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description: Page 2 - Discover the best Mortgage CRM Software for your organisation. Compare top Mortgage CRM Software tools with customer reviews, pricing and free demos.
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title: Page 2 - Best Mortgage CRM Software - 2026 Reviews, Pricing & Demos
---

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# Mortgage CRM Software

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## Products

1. [Flowlu](https://www.softwareadvice.co.uk/software/109770/flowlu) — 4.8/5 (387 reviews) — Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whet...
2. [Daylite for Mac](https://www.softwareadvice.co.uk/software/187009/daylite-for-mac) — 4.6/5 (361 reviews) — Running a service-based business means balancing clients, projects, and relationships while still finding time to gro...
3. [Quickbase](https://www.softwareadvice.co.uk/software/100934/quick-base) — 4.4/5 (329 reviews) — Quickbase is a work management and application platform designed to help organizations centralize and manage complex ...
4. [Front](https://www.softwareadvice.co.uk/software/44733/front) — 4.5/5 (286 reviews) — Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptio...
5. [The Mortgage Office](https://www.softwareadvice.co.uk/software/84138/the-mortgage-office) — 4.8/5 (285 reviews) — The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, paymen...
6. [Genesys Cloud CX](https://www.softwareadvice.co.uk/software/323407/pureconnect) — 4.3/5 (264 reviews) — Genesys Cloud CX cloud contact center software transforms your customer experience. It connects data across teams, to...
7. [Yonyx](https://www.softwareadvice.co.uk/software/93908/yonyx) — 4.7/5 (258 reviews) — Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage inter...
8. [SAP Customer Experience](https://www.softwareadvice.co.uk/software/416356/sap-customer-experience) — 4.3/5 (245 reviews) — SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size busi...
9. [Vanillasoft](https://www.softwareadvice.co.uk/software/122131/vanilla-soft) — 4.6/5 (233 reviews) — VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarket...
10. [Velocify](https://www.softwareadvice.co.uk/software/1679/velocify-crm-smb) — 4.3/5 (231 reviews) — Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions an...
11. [SalesLoft](https://www.softwareadvice.co.uk/software/169741/salesloft) — 4.3/5 (231 reviews) — Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more reve...
12. [Help Scout](https://www.softwareadvice.co.uk/software/2280/help-scout) — 4.6/5 (226 reviews) — Help Scout is a customer support platform that caters to various industries such as SaaS, ecommerce, financial servic...
13. [Salesforce Starter](https://www.softwareadvice.co.uk/software/82914/Salesforce-Starter) — 4.4/5 (224 reviews) — Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sal...
14. [Seismic](https://www.softwareadvice.co.uk/software/93998/seismic) — 4.6/5 (218 reviews) — Seismic is a cloud-based enablement platform that provides a unified solution for managing sales content, training an...
15. [Pipeliner CRM](https://www.softwareadvice.co.uk/software/113892/pipeliner-crm) — 4.6/5 (216 reviews) — Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, d...
16. [Kommo](https://www.softwareadvice.co.uk/software/3142/amocrm) — 4.4/5 (207 reviews) — Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With mes...
17. [Issuetrak](https://www.softwareadvice.co.uk/software/318585/issuetrak) — 4.6/5 (205 reviews) — Issuetrak is a flexible issue tracking solution that can be configured to suit the needs of a variety of industries a...
18. [HelpCrunch](https://www.softwareadvice.co.uk/software/26583/helpcrunch) — 4.8/5 (195 reviews) — HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in on...
19. [Glue Up](https://www.softwareadvice.co.uk/software/120874/glue-up) — 4.5/5 (195 reviews) — Glue Up is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event managem...
20. [PhoneBurner](https://www.softwareadvice.co.uk/software/28049/phoneburner) — 4.8/5 (176 reviews) — PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highl...
21. [Capsule](https://www.softwareadvice.co.uk/software/27508/capsule) — 4.5/5 (167 reviews) — Capsule is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and...
22. [LeadSquared](https://www.softwareadvice.co.uk/software/33191/leadsquared) — 4.3/5 (167 reviews) — LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows an...
23. [Sage Sales Management](https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile) — 4.6/5 (165 reviews) — Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI a...
24. [Close](https://www.softwareadvice.co.uk/software/31057/close-io) — 4.7/5 (164 reviews) — Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling s...
25. [Zendesk Sell](https://www.softwareadvice.co.uk/software/93337/zendesksell) — 4.3/5 (160 reviews) — Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B...

