer customer support, some users have expressed that it could be more robust and responsive to their needs. Timely and effective support is crucial for businesses using mission-critical software like a CRM. ### Our Review Is DealCloud the silver lining for your business's cloudy sales performance? DealCloud has garnered praise for its user-friendly interface, robust features, and competitive pricing, earning recognition as a top CRM software. Users particularly appreciate its comprehensive CRM system for managing leads, sales pipelines, and deal closures, along with its powerful reporting engine that helps track sales performance and pinpoint areas for improvement. The ability to integrate with other business applications like Salesforce, Microsoft Dynamics, and Google Analytics further enhances its appeal. However, some users have noted that DealCloud's customization options can be complex and may require technical expertise. Additionally, while DealCloud offers a wide range of features, some users have expressed a desire for more advanced marketing automation capabilities. Despite these drawbacks, DealCloud's strengths lie in its ability to streamline sales processes, improve collaboration, and provide valuable insights into relationship management. Its automated data capture, relationship intelligence features, and AI-driven outreach tools significantly enhance efficiency and productivity. DealCloud appears to be best suited for financial and professional services firms seeking to optimize their relationship management and business development efforts. Its industry-specific features, such as relationship scoring and deal tracking, cater to the unique needs of these sectors. The platform's ability to centralize firm interactions, automate workflows, and provide actionable insights empowers professionals to focus on building relationships and driving growth. While DealCloud may have a steeper learning curve compared to some competitors, its comprehensive features and industry-specific focus make it a valuable tool for firms looking to elevate their sales and relationship management strategies. Show more CRMNext helps companies in the finance, automobile, retail and media domains manage customer interactions more effectively through a unified dashboard, a consolidated customer view and user-friendly features. Users also say the ability to integrate with legacy systems and customize the product are notable benefits. Some major drawbacks include limited training and product resources, along with some bugs that affect productivity. It also lacks the performance and speed some users are looking for. In summary, businesses looking to automate their marketing and customer relation efforts may find this to be a good choice. Show more 360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge. Show more Testing Redtail CRM’s full Growth plan was a rollercoaster of impressions. I’d say it’s an adequate tool for finance professionals, but be prepared for a steep learning curve."One of Redtail's standout features is its workflow capabilities. I was impressed by how it helps build complex, detailed workflows to track each piece of business from start to finish. This undoubtedly prevents missed opportunities and service issues. That said, for smaller offices, this feature might be overkill, potentially creating more work than it saves.The customization options are extensive. You can tailor almost every field to fit specific business needs, which is great for those willing to invest the time to set it up properly. And therein lies the rub — it took a lot of trial and error to get the system working smoothly for our team.I appreciated the mobile syncing feature, which kept my contacts and calendar at my fingertips. The calendar view in Redtail is also quite good, and the ability to set different permissions for each staff member is a nice touch.The system can be frustratingly slow at times, and I experienced glitches, particularly when integrating with other software. So, expect some potential technical hiccups along the way.While Redtail is a good choice for managing workflows and generating professional-looking reports, I found it less suitable for complex marketing campaigns or deep customer data analysis. It's worth noting that it's designed specifically for the financial services industry, which limits its flexibility compared to more general CRM platforms.Redtail CRM is a potent tool that can be incredibly useful once you've climbed the steep learning curve. It's best suited for complicated teams in the financial services sector who are willing to invest time in learning its nuances and customizing it to their needs. Show more To what degree is 4Degrees one of the hottest CRM on the market right now? User reviews from the past year suggest that 4Degrees is a highly effective tool for relationship management, especially for businesses that thrive on networking. Users rave about its intuitive interface, making it a breeze to navigate even for those who aren't tech-savvy. Its robust data analytics provide valuable insights into relationship dynamics, helping users make informed decisions. The automation