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

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# CRMs for Consulting

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## Products

1. [Salesforce Sales Cloud](https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) — Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, m...
2. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6964 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
3. [Dynamics 365](https://www.softwareadvice.co.uk/software/106335/microsoft-dynamics-crm) — 4.4/5 (5811 reviews) — Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on...
4. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4451 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
5. [Brevo](https://www.softwareadvice.co.uk/software/18887/brevo) — 4.6/5 (3408 reviews) — Brevo is a cloud-based email marketing tool suited for organizations of all sizes. It offers marketing automation, em...
6. [Pipedrive](https://www.softwareadvice.co.uk/software/321306/pipedrive) — 4.5/5 (3042 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
7. [ActiveCampaign](https://www.softwareadvice.co.uk/software/5398/activecampaign) — 4.6/5 (2561 reviews) — ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work....
8. [Zoho Desk](https://www.softwareadvice.co.uk/software/393877/zoho-desk) — 4.5/5 (2211 reviews) — Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key feature...
9. [NetSuite](https://www.softwareadvice.co.uk/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
10. [Nimble](https://www.softwareadvice.co.uk/software/4225/nimble) — 4.4/5 (1868 reviews) — Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth. We help small businesses, ...
11. [LiveAgent](https://www.softwareadvice.co.uk/software/109980/liveagent) — 4.7/5 (1753 reviews) — LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capab...
12. [Keap](https://www.softwareadvice.co.uk/software/139060/infusionsoft-crm) — 4.1/5 (1298 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
13. [Odoo](https://www.softwareadvice.co.uk/software/77019/odoo-pos) — 4.2/5 (1294 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
14. [Intercom](https://www.softwareadvice.co.uk/software/378292/intercom) — 4.5/5 (1131 reviews) — Intercom is the only complete Customer Service solution that provides a seamless customer experience across automatio...
15. [Bullhorn ATS & CRM](https://www.softwareadvice.co.uk/software/2447/bullhorn) — 4.0/5 (1021 reviews) — Bullhorn is a combined applicant tracking system (ATS) and CRM built specifically for staffing and recruitment firms....
16. [Bitrix24](https://www.softwareadvice.co.uk/software/128326/bitrix24) — 4.2/5 (984 reviews) — Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relati...
17. [EngageBay CRM](https://www.softwareadvice.co.uk/software/83835/engagebay) — 4.7/5 (907 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
18. [eWay-CRM](https://www.softwareadvice.co.uk/software/31005/eway) — 4.5/5 (820 reviews) — CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With th...
19. [Salesforce Service Cloud](https://www.softwareadvice.co.uk/software/363691/service-cloud) — 4.5/5 (820 reviews) — Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions ac...
20. [Bigin by Zoho CRM](https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 reviews) — Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focu...
21. [Apptivo](https://www.softwareadvice.co.uk/software/215896/apptivo) — 4.4/5 (708 reviews) — Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions includin...
22. [Google Contacts](https://www.softwareadvice.co.uk/software/171619/google-contacts) — 4.7/5 (700 reviews) — Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in director...
23. [HoneyBook](https://www.softwareadvice.co.uk/software/365179/honeybook) — 4.7/5 (678 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
24. [Insightly](https://www.softwareadvice.co.uk/software/2667/insightly) — 4.0/5 (654 reviews) — Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with compa...
25. [Less Annoying CRM](https://www.softwareadvice.co.uk/software/5759/less-annoying-crm) — 4.8/5 (645 reviews) — We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owne...