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Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive.\n\nIntegrated Invoicing & Financial Tools\n\nFlowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more.\n\nCollaboration & Knowledge Sharing\n\nEnhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support.\n\nCustomization & Integrations\n\nFlowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency.\n\nMobile Access & Support\n\nStay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it.\n\nFrom sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e45592e-f1b8-4a62-9c2e-1bd35bc46729.jpeg","url":"https://www.softwareadvice.co.uk/software/109770/flowlu","@type":"ListItem"},{"name":"Daylite for Mac","position":2,"description":"Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress.\n\nDaylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools.\n\nWho Daylite is for\nDaylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients.\n\nWhy Daylite is different\nUnlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward.\n\nDaylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are.\n\nCollaboration and visibility\nDaylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff.\n\nSecurity and trust\nWe know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected.\n\nCustomer service that puts fit first\nAt Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite.\n\nOur approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side.\n\nThe outcome\nDaylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca07dfe8-c3e9-49db-8ee8-c8a73118c04b.png","url":"https://www.softwareadvice.co.uk/software/187009/daylite-for-mac","@type":"ListItem"},{"name":"Quickbase","position":3,"description":"Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation.\n\nIt features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions.\n\nThe platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0157b8b-f072-4509-bd88-9963aa9b3fdf.jpeg","url":"https://www.softwareadvice.co.uk/software/100934/quick-base","@type":"ListItem"},{"name":"Front","position":4,"description":"Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email, with automated workflows and real-time collaboration behind the scenes. \n\nWith Front, teams can centralize messages across channels, route them to the right person and unlock visibility and insights across all of their customer operations. Additionally, it drives operational efficiency that prevents churn, improves retention and propels customer growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d8ecbf46-377d-4fbe-a921-9d8a23fbc33e.png","url":"https://www.softwareadvice.co.uk/software/44733/front","@type":"ListItem"},{"name":"The Mortgage Office","position":5,"description":"The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders.\n\n\nThe Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements.\n\n\nThe Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fd596411-b3be-4635-b634-137a429e56d6.png","url":"https://www.softwareadvice.co.uk/software/84138/the-mortgage-office","@type":"ListItem"},{"name":"Genesys Cloud CX","position":6,"description":"Genesys Cloud CX cloud contact center software transforms your customer experience. It connects data across teams, tools, interactions so users have actionable insights to address customers problems with ease on any channel, at any moment, beyond just the call center. Genesys Cloud CX is trusted by various small, medium and large enterprises and recognized as an industry leader across the globe.\n\nWith pervasive automation, businesses can take the right action at the right time to create the best outcome. \n\nWith Genesys Cloud CX, organizations can give their employees the information they need in one application built to engage employees and enhance the team’s performance. Use Genesys Cloud CX as an all-in-one application, easily add various packaged integrations, or customize the platform as per the requirements. It deploys in days and continually innovates with upgrades each week. Additionally, with real-time dashboards and up-to-the-second analytics, Genesys Cloud CX provides the insights required to run your business—no matter where the agents are located.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2833abc6-12c1-4581-8cc9-406ab7f5dd49.png","url":"https://www.softwareadvice.co.uk/software/323407/pureconnect","@type":"ListItem"},{"name":"Yonyx","position":7,"description":"Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The platform includes decision trees, which enable organizations to design and visualize customer interactions using multimedia flowcharts.\n\n\nYonyx enables authors to design custom guides for agents using images, hyperlinks, videos, data sorting, and other attributes to streamline customer service operations. It offers various features such as automated guide authoring, user defined commands embedded in guidance steps, analytics, integration with CRM systems and more. Additionally, administrators can invite users, provide role-based permissions, and update tags to facilitate search functionality.\n\n\nYonyx lets managers gain insights into account usage, incidents, author/user activities, compliance and other metrics via reports and analytics. It supports integration with various third-party applications using REST and JavaScript APIs. Pricing includes monthly subscriptions and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b307d20-0f07-43d7-ab02-81646f8bb34c.png","url":"https://www.softwareadvice.co.uk/software/93908/yonyx","@type":"ListItem"},{"name":"SAP Customer Experience","position":8,"description":"SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, customers and marketing operations.\n\n\nSAP Customer Experience features built-in sales automation, marketing automation, customer support, help desk and channel management capabilities. The solution can also be deployed on-premise.\n\n\nThe sales module helps organizations acquire and retain new business by effectively managing the sales pipeline. The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management.\n\n\nSAP Customer Experience offers support through an online knowledge base, support portal and via phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c046d78a-8f19-4afd-bb26-81df76556187.png","url":"https://www.softwareadvice.co.uk/software/416356/sap-customer-experience","@type":"ListItem"},{"name":"Vanillasoft","position":9,"description":"VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations.