# Singletrack Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Singletrack Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10030382/Singletrack

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# 

 Singletrack Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 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?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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### Starting price

Free trial not available

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Do you work for Singletrack?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.singletrack.com/solutions/&name=Singletrack)

## 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.

[4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

Contact vendor

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (4,371)

Value For Money

0.0 (0)

Value For Money

4.3 (3,503)

Customer Service

0.0 (0)

Customer Service

4.4 (3,512)

## Singletrack alternatives

[4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

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 includes contact management, interaction tracking, and segmentation for organizing customer data, plus reporting/analytics and an activity dashboard for monitoring performance. API, data import/export, customizable fields, mobile access, and data security support administration.

Integrations

### Which third-party tools and platforms does Singletrack integrate with?

Singletrack integrates with AlphaSense, FactSet, MeetMax, Microsoft Outlook, and PitchBook. These catalog integrations cover research, event management, email, and market intelligence tools, giving Singletrack connections to five third-party platforms.

Getting Started and Support

### What training and onboarding options does Singletrack offer?

Singletrack provides webinars and videos to help teams get started. Webinars support live or scheduled instruction for setup and feature guidance, while videos offer self-paced reference for reviewing steps and learning core functions as needed.

Getting Started and Support

### What customer support options does Singletrack offer?

Singletrack provides Email/Help Desk support and an FAQ/Forum for self-service help. It gives users a direct way to submit questions and a place to find common answers, but there is no reviewer feedback available here to describe response times, helpfulness, or common support frustrations.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Protect sensitive data for digital privacy

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Access software remotely via mobile devices

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Group leads or contacts based on their specific characteristics

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## 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/)

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## 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

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