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description: Page 5 - Discover the best Lead Management Software for your organisation. Compare top Lead Management Software tools with customer reviews, pricing and free demos.
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title: Page 5 - Best Lead Management Software - 2026 Reviews, Pricing & Demos
---

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# Lead Management Software

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## Products

1. [Terminus](https://www.softwareadvice.co.uk/software/73797/terminus) — 4.5/5 (140 reviews) — Terminus is an account-based software for efficient marketing and sales purposes that provides an end-to-end solution...
2. [Salesflare](https://www.softwareadvice.co.uk/software/74973/salesflare) — 4.7/5 (139 reviews) — Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B business...
3. [Avid CRM](https://www.softwareadvice.co.uk/software/2339/avidian-technologies) — 4.1/5 (138 reviews) — Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated w...
4. [17hats](https://www.softwareadvice.co.uk/software/403005/17hats) — 4.4/5 (136 reviews) — 17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a ...
5. [Dealfront](https://www.softwareadvice.co.uk/software/420759/leadfeeder) — 4.2/5 (135 reviews) — Did you know that 98% of your website visitors never leave their contact information? With Leadfeeder, you can uncove...
6. [OnceHub](https://www.softwareadvice.co.uk/software/50377/scheduleonce) — 4.6/5 (135 reviews) — OnceHub helps organizations big and small to fast-track sales and streamline service delivery with appointment schedu...
7. [Creatio CRM](https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
8. [Chili Piper](https://www.softwareadvice.co.uk/software/177700/chili-piper) — 4.4/5 (132 reviews) — Chili Piper is a meeting lifecycle automation platform, helping revenue teams connect with buyers, instantly qualify,...
9. [TotalBrokerage](https://www.softwareadvice.co.uk/software/412796/totalbrokerage) — 4.7/5 (132 reviews) — TotalBrokerage offers the real estate industry’s most comprehensive sales and management platform built to scale brok...
10. [Corefactors](https://www.softwareadvice.co.uk/software/167107/Corefactors) — 4.4/5 (132 reviews) — Corefactors AI CRM is AI AI-powered unified CRM solution for entire revenue-generating processes. The CRM solution is...
11. [Gold-Vision CRM](https://www.softwareadvice.co.uk/software/13928/gold-vision-crm) — 4.6/5 (131 reviews) — Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for...
12. [TAMI](https://www.softwareadvice.co.uk/software/154675/salesoptimize) — 4.4/5 (131 reviews) — TAMI helps you find your next customers. Using patented AI technology, TAMI identifies your total addressable market ...
13. [Highrise](https://www.softwareadvice.co.uk/software/18915/highrise) — 4.5/5 (130 reviews) — Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows u...
14. [WorkflowMax](https://www.softwareadvice.co.uk/software/170887/workflowmax) — 4.3/5 (123 reviews) — Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based b...
15. [CoPilot AI](https://www.softwareadvice.co.uk/software/78192/copilot-advisor) — 4.6/5 (118 reviews) — CoPilot AI is a lead generation solution that helps businesses streamline processes related to sales prospecting, opp...
16. [Contactability](https://www.softwareadvice.co.uk/software/3263/contactability-leadmanager) — 4.0/5 (117 reviews) — Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move throug...
17. [Cirrus Insight](https://www.softwareadvice.co.uk/software/75837/cirrus-insight) — 4.2/5 (113 reviews) — Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationsh...
18. [Workbooks](https://www.softwareadvice.co.uk/software/4391/workbooks-crm) — 4.3/5 (112 reviews) — Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specific...
19. [Ortto](https://www.softwareadvice.co.uk/software/83115/autopilot) — 4.6/5 (112 reviews) — Build journeys that drive revenue. Your customer data, marketing automation \& analytics, together. Since 2015, Or...
20. [ZoomInfo Operations](https://www.softwareadvice.co.uk/software/357127/zoominfo-operationsos) — 4.3/5 (105 reviews) — ZoomInfo OperationsOS caters to the needs of an organization's operations and sales teams. ZoomInfo OperationsOS Lite...
