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title: Page 2 - Best CRMs for Consulting - 2026 Reviews, Pricing & Demos
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# CRMs for Consulting

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## Products

1. [Copper](https://www.softwareadvice.co.uk/software/63221/copper) — 4.4/5 (622 reviews) — Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads \& grow ...
2. [Freshsales](https://www.softwareadvice.co.uk/software/113796/freshsales) — 4.5/5 (621 reviews) — Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, cl...
3. [Pipeline CRM](https://www.softwareadvice.co.uk/software/5753/pipelinedeal) — 4.3/5 (621 reviews) — Pipeline CRM: The \#1 Sales-Focused CRM for Predictable Revenue Pipeline CRM is designed by salespeople, for sales tea...
4. [Nutshell](https://www.softwareadvice.co.uk/software/4949/nutshell) — 4.4/5 (619 reviews) — Nutshell is a comprehensive sales, marketing, and engagement platform designed to help B2B organizations collaborate ...
5. [Salesforce Marketing Cloud](https://www.softwareadvice.co.uk/software/22998/salesforce-socialcrm) — 4.2/5 (526 reviews) — Salesforce Marketing Cloud is a marketing platform designed to help businesses personalize customer engagement across...
6. [Agile CRM](https://www.softwareadvice.co.uk/software/6827/agile-crm) — 4.1/5 (524 reviews) — Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses....
7. [SysAid](https://www.softwareadvice.co.uk/software/158389/sysaid-it-crm) — 4.5/5 (511 reviews) — SysAid is an IT service management (ITSM) platform that helps organizations automate workflows and optimize IT servic...
8. [HubSpot Sales Hub](https://www.softwareadvice.co.uk/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) — Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement to...
9. [noCRM](https://www.softwareadvice.co.uk/software/29741/you-dont-need-a-crm) — 4.6/5 (489 reviews) — Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhe...
10. [Five9](https://www.softwareadvice.co.uk/software/20063/five9) — 4.2/5 (481 reviews) — Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers w...
11. [Deltek Vision](https://www.softwareadvice.co.uk/software/25755/deltek-vision) — 4.1/5 (471 reviews) — Deltek Vision is a project-based ERP solution for professional services firms. It provides full visibility into the p...
12. [Spotler CRM](https://www.softwareadvice.co.uk/software/5776/really-simple-systems) — 4.4/5 (453 reviews) — Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for l...
13. [monday CRM](https://www.softwareadvice.co.uk/software/348745/monday-sales-crm) — 4.7/5 (453 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
14. [Campaigner](https://www.softwareadvice.co.uk/software/365610/campaigner) — 3.9/5 (428 reviews) — Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various indus...
15. [SugarCRM](https://www.softwareadvice.co.uk/software/21128/sugarcrm) — 3.8/5 (410 reviews) — SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospect...
16. [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...
17. [Maximizer CRM](https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) — Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analyt...
18. [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...
19. [ExecVision](https://www.softwareadvice.co.uk/software/77370/execvision) — 4.3/5 (348 reviews) — ExecVision is a cloud-based conversation intelligence platform that helps organizations train sales teams and monitor...
20. [Vtiger CRM](https://www.softwareadvice.co.uk/software/3087/vtiger) — 4.3/5 (336 reviews) — Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used acros...
21. [Quickbase](https://www.softwareadvice.co.uk/software/100934/quick-base) — 4.4/5 (327 reviews) — Quickbase is a work management and application platform designed to help organizations centralize and manage complex ...
22. [Alchemer](https://www.softwareadvice.co.uk/software/90244/surveygizmo) — 4.5/5 (319 reviews) — Alchemer is an online survey software designed to help organizations gather and analyze customer feedback. It is used...
23. [vcita](https://www.softwareadvice.co.uk/software/31237/vcita) — 4.5/5 (291 reviews) — vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small...
24. [Document360](https://www.softwareadvice.co.uk/software/96197/document360) — 4.7/5 (290 reviews) — Document360 is an AI-powered knowledge base platform built for enterprises that need secure, scalable documentation. ...
25. [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...