features, such as automated data entry and intelligent alerts, are a game-changer, saving users time and ensuring they never miss a beat. Users particularly appreciate the platform's seamless integration with email and calendar systems, which streamlines communication and strengthens connections. However, some users have pointed out areas where 4Degrees could step up its game. Occasional bugs have been reported, highlighting the need for further polishing. While the platform offers a good range of features, some users desire more customization options to tailor it precisely to their needs. The learning curve, though not insurmountable, might seem a tad steep for some new users, requiring an initial investment of time and effort. What sets 4Degrees apart is its laser focus on leveraging professional networks. The platform's ability to uncover hidden connections within a team's network is invaluable for businesses looking to expand their reach and forge strategic partnerships. For instance, one user highlighted how 4Degrees helped their venture capital firm identify and connect with potential investors, ultimately leading to a successful funding round. Another user, a CEO of a growing startup, shared how 4Degrees enabled them to track their interactions with key stakeholders and nurture those relationships over time. This resulted in increased brand visibility and valuable business opportunities. In conclusion, 4Degrees is an ideal CRM solution for businesses, particularly those in industries like venture capital, private equity, and consulting, where networking is paramount. Its intuitive interface, robust analytics, and automation features empower users to streamline their relationship management processes and unlock the full potential of their professional networks. However, users should be prepared for a bit of a learning curve and occasional minor glitches. Overall, 4Degrees is a powerful tool that can significantly enhance networking capabilities and drive business growth when used effectively. Show more ### Analyst Rating Summary Overall Scores Based on the research and analysis by SelectHub's team of research analysts, DealCloud has an analyst rating of 80. By comparison to DealCloud alternatives, CRMnext has an analyst rating of 78, 360 View has an analyst rating of 63, Redtail CRM has an analyst rating of 76, and 4Degrees has an analyst rating of 65. DealCloud - Analyst Score: 80 out of 100 80 CRMnext - Analyst Score: 78 out of 100 78 360 View - Analyst Score: 63 out of 100 63 Redtail CRM - Analyst Score: 76 out of 100 76 4Degrees - Analyst Score: 65 out of 100 65 Features Comparison**Account and Contact Management** Easily track every client interaction, holding, and family relationship so you always know the full story before you connect with them. 96 100 89 89 99 **Client Onboarding and KYC Management** Gather and verify new client information instantly, making compliance and your initial relationship setup completely hassle-free and painless. 70 100 27 90 37 **Communication Channels** Contact your clients instantly on their preferred channel (email, text, or phone) and log every detail automatically in one place. 67 100 89 75 89 Show More [Show More]() Strengths The best features of DealCloud, CRMnext, 360 View, Redtail CRM and 4Degrees as judged by user reviews and analyst validation. Dashboards and Reports Lead Management Mobile Capabilities Opportunity Management Platform Security Account and Contact Management Client Onboarding and KYC Management Communication Channels Customer Experience and Multi-Channel Engagement Dashboards and Reports Customer Experience and Multi-Channel Engagement Dashboards and Reports Lead Management Opportunity Management Platform Security Dashboards and Reports Platform Security Client Onboarding and KYC Management Integrations and Extensibility Mobile Capabilities Dashboards and Reports Platform Security Account and Contact Management Customer Experience and Multi-Channel Engagement Lead Management ### Analyst Ratings for Functional Requirements Customize This Data [Customize This Data]() How all solutions compare against the top 13 functional requirements as defined by SelectHub project data. *DealCloud CRMnext 360 View Redtail CRM 4Degrees + Add Product [+ Add Product]()* Account and Contact Management Client Onboarding AndKYC Management CommunicationChannels Customer ExperienceAnd Multi-ChannelEngagement Dashboards And Reports Document Management Financial Product AndPortfolio Management Lead Management Mobile Capabilities OpportunityManagement Platform Capabilities Sales PerformanceManagement Team Collaboration 96 70 67 96 100 82 68 100 100 100 93 97 60 100 100 100 100 100 82 100 100 80 100 88 77 50 89 27 89 100 100 33 67 100 40 100 85 73 48 89 90 75 88 100 86 73 58 90 60 64 66 81 99 37 89 91 100 41 14 91 80 80 67 23 89 0 25 50 75 100 Implementation Level of Effort Estimation **Supported:** Fully / moderately supported out-of-the-box allowing for quick and easy deployment. **Not Supported:** Requires workarounds, add-ons, partner integrations or custom development with or without additional costs. Read more**Account and Contact