21. [Dolibarr](https://www.softwareadvice.co.uk/software/131476/dolibarr) — 4.5/5 (105 reviews) — Dolibarr ERP \& CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for ...
22. [GlassHive](https://www.softwareadvice.co.uk/software/355500/glasshive) — 4.7/5 (103 reviews) — GlassHive helps tech companies of all sizes including MSPs, MSSPs, VARs, vendors and more manage marketing and sales ...
23. [Contactually](https://www.softwareadvice.co.uk/software/31013/contactually) — 4.3/5 (103 reviews) — Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive person...
24. [vtenext](https://www.softwareadvice.co.uk/software/225634/vtenext) — 4.6/5 (102 reviews) — vtenext is a cloud-based CRM software designed to help businesses create and send customized communications, profile ...
25. [Salesmate](https://www.softwareadvice.co.uk/software/45341/salemate) — 4.7/5 (102 reviews) — Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-po...

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## Related Categories

- [CRM for Small Businesses](https://www.softwareadvice.co.uk/directory/489/small-business/software)
- [Lead Nurturing Software](https://www.softwareadvice.co.uk/directory/4229/lead-nurturing/software)
- [Lead Generation Software](https://www.softwareadvice.co.uk/directory/1674/lead-generation/software)
- [Sales Enablement Software](https://www.softwareadvice.co.uk/directory/595/sales-enablement/software)
- [Lead Capture Software](https://www.softwareadvice.co.uk/directory/3533/lead-capture/software)

## Links

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It carries out account-level engagement aggregation by using alert sales, anonymous web traffic and surging engagement accounts to help team prioritize the accounts that have the greatest potential to eventually start a sales conversation.\n\nAnother integrated feature of this platform is the Account Hub which functions like an ABM command center, helping predicatively identify and segment target accounts. 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The solution enables multiple sales teams to unify their emails, contacts, calendar details and communication records within a single application.\n\n\nProphet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads.\n\n\nWith Prophet CRM dashboard, sales persons can track engagement with their clients, view their pipeline and scheduled tasks, set follow-ups, prioritize tasks and configure reminders for critical milestones during the sales pitch.\n\n\nProphet CRM offers both subscription and perpetual licensing options to its users.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bb266a76-207d-46ec-89ba-e7d37fc01f37.png","url":"https://www.softwareadvice.co.uk/software/2339/avidian-technologies","@type":"ListItem"},{"name":"17hats","position":4,"description":"17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a wide spectrum of small-scale businesses by providing them with tools that allow them to manage operations such as scheduling, billing, and meetings. It eliminates the need for any kind of paperwork.\n\n\n17hats ensures that businesses primarily focus on work by automating crucial business tasks. Those who benefit the most from the platform are photographers, who have no problem handling multiple clients on a regular basis. It lets users create new leads in seconds, making it a feasible solution for turning potential customers into regular ones.\n\n\nThe intuitive UI helps users to instantly respond to customer queries in order to improve customer relations. It helps to remind customers about due payments, builds attractive and professional invoices, creates customized contracts, signs deals online, processes payments, and manages customer profiles.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aebdcf2d-6584-413f-8f24-1be9f9bec3fa.png","url":"https://www.softwareadvice.co.uk/software/403005/17hats","@type":"ListItem"},{"name":"Dealfront","position":5,"description":"Did you know that 98% of your website visitors never leave their contact information? With Leadfeeder, you can uncover the companies who are visiting your website, see which pages they are visiting and from what sources, and manage new leads by sending them to your CRM and the right team members. We help you approach leads with the right angle so that you can close more sales.\n<br /><br />\n<br />Benefits:<br /><li> Users are automatically sent email alerts when important leads visit the website, enabling timely follow-ups.\n\n</li><li> Native integrations with CRM systems allows the automatic updating of lead records when existing leads revisit the site, and the inclusion of new visitors to the sales pipeline.\n\n</li><li> Users can search for companies in Leadfeeder to see their full browsing history, including which search terms brought them to the site, and which pages they have visited.\n\n</li><li> Leads can be filtered and segmented into different feeds based on a range of criteria, such as form completions, or browsing behavior.\n\n</li><li> Leads are automatically scored by Leadfeeder, and the most promising leads are surfaced at the top of the lead list, prioritizing users’ workloads.