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  {"name":"Best CRMs for Consulting - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@type":"ItemList","itemListElement":[{"name":"Salesforce Sales Cloud","position":1,"description":"Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports.\n\nIntegration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more.\n\nThe Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization. \n\nSalesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance. \n\nSalesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels.\n\nSalesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f11ea590-5812-4ce0-a108-3837d065513d.png","url":"https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud","@type":"ListItem"},{"name":"Zoho CRM","position":2,"description":"Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. \n\nUers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/82a342f4-1d08-4265-877a-83f0d7b3858f.png","url":"https://www.softwareadvice.co.uk/software/392464/zoho-crm","@type":"ListItem"},{"name":"Dynamics 365","position":3,"description":"Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word.\n\nThe Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.\n\nMicrosoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5d35bcd-e674-49ae-b851-7c2579a7969f.jpeg","url":"https://www.softwareadvice.co.uk/software/106335/microsoft-dynamics-crm","@type":"ListItem"},{"name":"HubSpot CRM","position":4,"description":"HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others.\n\nHubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights. \n\nHubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers.\n\nHubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f94dcf3a-e9ef-4673-80a0-d25bd50a393d.png","url":"https://www.softwareadvice.co.uk/software/1854/hubspot","@type":"ListItem"},{"name":"Brevo","position":5,"description":"Brevo is a cloud-based email marketing tool suited for organizations of all sizes. It offers marketing automation, email campaigns, transactional emails and SMS messages functionalities within a suite. Brevo allows users to create mobile-responsive emails using design tools. Users can also schedule and automate marketing campaigns and pre-test messages’ deliverability before sending campaigns. Transactional emails may be sent via Brevo's SMTP service or API. The contact management functionality allows for importing contacts, categorizing lists, collection forms, behavioral forms and more.\n\nBrevo also features reporting, which allows users to create reports on basic statistics, such as open rate, click-throughs and more. Other reporting features include per ISP, exporting results into Excel or PDF and heat maps. Brevo  can be integrated with organizations’ websites and management tools. Brevo plugin is also available to be installed with other content management and e-commerce systems such as WordPress, PrestaShop, Drupal, WooCommerce or Magento.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/10261f97-8dd6-4ab1-9cf0-781bce5dbc0e.png","url":"https://www.softwareadvice.co.uk/software/18887/brevo","@type":"ListItem"},{"name":"Pipedrive","position":6,"description":"Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features.\n\nPipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2e2e04e-14be-474e-8d90-7162080c28b0.png","url":"https://www.softwareadvice.co.uk/software/321306/pipedrive","@type":"ListItem"},{"name":"ActiveCampaign","position":7,"description":"ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 950+ apps, uncover deep performance insights, and optimize your workflows so you win every day.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9b440085-9a1d-42e2-9f4a-496ce62451fd.png","url":"https://www.softwareadvice.co.uk/software/5398/activecampaign","@type":"ListItem"},{"name":"Zoho Desk","position":8,"description":"Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creation.\n\nZoho Desk collates interactions from various media (email, phone, chat, social media, a self-service portal, forums and forms) and presents them in one place. Tasks such as ticket assignment, service escalations, notification rules and time-based actions can be automated by setting workflow rules. The solution provides customizable and scheduled reports, happiness ratings and a graphical dashboard for analyzing customer satisfaction.\n\nIntegration with Zoho customer relationship management (CRM) facilitates feeding of customer information into tickets logged in Zoho Desk, which enables service agents to know more about the customers.\n\nThe solution also enables users to make custom changes, such as renaming tabs, adding new departments, customizing email templates, defining business hours and adding of help folders. Zoho Desk can also be integrated with clients’ in-house systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8d6440f4-1b79-46d5-a3ca-d4a0ae9e3100.png","url":"https://www.softwareadvice.co.uk/software/393877/zoho-desk","@type":"ListItem"},{"name":"NetSuite","position":9,"description":"NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises.\n\nNetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights.\nNetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management.\n\nThe platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics.\n\nNetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76ba5be7-e39f-481e-9045-7c45d7cf6d39.png","url":"https://www.softwareadvice.co.uk/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"Nimble","position":10,"description":"Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth.\n\nWe help small businesses, entrepreneurs, and teams nurture relationships, streamline outreach, and grow faster — all from one simple platform.\n\nNimble integrates with Microsoft 365 and Google Workspace to unify your contacts, conversations, and calendar. Use built-in email marketing and customizable web forms to capture leads, send targeted outreach, and manage relationships — without the complexity or cost of traditional CRM stacks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a460f98-bfe9-4de9-a3b8-9d1a269fb560.png","url":"https://www.softwareadvice.co.uk/software/4225/nimble","@type":"ListItem"},{"name":"LiveAgent","position":11,"description":"LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features.\n\nWith multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases.\n\nStart with a 1-month free trial, no credit credit card needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/72e94d6f-e43a-417d-9e8a-8d774fe6e086.png","url":"https://www.softwareadvice.co.uk/software/109980/liveagent","@type":"ListItem"},{"name":"Keap","position":12,"description":"Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.\n\n\nUsers can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.\n\n\nThe system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. \n\n\nPricing is on a monthly subscription basis and includes support via phone, email, and FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bbf09836-8786-4e7d-909b-10b75adc5ef6.png","url":"https://www.softwareadvice.co.uk/software/139060/infusionsoft-crm","@type":"ListItem"},{"name":"Odoo","position":13,"description":"Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of companies of all sizes. It offers a wide range of integrated apps that cover various business functions, from CRM and sales to inventory and accounting. One of the standout features of Odoo is its modular architecture, which allows businesses to start with a few apps and add more as needed. This scalability ensures that the platform can grow with the business, providing a seamless experience across different business functions.\n\nThe Customer Relationship Management (CRM) module helps businesses manage leads, opportunities, and customer interactions efficiently. It includes a visual sales pipeline that aids sales teams in tracking progress and managing their sales activities effectively. In terms of sales and invoicing, Odoo allows businesses to create and send professional quotations quickly. The platform supports automated invoicing, recurring invoices, and payment follow-ups, streamlining the billing process.\n\nOdoo's inventory management capabilities are robust, offering real-time tracking to help businesses maintain optimal stock levels and reduce waste. The platform includes advanced warehouse management features such as multi-warehouse support, barcode scanning, and automated replenishment. In the realm of accounting and finance, Odoo automates various tasks including bank reconciliation, expense tracking, and financial reporting. It also supports multi-currency transactions, making it suitable for businesses with international operations.\n\nThe Human Resources (HR) module helps businesses manage employee information, attendance, and leave requests. It also includes recruitment tools that streamline the hiring process, from job postings to candidate evaluation. For project management, Odoo allows businesses to create and assign tasks, set deadlines, and track progress. The platform includes collaboration tools such as document sharing and team messaging, enhancing team productivity.\n\nOdoo's e-commerce capabilities are extensive, providing tools to create and manage an online store, including product catalog management, payment processing, and order fulfillment. The e-commerce app integrates seamlessly with other Odoo apps, such as inventory and accounting, ensuring a unified business process. In terms of marketing, Odoo includes email marketing tools that help businesses create and send targeted email campaigns. It also supports social media integration, allowing businesses to manage their social media presence from within the platform.\n\nThe manufacturing module in Odoo helps businesses plan and manage their production processes, including work orders and bill of materials. It includes quality control features that help ensure product quality and compliance with industry standards. Reporting and analytics are also strong points of Odoo, offering customizable reporting tools that help businesses analyze key metrics and make data-driven decisions. The platform includes intuitive dashboards that offer real-time insights into business performance.\n\nOdoo allows for extensive customization and development, enabling businesses to develop custom modules to meet their specific needs, leveraging the platform's open-source nature. It also offers API access for integration with third-party applications and services. The platform can be deployed either in the cloud or on-premise, providing flexibility based on business preferences and requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17efceca-38ea-4e7e-83dc-2cdd9fb0987f.png","url":"https://www.softwareadvice.co.uk/software/77019/odoo-pos","@type":"ListItem"},{"name":"Intercom","position":14,"description":"Intercom is the only complete Customer Service solution that provides a seamless customer experience across automation and human support, delivering increased customer satisfaction while reducing costs. We're building a future where most customer conversations are successfully resolved without needing human support, freeing up your team to work on higher value customer conversations.