\n\n\nVanillaSoft is a lead optimization platform built for fast-response sales teams. \n\nVanillaSoft’s real-time workflow helps sales teams work smarter by making sure every lead gets the best chance to convert. It automatically prioritizes the warmest records, so agents don’t waste time figuring out who to contact next. It simplifies the agent’s activities, letting them focus on conversations instead of juggling data. Plus, it ensures calls, emails, and texts are sent in the right order, with the right message, and with the best chance of getting through—avoiding spam filters and blocked calls.\n\nThese three pillars of VanillaSoft’s all-in-one system ensure sales teams are effective, efficient, and always reaching their leads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/528ed874-e325-4d42-9dbd-5fc2d9ca1109.png","url":"https://www.softwareadvice.co.uk/software/122131/vanilla-soft","@type":"ListItem"},{"name":"Velocify","position":10,"description":"Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, velocify lead manager, velocify loan engage and dial IQ.\n\n\nVelocify pulse is a salesforce automation tool that helps sales teams to manage calls, compose emails and send to prospects and group recipients using built-in templates. It also assists sales representatives to schedule tasks using data automation and also helps to manage follow ups by updating status and setting reminders on the velocify portal.\n\n\nVelocify’s lead management feature helps salesforce to manage leads by allowing sales teams to initiate phone calls, send text messages, emails and review conversation history in order to communicate with prospects.\n\n\nAdditional capabilities include workflow automation, lead scoring and prioritization, duplicate lead management tools, and lead routing capabilities.\n\n\nThe solution is on a per user per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/51165c66-58cb-47b7-93a8-4fa53e9949f4.png","url":"https://www.softwareadvice.co.uk/software/1679/velocify-crm-smb","@type":"ListItem"},{"name":"SalesLoft","position":11,"description":"Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with buyers, understand what to do next, and get the coaching and insights they need to win.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/929f2a73-02d9-4447-b9df-558b65f0e758.png","url":"https://www.softwareadvice.co.uk/software/169741/salesloft","@type":"ListItem"},{"name":"Help Scout","position":12,"description":"Help Scout is a customer support platform that caters to various industries such as SaaS, ecommerce, financial services, education, media, healthcare, professional services, logistics, property management, manufacturing and real estate.\n\nThe platform includes a shared inbox that allows teams to collaborate and manage customer communications in one place. It offers a help center that enables customers to find self-service support and answers to common questions. The live chat functionality allows for real-time conversations with customers to provide instant support. The platform also includes proactive messaging capabilities to help engage customers with targeted messages. Additionally, Help Scout provides an omnichannel support solution, giving teams a unified platform to manage customer interactions across various channels.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/34756fb0-d130-4e3d-aedd-da75027afbc7.png","url":"https://www.softwareadvice.co.uk/software/2280/help-scout","@type":"ListItem"},{"name":"Salesforce Starter","position":13,"description":"Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sales, service, and commerce tools in a unified platform. Salesforce Starter enables users to organize customer data, manage relationships, and gain valuable business insights. Its dynamic email marketing and analytics capabilities allow users to nurture prospect and customer connections with customizable email templates. The suite's segmentation features unify customer data across marketing, sales, and service, enabling personalized communications.\n\nThe sales process streamlined with deal management tools and customer service features, including case management and escalation, help ensure efficient issue resolution. For businesses looking to establish an online presence, Salesforce Starter offers a storefront builder with drag-and-drop design tools and built-in merchandising and commerce analytics. The all-in-one CRM solution provides growing companies the essential functionality they need to find new leads, win deals, and sell online, all from a centralized platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e99de81a-e5c9-44af-9813-43549968f84d.png","url":"https://www.softwareadvice.co.uk/software/82914/Salesforce-Starter","@type":"ListItem"},{"name":"Seismic","position":14,"description":"Seismic is a cloud-based enablement platform that provides a unified solution for managing sales content, training and coaching teams, engaging buyers, automating content production and analyzing enablement data. The sales content management capabilities allow teams to build, maintain and control their content. This ensures they can find and share personalized assets with customers. The learning and coaching features help onboard and upskill teams in a shorter timeframe, so they can keep up with changes and become more productive.\n\nSeismic's buyer engagement tools provide relevant content across multiple channels, deepening relationships with customers. The content automation functionality makes content production and personalization simple through dynamic templates and data integrations.\n\nAt the core of the platform is the enablement intelligence feature. This discovers and replicates the behaviors, activities and content, allowing teams to improve their performance and drive better business results.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/557fcaa7-ff7a-4fde-9e94-ace8b4f4595e.jpeg","url":"https://www.softwareadvice.co.uk/software/93998/seismic","@type":"ListItem"},{"name":"Pipeliner CRM","position":15,"description":"Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

\n\nThis CRM provides both salespeople and sales management with many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights.