</li>","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/10dd575f-5e47-45b3-ab42-cb29cf5a92a8.jpeg","url":"https://www.softwareadvice.co.uk/software/420759/leadfeeder","@type":"ListItem"},{"name":"OnceHub","position":6,"description":"OnceHub helps organizations big and small to fast-track sales and streamline service delivery with appointment scheduling and digital engagement solutions that adapt to their customers’ preferences in real time. \n\nFormerly known as ScheduleOnce, we are widely acknowledged as a frontrunner in online booking and calendaring, but our offering extends well beyond that to a market-leading range of tools designed to capture, qualify, engage, and convert leads with maximum efficiency and regulatory-compliant security. \n\nFreelancers, owner-operators, agents, affiliates, and in-house teams in every industry rely on us to power up their digital sales and marketing, hit their recruitment targets, and deliver quality services, one on one or in a team, in person, remotely, or both. \n\nScreen and weight opportunities, automatically route them to appropriate personnel, manage resource pools for team collaboration, and reserve rooms or equipment as you go. When the time is right, jump on a call, switch to video, or chat live. \n\nStart free, then upgrade your plan. \n\nStart simple. 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Administrators can book one-click meetings from anywhere with Instant Booker and automatically assign leads, route meetings, and sync everything with CRM.\n\nChili Piper allows businesses to add multiple users on the platform and view upcoming meetings on a calendar. Managers can remind prospects and meeting assignees about scheduled appointments via email notifications or SMS. Organizations can collect lead information through web forms and automatically assign incoming requests to agents based on region, ownership or configured rules.\n\nChili Piper facilitates integration with various third-party applications such as Salesforce, Twilio, Zapier, Serenova, FrontSpin, HubSpot, Gmail, Intercom and more. Pricing is available on monthly and annual subscriptions. Support is extended via live chat, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/36263756-c128-447d-a5f1-ae66bda1774d.png","url":"https://www.softwareadvice.co.uk/software/177700/chili-piper","@type":"ListItem"},{"name":"TotalBrokerage","position":9,"description":"TotalBrokerage offers the real estate industry’s most comprehensive sales and management platform built to scale brokerage performance, from first contact to close. Developed for brokers by industry-leading brokers, TotalBrokerage’s robust platform is the only solution brokerages, agents, and admins need to streamline daily processes. Unlike traditional SaaS tools, TotalBrokerage serves as an expert advisor, offering custom consultative services that empower brokerages to implement the most intelligent business decisions. With feature-rich solutions that easily integrate with other systems and unparalleled client service, TotalBrokerage enables brokerages to gain a competitive edge, optimize operations, save valuable time and resources, and sell more homes faster.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0f5667f2-f595-4832-8a09-edd8f880b398.png","url":"https://www.softwareadvice.co.uk/software/412796/totalbrokerage","@type":"ListItem"},{"name":"Corefactors","position":10,"description":"Corefactors AI CRM is AI AI-powered unified CRM solution for entire revenue-generating processes. The CRM solution is designed to enable a seamless RevOps ecosystem in the business processes. \n\nThe CRM solution is a centralized platform consisting of SalesBox, MarketingBox, SupportBox, and SuccessBox to manage customer relationships across the customer lifecycle. The CRM solution breaks down silos between teams and auto-aligns your entire customer-facing teams towards one goal of Revenue optimization. \n\nThe CRM solution allows AI to automate mundane tasks and prioritize your teams toward higher efficiency and revenue growth. Key Features include:\n1. Customer Contact Management\n2. Lead Management\n3. Multiple Pipeline Management\n4. Omni-channel communication capabilities including telephony. \n5. Ticket Management\n6. Task and Activity Management\n7.  Sales Automations\n8. Marketing Automation\n9. Renewal Management\n10. Powerful Dashbbaord and Analytics","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3dc14fc3-1611-411c-b076-f88b82a5fd53.png","url":"https://www.softwareadvice.co.uk/software/167107/Corefactors","@type":"ListItem"},{"name":"Gold-Vision CRM","position":11,"description":"Who are we? \n\nGold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud, dependant on preference.  \n\nCore features: \n\nThe core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers. \n\nSales: \n\nSales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.  \n\nPipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. \n\nGold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next.   \n\nMarketing: \n\nThe Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. \n\nGold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. \n\nProjects: \n\nManaging projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. \n\nCustomer support: \n\nTo deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture.   \n\nWith Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before \n\nCustomer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. \n\nDemo: \n\nAfter identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. \n\nWe provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. \n\nImplementation and support: \n\nFrom the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. \n\nOur support team is attentive and offers comprehensive advice whenever needed. \n\nGold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7a6bba8-9107-474b-b8e0-6842c427939d.png","url":"https://www.softwareadvice.co.uk/software/13928/gold-vision-crm","@type":"ListItem"},{"name":"TAMI","position":12,"description":"TAMI helps you find your next customers.\n\nUsing patented AI technology, TAMI identifies your total addressable market and gives you direct access to 100M companies and over 400M verified business contacts. We help Sales, Marketing and Rev Ops teams to accelerate their growth using TAMI’s suite of digital market intelligence products: \n\n- Sales lead generation\n- CRM refresh\n- Market research & Insights\n- Chrome plugin\n- Lead & Contact API\n\n\nStreamline your sales strategy and improve the efficiency of your teams' prospecting efforts:\n\n• Uncover new companies and decision makers that fit your ideal customer profile and use target specific filters to reach and convert these prospects into net new business\n\n• Enrich existing inbound records from incomplete lead capture forms\n\n• Export data directly to your CRM with custom field mapping tailored to campaign and reporting requirements\n\n• Enjoy the most qualified and accurate data in your CRM with real-time alerts that inform you when a prospect changes job role/company","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2a741087-495c-4bb3-b63e-603a91e753b0.png","url":"https://www.softwareadvice.co.uk/software/154675/salesoptimize","@type":"ListItem"},{"name":"Highrise","position":13,"description":"Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts can be imported into Highrise from Outlook, Gmail, and Excel and tagged so that they can be organized, filtered, and searched. Users can also add notes and comments to contact details and utilize custom data fields for people and companies.\n\n\nHighrise task management functionality lets users create tasks, view tasks by company, contact or project, and add reminders to projects. Users can also share address books, store important emails, attach documents to projects and control the privacy settings.\n\n\nHighrise provides a feature called \"Good Morning,\" which is a virtual personal assistant that helps users organize and respond to incoming activity that needs attention. The software connects to MailChimp so that users can target and send email marketing campaigns to contacts. The software also integrates with other third party tools via API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e2f6cadf-0f42-4d5e-b4a8-99a7304d5121.png","url":"https://www.softwareadvice.co.uk/software/18915/highrise","@type":"ListItem"},{"name":"WorkflowMax","position":14,"description":"Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job costing and other features integral to the project process.\n\n\nOnce a project is started, WorkflowMax features tools to manage project execution, including the ability to integrate with several popular document management systems, such as Google Drive, Box and Dropbox. The timesheet functionality allows employees to work within their own timesheets online. The solution also offers integration with third-party payroll systems.\n\n\nWorkflowMax’s job costing shows all expenses in a single space, including all invoices and costing information. Employee scheduling creates a way to view and assign all employee tasks. WorkflowMax features a sales dashboard that shows leads that are hot, warm, cold or closed so that businesses can keep an eye on their sales pipeline.\n\n\nThe solution is available on a monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7bc7d57-e9ca-4821-9805-68c63d3665d4.png","url":"https://www.softwareadvice.co.uk/software/170887/workflowmax","@type":"ListItem"},{"name":"CoPilot AI","position":15,"description":"CoPilot AI is a lead generation solution that helps businesses streamline processes related to sales prospecting, opportunity targeting, campaign generation and more. It evaluates and suggests improvements for an organization's social media profiles, facilitating online presence across various digital channels.\n\n\nCoPilot AI allows businesses to target leads by examining social media profiles of prospects and identifying commonalities with existing customers. It uses artificial intelligence (AI) technology to engage leads through personalized messages and categorize/prioritize them based on responses. Additionally, users can create and run multiple campaigns to conduct A/B testing for new markets.