[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: August 31st, 2026 Looking for alternatives to [DealCloud](https://www.selecthub.com/p/financial-services-crm-software/dealcloud/)? Many users crave user-friendly and feature-rich solutions for tasks like Dashboards and Reports, Lead Management, and Mobile Capabilities. Leveraging crowdsourced data from over 1,000 real [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) selection projects based on 400+ capabilities, we present a comparison of DealCloud to leading industry alternatives like Salesforce Financial Services Cloud, BackStop CRM, 360 View, and NetSuite 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 [![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 [![Salesforce Financial Services Cloud Software Tool](https://cdn.selecthub.com/products/b440369bceb6aecbd0ffa5b66301ca66-1a511b77afd0f1787438c4c6765d89a8/resources/original/logo.svg?1764697681)](https://www.selecthub.com/p/financial-services-crm-software/salesforce-financial-services-cloud/) [ ![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 [![BackStop CRM Software Tool](https://cdn.selecthub.com/products/652c208b21f13f6e995bfc1154a1a2e5-506565fd2388b92c1875c679e882b280/resources/normal/logo.webp?1730758885)](https://www.selecthub.com/p/financial-services-crm-software/backstop-crm/) [ ![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 [![NetSuite CRM Software Tool](https://cdn.selecthub.com/products/7753eb3f2d2f5dd5bda141d7761e38e4-3dccad548a7b0921580b03560fce0b60/resources/normal/logo.png?1756722311)](https://www.selecthub.com/p/crm-software/netsuite-crm/) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product%5Fname=DealCloud&product%5Flogo=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%5Fname=Salesforce%2BFinancial%2BServices%2BCloud&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fb440369bceb6aecbd0ffa5b66301ca66-1a511b77afd0f1787438c4c6765d89a8%2Fresources%2Foriginal%2Flogo.svg%3F1764697681) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product%5Fname=BackStop%2BCRM&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F652c208b21f13f6e995bfc1154a1a2e5-506565fd2388b92c1875c679e882b280%2Fresources%2Fnormal%2Flogo.webp%3F1730758885) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product%5Fname=360%2BView&product%5Flogo=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%5Fname=NetSuite%2BCRM&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F7753eb3f2d2f5dd5bda141d7761e38e4-3dccad548a7b0921580b03560fce0b60%2Fresources%2Fnormal%2Flogo.png%3F1756722311) ### Product Insights Overall Rating Comparison [ Analyst Rating DealCloud - 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 Rating Salesforce Financial Services Cloud - Analyst Score: 90 out of 100 90 Detailed Analysis ](#analyst-rating-section) [ User Sentiment ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) (155 Reviews) ](#user-sentiment-section) [ Analyst Rating BackStop CRM - Analyst Score: 74 out of 100 74 Detailed Analysis ](#analyst-rating-section) [ User Sentiment ![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) (95 Reviews) ](#user-sentiment-section) [ Analyst Rating 360 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 Rating NetSuite CRM - Analyst Score: 69 out of 100 69 Detailed Analysis ](#analyst-rating-section) [ User Sentiment ![Good User Sentiment](https://www.selecthub.com/display/images/scores/good.svg) (605 Reviews) ](#user-sentiment-section) Price Starts From $250 Monthly Free Trial is unavailable → $325/User, Monthly [Free Trial is available →](https://pmo.selecthub.com/free-trial/?product%5Fname=Salesforce Financial Services Cloud&category=Financial Services CRM Software&product%5Flogo=https://d3uimxdj41cg3o.cloudfront.net/products/b440369bceb6aecbd0ffa5b66301ca66-1a511b77afd0f1787438c4c6765d89a8/resources/original/logo.svg?1764697681) Custom Quote i Free Trial is unavailable → $50/User, Monthly [Free Trial is available →](https://pmo.selecthub.com/free-trial/?product%5Fname=360 View&category=Financial Services CRM Software&product%5Flogo=https://d3uimxdj41cg3o.cloudfront.net/products/475d66314dc56a0df8fb8f7c5dbbaf78-2bb44f8b9135b93ef6dfbe948712f235/resources/normal/logo.png?1693317487) $1,188 Monthly 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. * **Industry-Specific Data Model:** Users mentioned that Salesforce’s built-in financial objects like households, accounts, loans and policies help align with real financial workflows, reducing the need for heavy customization. * **Highly Customizable and Flexible:** Many reviewers said the platform is extremely adaptable, noting that fields, page layouts, workflows and automation can all be tailored to match complex financial processes. * **Strong Workflow Automation:** Users reported that Salesforce helps simplify onboarding, case management and service processes, making it easier to maintain consistent client experiences across advisors and branches. * **Deep Ecosystem Integrations:** Reviewers appreciated how well the platform connects with the broader Salesforce ecosystem, allowing teams to unify sales, service, marketing and analytics in one platform. * **Robust Security:** Backstop CRM offers peace of mind through its robust security features, ensuring that sensitive client and investor data is protected. * **Reliable Support:** Users praise Backstop CRM's customer support for being responsive and helpful, ensuring any issues are addressed promptly and