Top DealCloud Alternatives & Competitors For 2024

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Looking for alternatives to DealCloud? Many users crave user-friendly and feature-rich solutions for tasks like Dashboards and Reports, Opportunity Management, and Product Management. Leveraging crowdsourced data from over 1,000 real CRM Software selection projects based on 400+ capabilities, we present a comparison of DealCloud to leading industry alternatives like Infusionsoft, Salesforce Sales Cloud, kvCORE, and Thryv.

Infusionsoft Software Tool
Thryv Software Tool

Product Basics

Designed for leading investment banks, operating companies and investment firms, DealCloud is a flexible, data-driven platform with vertical-specific functionalities. It helps handle fundraising, regulatory compliance and financial deals, enabling dealmakers to execute deals optimally.

It comes with modules for managing data, pipelines, relationships, business procedures, conflicts and marketing processes. The API allows integrations with FACTSET, PrivCo, PitchBook and more.
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Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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Salesforce Sales Cloud is a customer relationship management (CRM) solution designed to help businesses of all sizes manage their sales processes more effectively. It offers a range of features to simplify lead management and boost sales.

Key benefits include AI-powered lead scoring, customizable dashboards, reporting tools and mobile access for on-the-go sales teams. Sales Cloud stands out for its scalability, making it suitable for businesses ranging from small startups to large enterprises. 

Users appreciate Sales Cloud for its user-friendly interface and extensive customization options. Many find Einstein’s AI capabilities to be game-changing for their sales strategies. However, some users note that there can be a steep learning curve for advanced features, and costs can add up quickly with additional modules and user licenses.

Its pricing starts at $25 per user per month for the Starter plan, suitable for small teams. More advanced plans range from $100 to $500 per user per month, offering more refined features. While not the cheapest option on the market, Salesforce can be a worthwhile investment for its comprehensive toolset and scalability Salesforce provides.

Salesforce Sales Cloud is a good choice for businesses looking for a flexible solution, provided they're able to handle the potential complexity and cost associated with a top-tier CRM platform.

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kvCORE is a cloud-based, suite solution designed to optimize growth and streamline operations for real estate agencies. It provides users with workflow automation, centralized data and AI-powered tools to boost efficiency.

Realtors can build comprehensive client profiles using validated data, manage leads and SOI from a central dashboard and share contact profiles with other stakeholders.

The mobile app offers additional accessibility with features like a power dialer, remote communication and task management. Users can improve extensibility with Zapier integrations.

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Thryv, pronounced “thrive,” is an all-in-one suite solution designed to help small businesses streamline operations and achieve growth. Improve efficiency and increase personalization through a centralized hub that hosts projects, communication, tasks, team collaboration and complete customer profiles. Creating a client portal simplifies payment and communication and allows customers to schedule appointments at their convenience.

Users can also access up to 100 eSignatures, a website builder and HIPAA-compliant features for an additional cost.

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Product Assistance

Documentation
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Live Online
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Webinars
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Product Ranking

#192

among all
CRM Software

#3

among all
CRM Software

#2

among all
CRM Software

#20

among all
CRM Software

#73

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

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87
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96
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86
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100
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Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
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Dashboards and Reports
Product Management
Team Collaboration
Opportunity Management
Account and Contact Management
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

DealCloud
Infusionsoft
Salesforce Sales Cloud
kvCORE
Thryv
+ Add Product + Add Product
Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration 96 86 100 92 96 91 97 48 92 100 95 96 100 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 19 reviews
Great User Sentiment 2245 reviews
Great User Sentiment 43983 reviews
Excellent User Sentiment 2022 reviews
Great User Sentiment 907 reviews
91%
of users recommend this product

DealCloud has a 'excellent' User Satisfaction Rating of 91% when considering 19 user reviews from 1 recognized software review sites.

82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

88%
of users recommend this product

Salesforce Sales Cloud has a 'great' User Satisfaction Rating of 88% when considering 43983 user reviews from 5 recognized software review sites.

94%
of users recommend this product

kvCORE has a 'excellent' User Satisfaction Rating of 94% when considering 2022 user reviews from 3 recognized software review sites.

88%
of users recommend this product

Thryv has a 'great' User Satisfaction Rating of 88% when considering 907 user reviews from 4 recognized software review sites.