\n\nPlus, thanks to its automation engine and integration with other systems (such as Support, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems utilize.

\n\nThe Pipeliner CRM experience is different from traditional CRM which is why it drives high adoption rates, lower Total Cost of Ownership, and rapid Return On Investment.  Fast onboarding allows users to learn and administer the system, resulting in little to no business interruption when deploying.","url":"https://www.softwareadvice.co.uk/software/113892/pipeliner-crm","@type":"ListItem"},{"name":"Kommo","position":16,"description":"Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities\n\n\nLead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses.\n\n\nWith workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android.\n\n\nThe setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1c5c666c-8d48-4e9d-ac31-e43229769881.png","url":"https://www.softwareadvice.co.uk/software/3142/amocrm","@type":"ListItem"},{"name":"Issuetrak","position":17,"description":"Issuetrak is a flexible issue tracking solution that can be configured to suit the needs of a variety of industries and usages, including IT help desk, customer support, project management, and more. Issuetrak can be deployed in the cloud or hosted on-premises and is suitable for departments and organizations of any size.\n\nThe product’s features include a task manager for task assignment and workflow creation, a suite of automation tools, round robin issue assignment, and intuitive reporting options. Issuetrak provides plenty of ways for users to customize their issue submission process, such as custom screens and user-defined fields. A number of add-on modules are available to supplement the base product with tools like Asset Management and Active Directory.\n\nUsers can also keep automatic audit records, organize their own Knowledge Base, edit their reporting dashboard to display their preferred metrics at a glance, and manage their issues via a centralized, customizable Issue Hub. Issuetrak offers full-time support, as well as guided implementation and onboarding to assist users in configuring the site exactly how it’s needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a186550-5793-40c4-be67-463a2afb23ad.jpeg","url":"https://www.softwareadvice.co.uk/software/318585/issuetrak","@type":"ListItem"},{"name":"HelpCrunch","position":18,"description":"HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in one solution. The solution helps support, sales and marketing teams to acquire, convert leads and support their customers. HelpCrunch is suitable for SaaS, e-commerce and any other type of online business.\n\n\nLive chat works as a visitor engagement, lead acquisition and support tool. The feature enables companies to reply to customer queries instantly or later in the same thread, even after the customer has disconnected. An in-app messenger can be integrated with a website or application to engage with customers.\n\nChatbot helps companies automate routine tasks and jumpstart their lead generation activities.\n\n\nEmail marketing automation enables users to send email follow-ups right from the chat, launch one-time emails or create event-triggered automated email sequences for onboarding or marketing campaigns.\n\n\nThe help desk module can organize all customer communication, prioritize actions, distribute tasks and manage each customer case.\n\n\nPricing is tiered, based on the number of agents and emails.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff575945-45ad-4f13-bbe0-b4d63475d1cd.png","url":"https://www.softwareadvice.co.uk/software/26583/helpcrunch","@type":"ListItem"},{"name":"Glue Up","position":19,"description":"Glue Up is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event management, membership management, customer relationship management (CRM), email marketing, payment processing and dedicated mobile apps into one platform.\n\nWith Glue Up’s membership renewal workflow, users are alerted to outstanding payments and can send automatic reminders to members via email and through push notifications. The mobile membership directory lets organizers view member information and connect with members. Users can search through the member directory and create search filters to identify specific types of members.\n\nOrganization members can use the mobile app to receive messages, register for events, edit profile information and manage their subscriptions. The payment module lets users collect membership dues and payment via credit cards, wire transfers and other digital payment gateways. Glue Up provides two separate apps for members and organizers, which are available for iOS and Android devices. Support is provided via email, phone, helpdesk and webinars.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/767f0c5d-872b-4c45-93f5-2a316ddf9d32.png","url":"https://www.softwareadvice.co.uk/software/120874/glue-up","@type":"ListItem"},{"name":"PhoneBurner","position":20,"description":"PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations.  The system offers functionalities that include power dialing, lead management, email follow-up, SMS, sales cadence, performance management and analytics.