\n\n\nCoPilot AI provides administrators and managers an overview of sales prospecting activities, campaigns and other metrics on a centralized platform. Pricing is available on request and support is extended via phone, email, live chat and other measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d4894107-a5cd-49e8-aff3-aa7fe4b7134e.png","url":"https://www.softwareadvice.co.uk/software/78192/copilot-advisor","@type":"ListItem"},{"name":"Contactability","position":16,"description":"Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with potential and current customers.\n\n\nWithin their suite, Contactability delivers marketing and sales automation, customer service and support, self-service and call center. Their workflow helps agents and representatives schedule their daily tasks. Contactability integrates with third-party lead source and can capture leads from different web forms. Once the solution detects interest, prospects are pushed forward to a rep or re-routed to a nurturing program. Once the lead has become a customer, Contactability’s retention campaigns help stay connected with them via follow up calls and/or emails.\n\n\nThe calendar feature sends out reminders about upcoming calls or meetings. All interaction history on leads is recorded in the activity stream for future reference. Users can create custom fields and record data on the fly, and leads are tagged with dispositions for easy management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e4e134d-dafe-4aa9-86a0-c3715bd1d633.png","url":"https://www.softwareadvice.co.uk/software/3263/contactability-leadmanager","@type":"ListItem"},{"name":"Cirrus Insight","position":17,"description":"Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationship intelligence. For over a decade, Cirrus has connected Gmail, Outlook, and Salesforce to capture every interaction and ensure CRM data is always clean, current, and complete. The platform automates pipeline creation, deal management, and meeting preparation—keeping calendars full, buyer committees engaged, and forecasts accurate. With inbox-native workflows and real-time insights, Cirrus empowers teams to build pipeline faster, manage deals smarter, and win more consistently. Whether you’re an admin, sales leader, or rep, Cirrus aligns your go-to-market motion and fuels predictable revenue growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c6276e3a-81b5-4aae-8f91-e6596c65ec42.png","url":"https://www.softwareadvice.co.uk/software/75837/cirrus-insight","@type":"ListItem"},{"name":"Workbooks","position":18,"description":"Workbooks is the 'No-BS' CRM. \n\nWorkbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.\n\nThe platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. \n\nIt also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.\n\nBusinesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.\n\nFinally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d730d69-3f3b-4a7d-b6aa-34b3a0d96472.jpeg","url":"https://www.softwareadvice.co.uk/software/4391/workbooks-crm","@type":"ListItem"},{"name":"Ortto","position":19,"description":"Build journeys that drive revenue. Your customer data, marketing automation & analytics, together. \n\nSince 2015, Ortto has empowered over 10,000 companies with their software. Ortto allows online businesses to unify their customer data with their CDP, segment key audiences across the customer lifecycle; activate these audiences with personalized, omnichannel experiences, and analyze their business for growth with a powerful suite of BI tools. The teams at Microsoft, Bltly, Typeform, LiveChat, Greenpeace and Patreon create remarkable customer journeys with Ortto.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/420c243c-8f1a-4172-beec-55de4b2fb4fd.png","url":"https://www.softwareadvice.co.uk/software/83115/autopilot","@type":"ListItem"},{"name":"ZoomInfo Operations","position":20,"description":"ZoomInfo OperationsOS caters to the needs of an organization's operations and sales teams. ZoomInfo OperationsOS Lite is a free version of the software that allows you to manage your contacts, schedule meetings, and coordinate communications with other people in your company.\n\nZoomInfo OperationsOS Lite offers the following functionalities:\n\n- Manage Contacts: You can add or remove contacts from your account, update their information, and search for new contacts by name or location.\n\n- Schedule Meetings: With this feature, you can send out invitations to prospective clients or customers, set up follow-up reminders for yourself or others involved in the meeting, and track who has accepted or declined an invitation.\n\n- Coordinate Communications: This feature allows users to send messages back and forth with one another through email threads or calendar events.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fc2c154a-7c26-4eba-a264-cc9f128c3f25.png","url":"https://www.softwareadvice.co.uk/software/357127/zoominfo-operationsos","@type":"ListItem"},{"name":"Dolibarr","position":21,"description":"Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management, human resource management, product and stock management, financial management, billing, marketing management and reporting.