DealCloud
Salesforce Financial Services Cloud
Redtail CRM
SmartOffice
InsightsCRM
TAMARAC
CRMnext
Affinity
Attio
CiraSync
Clariti.app
Simplish
Socialsuite
Folk
TurnShift
SteerIO
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Based on our record, Attio seems to be more popular. It has been mentiond 5 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Great stuff! I celebrate everyone who gets the world off SFDC. We recently started using https://attio.com/ — how do you guys compare? - Source: Hacker News / about 1 month ago
Attios website: https://attio.com/ Also, what makes this different from: Budibase (cofounder). - Source: Hacker News / about 2 months ago
2 competitors which I think are getting things right on the UI front are Attio [1] and Folk [2]. It's not as powerful as Salesforce and the data structure is very loose, but they have done a good job with the user-experience. They are not open source though. [1] https://attio.com. - Source: Hacker News / 10 months ago
I like what I see with https://attio.com/. Haven’t used it yet but have it on the list to check out eventually. Source: 11 months ago
We’re building Attio (https://attio.com) for exactly this use case! We have a really modular data structure and a flexible API that feels a lot like Airtable or Notion with all the CRM features you’d expect. I’d love to learn more about your use case as I really believe the idea of a “modular, developer focused” CRM is long overdue! Disclaimer: I am the CTO :). - Source: Hacker News / over 2 years ago
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
CiraSync - CiraSync is a program that syncs and shares office 365 GAL contacts and calendars to smartphones.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Clariti.app - Clariti is a team communication app that uses Artificial Intelligence to combine emails, chats, documents, calendar events and feeds on the same topic, in rich context-based Conversations to ensure your communication stays focused & organized.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
Simplish - Simplish is a day planner software that is used for time management.
