---
description: Scopri le funzionalità di Financial Services Cloud, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Financial Services Cloud - Prezzi, recensioni, informazioni - Capterra Italia 2026
---

Breadcrumb: [Home](/) > [Software CRM per assicurazioni](/directory/32554/insurance-crm/software) > [Financial Services Cloud](/software/166075/financial-crm) > [Alternative a Financial Services Cloud](https://www.capterra.it/alternatives/166075/financial-crm)

# Alternative a Financial Services Cloud

Canonical: https://www.capterra.it/alternatives/166075/financial-crm

> Scopri le migliori alternative a Financial Services Cloud. Confronta funzionalità, valutazioni e recensioni per trovare il software più adatto alle tue esigenze.

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## Le migliori alternative

1. **Redtail CRM** — 4.1/5 (85 reviews) — Redtail CRM è una soluzione basata sul Web di facile utilizzo per la gestione dei clienti, progettata appositamente per i professionisti del settore finanziario.
   - [Visualizza profilo](https://www.capterra.it/software/121349/redtail-crm)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/121349/166075/redtail-crm/vs/financial-crm)
2. **Zoho CRM** — 4.3/5 (6964 reviews) — Zoho CRM offre alle organizzazioni una soluzione completa per gestire tutte le fasi delle relazioni con i clienti.
   - [Visualizza profilo](https://www.capterra.it/software/155928/zoho-crm)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/155928/166075/zoho-crm/vs/financial-crm)
3. **Maximizer CRM** — 4.1/5 (366 reviews) — Maximizer non è solo un altro fornitore di software CRM ma offre alle aziende un comprovato vantaggio competitivo.
   - [Visualizza profilo](https://www.capterra.it/software/154610/maximizer-crm)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/154610/166075/maximizer-crm/vs/financial-crm)
4. **eWay-CRM** — 4.5/5 (820 reviews) — Componente CRM aggiuntivo per Outlook che aiuta a gestire contatti, vendite, progetti e invii di e-mail. Ora disponibile su iOS/Android.
   - [Visualizza profilo](https://www.capterra.it/software/152769/eway-crm)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/152769/166075/eway-crm/vs/financial-crm)
5. **HubSpot CRM** — 4.5/5 (4453 reviews) — HubSpot CRM è una soluzione CRM totalmente gratuita, versatile e intuitiva che ogni team di vendita apprezzerà.
   - [Visualizza profilo](https://www.capterra.it/software/152373/hubspot-crm)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/152373/166075/hubspot-crm/vs/financial-crm)
6. **Nimble** — 4.4/5 (1868 reviews) — Nimble è un CRM semplice e intelligente per Office 365 e G Suite che lavora per te, ovunque lavori tu.
   - [Visualizza profilo](https://www.capterra.it/software/123032/nimble)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/123032/166075/nimble/vs/financial-crm)
7. **Pipedrive** — 4.5/5 (3042 reviews) — La piattaforma CRM assicurativa di Pipedrive favorisce gli agenti, offrendo un'esperienza cliente di livello superiore e creando flussi di lavoro digitalizzati.
   - [Visualizza profilo](https://www.capterra.it/software/132666/pipedrive)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/132666/166075/pipedrive/vs/financial-crm)
8. **Copper** — 4.4/5 (622 reviews) — Con Copper e Google puoi concentrarti sulle relazioni anziché sui record. L'unico CRM creato per e utilizzato/consigliato da Google.
   - [Visualizza profilo](https://www.capterra.it/software/141642/copper)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/141642/166075/copper/vs/financial-crm)
9. **Sage Intacct** — 4.3/5 (608 reviews) — Un software per la contabilità e una soluzione di gestione finanziaria di prima qualità. Progettato per il mondo della finanza da persone che lavorano nel mondo della finanza.
   - [Visualizza profilo](https://www.capterra.it/software/76/intacct)
   - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/76/166075/intacct/vs/financial-crm)
10. **Keap** — 4.1/5 (1298 reviews) — Infusionsoft di Keap, piattaforma CRM multifunzione potente e conveniente per la marketing automation e l'automatizzazione delle vendite, ti permette di far crescere la tua azienda.
    - [Visualizza profilo](https://www.capterra.it/software/76390/infusionsoft)
    - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/76390/166075/infusionsoft/vs/financial-crm)
11. **Creatio CRM** — 4.7/5 (133 reviews) — La migliore piattaforma per flussi di lavoro e CRM per servizi finanziari non basata su codice e intelligenza artificiale.
    - [Visualizza profilo](https://www.capterra.it/software/130149/bpm-online-crm)
    - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/130149/166075/bpm-online-crm/vs/financial-crm)
12. **DealCloud** — 4.5/5 (21 reviews) — Investitori e consulenti scelgono DealCloud per potenziare i loro team addetti alle trattative.
    - [Visualizza profilo](https://www.capterra.it/software/139967/dealcloud)
    - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/139967/166075/dealcloud/vs/financial-crm)
13. **Daylite for Mac** — 4.6/5 (361 reviews) — ESCLUSIVAMENTE per macOS e iOS. Tieni traccia di clienti, trattative e progetti in una singola posizione. Migliora l'organizzazione e la produttività dei team.
    - [Visualizza profilo](https://www.capterra.it/software/116272/daylite-for-mac)
    - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/116272/166075/daylite-for-mac/vs/financial-crm)
14. **Less Annoying CRM** — 4.8/5 (645 reviews) — Software per piccole aziende per la gestione di lead, delle informazioni sui clienti, della cronologia dei contatti, dei promemoria e delle e-mail.
    - [Visualizza profilo](https://www.capterra.it/software/118921/less-annoying-crm)
    - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/118921/166075/less-annoying-crm/vs/financial-crm)
15. **Shape** — 4.7/5 (44 reviews) — Il CRM più versatile mai creato.
    - [Visualizza profilo](https://www.capterra.it/software/173673/setshape)
    - [Confronta con Financial Services Cloud](https://www.capterra.it/compare/166075/173673/financial-crm/vs/setshape)

