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title: Page 3 - Best CRMs for Consulting - 2026 Reviews, Pricing & Demos
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# CRMs for Consulting

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## Products

1. [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...
2. [Genesys Cloud CX](https://www.softwareadvice.co.uk/software/323407/pureconnect) — 4.3/5 (262 reviews) — Genesys Cloud CX cloud contact center software transforms your customer experience. It connects data across teams, to...
3. [Yonyx](https://www.softwareadvice.co.uk/software/93908/yonyx) — 4.7/5 (256 reviews) — Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage inter...
4. [Bloomfire](https://www.softwareadvice.co.uk/software/127546/bloomfire) — 4.4/5 (254 reviews) — Bloomfire is the leading AI-driven Enterprise Intelligence and Knowledge Management solution. The platform connects e...
5. [Claritysoft CRM](https://www.softwareadvice.co.uk/software/9707/claritysoft) — 4.5/5 (243 reviews) — Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterpris...
6. [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...
7. [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...
8. [Help Scout](https://www.softwareadvice.co.uk/software/2280/help-scout) — 4.6/5 (225 reviews) — Help Scout is a customer support platform that caters to various industries such as SaaS, ecommerce, financial servic...
9. [Salesforce Starter](https://www.softwareadvice.co.uk/software/82914/salesforceiq) — 4.4/5 (223 reviews) — Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sal...
10. [Seismic](https://www.softwareadvice.co.uk/software/93998/seismic) — 4.6/5 (215 reviews) — Seismic is a cloud-based enablement platform that provides a unified solution for managing sales content, training an...
11. [Pipeliner CRM](https://www.softwareadvice.co.uk/software/113892/pipeliner-crm) — 4.6/5 (215 reviews) — Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, d...
12. [BigContacts](https://www.softwareadvice.co.uk/software/3599/big-contacts) — 4.3/5 (205 reviews) — BIGContacts provides a cloud-based customer relationship management (CRM) and marketing system designed especially fo...
13. [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...
14. [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...
15. [Kommo](https://www.softwareadvice.co.uk/software/3142/amocrm) — 4.3/5 (195 reviews) — Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With mes...
16. [Glue Up](https://www.softwareadvice.co.uk/software/120874/glue-up) — 4.5/5 (192 reviews) — Glue Up is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event managem...
17. [Adobe Campaign](https://www.softwareadvice.co.uk/software/21714/adobe-marketing-cloud) — 4.4/5 (186 reviews) — Adobe Campaign is a powerful cross-channel marketing platform that enables organizations to orchestrate, launch, and ...
18. [Tracker](https://www.softwareadvice.co.uk/software/2847/trackerrms) — 4.7/5 (186 reviews) — Tracker is a web-based, integrated recruitment ATS and CRM designed for recruiting and staffing firms across industri...
19. [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...
20. [Accelo](https://www.softwareadvice.co.uk/software/59422/accelo) — 4.5/5 (174 reviews) — Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations wi...
21. [LeadSquared](https://www.softwareadvice.co.uk/software/33191/leadsquared) — 4.3/5 (167 reviews) — LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses ...
22. [Cherwell Service Management](https://www.softwareadvice.co.uk/software/6396/cherwell-service-management) — 4.3/5 (166 reviews) — Cherwell Service Management is a cloud-based IT service management solution that helps IT teams in organizations to i...
23. [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...
24. [VipeCloud](https://www.softwareadvice.co.uk/software/63717/vipecloud) — 4.9/5 (163 reviews) — 98% of customers rate VipeCloud's Value For Money at 4 stars and above\! VipeCloud is the Sales CRM with Marketing Sui...
25. [Sage Sales Management](https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile) — 4.6/5 (162 reviews) — Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI a...

