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description: Page 3 - Discover the best Insurance CRM Software for your organisation. Compare top Insurance CRM Software tools with customer reviews, pricing and free demos.
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title: Page 3 - Best Insurance CRM Software - 2026 Reviews, Pricing & Demos
---

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# Insurance CRM Software

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## Products

1. [Ontraport](https://www.softwareadvice.co.uk/software/3177/ontraport) — 4.2/5 (89 reviews) — Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages a...
2. [Redtail CRM](https://www.softwareadvice.co.uk/software/76515/redtail) — 4.1/5 (85 reviews) — Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial profession...
3. [Ricochet360](https://www.softwareadvice.co.uk/software/183895/ricochet360) — 4.8/5 (82 reviews) — Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solut...
4. [SendJim](https://www.softwareadvice.co.uk/software/443789/sendjim) — 4.4/5 (81 reviews) — Send Jim is a direct mail software solution designed to streamline the direct mail process for businesses. By integra...
5. [Voiptime Cloud](https://www.softwareadvice.co.uk/software/55594/voiptime-cloud) — 4.8/5 (80 reviews) — Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center ...
6. [LiveHelpNow](https://www.softwareadvice.co.uk/software/102419/livehelpnow-crm) — 4.6/5 (72 reviews) — LiveHelpNow provides omnichannel support solutions that give teams of any size the tools they need to drive an amazin...
7. [servis.ai](https://www.softwareadvice.co.uk/software/113880/freeagent) — 4.6/5 (71 reviews) — Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organ...
8. [SalesNexus](https://www.softwareadvice.co.uk/software/14228/salesnexus) — 4.5/5 (64 reviews) — SalesNexus is built for sales teams that want to build relationships with customers. SalesNexus' Nexi AI automates th...
9. [Blitz](https://www.softwareadvice.co.uk/software/20996/blitz) — 4.7/5 (57 reviews) — Blitz is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses an...
10. [Yetiforce CRM](https://www.softwareadvice.co.uk/software/49025/yetiforce) — 4.7/5 (54 reviews) — YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large bu...
11. [ClearSlide](https://www.softwareadvice.co.uk/software/10410/clearslide) — 3.9/5 (54 reviews) — ClearSlide is a web-based sales engagement platform intended to help increase sales teams’ efficiency and close deals...
12. [DYL](https://www.softwareadvice.co.uk/software/2680/dyl) — 4.0/5 (51 reviews) — In today's rapidly changing business world, staying competitive requires agility and innovation. Regardless of what b...
13. [Heymarket](https://www.softwareadvice.co.uk/software/261595/heymarket) — 4.5/5 (47 reviews) — Heymarket is a cloud-based communication tool suitable for small businesses in a variety of industries. It offers a t...
14. [folk](https://www.softwareadvice.co.uk/software/427780/folk) — 4.5/5 (46 reviews) — folk is a customer relationship management (CRM) platform that enables organizations to centralize and customize all ...
15. [Commence](https://www.softwareadvice.co.uk/software/2549/commence) — 4.9/5 (44 reviews) — Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size busine...
16. [Vymo](https://www.softwareadvice.co.uk/software/62069/vymo) — 4.7/5 (41 reviews) — Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lea...
17. [NextAgency](https://www.softwareadvice.co.uk/software/347022/nextagency) — 4.9/5 (41 reviews) — If you run a life and health insurance agency, you know the pain of tracking down information. Maybe your current sof...
18. [Covve App](https://www.softwareadvice.co.uk/software/96848/covve) — 4.8/5 (40 reviews) — Covve Personal CRM is your personal assistant app, reminding you to keep in touch with clients and personal contacts....
19. [Deskpro](https://www.softwareadvice.co.uk/software/130528/deskpro) — 4.6/5 (38 reviews) — Deskpro is a customer service solution that caters to businesses of all sizes across various industries such as infor...
20. [Agiloft](https://www.softwareadvice.co.uk/software/10266/agiloftcm) — 4.8/5 (38 reviews) — Agiloft is a cloud-based contract management software that helps businesses streamline the entire contract lifecycle ...
21. [Salesboom CRM Suite](https://www.softwareadvice.co.uk/software/3364/salesboom) — 4.3/5 (37 reviews) — Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the sys...
22. [LeadMaster](https://www.softwareadvice.co.uk/software/1739/leadmaster-crm) — 4.1/5 (36 reviews) — LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow ...