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Copper even reminds you to reach out to contacts and follow up on deals.\n\nReady to join 30,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3c269bf-3444-4ae7-bccd-d737651ad247.png","url":"https://www.softwareadvice.co.uk/software/63221/copper","@type":"ListItem"},{"name":"Freshsales","position":2,"description":"Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables organizations to design custom workflows with event-based triggers to automate repetitive tasks.\n\nFreshsales allows teams to create custom sales pipelines based on geographies, team, processes or other criteria and maintain a product catalogue with pricing, discount and tax information. It offers a host of features like customizable email templates, sales goals management, predictive contact scoring, sales forecasting, audit logs, role-based access and more. Additionally, administrators can view and track KPIs, teams’ performance, sales, client communication and other data via the analytics dashboard.\n\nFreshsales facilitates integration with numerous third-party applications such as Microsoft Outlook, PandaDoc, Xero and more. It is available on monthly/annual subscriptions and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bf6a3584-3313-4a13-86a7-6d6d000780e8.png","url":"https://www.softwareadvice.co.uk/software/113796/freshsales","@type":"ListItem"},{"name":"Pipeline CRM","position":3,"description":"Pipeline CRM: The #1 Sales-Focused CRM for Predictable Revenue\n\nPipeline CRM is designed by salespeople, for sales teams—helping businesses streamline workflows, automate processes, and close deals faster.\n\n\nBoost Sales with AI-Powered Efficiency\nAI Email Assistant (Powered by ChatGPT) – Write, respond, and follow up with leads effortlessly.\n\nSmart Agenda – Auto-generates daily priorities, so you never miss a follow-up.\nBuilt-in Marketing Automation – Engage leads and customers with seamless email campaigns.\n\nHighly Customizable CRM – Tailor fields, workflows, and reports to match your sales process.\n\n\nWhy Sales Teams Love Pipeline CRM\nMost Adopted CRM for Midsize Businesses (G2Crowd) \n\n– Easy to use, fast to implement.\nAward-Winning Customer Support \n– 1-hour response time, 15-hour average resolution.\n– 9,000+ Users in 60 Countries \n– Trusted by growing businesses worldwide.\n\n\nAccess Anywhere, Anytime\nPipeline CRM’s cloud-based platform works on desktop, laptop, and mobile—keeping your team connected and productive from anywhere.\n\nStart Closing More Deals Today – Try Pipeline CRM!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9743bc9e-a785-4487-9893-8b22fcedfb9d.png","url":"https://www.softwareadvice.co.uk/software/5753/pipelinedeal","@type":"ListItem"},{"name":"Nutshell","position":4,"description":"Nutshell is a comprehensive sales, marketing, and engagement platform designed to help B2B organizations collaborate and close more deals. Built to be intuitive for any user yet powerful enough for any business, Nutshell is ideal for teams looking to streamline their sales and marketing efforts without the need for a full-time software administrator. Each Nutshell subscription includes unlimited CRM contacts, seamless data migration assistance, and exceptional live support—all at a highly affordable price.\n\nNutshell goes beyond being just a CRM. Its powerful marketing tools allow you to run email campaigns, design forms, build landing pages, and more—helping you connect with and convert your audience effectively. Additionally, Nutshell's engagement features let you send text messages and manage web chats seamlessly, all within the platform.\n\nNutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. \n\nLaunched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a \"Leader\" in G2's Grid® Report for CRM every quarter since Fall 2020.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/11503072-fb77-4d2e-ba0e-81dfea7aad0e.png","url":"https://www.softwareadvice.co.uk/software/4949/nutshell","@type":"ListItem"},{"name":"Salesforce Marketing Cloud","position":5,"description":"Salesforce Marketing Cloud is a marketing platform designed to help businesses personalize customer engagement across the entire lifecycle. The platform connects departments through data and insights, empowering marketing teams to build lasting customer relationships. Regardless of a company's size, industry, or existing technology, Salesforce Marketing Cloud can drive growth by unlocking data, enabling faster campaign creation and optimization, and facilitating omnichannel engagement.\n\nThe platform's key features include unified customer profiles and analytics, AI-powered campaign creation and optimization, and a customer data platform that provides faster access to centralized customer data. Agentforce, the platform's AI assistant, helps marketers create impactful campaigns by surfacing insights, defining strategy, and generating content. Additionally, its marketing intelligence module offers a single view of marketing performance to optimize cross-channel campaigns.\n\nSalesforce Marketing Cloud is a marketing platform that enables businesses of every size and industry to personalize customer touchpoints, deploy smarter campaigns, and activate data across the customer lifecycle. The platform's connected suite of tools empowers marketing teams to work together efficiently and drive meaningful customer relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a2b2816-ff47-405e-a9e2-2b8d6fd68dfd.png","url":"https://www.softwareadvice.co.uk/software/22998/salesforce-socialcrm","@type":"ListItem"},{"name":"Agile CRM","position":6,"description":"Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities.\n\n\nThe contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services.