\n\n\nOther features include payments management, donation management, shipping management, order management, contract management, proposals/quotes management, expense management, e-commerce and more.\n\n\nDolibarr includes a REST API that allows users to integrate with third-party applications. Some of these include Paypal, Stripe, Paybox, Google Maps, Google Contacts, Google Calendar, Magento, WooCommerce and more.\n\n\nIt is compatible with Windows, Linux and Mac operating systems. Users can install Dolibarr in two options: as a standalone application or an online version hosted on shared network or a virtual machine.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/326e2090-fffb-42d0-9ad7-98cf033fa0a8.png","url":"https://www.softwareadvice.co.uk/software/131476/dolibarr","@type":"ListItem"},{"name":"GlassHive","position":22,"description":"GlassHive helps tech companies of all sizes including MSPs, MSSPs, VARs, vendors and more manage marketing and sales processes. It includes CRM, email marketing, sales management, tasks, integrations, marketing plans, collateral builder, marketing, sales reports, journeys, contacts, landing page builder and SMS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d9da8437-3279-4c6f-b352-2df6946b5778.jpeg","url":"https://www.softwareadvice.co.uk/software/355500/glasshive","@type":"ListItem"},{"name":"Contactually","position":23,"description":"Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. With Contactually, businesses can organize their contact list into multiple categories and engage with different sets of audiences accordingly.\n\n\nContactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients. Businesses can create multiple buckets from their contact list and configure sales pipelines across multiple channels. \n\n\nWith Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46009d8f-9517-410d-8ead-83bf64354935.png","url":"https://www.softwareadvice.co.uk/software/31013/contactually","@type":"ListItem"},{"name":"vtenext","position":24,"description":"vtenext is a cloud-based CRM software designed to help businesses create and send customized communications, profile incoming leads, identify profitable channels and schedule campaigns for targeted audiences in compliance with GDPR regulations. Key features include data visualization, task management, task progress tracking, forms management, version control, document storage and contact management.\n\nTeams using vtenext can create data management and authorization processes and define and share standard templates according to individual requirements. The platform enables employees to create customized offers for upselling and cross-selling, plan follow-up processes and receive automated alerts to improve sales opportunities. Additionally, it allows users to automatically route requests arriving from multiple sources, including emails, phone, web and more. \n\nvtenext helps managers to send notifications to concerned departments, plan maintenance activities and share intervention reports with team members. It is available on a monthly subscription and support is extended via live chat, forum, phone, email and inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea0578db-5b1c-4620-a398-e70e471d3bd8.png","url":"https://www.softwareadvice.co.uk/software/225634/vtenext","@type":"ListItem"},{"name":"Salesmate","position":25,"description":"Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. \n\nSalesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization.  \n\nThe platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities. \n\nThe core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly. \n\nWith these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more. \n\nOne of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences. \n\nWorkflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions. \n\nAnd with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! \n\nWe know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. \n\nNot only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. \n\nLastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. \n\nNaturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. \n\nFrom lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. \n\nSalesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try. \n\nHottest features:\n\nSales Automation \nMarketing Automation \nBuilt-in Calling & Texting \nSandy AI \nCustom Layouts and Modules \nSequences and Journey based Automation \nLive Chat and Chatbots \nEmail Campaigns \nMeeting Scheduler \nDashboards & Reporting","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6556b656-d647-427e-bd3a-2da3dc5becb1.png","url":"https://www.softwareadvice.co.uk/software/45341/salemate","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/1682/lead-management/software?page=5#itemlist","numberOfItems":25}
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