CRM Software
- Filter Results
4Degrees
Software Description: 4Degrees is a CRM built for deal-focused teams in industries like VC, private equity, and M&A. It offers smart relationship and deal tracking, intuitive network search, automated data entry, and alerts—helping teams stay connected, manage deal flow, and never miss key opportunities.
Features
Automated Relationship Intelligence
Smart Deal Flow Management
Intelligent Alerts & Reminders
Teamwide Network Search
Pros
- Automated Relationship Tracking
- Strong Network Intelligence
- Clean UI and Seamless Integration
Cons
- Limited Customization Options
- Mobile App Limitations
- Initial Setup and Learning Curve
Towerbee
Software Description: Towerbee is an integrated business management platform that combines project management, CRM, inventory management, email campaigns, and more. Suitable for businesses of all sizes, it helps organize workflows, improve communication, and enhance productivity by centralizing key business operations in one platform.
Features
Project Management
Inventory Management
Email Management & Marketing
CRM
Pros
- Comprehensive Feature Set
- User-Friendly Interface
- Affordable Pricing
Cons
- Limited Customer Support
- Feature Limitations
- Integration Challenges
Redtail CRM
Software Description: Redtail CRM is a web-based CRM for financial advisors, offering tools like compliant texting, paperless workflows, and email archiving. It integrates with popular industry apps, helping firms manage client relationships, stay compliant, and grow efficiently—all at a low cost and with ease of use.
Features
Automated Workflows
Comprehensive Reporting and Analytics
Integrated Calendar and Seminar Management
Mobile App Accessibility
Pros
- Robust Customization Capabilities
- Comprehensive Reporting Tools
- User-Friendly Interface
Cons
- Overwhelming Customization Options
- Limited Customer Support
- Interface Design Limitations
1CRM
Software Description: 1CRM is a customizable CRM solution that integrates sales and marketing automation, order and service management, and project management into a single platform. With features like timesheets and expense reports, it offers flexible deployment options and pricing plans to suit various business needs.
Features
Sales and Marketing Automation
Order Management
Service Management
Project Management
Pros
- Comprehensive Functionality
- Ease of Setup
- Integration Capabilities
Cons
- Limited Customizability
- User Interface Concerns
- Learning Curve
GlideCampaign
Software Description: GlideCampaign is a white-label marketing automation platform combining CRM, email/SMS marketing, AI chatbots, and funnel builders. It enables agencies to streamline operations and offer branded solutions, replacing multiple tools with one integrated system.
Features
Advanced Marketing Automation
Visual Sales Pipeline Management
AI-Powered Chatbot and Unified Communication
Comprehensive White-Labeling Options
Pros
- Comprehensive All-in-One Platform
- Robust Automation Features
- White-Labeling Capabilities
Cons
- Limited AI Feature Integration
- Occasional Bugs
- Feature Limitations
iDeal Construction CRM
Software Description: iDeal Construction CRM is an opportunity-focused sales and CRM software for construction teams. It helps manage leads, track bids, automate follow-ups, and create proposals—all in one place. Prioritize opportunities, improve collaboration, and streamline sales processes to close more deals efficiently.
Features
Opportunity & Bid Management
Automated Email & Follow-Ups
Proposal Generation
Centralized Lead & Client Management
Pros
- Intuitive Interface
- Comprehensive Features
- Responsive Customer Support
Cons
- Cost Issues
- Occasional Technical Glitches
- Learning Curve for Advanced Features
RoloCRM
Software Description: RoloCRM is a smart Android app that logs client calls and SMS into your CRM automatically. With a familiar dialer UI and one-touch access to CRM records, it boosts sales productivity. It currently supports Hubspot, Zoho CRM, and Freshsales, with more integrations coming soon.
Features
Automatic Call & SMS Logging
Native Dialer & Messaging Interface
One-Touch CRM Record Access
CRM Integration Compatibility
Pros
- Automatic Call & SMS Logging
- Easy and Familiar User Interface
- Real-Time Access to CRM Data
Cons
- Limited CRM Integrations
- Android-Only Availability
- Occasional Sync Issues
serviceminder.io
Software Description: serviceminder.io is a field service management platform that tracks the entire customer lifecycle—from marketing efforts to proposal generation, e-signatures, and scheduling. It automates tasks such as invoicing, payment processing, and follow-up, helping businesses streamline operations and grow through advanced reporting and analytics.
Features
Customer Relationship Management (CRM)
Marketing Automation
Scheduling and Dispatching
Online Proposals and Payments
Pros
- Customization Options
- Ease of Use
- Scheduling Management
Cons
- Feature Limitations
- Email Issues
- Pricing Concerns
Silvertool CRM
Software Description: Silvertool CRM allows businesses to create fully customizable CRM applications without programming. Its powerful tools adapt to specific needs, offering an affordable, tailored software solution. Experience its capabilities through a free demo and design a CRM system that works for your business.
