Last verified: 15 alternatives

Best Eppraisal.com Alternatives

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

Compare with: Eppraisal.com 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

A leading Salesforce consulting firm specializing in cloud-based business solutions.

Key features:

Full System Design and ImplementationManaged ServicesData Migration & Complex IntegrationsChange Management and End User TrainingTechnology Roadmapping

Integrates with:

SalesforceSnowflakeDocuSignBoxCongaNintexCopado

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

Key features:

Robust CRMDonation ManagementStrategic ReportingVolunteer ManagementIntegrated Payment Processing

Integrates with:

ActBlueMailchimpQuickbooksEventbritePayPal
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
#14

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