Small Business CRM Software
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GoSite
Software Description: GoSite is an all-in-one solution for small businesses, offering tools for appointment scheduling, payment processing, and CRM. Its cloud-based platform enables businesses to manage operations seamlessly from anywhere, helping them stay connected with customers and streamline day-to-day tasks.
Features
Appointment Scheduling
Payment Processing
Customer Relationship Management (CRM)
Marketing Tools
Pros
- Ease of Use
- Customer Support
- All-in-One Features
Cons
- Pricing Concerns
- Limited Customization
- Occasional Glitches
Gold-Vision CRM
Software Description: Gold-Vision CRM is an affordable, fully customizable solution that helps construction businesses streamline processes, improve productivity, and win more bids. Integrating with key tools like Glenigan, Barbour, Sage, and Xero, it enhances relationship management and project delivery. Designed for SMEs and larger enterprises, it scales with your business.
Features
Seamless Business Integrations
Bid & Project Management
Customizable CRM Solutions
Dedicated In-House Support
Pros
- Excellent Customer Support
- Ease of Use
- Flexibility and Customization
Cons
- Limited Advanced Features
- Search Functionality Issues
- Category Limitations
HubSpot Sales Hub
Software Description: HubSpot Sales Hub is an intuitive CRM platform that supercharges sales with engagement tools, CPQ functionality, and robust analytics. It consolidates customer data, enhances team collaboration, and improves sales rep efficiency, helping businesses grow better with streamlined processes and deeper insights.
Features
Sales Engagement
CPQ (Configure-Price-Quote)
Sales Analytics
CRM Integration
Pros
- Ease of Use
- Comprehensive Features
- Integration Capabilities
Cons
- Pricing
- Customization Limitations
- Customer Support
Thryv
Software Description: Thryv is a comprehensive small business management software, offering tools for customer communications, invoicing, scheduling, reputation management, and social media. It simplifies operations, helping businesses stay organized and get paid faster. 24/7 support is available, though some integrations may be limited​
Features
Customer Communication Management
Appointment Scheduling
Reputation Management
Social Media Management
Pros
- Comprehensive Features
- Excellent Customer Service
- Easy Customization
Cons
- Customer Support Issues​
- ​Complexity and Learning Curve
- ​Limited Integrations
Studio Plan
Software Description: Studio Plan is a practice management software offering features like scheduling, timesheets, billing, and workload analysis, all integrated with a mobile app to streamline daily operations.
Features
Agenda Planning and Scheduling
Digital Timesheeting
Automated Billing and Documentation
Margin and Workload Analysis
Pros
- Intuitive User Interface
- Efficiency in Operations
- Comprehensive Functionality
Cons
- Learning Curve
- Integration Capabilities
- Customer Support Response Time
Markate
Software Description: Markate is a mobile-ready CRM and field service software for service businesses. It streamlines invoicing, estimates, scheduling, and work orders, all accessible from desktop or mobile devices. Markate helps track projects, manage employees, and store customer data to boost profitability and operational efficiency.
Features
Invoicing & Billing
Scheduling
CRM
Quotes & Estimates
Pros
- Ease of Use
- Mobile Accessibility
- Time-Saving
Cons
- Customer Support Issues
- Limited Customization
- Limited Integrations
Dynamics Mobile
Software Description: Dynamics Mobile integrates with Microsoft Dynamics ERP systems to enhance business processes, offering mobile solutions for scenarios like van sales, direct delivery, and collections. The platform allows offline operations and enables supervisors to schedule routes, monitor activities, and agents to issue invoices from mobile devices.
Features
Offline Operation Capability
Route Scheduling and Planning
Mobile Invoicing
Integration with Microsoft Dynamics ERP
Pros
- Offline Functionality
- Seamless Integration with Microsoft Dynamics ERP
- Real-Time Data Synchronization
Cons
- Learning Curve
- Mobile App Limitations
- Pricing Transparency
Harlow
Software Description: Harlow helps freelancers streamline operations with automated invoicing, proposal templates, and centralized client management. Save time, stay organized, and focus on your craft while looking professional. With tools for time tracking, expense management, and CRM, Harlow simplifies freelance business management.
Features
Automated Invoicing
Proposal Templates
Centralized Client Management
Time & Expense Tracking
Pros
- Ease of Use
- Professional Invoicing
- Customer-Centric Design
Cons
- Need for More Guidelines
- Limited Advanced Features
- Integration Capabilities
Joggle
Software Description: Joggle is a simple, mobile-first CRM built for small businesses and solopreneurs. It helps you manage customers, leads, and sales with ease, offering customizable sales pipelines and progress tracking. Download it for free from the Apple App Store and streamline your business management today.
Features
Mobile Accessibility
Customizable Sales Pipeline
Lead and Contact Management
Progress Tracking
Pros
- Ease of Use
- Mobile Accessibility
- Customization
Cons
- Limited Features for Larger Teams
- No Integrations with Third-Party Tools
- Basic Reporting
QOIPR
Software Description: QOIPR is a cloud-based platform for small and medium-sized businesses that automates procurement processes like supplier management, purchase orders, contract management, and invoicing. It integrates with other business tools to provide real-time insights, boost productivity, and enhance collaboration within teams.
