Alternatives to Altitude CRM
Compare Altitude CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Altitude CRM in 2026. Compare features, ratings, user reviews, pricing, and more from Altitude CRM competitors and alternatives in order to make an informed decision for your business.
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Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
2
Centrex Software
Centrex Software
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. -
3
ROLLER
ROLLER
At ROLLER, we're passionate about empowering leisure and entertainment businesses to reach new heights of success. With a track record of serving 2,600+ customers across 30+ countries, including some of the most renowned names in the attractions industry, including SkyZone, Altitude, American Dream, Uptown Jungle, Flip Out, WhoaZone, Oxygen, Innoflate, and Jumpsquare, we understand the unique needs of playcenters, family entertainment centers, wake parks, water parks, trampoline parks, theme parks, amusement parks, indoor climbing facilities, children's museums, zoos, aquariums and more. ROLLER serves as the ultimate all-in-one venue management solution for attraction businesses, offering a comprehensive array of features that boost revenue and drive operational efficiencies like seamless ticketing, POS, membership management, and integrated waivers. -
4
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
5
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
6
Creatio
Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.Starting Price: $25 per user per month -
7
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
8
1CRM
1CRM Systems Corp.
1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.Starting Price: $13.00/month/user -
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Intapp DealCloud
Intapp
Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud. -
10
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
11
Sticky Advisor
stickypages
Your CRM is an integral part of your business. Sticky Advisor makes it easy to see the whole picture with your clients. Our cloud-based software helps you maintain up-to-date records, track client communications, manage your calendar, create forms and surveys, organize client documents, set up automated messages, and much more. We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today! We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today! -
12
Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
13
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding. -
14
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
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Equisoft/connect
Equisoft
Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.Starting Price: $89.00/month/user -
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Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
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MyPlanMap
MyPlanMap
We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning. -
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Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
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Meridian
Meridian
Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data. -
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Finaeo
Finaeo
Finaeo is a cloud-based digital assistance platform specifically created for financial advisors. Developed by Finaeo Inc., a Toronto-based company, this AI-enabled digital assistant and sales coach helps financial advisors in streamlining their systems and processes. Equipped with enterprise-grade features, Finaeo enables financial service organizations to have a complete control over their back-office administration and product mix and data, and client relationships.Starting Price: $79.00/month/user -
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NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
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LeadCenter.AI
LeadCenter.AI
Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.Starting Price: $60/month -
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EquinoxCRM
Reliadvisor
A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications. Platform compliant with SEC rule 17a-4, which requires client and account recordkeeping with both immediate access and non-immediate access (WORM) storage. Keep record of business practices and communications with clients. Create and manage workflow templates. Optimize sales with prospect classificaiton. Maintain higher control of organizational structure. Monitor access to tasks and responsabilities. -
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Foundersuite
Foundersuite
Use Investor CRM to manage your investor funnel. Collaboration is built in - work with mentors and advisors directly in your account. Enjoy instant pipeline visibility and fundraising efficiency. Search a proprietary database of 21,000 VC funds and 100,000 angels, family offices, fund-of-funds, PE firms and more. It's the fastest way to build a target investor list. Use Investor Updates to create engaging newsletters in 15 minutes or less. Stay top-of-mind with current (and prospective) investors. Track views and duration - a strong signal of interest. Browse the ultimate collection of 80+ startup docs, including term sheets, cap tables, pitch decks, financial models, NDAs, and more.Starting Price: $44 per month -
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Xperience
Altitude Software
Gain greater business agility and provide excellent customer experience with Xperience by Altitude, a cloud-based contact center software. Complete and scalable, Xperience provides a modular solution that can adjust up and down as required by the business needs. Xperience caters to small to large businesses with flexible and customizable solutions. -
26
Fundingstack
Fundingstack
Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital.Starting Price: $250/user/month -
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Unify CRM
Unify
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients -
28
GPS Emulator
RosTeam
Move your phone to any place in the world with this app. It sets up a fake GPS location so other apps in your phone believe you are there. With this fake GPS, you can change your location and altitude. You can also tweak the accuracy and get the current time of the fake position.Starting Price: Free -
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Apex 72
Apex 72
Monitor and track your sales activity to make sure you are on the path to success. Tailored features to fit your business. With Apex 72’s interactive client experience, you can securely capture personal client data and create a unique and personal experience. Managers stay informed with APEX 72’s built-in dashboard viewing and reporting systems. Streamline the discovery process with clients through our interactive and real-time fact-finding application. Support sales team leaders with activity, marketing, calendar, and process management reporting. Virtual transparency for your entire team. Don’t just take our word for it. Efficient technology is essential to focus on the core of your business. Sales through technology productivity are critical to achieving growth and continue to be a major struggle for businesses everywhere. -