Management** Easily track every client interaction, holding, and family relationship so you always know the full story before you connect with them. *88%* *12%* *100%* *75%* *25%* *75%* *25%* *100%* **Client Onboarding and KYC Management** Gather and verify new client information instantly, making compliance and your initial relationship setup completely hassle-free and painless. *60%* *40%* *100%* *20%* *80%* *80%* *20%* *20%* *80%* **Communication Channels** Contact your clients instantly on their preferred channel (email, text, or phone) and log every detail automatically in one place. *67%* *33%* *100%* *83%* *17%* *67%* *33%* *83%* *17%* **Customer Experience and Multi-Channel Engagement** Deliver consistent, personal service across every channel, making every interaction feel like a thoughtful, valuable conversation with you. *88%* *12%* *100%* *100%* *88%* *12%* *75%* *25%* **Dashboards and Reports** Get real-time answers about your performance and client data using simple, visual dashboards so you can make smarter decisions fast. *100%* *100%* *100%* *100%* *100%* **Document Management** Quickly find and organize all client documents in a secure, central location, reducing clutter and keeping you ready for any audit. *50%* *50%* *83%* *17%* *17%* *83%* *83%* *17%* *33%* *67%* **Financial Product and Portfolio Management** Analyze and manage your clients' diverse financial products and portfolios efficiently from one screen, ensuring you always offer the most relevant advice. *50%* *50%* *100%* *67%* *33%* *67%* *33%* *17%* *83%* **Lead Management** Turn every initial interest into a solid client relationship by tracking who is ready to invest and what they need next. *100%* *100%* *100%* *unsupported* *83%* *17%* **Mobile Capabilities** Access client data, update tasks, and log your notes from any location, making sure you're productive even when you're away from your desk. *100%* *80%* *20%* *40%* *60%* *80%* *20%* *80%* *20%* **Opportunity Management** Analyze which deals are most likely to close and forecast future revenue with confidence, letting you focus on the best potential business. *100%* *100%* *100%* *60%* *40%* *80%* *20%* **Platform Capabilities** Customize the software to fit your unique processes without needing a coding expert, allowing you to work exactly how you want. *87%* *13%* *87%* *13%* *80%* *20%* *53%* *47%* *67%* *33%* **Sales Performance Management** Track individual and team goals, see real-time progress, and understand what drives success so you can coach your team effectively. *100%* *80%* *20%* *80%* *20%* *60%* *40%* *20%* *80%* **Team Collaboration** Collaborate on client cases, share vital documents, and assign tasks with your team instantly so everyone stays perfectly aligned on the next step. *50%* *50%* *50%* *50%* *50%* *50%* *83%* *17%* *83%* *17%* ### Analyst Ratings for Technical Requirements Customize This Data [Customize This Data]() Implementation Level of Effort Estimation **Supported:** Fully / moderately supported out-of-the-box allowing for quick and easy deployment. **Not Supported:** Requires workarounds, add-ons, partner integrations or custom development with or without additional costs. Read more**Integrations and Extensibility** Connect the software with all your other business tools, allowing data to flow freely so you can work seamlessly without switching apps. *71%* *29%* *57%* *43%* *21%* *79%* *82%* *18%* *21%* *79%* **Platform Security** Protect client information and maintain regulatory compliance with automatic data encryption, role-based access, and detailed activity logging. *100%* *100%* *100%* *100%* *100%* **Analyst Message:** In effort to simplify your complex software decisions, this information is based on all industries and company sizes. We advise you to drill further into our data to discover how this information looks for your unique needs. CUSTOMIZE THIS DATA [CUSTOMIZE NOW]() ### User Sentiment Summary DealCloud has a user sentiment rating of 91 based on 19 reviews. CRMnext has a user sentiment rating of 82 based on 24 reviews. 360 View has a user sentiment rating of 87 based on 14 reviews. Redtail CRM has a user sentiment rating of 86 based on 259 reviews. 4Degrees has a user sentiment rating of 100 based on 8 reviews. ![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) 19 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 24 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 14 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 259 reviews ![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) 8 reviews Synopsis Evaluating all review platforms, our market analysts have compiled the following user sentiment data. 91% *of users recommend this product* DealCloud has a 'excellent' User Satisfaction Rating of 91% when considering 19 user reviews from 1 recognized software review sites. 82% *of users recommend this product* CRMnext has a 'great' User Satisfaction Rating of 82% when considering 24 user reviews from 3 recognized software review sites. 87% *of users recommend this product* 360 View has a 'great' User Satisfaction Rating of 87% when considering 14 user reviews from 2 recognized software review sites. 