Features
Automated Procurement Tasks
Real-time Insights
Team Collaboration
Customizable Workflows
Pros
- Streamlined Procurement Processes
- Real-Time Insights
- User-Friendly Interface
Cons
- Limited Customization
- Integration Challenges
- Pricing Transparency
RamBase
Software Description: RamBase Cloud ERP is a SaaS solution for manufacturers and distributors, providing full value chain control from sales to delivery. Built for high-quality, traceable operations, it also includes RamBase Auction—a complete platform for managing both online and podium auctions in one system.
Features
Comprehensive Production and Supply Chain Management<br />
Integrated Quality Management System (QMS)<br />
Real-Time Financial and Operational Insights<br />
Scalable Cloud-Based Platform with API Integration<br />
Pros
- User-Friendly Interface
- Comprehensive Manufacturing Features
- Responsive Customer Support
Cons
- Complex Initial Setup
- Steep Learning Curve
- Customization Limitations
BizApp
Software Description: BizApp is an all-in-one SaaS platform that centralizes data and streamlines business workflows. It includes tools like Sales CRM, Invoices, Accounting, Purchase Order Management, and Inventory Management. BizApp simplifies operations, helping small businesses digitize and grow with a single, integrated solution.
Features
Integrated Sales CRM
Invoices & Estimates Management
Inventory & Vendor Management
Accounting & Financial Tools
CheetahBooking
Software Description: CheetahBooking is a software solution for home service businesses, offering tools to streamline bookings, appointments, and customer interactions. Its user-friendly interface boosts efficiency and customer satisfaction, with a free plan available for the first $100,000 in sales processed, perfect for small businesses.
Features
Automated Scheduling
Customer Management
Invoicing & Payments
Mobile Access
fySales
Software Description: fySales is an all-in-one customer and sales management platform featuring POS, accounting, appointments, and inventory management. Designed for businesses needing to track customer history, it enhances service quality and efficiency. Ideal for small businesses, fySales streamlines operations and centralizes data in a user-friendly system.
Features
Integrated POS & Sales Tracking
Customer Relationship Management (CRM)
Inventory & Appointment Management
Built-in Accounting Tools
Kafinea
Software Description: Kafinea is an all-in-one business management software offering seamless automation, API integration, and a customizable dashboard. It centralizes invoicing, accounting, inventory, and customer management, promoting collaboration, reducing IT costs, and easily integrating with other business software.
Features
Integrated API
Automation and Workflows
Customizable Dashboard
Comprehensive Business Management
Miss CRM
Software Description: Miss CRM is a mobile-friendly CRM solution that helps businesses manage customer relationships, track interactions, and handle lead management. With features like contact and sales tracking, Miss CRM simplifies CRM tasks for small businesses. It offers a cost-effective solution starting at ₹299 per month.
Features
Contact Management
Lead Management
Interaction Tracking
Sales Pipeline Management
Ninjodo
Software Description: Ninjodo is a business management platform for agencies and service professionals, helping them scale, automate, and retain clients. It offers features for lead capture, client onboarding, payment acceptance, email management, and high-touch support, streamlining processes to enhance client retention and business growth.
Features
Lead Management
Email Marketing
Task Management
Sales Pipeline Management
ProjectsForce
Software Description: ProjectsForce is a field service management software for installation businesses and big-box retailer partners. It automates operations, schedules work orders, calculates labor costs, and provides real-time updates. Fully customizable and integrated, it streamlines workflows, saves time, and boosts customer satisfaction.
Features
Automated Service Operations
Integration with Big-Box Retailers
Customizable Workflow Alignment
Comprehensive Business Management
Round Infinity
Software Description: Round Infinity is a no-code platform trusted by 500+ companies to automate workflows and digitalize operations. It enables businesses to execute transactions, enhance self-service, automate services, and streamline operations—all without coding. Designed for various industries, it’s a powerful BPM and CRM solution for seamless automation.
Features
No-Code Workflow Automation
Unified & Customizable Platform
Business Process Management (BPM)
Self-Service & Engagement Personalization
Sidely
Software Description: Sidely is a mobile CRM that enhances field sales performance with tools like OCR, voice recognition, chat, and task management. Its web app provides managers with dashboards, reports, and team oversight for better sales control. Designed for businesses of all sizes, Sidely simplifies sales tracking, boosting efficiency and productivity.
Features
Mobile CRM Functionality
Management Visibility and Control
Alerts/Notifications
Calendar Management
Solve CRM
Software Description: Solve CRM is a powerful service management CRM for scheduling, sales, and field operations. It integrates with Google, QuickBooks, and Xero, while offering real-time equipment data tracking. With mobile apps and a robust desktop platform, Solve CRM streamlines workflows for businesses of all sizes.
Features
Comprehensive Contact Management
Seamless Integration with Google Workspace
Customizable Fields and Templates
Mobile Accessibility
Pros
- User-Friendly Interface
- Seamless Integration with Google Workspace
- Exceptional Customer Support
Cons
- Limited Advanced Project Management Features
- Complexity in Advanced Searches and Reporting
- Outdated User Interface
SuperSales
Software Description: SuperSales is a cloud-based, mobile-first Sales Force Automation and Field CRM platform designed to enhance sales performance. Combining ease of use with powerful features, it has been trusted by over 70 enterprises and 16,000 salespeople to streamline lead management and optimize sales processes for business growth.
Features
Interaction Tracking
Lead Capture
Lead Segmentation
Prospecting Tools
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