effectively. * **Comprehensive Relationship Management:** Backstop CRM provides a centralized hub for managing all aspects of client and investor relationships, including communication logs, meeting notes, and document sharing. * **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. * **All-in-One Platform:** Users appreciated NetSuite CRM’s easy integration with ERP, eCommerce and marketing, which eliminates data silos and gives a 360-degree customer view. * **Advanced Customization:** Users praised NetSuite CRM for its high customizability, noting that custom fields, forms, records and scripting let it adapt to unique workflows, industries and business models. * **Real-time Visibility and Reporting:** Users appreciated NetSuite CRM’s unified database for its real-time dashboards and in-depth reporting. It provides instant insights into sales performance, marketing ROI and customer activity for smarter decision-making. * **Automation:** Many users liked the platform's ability to automate manual tasks like sales forecasting, quote-to-cash processes and marketing campaigns. 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. * **High Cost and Licensing Complexity:** Many users said the platform is expensive, with additional costs for licenses, add-ons and implementation services, making total ownership higher than expected. * **Steep Learning Curve:** Reviewers mentioned that while powerful, Salesforce requires significant training to fully understand, especially when setting up workflows, custom objects or integrations. * **Heavy Customization:** Some users reported that despite Salesforce being built for the financial industry, it requires considerable customization to support unique financial processes or data models. * **Complex for Smaller Firms:** Users from smaller organizations noted that Salesforce can feel overly complex or like “too much system,” so they don’t make the most of advanced features. * **User Interface:** Users report that the user interface lacks flexibility and can be difficult to navigate. * **Data Integration:** There are known issues with limited integration between contact data and account data, leading to difficulties in organizing data and potential data duplication. * **Excel Integration:** Some users have reported problems with the Excel plugins, which can cause issues with compatibility and 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. * **Steep Learning Curve:** NetSuite CRM can be complex for new users, with its extensive features and customization options often requiring training or professional support. * **Implementation Complexity:** Users reported that the initial setup and implementation process can be lengthy, complex and expensive. It requires significant time, resources and technical expertise to migrate data and configure the system correctly. * **Outdated User Interface:** Some users noted that the interface feels clunky and unintuitive, making it difficult to navigate menus and screens. * **Customer Support:** Many reviewers reported that it can be challenging to get timely and effective support, often involving long wait times and multiple layers of contact. ### 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 From what I’ve seen, Salesforce Financial Services Cloud is great for firms that need structure, visibility and industry-specific depth from day one. It isn’t your typical CRM where you start with a blank slate — it comes pre-loaded with the kind of financial objects and relationship models that banks, advisors and insurance teams actually work with.While testing it, what stood out most to me was how naturally it organizes financial relationships. Instead of the usual “account and contact” setup, I could work with households, related entities, financial accounts, policies and goals right out of the box. That alone made my workspace feel much closer to a real advisory or banking environment, without needing to build custom objects or structures first.Another highlight was the workspace experience. The wealth management console gave me household records and related contacts in a unified view, so I wasn’t clicking endlessly between different screens to get a full client picture.Additionally, Action Plans and built-in task automation features were easy to access from the same workspace. That setup means core advisor processes, like onboarding and client reviews, are far less manual and fragmented than you’d get with a typical CRM.That said, I ran into some challenges during my testing. Salesforce is powerful, but it isn’t instantly simple. The interface is clean, but it took me time to learn where everything lives — especially the industry objects and relationship mappings. It also became obvious that getting the most value out of Salesforce would require thoughtful configuration. Nothing felt “plug-and-play,” and I can see smaller teams needing guidance or admin support to fully set it up.Bottom line: If you need a CRM that supports real financial operations without making you build everything yourself, Salesforce Financial Services Cloud is a strong option. But if you want something lightweight, intuitive or low-maintenance, HubSpot Sales or monday CRM are worth considering — both are easier to set up and use, with no full-time admin required. Show more Is BackStop CRM the backstop your business needs to succeed? BackStop CRM has garnered largely positive reviews from users over the past year, particularly for its user-friendliness