Every Sales Tools product we track
Sales tools for brokers are the general-purpose CRMs and pipeline platforms adapted to finance rather than built for it. They win on flexibility, reporting and price, and lose on aggregator integration and compliance defaults. They will be scored against the same criteria as the purpose-built systems, once testing starts.
The ranking
How we rank →The ranking
Nothing in Sales Tools has been ranked
A product is ordered on this page once it has been run in a real account against the published criteria, with a verdict signed and dated by the person who ran it. Nothing in this category has cleared that.
- The criteria are published in full and weighted before testing starts
- A verdict carries the tester’s name and the date it was run
- Every product we track in the category is listed on the comparison page