Dataset size
The latest Financial Services CRM Software run found 16 recommended brands and 16 cited sources in AI answers.
Financial Services CRM Software
This weekly AI Brand Index shows how AI tools answer buyer questions in the Financial Services CRM Software category. SupaIntent asks each LLM the same question: which brands are the most visible, significant, and recommended in that niche. Each system returns its own top. We track which brands are recommended, which sources are cited, and how rankings change week over week. Use it to see the freshest AI visibility data for this category.
Updated 4 October 2026
Brands
Category coverage
16
ranked across AI engines
Sources
Evidence base
16
domains cited in answers
Brand sites
Official share
5%
from brand-owned domains
AI model filter
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce | 1 |
| Redtail Technology | 2 |
| Wealthbox | 3 |
| Zoho | 4 |
| Practifi | 5 |
What AI tools say about Financial Services CRM Software
Movement
What changed this week?
Salesforce held the top position, but the ranking below it moved sharply: DealCloud dropped at least three positions.
Sources
Which sources shape AI answers?
No single publisher dominates. The most cited sources are G2, Itechguides and Vantagepoint, which means the citation field is open.
Citation-ready
Key facts from this AI Brand Index report
Current leader
Salesforce ranks #1 for Financial Services CRM Software in the latest SupaIntent AI Brand Index run.
Top brands
Salesforce, Redtail Technology, and Wealthbox lead Financial Services CRM Software across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
G2, Itechguides, and Vantagepoint are the most cited brand sites in this category.
Weekly movement
Top 10 onlyBiggest gains
Moved up this week
Zoho15 to #4
Practifi4 to #5
Biggest losses
Moved down this week
DealCloud5 to #9
Unchanged at the top
Leader held position
Salesforcestayed #1
Rank history
Weekly rank changes for the current top 10
| Rank | Brand | Previous | Current | Change | Best |
|---|---|---|---|---|---|
| #1 | #1 | #1 | 0 | #1 | |
| #2 | #3 | #2 | 1 | #2 | |
| #3 | #2 | #3 | 1 | #2 | |
| #4 | #19 | #4 | 15 | #4 | |
| #5 | #9 | #5 | 4 | #4 | |
| #6 | #8 | #6 | 2 | #2 | |
| #7 | #5 | #7 | 2 | #5 | |
| #8 | #6 | #8 | 2 | #4 | |
| #9 | #4 | #9 | 5 | #4 | |
| #10 | #12 | #10 | 2 | #10 |
Current brand snapshot
16 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | #1 | #1 | #1 | - | | |
| 2 | +1 | #5 | #2 | #3 | - | | |
| 3 | -1 | #8 | #3 | #2 | - | | |
| 4 | +15 | #2 | #6 | #9 | - | | |
| 5 | +4 | #3 | - | #5 | - | | |
| 6 | +2 | - | #5 | #6 | - | | |
| 7 | -2 | #4 | #9 | #10 | - | | |
| 8 | -2 | - | #8 | #4 | - | | |
| 9 | -5 | - | #4 | - | - | | |
| 10 | +2 | #10 | #7 | - | - | | |
| 11 | +2 | #6 | - | - | - | | |
| 12 | 0 | - | - | #7 | - | | |
| 13 | +1 | #7 | - | - | - | | |
| 14 | -3 | - | - | #8 | - | | |
| 15 | New | #9 | - | - | - | | |
| 16 | +2 | - | #10 | - | - | |
Current source snapshot
16 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 15 | | |
| 2 | 12 | | |
| 3 | 7 | | |
| 4 | 4 | | |
| 5 | 4 | | |
| 6 | 3 | | |
| 7 | 3 | | |
| 8 | 2 | | |
| 9 | CreatioOfficial | 1 | |
| 10 | 1 | | |
| 11 | 1 | | |
| 12 | 1 | | |
| 13 | MaximizerOfficial | 1 | |
| 14 | 1 | | |
| 15 | SalesforceOfficial | 1 | |
| 16 | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce | 1 |
| Zoho | 2 |
| Practifi | 3 |
| Creatio | 4 |
| Redtail Technology | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | #1 | - | - | - | | |