23. [Oracle CRM On Demand](https://www.softwareadvice.co.uk/software/1543/oracle-crm-on-demand) — 4.4/5 (31 reviews) — Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to...
24. [ClickDimensions](https://www.softwareadvice.co.uk/software/9713/clickdimensions) — 3.6/5 (31 reviews) — ClickDimensions is a marketing automation software solution. It is natively created for and built in Microsoft Dynami...
25. [Lead Capsule](https://www.softwareadvice.co.uk/software/31097/lead-capsule) — 4.6/5 (30 reviews) — Lead Capsule is a cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes. K...

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## Related Categories

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Designed for small to large businesses, it comes with a progressive dialer for users to automate processes such as engaging with prospects via emails or texts, recording calls, optimizing contact rates and more.\n\nFeatures of Ricochet360 include lead management, call analytics, skills-based calling queues, email messaging drip automation, gamification, scripting and more. The customer relationship management module allows marketers to automatically capture, track and distribute leads among sales representatives based on skills, availability, and pooling.\n\nAdditionally, it provides a cloud phone system for users to facilitate click-to-call conversions, call transfers, performance tracking, among other processes. Ricochet360 lets businesses run custom and targeted call campaigns per specific lead types, improving sales funnels. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/082cf626-78c1-4d16-97f3-0160ab3368a8.png","url":"https://www.softwareadvice.co.uk/software/183895/ricochet360","@type":"ListItem"},{"name":"SendJim","position":4,"description":"Send Jim is a direct mail software solution designed to streamline the direct mail process for businesses. By integrating seamlessly with CRM systems, Send Jim enables companies to automate direct mail campaigns triggered by specific events. For example, a simple action such as marking a job as complete can automatically trigger the sending of postcards to the neighbors associated with that address in the CRM.\n\nSend Jim provides a range of features including the ability to geofence specific neighborhoods or entire cities. This feature, coupled with demographic and property filters, empowers users to execute highly targeted direct mail campaigns with ease. With just a few clicks, users can create hyper-targeted mailings tailored to their desired audience.\n\nAdditionally, Send Jim offers an automated version of Every Door Direct Mail (EDDM), eliminating the need for users to handle tasks such as designing prints, picking up prints, bundling, and drop-offs. This automation significantly streamlines the entire EDDM process, allowing users to focus on other aspects of their business while still benefiting from effective direct mail marketing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/90874faf-9e7b-466e-b744-8e964b11e8fe.png","url":"https://www.softwareadvice.co.uk/software/443789/sendjim","@type":"ListItem"},{"name":"Voiptime Cloud","position":5,"description":"Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, Progressive & Predictive dialer (with flexible redialing rules, time zone settings), flexible call script builder, live call monitoring, ultimate reporting, and powerful REST API. Get up and running in less than 48 hours, with a fully configured environment and reliable VoIP lines with affordable rates in 200 countries.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56d75438-a5d1-4ba7-ad45-38b65c020b69.png","url":"https://www.softwareadvice.co.uk/software/55594/voiptime-cloud","@type":"ListItem"},{"name":"LiveHelpNow","position":6,"description":"LiveHelpNow provides omnichannel support solutions that give teams of any size the tools they need to drive an amazing customer experience. Software designed to meet all of your customer support, contact center, lead generation, and help desk needs.\n\nWith LiveHelpNow’s omnichannel capabilities, your team will be able to communicate with customers via any channel all while receiving one streamlined communication history. Communication channels include live chat, SMS text-to-chat, chatbots, Facebook messenger, email, and VoIP call.\n\nAvailable tools include intelligent conversation routing, canned responses, KPI dashboards, contact center analytics, enterprise level reporting, conversion tracking, unified inbox, auto language translation, knowledge base management, automations and triggers, lead generation management, email management, VoIP call management and more!\n\nYou’ll also get the most out of your existing tools by integrating with your CRM, CMS, knowledge base, and social media.\n\nYou can purchase knowledge base, live chat, and help desk applications on a standalone basis or bundled into one integrated help desk suite.\n\nQuick, easy installation. No setup fees or contract. Free training and 24/7 support.\n\nTrusted by over 8000 businesses worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b8fb1b65-7b6d-4c2e-9111-85ff35512468.png","url":"https://www.softwareadvice.co.uk/software/102419/livehelpnow-crm","@type":"ListItem"},{"name":"servis.ai","position":7,"description":"Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. \n\nWork smarter and faster with instant visibility, empowering sales teams to do more with less. 