\n\n\nUsers can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options.\n\n\nAgile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status.\n\n\nSocial media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4dd8e898-253a-4e64-8f55-73d688838bdb.png","url":"https://www.softwareadvice.co.uk/software/6827/agile-crm","@type":"ListItem"},{"name":"SysAid","position":7,"description":"SysAid is an IT service management (ITSM) platform that helps organizations automate workflows and optimize IT service delivery. The platform caters to a variety of industries, including education, healthcare, manufacturing and managed service providers. It provides a suite of AI-powered capabilities to streamline operations and enhance productivity.\n\nThe platform includes features such as the AI Agent Builder, SysAid Copilot and AI Chatbot via Microsoft Teams. These enable organizations to automate tasks like ticket categorization, routing, and generating case summaries with sentiment analysis. Additionally, the asset management capabilities allow users to view, secure and manage assets directly from the service desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5371c4a5-c71b-4516-9072-39317a7f7ead.png","url":"https://www.softwareadvice.co.uk/software/158389/sysaid-it-crm","@type":"ListItem"},{"name":"HubSpot Sales Hub","position":8,"description":"Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners.\n\n\nSales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63cf513a-7fc5-44fd-a340-e97ba7db1c90.png","url":"https://www.softwareadvice.co.uk/software/21946/hubspot-sales-hub","@type":"ListItem"},{"name":"noCRM","position":9,"description":"Turning sales actions into connections. \nnoCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals.\n\nBuilt for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster.\n\nWhy salespeople love noCRM:\n⚡ Action-driven: stay focus on what matters the most: turning leads into deals.\n👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews.\n🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c97361cd-eb00-4d1e-8827-dc63dcca5432.png","url":"https://www.softwareadvice.co.uk/software/29741/you-dont-need-a-crm","@type":"ListItem"},{"name":"Five9","position":10,"description":"Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. \n\n\nPowered by Practical AI, Five9 enables agents to provide customer experiences across phone, email, chat, mobile, social and more. \n\n\nThe AI-driven Five9 Engagement Workflow uses NLP and intelligent routing to get customers to the right agent while Five9 Genius derives customer intent data to provide agents with next step guidance before they pick up the phone. Four adjustable dialing modes skip no-answers and busy signals to triple agent talk time. \n\n\nFive9’s IVR with speech recognition can be used for common customer inquiries to free up agents for high-value interactions. Monitor, analyze and report on the contact center’s performance with real-time metrics and dashboards, and automatically sync all interactions with CRM. \n\n\nThe contact center can be up and running in a matter of days and can be scaled up or down based on business needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1e1033bd-ca8f-4fc5-bbf4-42c1f8318b4c.png","url":"https://www.softwareadvice.co.uk/software/20063/five9","@type":"ListItem"},{"name":"Deltek Vision","position":11,"description":"Deltek Vision is a project-based ERP solution for professional services firms. It provides full visibility into the project lifecycle, helping firms win more business, execute projects successfully, and improve overall performance. Vision offers real-time information and tools to assist project managers in identifying problems early and making timely course corrections. The solution also provides comprehensive reporting and performance metrics, giving executives quick access to targeted, easy-to-understand data to address key business issues.\n\nDeltek Vision has a web-based architecture that can be accessed anywhere, anytime. Deltek handles the IT infrastructure. The solution helps streamline and automate critical business processes around engagement execution and delivery, including CRM, proposal management, purchasing, and more. This allows firms to focus on driving profitability and client satisfaction.\n\nDeltek Vision is designed to empower teams and optimize project-based businesses, whether in project management, operations, finance, or another key role. With its powerful features, the solution helps professional services firms of all sizes increase efficiency, visibility, and profitability across the entire project lifecycle.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b03aace1-f4c2-42db-a233-4955a1a4bf8c.png","url":"https://www.softwareadvice.co.uk/software/25755/deltek-vision","@type":"ListItem"},{"name":"Spotler CRM","position":12,"description":"Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.\n\nOur CRM system is designed to grow with your business. There are 4 price plans; Free, Starter, Professional and Enterprise, offering easy solutions that will work for your business. \n\nOur customer support is totally free of charge and you'll find lots of self-service resources so you can get the most from your CRM.\n\nOur integrated CRM and marketing solution lets you build campaigns and send emails directly from your CRM, using your data to personalize and segment. New leads can be captured from your website and assigned to sales staff to follow up. Or you can add them directly to an automated marketing campaign, letting you work smarter. The stats package means you can monitor the leads, opportunities and value of closed deals, then track the ROI for each campaign, and optimise your marketing spend.