\n\nIntercom's key features include the Fin AI Agent. This agent uses the company's knowledge base to generate accurate answers, communicate in the brand's tone, and take actions on behalf of customers. The platform also offers an AI-enhanced Inbox to maximize agent productivity, a Copilot AI assistant to provide instant support for agents, and optimized Tickets to help them resolve complex issues efficiently. Additionally, for support leaders, Intercom provides AI Insights and Reporting tools, as well as no-code workflow automation to empower their teams.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6a454b39-277e-4602-aaed-5412bfd47102.png","url":"https://www.softwareadvice.co.uk/software/378292/intercom","@type":"ListItem"},{"name":"Bullhorn ATS & CRM","position":15,"description":"Bullhorn is a combined applicant tracking system (ATS) and CRM built specifically for staffing and recruitment firms. It is not enterprise-only software. Bullhorn serves agencies of all sizes, from solo recruiters and two-person teams to global enterprises with thousands of users. Small agencies typically get operational within days, not months, with no dedicated IT team required.\n\nWhat Bullhorn does: Bullhorn manages the entire recruitment and sales workflow in one platform. On the recruiting side, it handles candidate sourcing, resume parsing, screening, job management, and placements. On the sales side, it tracks leads, opportunities, client contacts, and account activity. Because both sides share the same database, recruiters and sales teams work from the same information with no duplicate entry and no data lost between winning a job and filling it.\n\nBullhorn Amplify (embedded AI): Bullhorn includes an AI suite called Amplify with eight recruitment-specific skills built directly into the platform: Enrich (auto-updates candidate records), Match (ranks candidates against open roles from your existing database), Screen (conducts automated chat or voice interviews and generates summaries), Message (generates personalized candidate outreach), Outreach (manages multi-step communication workflows), Present (builds client-ready candidate submissions automatically), Research (summarizes candidate and client records in seconds), and Insight (delivers data-driven performance recommendations). These tools work inside the recruiter's daily workflow. They are not separate products that require switching between systems.\n\nAutomation: Bullhorn automates repetitive recruitment tasks including data hygiene, record updates, follow-up reminders, and candidate engagement sequences. This removes the manual admin burden that keeps recruiters off the phone and ensures the database stays current without recruiter effort.\n\nResults staffing firms report: Customers using Bullhorn report 24% more placements per recruiter, 28% more jobs filled, and 19% more candidate submissions per job. Growing HVAC, a specialized staffing agency, saw a 60% increase in business year over year after switching to Bullhorn. Employment Enterprises reduced job board spend by 38% by sourcing more candidates from their own Bullhorn database instead of external boards. Core Group increased recruiter capacity from 8 to 15 jobs per recruiter. Resource 1, a small agency, described the impact as being able to \"operate as efficiently as a firm twice our size.\"\n\nCost and ROI: Bullhorn customers consistently offset their platform investment through reduced job board spend, higher placement volume from existing headcount, and lower administrative overhead. The platform is designed to increase revenue per recruiter rather than requiring agencies to add headcount to grow.\n\nImplementation and ease of use: Bullhorn is designed for recruiters, not IT departments. Small agencies are typically live within days. The interface is built around daily recruitment workflows, so adoption is fast and the learning curve is low. Agencies do not need technical staff to configure or maintain the system.\n\nMarketplace and integrations: Bullhorn connects to 300+ third-party tools through its open marketplace, covering job boards, background checks, onboarding, VMS, and more. The platform also provides an open API for custom integrations.\n\nSupport and scale: Bullhorn has focused exclusively on the staffing and recruitment industry for 26 years. It serves 10,000+ customers globally and employs 1,400+ people across 60+ countries, with 350+ dedicated support staff providing 24/7 coverage. The platform scales as agencies grow, from first hire to thousands of recruiters, so firms never need to migrate to a different system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e8bf8da-9628-4023-9282-a9a032654158.png","url":"https://www.softwareadvice.co.uk/software/2447/bullhorn","@type":"ListItem"},{"name":"Bitrix24","position":16,"description":"Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relationships in one environment. It is suitable for organizations of various sizes and industries, including retail, real estate, professional services, and software development. The platform serves as a central hub for business operations by combining multiple tools into a single system.