## Categorie correlate

- [Software CRM per assicurazioni](https://www.capterra.it/directory/32554/insurance-crm/software)
- [Software per servizi finanziari](https://www.capterra.it/directory/31123/financial-services/software)
- [Software per tesoreria aziendale](https://www.capterra.it/directory/31136/financial-management/software)
- [Software di gestione finanziaria](https://www.capterra.it/directory/20010/investment-management/software)
- [Software per l'erogazione dei prestiti](https://www.capterra.it/directory/30088/loan-servicing/software)

## Link

- [Visualizza su Capterra](https://www.capterra.it/alternatives/166075/financial-crm)
- [Visualizza la pagina del prodotto](https://www.capterra.it/software/166075/financial-crm)

## Questa pagina è disponibile nelle seguenti lingue

| Lingua | URL |
| de | <https://www.capterra.com.de/alternatives/166075/financial-crm> |
| de-AT | <https://www.capterra.at/alternatives/166075/financial-crm> |
| de-CH | <https://www.capterra.ch/alternatives/166075/financial-crm> |
| en | <https://www.capterra.com/p/166075/Financial-CRM/alternatives/> |
| en-AE | <https://www.capterra.ae/alternatives/166075/financial-crm> |
| en-AU | <https://www.capterra.com.au/alternatives/166075/financial-crm> |
| en-CA | <https://www.capterra.ca/alternatives/166075/financial-crm> |
| en-GB | <https://www.capterra.co.uk/alternatives/166075/financial-crm> |
| en-IE | <https://www.capterra.ie/alternatives/166075/financial-crm> |
| en-IL | <https://www.capterra.co.il/alternatives/166075/financial-crm> |
| en-IN | <https://www.capterra.in/alternatives/166075/financial-crm> |
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| en-ZA | <https://www.capterra.co.za/alternatives/166075/financial-crm> |
| es | <https://www.capterra.es/alternatives/166075/financial-crm> |
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| es-CL | <https://www.capterra.cl/alternatives/166075/financial-crm> |
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| es-CR | <https://www.capterra.co.cr/alternatives/166075/financial-crm> |
| es-DO | <https://www.capterra.do/alternatives/166075/financial-crm> |
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| fr | <https://www.capterra.fr/alternatives/166075/financial-crm> |
| fr-BE | <https://fr.capterra.be/alternatives/166075/financial-crm> |
| fr-CA | <https://fr.capterra.ca/alternatives/166075/financial-crm> |
| fr-LU | <https://www.capterra.lu/alternatives/166075/financial-crm> |
| it | <https://www.capterra.it/alternatives/166075/financial-crm> |
| ja | <https://www.capterra.jp/alternatives/166075/financial-crm> |
| nl | <https://www.capterra.nl/alternatives/166075/financial-crm> |
| nl-BE | <https://www.capterra.be/alternatives/166075/financial-crm> |
| pt | <https://www.capterra.com.br/alternatives/166075/financial-crm> |
| pt-PT | <https://www.capterra.pt/alternatives/166075/financial-crm> |

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