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7808050-a1b8-404c-88c8-7b4e7637f55e.png","url":"https://www.softwareadvice.co.uk/software/5776/really-simple-systems","@type":"ListItem"},{"name":"monday CRM","position":13,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.co.uk/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Campaigner","position":14,"description":"Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry verticals. Professionals can create automation workflows using a drag-and-drop interface and improve customer engagement through conditional, behavioral and event-based triggers.\n\nFeatures include multivariate experiments & A/B testing, customizable templates, geolocation tracking, media library, image editor, reporting, sign-up forms, conversion tracking, ecommerce integrations, SMS, Reputation Defender and more. \n\nImport data that's important to your business by adding custom data fields for your contact records in Campaigner.  \n\nSchedule recurring email campaigns and create audience segments based on contact activity, demographic data and purchasing behavior, just to name a few. \n\nCampaigner offers integrations with Google Analytics, Magento, Shopify, and more. \n\nPricing is available on monthly and annual subscriptions and 24/7 support is offered to all customers, regardless of monthly plan.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/966a0052-def7-4005-a9ed-9bd81ca73ea8.png","url":"https://www.softwareadvice.co.uk/software/365610/campaigner","@type":"ListItem"},{"name":"SugarCRM","position":15,"description":"SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution enables users to reduce the total cost of ownership by up to 32% according to Nucleus Research*, all the while providing contemporary features that align with evolving needs.\n\nThe platform offers intuitive dashboards, comprehensive reports, self-guided selling best practices, AI-powered insights, and an easy-to-use mobile CRM app, among others. It also boasts a high level of customisation and integration capabilities, thanks to its bidirectional API, which allows for seamless data synchronisation between SugarCRM and other business-critical systems.\n\nWith its user-friendly interface coupled with its renowned superior customer support, SugarCRM aids in improving user adoption and increasing win rates, customer satisfaction, and engagement.\n\nSugarCRM is an optimal choice for all customer-facing roles, from marketing, sales, and customer success teams of medium and large enterprises. It's not just a standalone CRM solution; it's a CRM platform that can be fully integrated into your business ecosystem, providing a highly customised and efficient solution for managing customer relationships, optimising every interaction across the customer journey.\n\nDifferentiators: SugarCRM investment includes:\n\n- Core Support - EU, NA, APAC\n- Dedicated Customer Success Manager\n- Unlimited modules / fields\n- Unlimited API calls\n- Unlimited workflows\n- Product enhancements / upgrades x 4 per year\n- Product support 12/5\n- Embedded AI\n- Database Backups\n- Mobile Access\n- 2 x Sandboxes\n- 60GB data storage + 1GB per user\n- NO HIDDEN COSTS = PREDICTABLE TOTAL COST OF OWNERSHIP (TCO)\n- SugarCloud leverages the power of AWS in different parts of the world. Customers have the liberty to select their preferred region for data storage, ensuring that the data remains confined to that specific region. The options include:\nAustralia - Sydney\nCanada - Montreal\nGermany - Frankfurt\nSingapore\nUnited Kingdom - London\nUnited States - Portland, Oregon\n\nFor additional information, visit: https://www.sugarcrm.com/why-sugar/trust/security/\n\n\n\n\n\n*Nucleus Report: In examining the experiences of Sugar users, Nucleus Research found that compared to other CRM solutions, Sugar users can lower total cost of ownership by up to 32% whilst delivering similar functionality. https://www.sugarcrm.com/resources/nucleus-research-anatomy-of-a-decision-sugarcrm-vs-salesforce/","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c57b7934-17ff-434d-a9f8-3e29cc6d9163.png","url":"https://www.softwareadvice.co.uk/software/21128/sugarcrm","@type":"ListItem"},{"name":"Flowlu","position":16,"description":"Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform.\n\nPowerful CRM & Sales Automation\n\nFlowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process.\n\nSeamless Project & Task Management\n\nKeep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. 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":"Maximizer CRM","position":17,"description":"Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and insights, teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. \n\nMaximizer's CRM solution consolidates all account information in a single, easily accessible location. Experience the seamless integration capabilities and complete customization options that Maximizer offers, guaranteeing a smooth transition without disrupting your workflow.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/62f02345-3554-401c-8a79-90f2dc8edac2.png","url":"https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management","@type":"ListItem"},{"name":"Daylite for Mac","position":18,"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":"ExecVision","position":19,"description":"ExecVision is a cloud-based conversation intelligence platform that helps organizations train sales teams and monitor performance. It is primarily designed to transcribe calls and provide managers key metrics.\n\n\nFirms can use the artificial-intelligence based transcription functionality to record calls, gather valuable insights and query call data based on keywords, sentiment and calls stages. ExecVision is equipped with a tracking and reporting module to measure the development of representatives over time. Additional features include libraries, searching, commenting, sharing, tracking, a mobile app, scoring and coaching.