# Tier1 Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Tier1 Software - reviews, pricing plans, popular comparisons to other Lead Management products and more. Source: https://www.capterra.com/p/185566/Tier1CRM --- # Tier1 Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Tier1 ## What is Tier1? Global leader in CRM software for capital markets & investment banking. SS&C Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. SS&C Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike. ## What is Tier1 used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing 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 Tier1?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.tier1crm.com/&name=Tier1) ## 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. ### Tier1 5.0 (3) VS. [4.2 (1,300)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price Contact vendor Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.0 (1,288) Value For Money 5.0 (3) Value For Money 4.1 (1,164) Customer Service 4.7 (3) Customer Service 3.9 (1,153) ## Tier1 alternatives Highest Rated [4.8 (647)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.3 (6,970)](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 ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Tier1 58 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Manage contact details and communication with clients Provides a channel for team members to share media files, communicate, and work together Track and report regulatory data to either internal management or external stakeholders Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Back-end system that processes daily banking transactions and posts updates to accounts and other financial records. Banking that services corporate customers, from SMBs to multinational enterprise corporations with large financial stakes. Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Designed for Hedge Funds Used by financial advisors and money managers Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Division of banking that assists individuals or organizations raise capital and provide financial consulting services. Manage and handle financial assets as well as other investments. Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Tools designed to streamline the process of lead generation and management for sales teams Receive data and information in real time Active monitoring of systems, applications, or networks Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria At least a username and password is required to access the system Develop, document, and implement policies & procedures to protect an organization's assets. Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 5.0 (3) ### Starting price Contact vendor for pricing Free trial not available Value for money 5.0 (3) 5.0 Based on 3 reviews ## Integrations [ Salesforce.org Nonprofit Cloud](https://www.capterra.com/p/265078/Salesforceorg-Nonprofit-Cloud/)[ FactSet](https://www.capterra.com/p/176269/FactSet/)[ LSEG Risk Intelligence](https://www.capterra.com/p/185117/LSEG-Risk-Intelligence/)[ BlueMatrix](https://www.capterra.com/p/210475/BlueMatrix/) 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 Customer Service 4.7 (3) 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 Customer Service 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CR Christopher R. Systems Administrator Financial Services ### "Tier1 Salesforce Apps" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 18, 2019 Amazing how it showed our users critical information about our clients all at once within our Salesforce Organization. Pros Ease of implementing Tier1's Allegro app Cons End User learning curve on the new Allegro app Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CF Carlynn F. Director Financial Services ### "Great software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 17, 2019 Sales has been amazing! Pros Easy to use good interface and support when needed. Cons I haven’t had enough time to fully explore it yet. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NG Nadine G. Administrative Assistant Financial Services ### "Excellent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 17, 2019 Very good presentation Pros The system was user friendly. Rep. excellent rep Cons Software was a little slow. But anticipated correction Switched from [Follett Aspen SIS](https://www.capterra.com/p/141500/Aspen/) Mandatory by Management Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)