Best 360 View CRM Alternatives & Competitors

Maximizer is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers & sales teams. That's why we provide a game-changing alternative to complex CRM solutions for efficient sales activityLoad more

Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity.Load more

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offersLoad more

Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect withLoad more

vcita helps small businesses manage client scheduling, billing, and communication in one platform. Its most used by service-led teams with daily appointment needs. Reviewers highlight its calendar sync and automated reminders as time-savers, thoughLoad more

Intelligent relationship and pipeline management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and alerts so you neverLoad more

All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks.

Backstop, a service of ION Analytics is an investment management software, tailor-made for institutional and alternative investment management professionals and trusted ally in optimizing the investment and client life cycle. Our platform creates aLoad more

Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Sales Creatio is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360Load more

CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.

Intapp DealCloud is an end-to-end lead and relationship management platform designed for financial and professional services firms. It helps teams capture, qualify, and advance leads through the pipeline with greater efficiency and visibility. ByLoad more

HubSpot CRM is a contact and lead management platform used primarily by small businesses in marketing, IT, and software services. Reviewers highlight its ease of use, strong email tracking, and integrations with Gmail and Outlook. A 2025 updateLoad more

monday CRM helps small businessesespecially in IT services, food and beverage, and marketingtrack leads, manage workflows, and centralize customer data. Reviewers highlight its visual task management and customizable pipelines, though some cite slowLoad more

NetSuite is a cloud-based enterprise-resource-planning system (ERP) used by small businesses in IT services, accounting, and retail to manage financials, billing, and reporting. Users highlight its real-time reporting and automation as key benefitsLoad more

Pipedrive is a customer relationship management (CRM) tool built for small businesses in industries such as IT, marketing, and finance. It supports sales, marketing, and admin teams in managing leads and pipelines through visual drag-and-dropLoad more