86% *of users recommend this product* Redtail CRM has a 'great' User Satisfaction Rating of 86% when considering 259 user reviews from 4 recognized software review sites. 100% *of users recommend this product* 4Degrees has a 'excellent' User Satisfaction Rating of 100% when considering 8 user reviews from 2 recognized software review sites. User Review Scores**G2.com, Inc** n/a **3.7** (13) n/a **4.4** (136) n/a **Software Advice, Inc** **4.53** (19) n/a n/a n/a **5.0** (4) **Capterra Inc** n/a **5.0** (1) **4.3** (11) **4.1** (81) **5.0** (4) **Gartner, Inc** n/a **4.5** (10) n/a **5.0** (1) n/a **TrustRadius** n/a n/a **4.5** (3) **4.5** (41) n/a ### Awards SelectHub awards earned by these products based on a comprehensive analysis by our research analysts. ![User Favorite Award](<> "User Favorite Award") ![Lead Management Award](<> "Lead Management Award") Show more ![Mobile Capabilities Award](<> "Mobile Capabilities Award") ![Opportunity Management Award](<> "Opportunity Management Award") ![Account and Contact Management Award](<> "Account and Contact Management Award") ![Client Onboarding and KYC Management Award](<> "Client Onboarding and KYC Management Award") Show more ![Communication Channels Award](<> "Communication Channels Award") ![Customer Experience and Multi-Channel Engagement Award](<> "Customer Experience and Multi-Channel Engagement Award") ![Financial Product and Portfolio Management Award](<> "Financial Product and Portfolio Management Award") ![Lead Management Award](<> "Lead Management Award") ![Opportunity Management Award](<> "Opportunity Management Award") ![Customer Experience and Multi-Channel Engagement Award](<> "Customer Experience and Multi-Channel Engagement Award") ![Lead Management Award](<> "Lead Management Award") Show more ![Opportunity Management Award](<> "Opportunity Management Award") No awards. ![User Favorite Award](<> "User Favorite Award") ### Product Assistance Training Resources Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ### Product Basics Company Size i Small Medium Large Small Medium Large Small Medium Large Small Medium Large Small Medium Large Platforms Supported Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Deployment Supported Cloud On-Premise Mobile Cloud On-Premise Mobile Cloud On-Premise Mobile Cloud On-Premise Mobile Cloud On-Premise Mobile ### Top Alternatives in Financial Services CRM Software [![360 View Software Tool]()--- 360 View](https://www.selecthub.com/p/financial-services-crm-software/360-view/) [![4Degrees Software 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Cloud](https://www.selecthub.com/p/financial-services-crm-software/salesforce-financial-services-cloud/) ### Related Categories These products can also be found with other leading products in these categories: [CRM Software](https://www.selecthub.com/c/crm-software/) Show more [CRM Software](https://www.selecthub.com/c/crm-software/) Show more [CRM Software](https://www.selecthub.com/c/crm-software/) Show more [CRM Software](https://www.selecthub.com/c/crm-software/) Show more [CRM Software](https://www.selecthub.com/c/crm-software/) Show more ### Compare other software products using the SelectHub platform Select a Category 360 Degree Feedback Software 3D Design Software 3PL Software ABA Software Account-Based Marketing Software Accounting Practice Management Software Accounting Software Accounts Payable Software Accounts Receivable Software Agile Project Management Software AI Agent Builders AI Agent Frameworks AI Agent Orchestration Platforms AI Agents AI Assistants AI Chatbots AI 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Product VS Choose a Category to Select a ProductCompare**About SelectHub (and our data)** We’re the employee-owned Austin-based startup democratizing software data so you can make your decisions in an influence-free zone. Our market data is crowdsourced from our user-base of 100,000+ companies. WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more... ![SelectHub Products Reporting and Analytics]() [Build Your Requirements](https://pmo.selecthub.com/software-requirements/?category=Financial%20Services%20CRM%20Software&campaign_name=Financial%20Services%20CRM%20Requirements) ![SelectHub Products Cost and Pricing Guide]() [Get Your Free Comparison Report](https://pmo.selecthub.com/request-custom-scorecard/?category=Financial%20Services%20CRM%20Software) **Supported:** Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Not Supported:** Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor at an additional cost. At most, requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. Close ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM", "item": "https://www.selecthub.com/category/customer-relationship-management/" }, { "@type": "ListItem", "position": 3, "name": "Financial Services CRM Software", "item": "https://www.selecthub.com/c/financial-services-crm-software/" }, { "@type": "ListItem", "position": 4, "name": "DealCloud", "item": "https://www.selecthub.com/p/financial-services-crm-software/dealcloud/" }, { "@type": "ListItem", "position": 5, "name": "DealCloud Alternatives" } ] } ```