\n\nThe PhoneBurner system is a leader in its support of TCPA/FCC compliance and provides cutting edge tools to help teams engage in efficient, effective, and compliant communications. \n\nUse the built-in CRM, or integrate with Salesforce, HubSpot, Zoho, monday.com and other leading CRMs and apps. Other features include 1-click voicemails,  one-touch emails and SMS, email tracking, custom dispositions, call recording, call transfer, local ID, sales cadence, automatic lead distribution and more.\n\nPhoneBurner scales to any size team and can be managed from one central admin portal. Analytics, reporting and live call monitoring/coaching features offer real-time visibility into ongoing activities and calling performance. The platform is cloud-based and requires no installations, setup fees, or contracts.\n\nThe solution is available on a monthly subscription basis and provides customer support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9d1e4b59-9ce2-4309-b933-12d6217bdaf7.png","url":"https://www.softwareadvice.co.uk/software/28049/phoneburner","@type":"ListItem"},{"name":"Capsule","position":21,"description":"Capsule is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations, along with interactions and opportunities in the sales pipeline. Capsule provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.\n\nCapsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.\n\nCapsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f17ca4ff-74fe-466d-8d2c-b72978b72e9a.png","url":"https://www.softwareadvice.co.uk/software/27508/capsule","@type":"ListItem"},{"name":"LeadSquared","position":22,"description":"LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. \n\nLeadSquared also offers lead scoring, landing pages, marketing and sales insights, segmentation and role-based user access. It can integrate with applications such as Super-Receptionist, Ozonetel, LiveChat, Olark Connector, Zopim and GoToWebinar.\n\nThe software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e5a618b-25a4-45e3-a86b-7642ea6f585a.png","url":"https://www.softwareadvice.co.uk/software/33191/leadsquared","@type":"ListItem"},{"name":"Sage Sales Management","position":23,"description":"Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: \n\n- AI-powered analysis for real-time sales impact measurement. \n- Geolocated opportunity information for strategic planning. \n- Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. \n\n- Customizable real-time data fields and stages to match unique sales processes. \n- AI-driven insights to minimize errors and misunderstandings. \n- Easy integration with your favorite apps. \n- Enhanced collaboration across departments, fostering a unified approach to sales success. \n\nAvailable on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/955d66db-44da-4e2a-afa1-71d21d9c9d1f.png","url":"https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile","@type":"ListItem"},{"name":"Close","position":24,"description":"Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin.\n\nClose embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. \n\nCore capabilities include:\n\n- Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing\n- Inbox for managing two-way email conversations with open and click tracking\n- Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria\n- Pipeline management with Opportunities and deal tracking across stages\n- Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup\n- Web Forms for capturing and routing inbound leads directly into the CRM\n- Call coaching tools including listen, whisper, and barge\n\nClose automates the sales activities that happen between conversations:\n\n- Notetaker joins calls and meetings to record, transcribe, and summarize every conversation\n- AI Drafts writes follow-up emails after each call\n- AI Summaries give reps instant context on any lead\n- AI Enrich pulls live company and contact data from public sources\n- A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode\n\nThese features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026.\n\nClose is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline.\n\nPlans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ee4671b1-24c6-4b6e-a880-54a586c6f021.png","url":"https://www.softwareadvice.co.uk/software/31057/close-io","@type":"ListItem"},{"name":"Zendesk Sell","position":25,"description":"Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.\n\n\nZendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.\n\n\nSales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.\n\n\nZendesk Sell has native applications for iOS, Android and Windows phones. The solution can also integrate with MailChimp. The system is suitable for small to midsize companies across most industries looking for a mobile CRM solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91713ea5-644a-4395-afc8-4b7f6206a913.png","url":"https://www.softwareadvice.co.uk/software/93337/zendesksell","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/345/mortgage-crm/software?page=2#itemlist","numberOfItems":25}
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