--- title: "Singletrack Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Singletrack Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/10030382/Singletrack/" page_type: "product" language: "en" --- # Singletrack Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Singletrack ## What is Singletrack? Singletrack is a capital markets CRM and customer engagement platform for investment banks and research providers. It unifies research distribution, client engagement, and deal management in one system. Singletrack offers modules for sales and trading, research, event management, and banking operations, supported by analytics and automation. The platform includes automated data capture, client interaction tracking, research distribution tools, and consumption pattern analysis. Singletrack integrates with financial services tools, such as MS Outlook and Bloomberg Chat to streamline workflows. It helps firms track client interactions, manage research distribution, align investors with corporate clients for access events, and organize deal origination. Singletrack centralizes client data to provide a strategic overview of business relationships while ensuring compliance with industry regulations. ## What is Singletrack used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Singletrack?[Manage this product listing](https://www.g2.com/products/singletrack/claim_requests/new?auto=true) ## Singletrack Overview Updated September 2026 AI summary Singletrack is a cloud-based CRM designed for small and midsize businesses seeking tools for managing leads, contacts, and sales activities. It includes features such as activity dashboards, lead capture and qualification, contact management, segmentation, and reporting. With integrations to platforms like Outlook and FactSet, customizable fields, API access, and data security, Singletrack supports flexible, secure customer relationship management. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Singletrack 0.0 VS. [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price Contact vendor Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (362) Value For Money 0.0 (0) Value For Money 4.3 (298) Customer Service 0.0 (0) Customer Service 4.1 (316) ## Singletrack alternatives [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## FAQs about Singletrack Features and Usability ### What are the key features of Singletrack? Singletrack offers lead capture, lead management, and lead qualification for tracking prospects through the sales process. It also includes contact management, interaction tracking, and sales pipeline management, plus reporting and analytics, segmentation, customizable fields, data import/export, mobile access, API, and data security. Integrations ### Which third-party tools and platforms does Singletrack integrate with? Singletrack connects natively to AlphaSense, FactSet, MeetMax, Microsoft Outlook, and PitchBook. These integrations cover research, meeting management, email, and financial data platforms, giving teams a focused set of connections for handling investor relations and workflow coordination across commonly used third-party tools. Getting Started and Support ### What training and onboarding options does Singletrack offer? Singletrack provides webinars and videos for training and onboarding. Webinars can support guided instruction and live explanation of product features, while videos offer on-demand reference for users who want to review setup steps and learn platform functions at their own pace. Getting Started and Support ### What customer support options does Singletrack offer? Singletrack offers email/help desk support and an FAQ/forum for customer assistance. These channels give users a place to submit questions and search for common answers. No reviewer feedback about support experience is available, so support quality, response times, and helpfulness cannot be assessed from user sentiment. ## Features AI summary Based on 14,838 Financial CRM reviews Capterra reviewers highlight these as the features buyers care about most when choosing a CRM: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Singletrack supports **Data Security**, which is one of the key capabilities CRM buyers look for. However, it does not include **Customer Database** or **Real-Time Data**. Instead, it offers **Contact Management** (**44%**), which still gives teams a way to organize customer information and keep records accessible. Together, these features help businesses protect sensitive data and manage customer details more effectively, allowing teams to maintain accurate information and support day-to-day relationship management. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Contact Management Manage, organize, and store contact information Customizable Fields Customize data fields to support various needs and use cases Data Import/Export Import and export data to and from software applications Data Security Protect sensitive data for digital privacy Singletrack 14 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Mobile Access: Access software remotely via mobile devices - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Segmentation: Group leads or contacts based on their specific characteristics --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ PitchBook](https://www.capterra.com/p/202323/PitchBook/)[ FactSet](https://www.capterra.com/p/176269/FactSet/)[ AlphaSense](https://www.capterra.com/p/156911/AlphaSense/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.