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Automate your pipeline and turn every sales person into a top producer!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a422414b-6afc-4a03-8277-45377da73948.jpg","url":"https://www.softwareadvice.co.uk/software/14228/salesnexus","@type":"ListItem"},{"name":"Blitz","position":9,"description":"Blitz is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses and helps them to manage their interactions with existing and potential customers. It can be tailored to suit businesses in industries such as real estate agents, mortgage brokers and non-profits. In addition to its standalone sales automation and marketing automation modules, Blitz offers call center, field service functionality and more.\n\n\nBlitz helps companies to manage sales processes and capture relevant leads. The solution offers users pop-up notifications, functionalities to schedule follow-ups and a reporting and analytics engine that helps them to generate custom reports, which help them to spot trends and make business-related decisions. Blitz also helps users to track former customers and retarget them with specific and relevant content. The solution also features \"click to call\", auto dialer and drip emails functionalities.\n\n\nServices are offered on a monthly subscription basis that includes support via phone, email and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/57e37f1a-bceb-4492-add1-8e8d527122c5.png","url":"https://www.softwareadvice.co.uk/software/20996/blitz","@type":"ListItem"},{"name":"Yetiforce CRM","position":10,"description":"YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large businesses across various industries. The platform helps users manage their interactions with existing and potential customers. Key features include task and territory management, email marketing, lead management and scoring and internal-chat integration.\n\n\nYetiForce allows administrators to customize their dashboard to show modules such as time control, calendars, tickets and leads. Administrators can also change the visibility of specific widgets for different users and add custom widgets with filters.\n\n\nYetiforce features a built-in email module that helps users send and receive mail directly. Users can also link emails to contacts, leads, accounts, partners, competitors and various processes and sub-processes.\n\n\nYetiForce can either be deployed on-premise or hosted in the cloud. Support is offered via phone, email and online FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a013275a-fedd-439b-8741-6c0ae8b0fd9f.png","url":"https://www.softwareadvice.co.uk/software/49025/yetiforce","@type":"ListItem"},{"name":"ClearSlide","position":11,"description":"ClearSlide is a web-based sales engagement platform intended to help increase sales teams’ efficiency and close deals. The solution offers quick access to content, insights and communication and helps in improving customer communication.\n\n\nClearSlide’s Live Pitch feature enables one click presentations comprised of high definition video that can be shared with clients or other users in real time. Other features supported by the software include drop-down lists that cater to questions and objections.\n\n\nThe system's Email Pitch feature allows the sharing of sales content via personalized emails. This feature also sends an alert when the email is viewed, and includes analytics to customize future conversations.\n\n\nClearSlide mobile apps allow sales professionals to address customer pain points on the go. ClearSlide Mail, meanwhile, includes features such as email, calendar and contacts for instant response and follow up. The solution also offers integration with other third party applications which include Dropbox, Box, iCloud, Salesforce, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e0a7888c-bc79-4899-9b43-d36fd79f8320.png","url":"https://www.softwareadvice.co.uk/software/10410/clearslide","@type":"ListItem"},{"name":"DYL","position":12,"description":"In today's rapidly changing business world, staying competitive requires agility and innovation. Regardless of what business you’re in, the secret to success is threefold: (1) converting prospects into customers, (2) turning customers into loyal fans, and (3) finding more creative ways to offer new services. Whether you’re a Startup with limited capital and resources, or an established company looking to boost momentum, DYL empowers your Sales, Service and Marketing teams with over 80 innovative tools designed to attract, engage and delight your prospects and customers, from one platform.\n\n\nWith time-saving features like one-click campaign dialing and Automated lead nurturing, and productivity tools like instant lead response and rich-media Group text messaging, understand why thousands of businesses use DYL to generate more sales, track team performance and improve team morale. DYL has all the tools that are able to grow any business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/36d7f08b-3fdc-4cf8-b7b7-2375a7df0a95.png","url":"https://www.softwareadvice.co.uk/software/2680/dyl","@type":"ListItem"},{"name":"Heymarket","position":13,"description":"Heymarket is a cloud-based communication tool suitable for small businesses in a variety of industries. It offers a text messaging app that allows users to schedule and manage communications with customers. Native apps are available for iPhone, Android and desktop web browsers.