AI Readiness
34
34 / 100
AI Readiness
34 / 100
34AI Score
Features
Key capabilities
What makes Summit Finance stand out from the competition
Customer relationship management
Invoicing and billing automation
Expense tracking and management
Financial reporting and analytics
Sales pipeline management
Starting at $29/mo
Our Expert Verdict
“Summit Finance is worth considering for teams looking for crm solutions. ”
Cons
- • No free tier
- • No MCP/AI agent support yet
Recommendation: Request a demo to evaluate Summit Finance for your team.
Ecosystem
Connects with your favorite tools
Summit Finance integrates with leading platforms to streamline your workflows
Integrations
SalesforceQuickBooksZapierMailchimpStripeHubSpotXeroGoogle Workspace
Summit Finance Reviews & Data
User ratings, benchmarks & analysis
Shyft Research
Summit Finance AI Readiness Analysis
34out of 100
Summit Finance scores below average for AI readiness in the CRM category.
Methodology: Score based on API quality, MCP support, AI features, integrations, developer experience, and shipping velocity.
FAQs
Frequently asked questions
Common questions about Summit Finance and its capabilities
Summit Finance pricing starts at $29/mo. Contact Summit Finance for enterprise pricing and volume discounts.
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Related Resources
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Frequently Asked Questions About Summit Finance
Summit Finance pricing starts at $29/mo. Contact Summit Finance for enterprise pricing and volume discounts.
Summit Finance is a top choice in the CRM category, with an AI Readiness Score of 34/100. The best tool depends on your specific needs, team size, and budget. Compare Summit Finance with alternatives to find the best fit for your workflow.
To get started with Summit Finance: 1) Visit their website and sign up for a trial. 2) Complete the onboarding flow to set up your workspace. 3) Connect your existing tools and import data. 4) Explore the core features for crm. Most users are up and running within 30 minutes.
The best Summit Finance alternatives depend on your needs. Popular alternatives in the CRM space offer different strengths in pricing, features, and integrations. View our Summit Finance alternatives page for a detailed comparison with ratings and pricing.