Features
Customizable Workflows
Lead Management
Mobile Access
Real-Time Reporting
Pros
- Customizability
- User-Friendly Interface
- Comprehensive Support
Cons
- Limited API Availability
- Response Time for Support
- Pricing Transparency
Chaos Intellect
Software Description: Chaos Intellect is a combined email client and CRM that links emails, tasks, and appointments to contacts. It enables network sharing without server software and features email merging, redirection, and portable use from a flash drive—offering a smart, streamlined way to manage communication.
Features
Integrated Email and CRM Functionality
Advanced Email Management Tools
Network Sharing Without Server Requirements
Customizable Contact and Task Management
Pros
- Integrated Email and CRM Functionality
- Advanced Email Management Tools
- Network Sharing Without Server Requirements
Cons
- Limited API Access
- Lack of Mobile Application
- Limited Third-Party Integrations
ClinchPad
Software Description: ClinchPad is a simple, visual CRM built for small teams to manage leads more effectively. It replaces spreadsheets with an intuitive sales pipeline view, enabling faster deal tracking and team collaboration. Ideal for SMBs, ClinchPad helps users close more deals with less complexity.
Features
Visual Sales Pipeline
Lead & Deal Management
Team Collaboration
Activity Tracking & Reporting
Pros
- Intuitive Visual Pipeline Interface
- Ideal for Small Teams & Startups
- Affordable and Easy to Set Up
Cons
- Limited Advanced Features
- No Mobile App
- Customization Constraints
Salestrakr CRM
Software Description: Salestrakr CRM is a user-friendly, cloud-based CRM solution tailored for small to medium-sized businesses. At $25 per user monthly, it offers contact management, sales tracking, email marketing, and reporting tools, all accessible from a single interface without contractual commitments.
Features
Comprehensive Contact and Lead Management
Integrated Email Marketing with Custom Templates
Customizable Fields and Reporting
Task Automation and Workflow Management
Pros
- User-Friendly Interface
- Cost-Effective Pricing
- Comprehensive Feature Set
Cons
- Limited Mobile Functionality
- Learning Curve for Advanced Features
- Integration Limitations
Cubicl
Software Description: Cubicl is a powerful project management app that combines collaboration, CRM, and task tracking into one easy-to-use platform. It streamlines workflows with automated task creation, email imports, time tracking, and team chat. Cubicl eliminates the need for multiple apps, helping businesses boost efficiency and productivity.
Features
Task & Project Management
CRM & Client Management
Time Tracking & Bookkeeping
Team Collaboration & Chat
Cons
- Limited Subtask Hierarchy
- Gantt Chart Reporting
- Pop-up Navigation
RAYNET CRM
Software Description: RAYNET CRM is a user-friendly tool that centralizes contact and deal management, activity planning, and reporting. Accessible on desktop and mobile, it integrates with calendars, emails, and other applications, enabling teams to work from anywhere and enhance productivity.
Features
Mobile App
AI Assistant
Reporting & Forecasting
Automations
Pros
- Ease of Use
- Comprehensive
- Excellent Customer Support
Cons
- Limited Integration Options
- Outdated Design Elements
- Internal Communication Features
Exsalerate CRM
Software Description: Exsalerate CRM is an online sales and account management tool for SMBs. Integrated with Xero, WorkflowMax, and Mailchimp, it helps teams grow sales, manage client relationships, and visualize opportunities via a pipeline and dashboard tailored for proactive relationship management.
Features
Drag-and-Drop Sales Pipeline Management
Account Management Dashboard with Xero Integration
Integrated To-Do Lists and Activity Scheduling
Email and Calendar Integration
Pros
- Seamless Integration with Xero and WorkflowMax
- User-Friendly Interface
- Comprehensive Sales Pipeline Management
Cons
- Limited Mobile Functionality
- Product Sales Focus Not Suitable for All
- No API Access
Haufe X360
Software Description: Haufe X360 is a cloud-based ERP and CRM solution for SMEs in Germany, Switzerland, and Austria. It enhances business processes and transparency through automation, offering scalable and flexible modules that ensure compliance and data security. The intuitive interface supports seamless system integration.
Features
Comprehensive ERP and CRM Integration
Modular and Scalable Architecture
Process Automation
Seamless Integration Capabilities
Pros
- Flexibility and Scalability
- Comprehensive Functionality
- Cloud-Based Accessibility
Cons
- Complex Implementation
- Training Requirements
- Translation Limitations
AgentLocator
Software Description: AgentLocator is an all-in-one real estate CRM and lead generation platform featuring IDX websites, Google/Facebook ad campaigns, an AI-powered CRM with a dialer, mass email/SMS, and automation tools. It streamlines workflows and enhances branding for agents and brokerages.
