Last verified: 15 alternatives

Best CloudMasonry Alternatives

Looking for an alternative to CloudMasonry? Here are the top CRM solutions that compete with CloudMasonry, ranked by visibility and feature coverage.

Compare with: CloudMasonry profile →

From $4,935/yr

Mogli is a Salesforce-native SMS and messaging application designed to enhance communication through text-based platforms.

Key features:

One-to-One ConversationsBulk MessagingSurveysVoice MessagesAutomations

Integrates with:

Salesforce

TargetX provides comprehensive CRM solutions tailored for higher education institutions.

Key features:

Mobile-first functionalityStudent Success CenterAction PlansAppointment SchedulerAdvanced analytics

Integrates with:

Salesforce

Humanitru is a nonprofit CRM designed to enhance fundraising and donor engagement.

Key features:

Robust CRMDonation ManagementStrategic ReportingVolunteer ManagementIntegrated Payment Processing

Integrates with:

ActBlueMailchimpQuickbooksEventbritePayPal

Salesforce is the leading AI-powered customer relationship management (CRM) platform.

Key features:

Automate complex workflowsUnified customer data management360-degree customer viewReal-time data analyticsLead qualification automation

Integrates with:

SalesforceAppExchange
Free tier

From $78/user/month

All-in-One AI-Powered CRM for Financial Advisors.

Key features:

Fully Automated WorkflowsIntegrated Seminars & Event ManagementAutomated Lead CapturingClient Review Reminder SystemProduction Tracking

Integrates with:

DocuSignZapierGoogle CalendarOutlook Calendar
Free tier

AI-powered CRM designed for private equity and investment firms.

Key features:

AI-powered deal sourcingAutomated deal trackingData enrichmentInvestment committee and pipeline reviewBanker and advisor tracking

Integrates with:

Outlook
Free tier

From $59/user/month

Wealthbox is a CRM and AI workspace designed specifically for financial advisors.

Key features:

Contact ManagementWealthbox MailOpportunities ManagementWorkflowsAI Notetaker

Integrates with:

SalesforceOutlookCSVAltruistAdvisorStreamAsset-MapAnnuities GeniusBox

Practifi is a financial advisor CRM designed specifically for wealth management.

Key features:

AI-Powered AutomationPipeline TrackingCenters of Influence ManagementCompliance ManagementMobile Access

Integrates with:

OrionBlack DiamondAddeparSchwabMicrosoft 365Salesforce AppExchange
#13

CINC

From $200/month

CINC is an all-in-one real estate lead generation and CRM platform designed for agents and teams.

Key features:

Lead Generation ToolsAutomated WorkflowsCRM FunctionalitiesMobile ApplicationsIDX Website

Integrates with:

GoogleZapierMOJOBombBomb