\n\nIt includes a CRM system for managing sales pipelines, leads, deals, and contacts, with communication options such as forms, chat, social media, telephony, and email. Project management tools offer features such as Kanban boards, Gantt charts, Scrum frameworks, time tracking, and workload management. Collaboration tools include team chat, video conferencing, shared calendars, and document storage. A website builder is also available for creating websites and online stores with e-commerce functionality.\n\nThe platform provides HR management tools such as employee directories, absence tracking, and company structure organization. An AI assistant, CoPilot, supports productivity in areas such as CRM, tasks, and communication. Workflow automation features include business process automation, rules, triggers, and no-code robotic process automation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0d820dd6-6e0b-43de-becb-e9078a2d9fac.png","url":"https://www.softwareadvice.co.uk/software/128326/bitrix24","@type":"ListItem"},{"name":"EngageBay CRM","position":17,"description":"EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships.\n\n\nFeatures of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.\n\n\nEngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f68dbd37-d921-4284-a28c-535eb223074a.png","url":"https://www.softwareadvice.co.uk/software/83835/engagebay","@type":"ListItem"},{"name":"eWay-CRM","position":18,"description":"CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. \n\nWith this solution, marketing is done efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation.\n\nThe CRM, together with Outlook, stores data about the customers and allows users to access them. \n\nThe platform also offers a project management module that allows automation of the workflow. \n\nAdditionally, assessment of the business performance is possible with the analytics tool available. \n\nProfessionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96c95171-8a65-4b39-82b8-8606dda3c33f.png","url":"https://www.softwareadvice.co.uk/software/31005/eway","@type":"ListItem"},{"name":"Salesforce Service Cloud","position":19,"description":"Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions.\n\nKey features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers.\n\nService Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9aaf4fc8-6613-49c5-98cc-efcc446130b0.jpeg","url":"https://www.softwareadvice.co.uk/software/363691/service-cloud","@type":"ListItem"},{"name":"Bigin by Zoho CRM","position":20,"description":"Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheet-like simplicity to CRM and allows anyone to get started immediately.\n\nWith options to create multiple pipelines to manage different business processes, Bigin allows small businesses to streamline customer-centric operations more easily and manage their day-to-day activities better. Bigin also comes with built-in telephony and email, workflow automation, no-code forms, product tracker, customizable dashboards, and real-time notifications.  \n\nBigin integrates with third-party tools such as G Suite, Microsoft 365 (Formerly Office 365), Zapier, Zoho Desk, Zoho Campaigns, Zoho Meeting, Zoho Flow and Zoho CardScanner. Bigin's mobile apps for iOS & android offer seamless access to customer information anytime, anywhere so that businesses can close deals even on the go.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/174f7c9f-e410-4b75-800e-4eaefb5058f9.png","url":"https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm","@type":"ListItem"},{"name":"Apptivo","position":21,"description":"Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need.\n\nOther applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available. Pricing is per user per month, billed annually.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7012d9e-9541-4054-8c2e-dc0a95befb32.png","url":"https://www.softwareadvice.co.uk/software/215896/apptivo","@type":"ListItem"},{"name":"Google Contacts","position":22,"description":"Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. \n\n\nGoogle Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory.\n\n\nGoogle Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/af01a637-491f-4f23-8c8f-72369143d39b.png","url":"https://www.softwareadvice.co.uk/software/171619/google-contacts","@type":"ListItem"},{"name":"HoneyBook","position":23,"description":"HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows.\n\nThe system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options.\n\nHoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8c70159d-32c2-43c6-87a7-f1f66d5d622b.png","url":"https://www.softwareadvice.co.uk/software/365179/honeybook","@type":"ListItem"},{"name":"Insightly","position":24,"description":"Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5d562cb-cad1-4116-bdd7-4e41f252bc79.png","url":"https://www.softwareadvice.co.uk/software/2667/insightly","@type":"ListItem"},{"name":"Less Annoying CRM","position":25,"description":"We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs.\n\nLess Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again.\n\nWe're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM.\n\nYou get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. \n\nWhat you *won’t* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature.\n\nWe believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. \n\nStart your no-hassle, 30-day free trial today -- no credit card needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8bb981b-d4b3-4979-94e3-70e864b812e0.png","url":"https://www.softwareadvice.co.uk/software/5759/less-annoying-crm","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software#itemlist","numberOfItems":25}
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