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Awards

User Favorite Award
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Team Collaboration Award
User Favorite Award
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Synopsis of User Ratings and Reviews

Relationship Management: DealCloud excels at managing relationships, allowing users to easily track interactions with clients and prospects, log meeting notes, and set follow-up reminders. This helps streamline communication and build stronger relationships.
Pipeline Tracking: The platform provides a clear visual representation of the sales pipeline, enabling users to monitor deal progress, identify potential bottlenecks, and make informed decisions to optimize their sales process.
Reporting and Analytics: DealCloud offers robust reporting and analytics features that provide valuable insights into sales performance, deal flow, and team productivity. Users can generate custom reports, track key metrics, and identify areas for improvement.
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Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
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Client Engagement: Reviewers who mention this feature enjoyed the automated follow-ups and ability to send bulk emails and texts.
Lead Management: Users referencing this feature noted the software’s efficiency in generating, categorizing, tracking and nurturing leads.
Organized Information: The software helps keep information organized in a central repository with a updated dashboard making it easy to see SOI information, search for contacts and track communication activity.
Ease of Use: A majority of the reviews about usability approve of how user-friendly and easy-to-navigate the platform is.
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Online Presence: Users who mentioned this feature appreciated how easy it was to post and edit website content and manage multiple social media platforms from one place.
Centralized Interactions: Access to past client activity, notes and interactions from multiple avenues is a plus for a majority of users.
Customer Service: Prompt and helpful customer service from Thryv reps during training and onboarding is another plus for many users.
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Steep Learning Curve: DealCloud's extensive features and functionalities can be overwhelming for new users, requiring significant time investment to master the platform effectively.
Customization Challenges: While DealCloud offers customization options, tailoring the platform to specific workflows and preferences can be complex and may necessitate assistance from technical experts or consultants.
Mobile App Limitations: The mobile app's functionality is limited compared to the web version, potentially hindering productivity for users who rely on mobile access.
Reporting Complexity: Generating reports in DealCloud can involve intricate steps and may require familiarity with the platform's data structure and reporting tools.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.
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Customer Support: A majority of the reviewers who mention this feature felt support response times need improvement.
Technical Glitches: The interface has some small technical issues, and users get logged out frequently, particularly with the mobile app.
Slow Process: Every user who references this aspect noted that the system is slow to load at times.
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Lead Pipeline: The absence of a lead pipeline makes it difficult for users to track and manage their sales.
Search Function: Some users note they get multiple hits for a first or last name instead of an exact match.
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Is DealCloud the silver lining for your business's cloudy sales performance? DealCloud has garnered praise for its user-friendly interface, robust features, and competitive pricing, earning recognition as a top CRM software. Users particularly appreciate its comprehensive CRM system for managing leads, sales pipelines, and deal closures, along with its powerful reporting engine that helps track sales performance and pinpoint areas for improvement. The ability to integrate with other business applications like Salesforce, Microsoft Dynamics, and Google Analytics further enhances its appeal. However, some users have noted that DealCloud's customization options can be complex and may require technical expertise. Additionally, while DealCloud offers a wide range of features, some users have expressed a desire for more advanced marketing automation capabilities. Despite these drawbacks, DealCloud's strengths lie in its ability to streamline sales processes, improve collaboration, and provide valuable insights into relationship management. Its automated data capture, relationship intelligence features, and AI-driven outreach tools significantly enhance efficiency and productivity. DealCloud appears to be best suited for financial and professional services firms seeking to optimize their relationship management and business development efforts. Its industry-specific features, such as relationship scoring and deal tracking, cater to the unique needs of these sectors. The platform's ability to centralize firm interactions, automate workflows, and provide actionable insights empowers professionals to focus on building relationships and driving growth. While DealCloud may have a steeper learning curve compared to some competitors, its comprehensive features and industry-specific focus make it a valuable tool for firms looking to elevate their sales and relationship management strategies.

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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

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kvCORE is an all-in-one platform designed specifically for the real estate industry. It provides AI-powered tools to automate lead nurturing and identify high-potential prospects. Realtors can optimize lead generation through customizable IDX websites and capture leads from various sources. Additionally, the platform automates repetitive tasks such as email follow-ups and lead scoring, while the mobile app enhances accessibility for on-the-go management.User reviews generally highlight the platform's strengths in client engagement, lead management, organized information storage, and user-friendliness. Some areas for improvement, include customer support response times, occasional technical glitches, and slow loading speeds. Overall, kvCORE offers a comprehensive suite of features designed to streamline real estate CRM workflows for larger teams as small teams and sole realtors may find pricing is cost-prohibitive.

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Thryv is a cloud-based platform designed to streamline operations for small businesses using centralized data management, customized workflows and a client portal.It offers features like a unified database, task management and personalized messaging to consolidate customer data, simplify communication, improve organization and boost client engagement. A key benefit is the 360-degree view of customer activity and communication, eliminating scattered information and paper records.User reviews highlight the ease of managing and building an online presence, centralized access to client interactions and prompt customer service during onboarding. However, the lack of a dedicated lead pipeline and precise search results were issues for some users. Pricing follows a tiered subscription model, with additional charges for certain features, potentially making it cost-prohibitive for smaller businesses.Overall, Thryv offers a comprehensive CRM suite solution designed to centralize data and streamline operations, although add-on costs for some features and a six-month lock-in term may not be ideal for solopreneurs and very small businesses.

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