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Deltek Vision
Deltek
Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability. -
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Obsidian Suite
Obsidian Suite
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. -
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IQProspects
Quest Analytics
IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions. The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing. Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing. IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity. -
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Skale CRM
Skale
Measure & Track your sales and business to speed into growth. Brokerage firm goes from 6 to 600 sales staff in 12 months by streamlining the sales process using Skale Customer Revenue Management Platform. Automate client interactions to lower acquisition costs. Keep your clients' information safe so you can sleep at night. How to increase revenue from $2M to $8M in 12 months using an in house sales team without compromising on security, privacy and risk. Track compliance and regulatory needs to stay stable. Instead of spending 1-2 days every month, spend less than half an hour each week with Skale Customer Revenue Management Platform internal audits. With the Skale Forex CRM you have everything under one roof to start trading right away. Marketing, sales & retention, fully transparent MT4 integration, PSPs and many other start of the art FinTech tools. The Skale CRM is highly customizable ready in hours instead of days, maximizing profits, minimizing risk.Starting Price: $39 per user -
34
MLO Shift
MLO Shift
Mortgage professionals that want to manage and convert more leads. MLO Shift is built on ActiveCampaign, a world-class CRM and marketing automation system trusted by over 50,000 businesses. Account includes 2,500 contacts & 25 users. MLO Shift Membership gets you access to our complete library of easy-to-follow, step-by-step video courses to help you get started quickly and get the most out of your investment. Create your own landing pages! Customize a template, or build your own. Pages are fast, easy to edit and mobile-friendly, so you can run campaigns and convert more leads. Automatically drop all of your leads into one system and instantly follow up with email, text and Slybroadcast voicemails, so you can focus your time on running your business. Automatically track and follow-up with your referrals, so you never lose track of another lead, only to find out they ended up working with the competition. -
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Altitude
Altitude
Altitude is the all in one smart hotel platform built to simplify the process - we're providing you the building blocks to succeed. Empower We want to help in minimising manual management, and empower the hospitality industry to drive for results in all aspects of the business. We believe you don’t need all the fancy stuff to be successful, it’s about offering thrifty solutions that captures the guests, drives growth, and is easy to manage. Escalate Maximise your ability to boost your business with easy solutions that allow guests to pick and choose their stay experience. Give your guests the control to drive additional revenue with upsell & cross sell, ordering services, and direct bookings. Engage Connect with your guests at any time with real-time communications tools such as direct SMS messaging, push notifications and ordering service requests. Our contact-less mobile and web portal tools make it easier for guests to explore your hotel before their journey has begun. -
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Questis
Questis
Questis is a configurable financial wellness delivery platform that allows retirement advisors and financial service providers to easily deliver personalized wellness programs to their plan sponsors and participants. Founded by experienced financial professionals, Questis pairs the power of software with the customization required to fuel behavior change. With seamless integrations, scalable technology, and strategic industry insight, the Questis Platform makes financial wellness simple and profitable. Newfound data transparency fuels entirely new lines of business for financial service providers and tangibly improves financial health for plan sponsors and participants. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding. -
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HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
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Teknovate CRM
Teknovative Solution
Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.Starting Price: $10 -
39
Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
40
ANALEC InsightsCRM
ANALEC
ANALEC InsightsCRM is a domain-specific customer relationship management platform built for the capital markets industry. Designed for banking, asset management, trading, and private equity firms, it helps eliminate information silos, improve collaboration, and drive profitable client relationships. The platform delivers intuitive workflows and superior UI/UX that boost adoption and reduce manual tasks by up to 65%. With seamless third-party integrations and customizable modules, it adapts effortlessly to complex financial workflows. InsightsCRM empowers users with real-time intelligence to enhance deal management, client engagement, and post-investment monitoring. Trusted by global financial institutions, ANALEC enables firms to operate with greater transparency, speed, and data-driven precision. -
41
Proftit CRM
Proftit
Proftit is a leading provider of innovative solutions for Forex and CFD brokers, prop trading firms, and multi-asset trading businesses. Designed with brokers in mind, Proftit’s SPOT-on CRM (Single Point of Truth) streamlines operations, consolidates client interactions, and enhances scalability. Offering seamless integration with leading trading platforms and payment systems, Proftit delivers turnkey solutions, including high-performance CRM, trading platforms, and prop trading technology to over 300 organizations worldwide. Built on cutting-edge infrastructure with top-tier security, Proftit ensures reliability, compliance, and growth for businesses of all sizes. With Proftit, brokers can launch, manage, and scale their operations effortlessly while focusing on driving success and profitability. -
42
Attio
Attio
Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.Starting Price: $0 -
43
Cimmaron Mortgage Manager
Cimmaron Software, Inc.
