Last verified: 15 alternatives

Best Power Broker Software Alternatives

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

Compare with: Power Broker Software profile →

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
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

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