Features
Integrated CRM with Built-In Dialer and Automation
SEO-Optimized, Mobile-Friendly IDX Websites
AI-Powered Lead Engagement Tools
Proven Lead Generation Campaigns
Pros
- Robust CRM and Lead Generation Tools
- Exceptional Customer Support and Training
- High-Quality Website Design
Cons
- Steep Learning Curve
- Additional Costs for Certain Features
- Concerns About Lead Quality
SalesOutlook CRM
Software Description: SalesOutlook CRM is a CRM and email marketing tool built into Microsoft Outlook. It syncs all customer data, emails, and files into one place—no need for a dedicated database. Ideal for small businesses, it simplifies contact management and boosts productivity from within Outlook.
Features
Seamless Outlook Integration
Automated Email Filing and Archiving
Robust Reporting and Analytics
Integrated Email Marketing Campaigns
Pros
- Seamless Outlook Integration
- User-Friendly Interface
- Responsive Customer Support
Cons
- Manual Contact Entry
- Setup Time
- Limited Mobile Functionality
Relenta
Software Description: Relenta is an email-based CRM and contact management tool for small teams to manage large volumes of customer interactions. Combining email, calendar, CRM, and marketing tools in one platform, it boosts productivity, streamlines communication, and delivers personalized customer service.
Features
Unified Email-Based Contact Management
Automated Email Marketing Tools
Comprehensive Task and Activity Management
Integrated Calendar and Event Scheduling
Pros
- Unified Email and CRM Integration
- Exceptional Ease of Use and Setup
- Outstanding Customer Support
Cons
- Limited Reporting and Analytics Features
- Minimal Third-Party Integrations
- Absence of Built-In Email Analytics
Axonaut
Software Description: Axonaut is a comprehensive CRM and business management platform tailored for SMEs. It offers tools for contact management, invoicing, expense tracking, and marketing, all within a user-friendly interface. Features include electronic signatures, online payment integrations, and bank synchronization, streamlining administrative tasks and enhancing efficiency.
Features
CRM & Contact Management
Quotes & Invoicing
Financial Tracking & Expense Management
Marketing Campaign Management
Pros
- Comprehensive Functionality
- User-Friendly Interface
- Responsive Customer Support
Cons
- Pricing Structure
- Limited Customization
- Learning Curve
Convoso
Software Description: Convoso is an AI-powered sales platform that enhances outbound sales with features like the DX5™ Dialer Engine and Voso.ai. It improves contact rates, engagement, and conversions, while providing compliance tools and dynamic scripting. Ideal for industries like insurance, solar, and BPOs, Convoso drives sales success.
Features
DX5™ Dialer Engine
Voso.ai
ClearCallerIDPro™
Advanced Reporting
Pros
- Enhanced Contact Rates
- Improved Conversion Rates
- Efficient Lead Management
Cons
- Audio Quality Issues
- Learning Curve
- Integration Challenges
Auric Prospector
Software Description: Auric Prospector is a powerful CRM platform offering contact, customer, and opportunity management with both web and offline access. It helps sales teams close more deals, supports faster customer service, and equips managers with analytics for full operational visibility.
Features
Web-Based & Offline Access
Integrated Contact & Opportunity Management
Customer Support Tools
Insightful Reporting & Analytics
Pros
- Comprehensive Feature Set
- User-Friendly Interface
- Efficient Sales Tracking
Cons
- Lack of Live Customer Support
- Steep Learning Curve
- Limited User Reviews
CiviPlus
Software Description: CiviPlus is a powerful platform for nonprofit and third sector organizations. It streamlines fundraising, membership management, grant distribution, and donor relations. Key features include customizable reports, event management, and CRM tools, helping organizations improve efficiency and achieve their goals.
Features
Fundraising Management
Event Management
Donor Management
Customizable Reports
Pros
- Customizability
- Comprehensive Features
- Ease of Use
Cons
- Customer Support Issues
- Complexity for Small Users
- Pricing
Heffl
Software Description: Heffl is a cloud-based business management software designed for UAE companies. With tools for project management, CRM, scheduling, field service, and more, it helps businesses in industries like pest control and typing centers streamline operations and improve efficiency. Heffl centralizes data and automates key tasks.
Features
Project and Task Management
Field Service Management
CRM (Customer Relationship Management)
AI Assistant
Pros
- All-in-One Solution
- Efficiency and Automation
- User-Friendly Interface
Cons
- Limited Customization
- Mobile App Performance
- Customer Support Response Time
ICS Flow
Software Description: ICS Flow, formerly PICS, is a comprehensive workflow automation platform featuring CRM, billing, scheduling, and reporting tools. It streamlines processes, boosts productivity, and delivers valuable insights through dashboards and reports. With ExecuReports, it simplifies monthly financial reporting, empowering businesses to focus on growth.
Features
Workflow Automation
Customer Relationship Management (CRM)
Billing and Collections
Automated Communication
Pros
- Comprehensive Feature Set
- Workflow Automation
- User-Friendly Interface
Cons
- Pricing Transparency
- Integration Limitations
- Customer Support Response Time
Table of Contents
Log In