and robust features. Users rave about its document management system, highlighting its ability to organize documents from various sources and make them easily accessible to the entire team. This streamlined approach significantly improves efficiency and collaboration. Another strength is its contact and relationship management capabilities, allowing users to effectively track communication history, investor information, and due diligence processes. However, some users have pointed out limitations in the user interface's flexibility and the investor portal's functionality, suggesting that these areas could benefit from improvements. While BackStop CRM excels in managing investor relations and fundraising processes, some users have expressed that its reporting and analysis features could be enhanced to compete more effectively with other investment analysis software. Despite these areas for potential improvement, BackStop CRM is generally well-regarded for its ease of use, comprehensive features, and excellent customer support. Overall, BackStop CRM is an ideal solution for businesses, particularly those in the financial sector, looking to streamline their investor relations and fundraising efforts. Its strengths lie in its user-friendly interface, robust document management, and comprehensive contact and relationship management capabilities. However, businesses requiring advanced reporting and analysis features might find the current offerings somewhat limited. 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 NetSuite CRM is a great fit for companies that need more than a standalone CRM — it works best for businesses that want sales, marketing, service and back-office operations connected in one system. It’s particularly beneficial if you’re already using or planning to use NetSuite ERP, since the two come tightly integrated.A standout strength is how NetSuite connects front-office customer management with financials, orders and inventory. Instead of relying on disconnected systems, you get a complete view of the customer — from lead to cash — in one place. This level of visibility makes it easier to forecast, manage pipelines and spot cross-sell or upsell opportunities without relying on siloed reports.The unified database powers strong analytics. Real-time dashboards and reports provide insights into sales performance, marketing ROI and customer activity. It’s a big win for teams that want data-driven decisions without delays.Another advantage is scalability. Users highlighted that the system can handle growing transaction volumes, multiple subsidiaries, and global operations with multi-currency and multi-language support. I also found the customization options extensive, covering everything from custom fields and forms to scripting, which makes it adaptable for industries with complex workflows.However, NetSuite CRM does have limitations. The interface is a bit dated compared to CRMs like Salesforce and Zoho, and collaboration features aren’t as strong unless you rely on add-ons. Its marketing automation also can’t quite match HubSpot’s depth, and while customization is powerful, it often requires technical expertise to get right.Bottom Line: If your business is scaling and you want CRM, ERP and eCommerce tightly integrated, NetSuite CRM is one of the strongest choices out there. But if you’re a smaller team or looking for something easier to use and faster to implement, a standalone CRM like Zoho or HubSpot will serve you better. 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, Salesforce Financial Services Cloud has an analyst rating of 90, BackStop CRM has an analyst rating of 74, 360 View has an analyst rating of 63, and NetSuite CRM has an analyst rating of 69\. DealCloud - Analyst Score: 80 out of 100 80 Salesforce Financial Services Cloud - Analyst Score: 90 out of 100 90 BackStop CRM - Analyst Score: 74 out of 100 74 360 View - Analyst Score: 63 out of 100 63 NetSuite CRM - Analyst Score: 69 out of 100 69 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 93 89 82 **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 77 27 17 **Communication Channels** Contact your clients instantly on their preferred channel (email, text, or phone) and log every detail automatically in one place. 67 93 67 89 75 [Show More](#) [Show More](https://pmo.selecthub.com/customize-data/?category=Financial Services CRM Software) Strengths The best features of DealCloud, Salesforce Financial Services Cloud, BackStop CRM, 360 View and NetSuite CRM 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 Customer Experience and Multi-Channel Engagement Dashboards and Reports Financial Product and Portfolio Management Dashboards and Reports Platform Security Document Management Platform Capabilities Opportunity Management Customer Experience and Multi-Channel Engagement Dashboards and Reports Lead Management Opportunity Management Platform Security Dashboards and Reports Platform Security Platform Capabilities Sales Performance Management Lead Management ### Analyst Ratings for Functional Requirements [Customize This Data](#) [Customize This Data](https://pmo.selecthub.com/customize-data/?category=Financial Services CRM Software) How all solutions compare against the top 13 functional requirements as defined by SelectHub project data. DealCloud Salesforce Financial Services Cloud BackStop CRM 360 View NetSuite CRM \+ Add Product [\+ Add Product](https://pmo.selecthub.com/customize-data/?category=Financial