\n\n\nExecVision integrates with applications such as Fenero, Amazon S3, Box, Call Recording Center, Cisco, ClearSlide, ConnectLeader, DialSource, Google Drive, DropBox and Microsoft Dynamics. It is available on a monthly subscription basis and support is provided via email and an online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/58777348-1c95-4135-9671-544912f3dd97.png","url":"https://www.softwareadvice.co.uk/software/77370/execvision","@type":"ListItem"},{"name":"Vtiger CRM","position":20,"description":"Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to score, track and close resulting deals and support teams to access complete customer history and provide support.\n\n\nKey features include web forms, email and SMS campaigns, lead scoring, sales insights, appointment scheduling, approvals, team mailbox, document tracking, automated workflows, work orders, inventory management, case routing, surveys and project management.\n\n\nAll customer data is stored in a single database that offers a unified view for marketing, sales and support teams. The system can be customized to suit the needs and preferences of the business. 24/5 customer support is offered via phone email, and chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/67ab4c8c-3d3a-4e31-ad20-a1a2ce6a17b3.png","url":"https://www.softwareadvice.co.uk/software/3087/vtiger","@type":"ListItem"},{"name":"Quickbase","position":21,"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":"Alchemer","position":22,"description":"Alchemer is an online survey software designed to help organizations gather and analyze customer feedback. It is used across various industries such as government, education, non-profit, financial services, food and beverage, retail, software, and hospitality. The platform supports efforts in areas such as customer experience, market research, and employee engagement.\n\nThe software includes tools for creating surveys and collecting feedback through channels such as websites, apps, and third-party platforms. It incorporates AI technology to analyze text-based feedback and provides dashboards tailored to specific roles within an organization. Workflow automation features are included to streamline responses to customer needs.\n\nAlchemer supports business functions such as customer experience management, digital experience optimization, market research, product management, and employee experience programs. It is designed to help organizations create surveys, reach diverse audiences, and analyze feedback efficiently.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/536d7b1c-f614-4e51-a757-88cb5e4ff27f.png","url":"https://www.softwareadvice.co.uk/software/90244/surveygizmo","@type":"ListItem"},{"name":"vcita","position":23,"description":"vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, money, clients and marketing, all from one place.\n\nFrom collecting payments to managing clients, scheduling appointments to sharing documents and much more, vcita has all a business needs to organize and grow the organization. Using vcita, businesses can discover new opportunities for growth, extend the brand, drive more clients to engage and deliver unparalleled, personalized services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/675215bd-69e8-49ff-aeb7-8fe69efff96c.jpeg","url":"https://www.softwareadvice.co.uk/software/31237/vcita","@type":"ListItem"},{"name":"Document360","position":24,"description":"Document360 is an AI-powered knowledge base platform built for enterprises that need secure, scalable documentation. It centralizes your organization’s knowledge into one unified workspace whether you’re building public help centres, private internal wikis, SOPs, user manuals, API documentation or product playbooks.\n\nWho It’s For:\n\nBy Role: Customer support teams deflect tickets, technical writers publish faster, product managers align teams and engineers document APIs and workflows effortlessly.\n\nBy Industry: SaaS, IT & consulting, finance, healthcare, education, and manufacturing\n\nKey Capabilities:\n\nAI Writing Agent: Instantly turn text, video, or prompts into structured, ready-to-publish documentation.\n\nAI Search: ChatGPT-style assistant that delivers precise, context-aware answers from your docs.\n\nSEO Automation: Auto-generate titles, tags and glossaries to improve content discoverability.\n\nPowerful Editors: Markdown for speed and WYSIWYG for rich visuals both with real-time previews and drag-and-drop media.\n\nStep-by-Step Guides: Auto-capture on-screen actions to create interactive guides; edit steps and customize highlights in seconds.\n\nCategory Manager: Organize and restructure content effortlessly with drag-and-drop control.\n\nInteractive Demos & Video: Record screens, add videos and embed guided walkthroughs directly into articles.\n\nCustom Workflows: Set review stages, owners and deadlines to fit your documentation process.\n\nPro Analytics: Measure performance, engagement, search trends, feedback and ticket deflection.\n\nBrand Customization: Tailor portal design, layout and color themes to your brand.\n\nSecurity: SOC 2 and GDPR-aligned with SSO, JWT, SAML and IP restriction\n\nLocalization: Supports 50+ languages","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/77b19820-4aad-4900-9b31-63045d39b2d4.png","url":"https://www.softwareadvice.co.uk/software/96197/document360","@type":"ListItem"},{"name":"Front","position":25,"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"}],"numberOfItems":25}
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