| 2 | +6 | #2 | - | - | - | | |
| 3 | +3 | #3 | - | - | - | | |
| 4 | 0 | #4 | - | - | - | | |
| 5 | +4 | #5 | - | - | - | | |
| 6 | 0 | #6 | - | - | - | | |
| 7 | 0 | #7 | - | - | - | | |
| 8 | 0 | #8 | - | - | - | | |
| 9 | New | #9 | - | - | - | | |
| 10 | -2 | #10 | - | - | - | |
Current source snapshot
7 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 12 | | |
| 2 | 9 | | |
| 3 | 3 | | |
| 4 | 3 | | |
| 5 | 1 | | |
| 6 | 1 | | |
| 7 | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce | 1 |
| Redtail Technology | 2 |
| Wealthbox | 3 |
| DealCloud | 4 |
| Microsoft | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | #1 | - | - | | |
| 2 | +1 | - | #2 | - | - | | |
| 3 | -1 | - | #3 | - | - | | |
| 4 | 0 | - | #4 | - | - | | |
| 5 | 0 | - | #5 | - | - | | |
| 6 | 0 | - | #6 | - | - | | |
| 7 | New | - | #7 | - | - | | |
| 8 | -3 | - | #8 | - | - | | |
| 9 | -3 | - | #9 | - | - | | |
| 10 | 0 | - | #10 | - | - | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Salesforce | 1 |
| Wealthbox | 2 |
| Redtail Technology | 3 |
| HubSpot | 4 |
| Practifi | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | #1 | - | | |
| 2 | 0 | - | - | #2 | - | | |
| 3 | 0 | - | - | #3 | - | | |
| 4 | +1 | - | - | #4 | - | | |
| 5 | -1 | - | - | #5 | - | | |
| 6 | -2 | - | - | #6 | - | | |
| 7 | -1 | - | - | #7 | - | | |
| 8 | 0 | - | - | #8 | - | | |
| 9 | +1 | - | - | #9 | - | | |
| 10 | -3 | - | - | #10 | - | |
Current source snapshot
5 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 7 | | |
| 2 | 4 | | |
| 3 | 3 | | |
| 4 | 2 | | |
| 5 | 2 | |
Common AI search questions about Financial Services CRM Software
Q1
Who leads Financial Services CRM Software in AI answers?
Salesforce is the most recommended financial services CRM software brand in the latest AI Brand Index run. The next highest-ranked brands are Redtail Technology and Wealthbox. Per-engine leader data is not available for this run.
Q2
Which cited sources are used for Financial Services CRM Software?
The most cited sources for financial services CRM software recommendations are G2, Itechguides and Vantagepoint, out of 16 tracked sources. No single publisher dominates. The most cited sources are G2, Itechguides and Vantagepoint, which means the citation field is open.
Q3
How fresh is this Financial Services CRM Software ranking?
The AI Brand Index updates every Sunday. In the latest run, Zoho, DealCloud and Practifi moved three or more positions in the financial services CRM software index.
How to cite this report
Cite the canonical SupaIntent report page when referencing this AI visibility ranking.
SupaIntent AI Brand Index: Financial Services CRM Software. https://supaintent.com/ai-brand-index/vertical-industry-financial-services-software-financial-services-crm-software
Report data
Download the same ranking data used by the chart, tables and Dataset schema.
AI Brand Index methodology
Rankings use collected AI answers, cited sources, brand-site matching, and provider-level position history.
- SupaIntent measures buying-intent AI answers across ChatGPT, Google AI Mode, Gemini and Perplexity.
- This report uses the latest observed AI answers for Financial Services CRM Software, including 16 recommended brands and 16 cited sources.
- Brand sites are identified from official domains and subdomains, then separated from review, community and publisher sources.
- Weekly movement compares the latest rank with the previous collected position for each brand.
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