Services CRM Software) 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 93 100 100 95 100 100 80 100 96 97 100 93 77 67 82 100 95 33 73 80 94 95 62 81 89 27 89 100 100 33 67 100 40 100 85 73 48 82 17 75 57 100 77 14 90 80 77 93 93 33 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% 88% 12% 75% 25% 88% 12% **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% 80% 20% 20% 80% 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% 83% 17% 67% 33% 83% 17% 67% 33% **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% 75% 25% 100% 63% 37% **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% 100% 17% 83% 83% 17% **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% 33% 67% 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% 33% 67% 100% 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% 80% 20% 40% 60% 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% 80% 20% 100% 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% 93% 7% 93% 7% 80% 20% 93% 7% **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% 60% 40% 80% 20% 80% 20% **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% 100% 83% 17% 50% 50% 17% 83% ### Analyst Ratings for Technical Requirements [Customize This Data](#) [Customize This Data](https://pmo.selecthub.com/customize-data/?category=Financial Services CRM Software) 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% 86% 14% 61% 39% 21% 79% 36% 64% **Platform Security** Protect client information and maintain regulatory compliance with automatic data encryption, role-based access, and detailed activity logging. 100% 83% 17% 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](https://pmo.selecthub.com/customize-data/?category=Financial Services CRM Software) ### User Sentiment Summary DealCloud has a user sentiment rating of 91 based on 19 reviews. Salesforce Financial Services Cloud has a user sentiment rating of 84 based on 155 reviews. BackStop CRM has a user sentiment rating of 90 based on 95 reviews. 360 View has a user sentiment rating of 87 based on 14 reviews. NetSuite CRM has a user sentiment rating of 74 based on 605 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) 155 reviews ![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) 95 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 14 reviews ![Good User Sentiment](https://www.selecthub.com/display/images/scores/good.svg) 605 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. 84% of users recommend this product Salesforce Financial Services Cloud has a 'great' User Satisfaction Rating of 84% when considering 155 user reviews from 4 recognized software review sites. 90% of users recommend this product BackStop CRM has a 'excellent' User Satisfaction Rating of 90% when considering 95 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. 74% of users recommend this product NetSuite CRM has a 'good' User Satisfaction Rating of 74% when considering 605 user reviews from 5 recognized software review sites. User Review Scores **FinancesOnline** n/a n/a n/a n/a **4.7** (14) **G2.com, Inc** n/a **4.3** (122) **4.7** (46) n/a **3.4** (276) **Software Advice, Inc** **4.53** (19) n/a n/a n/a n/a **Capterra Inc** n/a **4.8** (4) **4.3** (46) **4.3** (11) **3.9** (180) **Gartner, Inc** n/a **5.0** (1) n/a n/a **4.4** (62) **TrustRadius** n/a **3.7** (28) **5.0** (3) **4.5** (3) **3.5** (73) ### Awards SelectHub awards earned by these products based on a comprehensive analysis by our research analysts. ![User Favorite Award]() ![Lead Management Award]() Show more ![Mobile Capabilities Award]() ![Opportunity Management Award]() ![Analysts' Pick Award]() ![Account and Contact Management Award]() Show more ![Client Onboarding and KYC Management Award]() ![Customer Experience and Multi-Channel Engagement Award]() ![Financial Product and Portfolio Management Award]() ![Lead Management Award]() ![Opportunity Management Award]() ![Team Collaboration Award]() ![Integrations and Extensibility Award]() ![User Favorite Award]() ![Customer Experience and Multi-Channel Engagement Award]() ![Lead Management Award]() Show more ![Opportunity Management Award]() No awards. ### 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 ](https://www.selecthub.com/p/financial-services-crm-software/360-view/) [ 4Degrees ](https://www.selecthub.com/p/financial-services-crm-software/4degrees/) [ BackStop CRM ](https://www.selecthub.com/p/financial-services-crm-software/backstop-crm/) [ Coevera ](https://www.selecthub.com/p/crm-software/pipeliner/) [ Creatio ](https://www.selecthub.com/p/crm-software/creatio/) [ CRMnext ](https://www.selecthub.com/p/financial-services-crm-software/crmnext/) [ monday CRM ](https://www.selecthub.com/p/crm-software/monday-crm/) [ NetSuite CRM ](https://www.selecthub.com/p/crm-software/netsuite-crm/) [ Redtail CRM ](https://www.selecthub.com/p/financial-services-crm-software/redtail-crm/) [ Salesforce Financial Services 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/) [Sales Acceleration Software ](https://www.selecthub.com/c/sales-acceleration-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/) [Marketing Automation Software ](https://www.selecthub.com/c/marketing-automation-software/) [Nonprofit CRM Software ](https://www.selecthub.com/c/non-profit-crm-software/) Show more 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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%5Fname=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" } ] } ```