CRM Software Built for Mortgage Professionals. Leverage an extensive set of original marketing content. Ready to use pre-built drip campaigns. Reach out to your clients and referral partners with two monthly newsletters. Use two-way texting to communicate with your contacts. From birthdays and milestones to all the major holidays, Cimmaron has you covered with ready-to-go eCards. Create and deliver videos in your e-mail marketing. Co-branded marketing made easy. Track and measure performance using open rates, click-throughs, conversions, etc. Centralized marketing - one user can easily handle marketing for the entire branch or organization. Integration with all major lead providers and predictive dialers. Create custom business rules to distribute leads. Automated lead distribution with notifications to your mobile app or desktop. Create shark tanks and automatically redistribute leads based on user response times. -
44
CoolLife.io
Cool Life
Cool Life is an all-in-one business management platform that combines CRM, project management, marketing automation, and secure document storage. It provides a unified interface for managing customer relationships, tracking interactions, and guiding contacts through business workflows. The platform includes project management tools that allow teams to oversee tasks, milestones, communications, and documents in real time. Sales and marketing features help businesses create and automate campaigns while staying connected with prospects and customers. Cool Life also offers customizable data dashboards and reporting tools to provide instant insights into business performance. Its secure storage system includes virtual data room (VDR) capabilities with advanced security, encryption, and document tracking. By integrating multiple business functions into one platform, Cool Life helps organizations improve efficiency, scalability, and operational control.Starting Price: $195.00/month -
45
MadeMarket
MadeMarket
MadeMarket's deal management CRM is the easiest way for investment bankers to manage their deals and contacts. Great investment banks get real results with MadeMarket. From boutique to bulge-bracket, investment bankers love MadeMarket. Maintain focus on your transactions in a faster, simpler way. Easily advance deals as a team and view progress at a glance, from anywhere. Instantly view the relationship information you care about most. From contact details and key relationships to transaction preferences and history, always see the full picture. Gain powerful insights on the value of your pipeline, how transactions are progressing and your most active relationships, all without lifting a finger. MadeMarket will help you grow your business and improve the performance of your team. Designed from the ground up to work specially within the investment banking workflow. Whether your advisory firm focuses on sell-side or buy-side, MadeMarket is designed to make your firm more efficient. -
46
Altitude Networks
Altitude Networks
Data that stays safe means collaborating without the risk. Altitude Networks is at the forefront of cloud security—protecting your company’s cloud data against unauthorized access, accidental or malicious sharing, and theft. Tracking stolen cloud documents is time consuming. With 1 click, remediate unauthorized access. Someone just shared a critical file. To the wrong person. Identify who has undesired access to your important files and resolve it before it becomes an incident. Continuous protection. For all your cloud collaboration. Employees share files all the time which means you need security that is always working. Continuously Securing Your Enterprise Data Data is constantly shared. Your security must be constantly defending. -
47
CoreTrac
Ignitech
This powerfully specialist CRM from Avolin is designed specifically for community banks and credit unions, giving you a centralized, 360° view of all your clients. Your financial services teams will be empowered to deliver outstanding customer experience outcomes, like never before. Build stronger connections with your clients using a centralized data view across all their experiences and communications with you. With one unified view you’ll be able to build better relationships, sell more and expand every opportunity. CoreTrac goes beyond other platforms, giving you the deep insight you need to craft bespoke communications for all your clients and prospects: the right message, at the right time. It also automatically manages online requests so that your website can serve clients and generate revenue 24/7. -
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Geooco. Fleet Management
Geooco.
A revolutionary SaaS paired with the best m2m technologies, providing fleet owners with powerful and simple tools to cut management and fuel expenses, increase productivity and prevent accidents. Real-time monitoring of your vehicles or assets location, speed, sensor values, altitude and more. Have peace of mind with utmost security of cargo, vehicles and equipment. Provide telemetry data real time, control remotely. Pre-configured and ready to use devices with a SIM card included is everything you need to monitor your vehicles. Asset tracking products can be used for a wide range of applications requiring real-time location reporting such as private investigations, package deliveries, temporary tracking of vehicles, long distance transportation, air cargo tracking, container tracking, endurance racing and a variety of other consumer applications.Starting Price: €49 per unit per month -
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Aidium
Aidium
Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.Starting Price: $79 per user per month -
50
MyCRMDashboard Mortgage CRM
Continuity Programs
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.Starting Price: $29.99 per month