\n\n\nMultiple team members can share a single phone number for text messaging. Users can send and reply to texts from landline, toll free and VoIP numbers. Messages can include photos, text, and information about contacts such as first names, and users can also schedule meetings and set follow-up reminders.\n\n\nA series of messages can be sent to customers on a set schedule or triggered as part of welcome campaigns, feedback campaign and more. Teams can share contacts, notes, lists and message templates. Chats can also be exported, saved and searched later.\n\n\nPricing is per user per month. Support is offered through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bd65184c-e038-49b6-bfc0-bc47a9c9708a.png","url":"https://www.softwareadvice.co.uk/software/261595/heymarket","@type":"ListItem"},{"name":"folk","position":14,"description":"folk is a customer relationship management (CRM) platform that enables organizations to centralize and customize all relationships to the adapted workflow from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.\n\nKey features of folk include contact sync, pipeline management, bulk email campaigns, Chrome extension, AI integration, and more. With its pipeline management feature users can streamline sales workflow and eliminate manual processes. It also allows users to create automation with Zapier to facilitate integration with external tools and import contacts from any platform including LinkedIn, Sales Navigator, Gmail, Twitter, Instagram, and TikTok.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9af199a6-e274-4f9a-940e-816fa3db2e59.png","url":"https://www.softwareadvice.co.uk/software/427780/folk","@type":"ListItem"},{"name":"Commence","position":15,"description":"Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various modules and features which include marketing automation, lead management, help desk functionality, a customer portal, reporting and project management.\n\n\nThe dashboard presents real-time information, showing emails, tasks to complete, service tickets, alerts and new leads. The custom dashboard allows users to see up-to-date sales activity and respond to emails.\n\n\nMarketing automation features offer pre-built templates to launch targeted campaigns with a customizable budget, and the ability to analyze the response rate and revenue of campaigns.\n\n\nAdditionally, Commence CRM manages the sales cycle, schedules appointments and to-dos, records interactions with customers and generates forecasts and performance reporting.\n\n\nCommence CRM is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61e9a528-68ee-45ee-b480-34dee03bdef7.jpeg","url":"https://www.softwareadvice.co.uk/software/2549/commence","@type":"ListItem"},{"name":"Vymo","position":16,"description":"Vymo is a personal assistant application that helps businesses manage sales operations including work allocation, lead capturing and performance management. It allows users to automatically allocate leads to sales representatives based on various criteria such as workload, performance, skills and more.\n\n\nVymo uses artificial intelligence (AI) enabled technology to plan lead engagement by categorizing opportunities and suggesting meeting time/dates. The geo-tracking functionality allows supervisors to monitor field sales activities by planning daily routes, suggesting location-based meetings and capturing activity data. Additionally, it comes with analytics dashboards, which lets managers gain insights into sales teams outcomes through key performance index (KPI), targets and business impacting metrics.\n\n\nVymo comes with an API, which allows businesses to integrate the system with several third-party solutions. Mobile applications for Android and iOS devices are also offered, allowing users to remotely manage business activities. Pricing is available on request and support is extended via phone, email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8f5fe1c3-b34f-42c0-9c83-54b10a8e6e1c.png","url":"https://www.softwareadvice.co.uk/software/62069/vymo","@type":"ListItem"},{"name":"NextAgency","position":17,"description":"If you run a life and health insurance agency, you know the pain of tracking down information. Maybe your current software is too rigid, too expensive, or you're juggling too many systems that don't talk to each other. Or maybe you're still running on sticky notes, scraps of paper, and a few static spreadsheets. Either way, NextAgency was built for you.\n\nNextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It gathers up all that paper into one easy-to-use digital platform. One that’s easy to customize to the way you work. \n\nNextAgency in one platform but it contains a lot of tools. It features CRM, marketing automation, compliance tools, business analytics, and optional commission tracking. Go from the big picture view of your agency with the NextAgency dashboard, to a detailed view of each prospect, client, sub-agent, or policy. Or use the Timeline as your personal to-do list, bringing together all your tasks and notes for the day. Or week. Or whenever.\n\nYou can automate workflows that create tasks, emails, sends texts, or launches checklists for you. Keep track of sales and service pipelines with the aptly named Pipeline view. And launch email or drip marketing campaigns all within one, intuitive platform.\n\nGetting started is straightforward. NextAgency comes pre-configured for life and health workflows, so your team can start using it right away. Most agencies upload their own data using NextAgency's built-in tools, step-by-step guidance, and onboarding support — all included free. Agencies with complex data migrations can use NextConcierge if they choose, an affordable option where our migration specialists do the heavy lifting.\n\nWhen you have a question, you get an answer — fast. NextAgency's support team is rated 4.9 out of 5 on Capterra, and it's easy to see why. Instead of sending you a paragraph of instructions, they'll typically send a short screencast showing you exactly what to do. Training is free and available whenever your team needs it — whether that's your first week or years later.\n\nNextAgency is affordable — Capterra users rate it 4.9 out of 5 for Value for Money. Start with a 30-day free trial, then subscribe month to month with no long-term contract required. Agencies that commit annually save even more. Which is why agencies across 37 states — from solo producers to regional operations — already use NextAgency.\n\nYour agency data stays secure. NextAgency is hosted on AWS — the same cloud infrastructure trusted by banks, hospitals, and major streaming services — with encryption, role-based access controls, and two-factor authentication. The support team cannot view your information unless you give them explicit permission. NextAgency also executes a mutual NDA with you confirming you own your client data and NextAgency won’t market to your contacts.\n\nThe platform connects to tools many agencies already rely on, including Employee Navigator, BerniePortal, Ease, Intulse, GReminder, and Zapier. Gmail and Outlook sync keeps all email communication inside the system. For agencies with custom needs, NextAgency offers an API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/71c7c63d-4144-4523-a1a3-6969eeac2f0a.png","url":"https://www.softwareadvice.co.uk/software/347022/nextagency","@type":"ListItem"},{"name":"Covve App","position":18,"description":"Covve Personal CRM is your personal assistant app, reminding you to keep in touch with clients and personal contacts.\n\nRanked #1 personal CRM in the US app stores, it is used by professionals across industries, including entrepreneurs, realtors and business executives.\n\nCovve is very easy to use, it's mobile-first and requires no setup - just download and start using. \n\nHere is what you will love about Covve:\n- Reminders to follow up and stay in touch with your contacts\n- Notes on your contacts, calls and meetings to always be relevant\n- A weekly reminders schedule to keep you organized\n- Tags for organizing and grouping your network and powerful search and filters to quickly find who you need\n- Statistics on your weekly networking progress, just like your exercise app\n- Mobile-first, no setup, just download and start using\n\n* This simple yet state-of-the-art app will revolutionize your business relationships like you've never seen - Inc\n* Best contacts app – Tom’s Guide 2022\n* Best address book app for iPhone – NewsExaminer\n* Winner of T-Mobile & Nokia Program “disrupting the future of communications”\n\nCovve has been designed with privacy and security as a priority: https://covve.com/privacy\n\nFind out more at covve.com\nWe are always here to help, reach out at sales@covve.com\n\nMade in Europe","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bf364002-dee3-4fda-a06a-e9281c55b42a.png","url":"https://www.softwareadvice.co.uk/software/96848/covve","@type":"ListItem"},{"name":"Deskpro","position":19,"description":"Deskpro is a customer service solution that caters to businesses of all sizes across various industries such as information technology (IT), education, gaming, retail and more. Key features include a self-service portal, known issue management, customer experience management, trouble ticketing, help desk and automated routing.\n\n\nDeskpro helps users to manage their user bases from a central dashboard, view and audit logs on administrative interactions within the help desk, customize the user portal and mention other agents in ticket notes. Users can also generate reports based on agent actions across specific dates, delete agents from the help desk, set access permissions for complaint tickets and use the solution’s RESTful API to transfer data to and from an external source.\n\n\nAdditionally, Deskpro features call recording, call queues, department email accounts, portal templates, multi-lingual live chat and split messages. The solution can either be deployed on-premise or hosted in the cloud and offers services on a monthly or annual subscription basis.\n\n\nSupport is available via email, product guides and an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/40fb1d36-18e6-4c51-8213-9bb9c73e9db5.png","url":"https://www.softwareadvice.co.uk/software/130528/deskpro","@type":"ListItem"},{"name":"Agiloft","position":20,"description":"Agiloft is a cloud-based contract management software that helps businesses streamline the entire contract lifecycle with customizable workflows. The platform is designed for various sectors such as healthcare, legal and procurement. Its comprehensive Data-first Agreement Platform enables complete contract lifecycle management. Additionally, the platform is equipped with Convo AI, an AI-driven natural language search tool, which assists users in swiftly locating contract information without burdening legal staff with excessive requests. The solution provides various features including automated contract onboarding, third-party contract review and AI-based contract editing. Users have the ability to construct custom AI models using their own contract data easily, without needing to write code or deal with complex calculations","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/027242d2-0397-45d5-8706-9f7f63d8d0c7.jpeg","url":"https://www.softwareadvice.co.uk/software/10266/agiloftcm","@type":"ListItem"},{"name":"Salesboom CRM Suite","position":21,"description":"Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the system was designed for quick end user adoption, and most functions can be accessed with just a few clicks.\n\n\nEvery company using Salesboom is assigned a personal CRM consultant. The system is offered in three levels: Team, Professional and Enterprise.\n\n\nThe Team Level contains advanced mass email marketing, as well as auto-response email functions. Lead and contact management is always included, and customer support teams have access to Case and Incident Management, as well as Solution Management.\n\n\nThe Professional and Enterprise levels include advanced Campaign Management, Quote and Contract Management, as well as the ability to produce a custom dashboard for Business Intelligence analytics and tracking.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b6e9d20-91e9-4f77-a96d-779967003599.png","url":"https://www.softwareadvice.co.uk/software/3364/salesboom","@type":"ListItem"},{"name":"LeadMaster","position":22,"description":"LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more.\n\n\nLeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs.\n\n\nThe monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a81832ee-7a4d-488a-8171-2aacc110c96e.png","url":"https://www.softwareadvice.co.uk/software/1739/leadmaster-crm","@type":"ListItem"},{"name":"Oracle CRM On Demand","position":23,"description":"Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solution designed to help sales, service and marketing departments make information-driven decisions and manage costs and performance. It helps streamline business processes and allows key divisions to draw references from the same source of data.\n\n\nSales applications include sales force automation, sales order management and channel management. Marketing applications include marketing automation, marketing resource management and tradeshow management. Service applications include customer service, field service, call center and self-service.\n\n\nOracle CRM On Demand also consists of applications for managing operations related to services, finance, human capital, project portfolio and supply chain.\n\n\nSupport is available through an online knowledge base and via phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/65b32c41-a668-4d23-ac9b-0bd0e95139a8.png","url":"https://www.softwareadvice.co.uk/software/1543/oracle-crm-on-demand","@type":"ListItem"},{"name":"ClickDimensions","position":24,"description":"ClickDimensions is a marketing automation software solution. It is natively created for and built in Microsoft Dynamics 365 to help marketers attract leads, close sales and engage customers.\n\n\nClickDimensions’ campaign automation allows businesses to build multi-channel and automated campaigns using a drag-and-drop interface. Email marketing helps businesses create and send bulk HTML emails with all send, open, click and bounce data reporting at an aggregate and individual level. Web form helps in collecting data of visitors and linking it with CRM records while event management helps in tracking contacts and leads registrations. Additionally, it integrates with GoToWebiner, WebEx and Cvent.\n\n\nClickDimensions’ features include campaigns automation, email marketing, web form creation, event management, web intelligence, lead scoring and landing pages.\n\n\nClickDimensions is available for a free demo and is available on a monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a28da97-cd1b-4a06-91b5-a21cb7a3a187.png","url":"https://www.softwareadvice.co.uk/software/9713/clickdimensions","@type":"ListItem"},{"name":"Lead Capsule","position":25,"description":"Lead Capsule is a cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes. Key features include lead generation, management, aggregation and commerce. \n\n\nThe solution offers key features such as activity tracking, pipeline management, prospecting tools and source tracking. The solution ensures that sales staff and representatives receive leads in real time so that each and every lead has the maximum chance to convert into actual sale.\n\n\nLead Capsule enables users to drive targeted traffic to their promotions and offers through its affiliate portal. In addition, its dynamic web form feature helps generate qualified leads and offers affiliate tracking. Its call tracking feature allows users to track both outbound and inbound phone calls either sent from their vendors or generated by their own marketing efforts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/22ec76a5-8944-455b-bd07-2f8519e723c8.png","url":"https://www.softwareadvice.co.uk/software/31097/lead-capsule","@type":"ListItem"}],"numberOfItems":25}
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