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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":2,"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":3,"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":"Bloomfire","position":4,"description":"Bloomfire is the leading AI-driven Enterprise Intelligence and Knowledge Management solution. The platform connects employees with the right information, exactly when, and where it's needed, empowering users to access, manage, and collaborate on knowledge efficiently and effectively. Bloomfire’s AI-powered search and content authoring transform how teams interact with data and ensure that organizational assets and critical information are easily accessible and actionable. \n\nBloomfire supports enterprise companies in scaling their knowledge management programs across teams, departments, and org-wide deployments and serves businesses across all industries – including healthcare, finance, government, manufacturing, and retail. \n\nWith a focus on operational excellence, Bloomfire is an established, trusted partner to Fortune 500 companies and other industry leaders. The AI-driven platform delivers nearly 2 million answers each month, emphasizing its value and credibility.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2409452f-f3d3-4c97-889d-721ef53006b7.png","url":"https://www.softwareadvice.co.uk/software/127546/bloomfire","@type":"ListItem"},{"name":"Claritysoft CRM","position":5,"description":"Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management.\n\n\nClaritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives.\n\n\nThe email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences.\n\n\nUsers are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e07270c-1477-4f11-a45e-d47e3a554da5.png","url":"https://www.softwareadvice.co.uk/software/9707/claritysoft","@type":"ListItem"},{"name":"Vanillasoft","position":6,"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":"SalesLoft","position":7,"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":8,"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":9,"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/salesforceiq","@type":"ListItem"},{"name":"Seismic","position":10,"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":11,"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":"BigContacts","position":12,"description":"BIGContacts provides a cloud-based customer relationship management (CRM) and marketing system designed especially for small businesses to establish and nurture leads through the sales process. Information is stored in the cloud and accessed through a web-browser.\n\nContact information for prospects is visible with comments and links to their social media pages and accounts can be setup and imported in less than one hour. Members of the sales team can record phone calls, send emails, and complete other tasks with a single click. All email correspondence, meetings, and updated opportunities are all included within the contact history. BIGContacts also alerts users when specific emails are opened.\n\nThe built-in scheduler lists all meetings and tasks and can be sorted by the day, week, or month. Each event links to the contact’s information page. Any tasks that may not have a particular time set are stored in the user’s to-do list.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/68f11ec4-8ae3-4d79-ad9d-cdaf4fe57d52.png","url":"https://www.softwareadvice.co.uk/software/3599/big-contacts","@type":"ListItem"},{"name":"Issuetrak","position":13,"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":14,"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":"Kommo","position":15,"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":"Glue Up","position":16,"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":"Adobe Campaign","position":17,"description":"Adobe Campaign is a powerful cross-channel marketing platform that enables organizations to orchestrate, launch, and measure marketing campaigns at scale. The robust workflow automation, integrated data management, and precise targeting capabilities within Adobe Campaign empowers marketing teams to deliver consistent, relevant, and data-driven experiences that increase engagement and ROI. \n\nUnified Customer Profile\nBuild unified customer profiles from data gathered across all your marketing channels. Using all your customer data - from online and offline sources - Adobe Campaign makes it possible to build  a single, connected view. This helps marketers understand each customer better and use these insights to create personalized, multi-step campaigns based on real behaviors, preferences, and past interactions.\n\nCross-Channel Campaign Workflows\nReach customers with campaigns that make an impact across your channels, all managed from a unified platform. Adobe Campaign lets you launch, personalize, and optimize multi-channel campaigns at scale. This makes it possible to deliver consistent experiences, accelerate execution, and drive performance across channels. \n\nData Management & Segmentation\nCreate highly targeted audience segments from your data warehouse using virtually any variable in a customer profile. Use these audiences in Adobe Campaign for personalized, multi-channel campaigns or share them across Adobe Experience Cloud solutions to drive more relevant customer experiences.\n\nPersonalized Offers\nAdobe Campaign makes it easy to deliver the right offer, every time, at enterprise scale. With Adobe Campaign, marketers can manage and deploy dynamic offers across campaigns and then evaluate results using centralized tools, rule-based logic, offer simulation, and performance insights.\n\nContent Authoring & AI Assistant\nAdobe Campaign gives your teams the tools to author and manage personalized content across channels with speed, consistency, and flexibility. Generate copy, subject lines, imagery, and even full emails that align with your brand using the built-in AI Assistant for content generation. \n\nDynamic Reporting & Measurement\nUse built-in reports to quickly analyze campaign performance, customer engagement, and financial outcomes. Customize any of the reporting templates or define your own success metrics based on the KPIs that matter the most to your business. Share reports to wider teams on an automated or recurring basis.\n\nManaged Cloud Services\nAdobe Campaign is architected for high performance, with cloud-native infrastructure that supports campaign execution at high scale.  Organizations can deploy enterprise campaigns with confidence--even at peak volumes--and benefit from high availability, lower operational overhead, and reduced IT dependency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f78674c5-a2ae-49fe-b3b8-867def6e3d73.png","url":"https://www.softwareadvice.co.uk/software/21714/adobe-marketing-cloud","@type":"ListItem"},{"name":"Tracker","position":18,"description":"Tracker is a web-based, integrated recruitment ATS and CRM designed for recruiting and staffing firms across industries. The solution allows businesses to manage entire recruitment workflows, right from candidate sourcing and placement to employee onboarding.\n\n\nThe integrated solution can be used to manage sales, CRM, recruiting, marketing, operations and onboarding activities from any browser on various systems, laptops, mobiles and tablets.\n\n\nTracker offers one platform to manage your candidates, client contacts and leads, job and placement records, and everything in between. This allows you to easily see what is going on in your recruitment and sales pipelines, in one comprehensive system.\n\n\nThe goal of the Tracker team is to help recruitment and staffing firms grow their businesses by using Tracker to build better relationships and to run their operations more effectively--the end result being the ability to build better businesses by building better relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/52a53eb7-8275-420a-9438-1c4e364b55c6.png","url":"https://www.softwareadvice.co.uk/software/2847/trackerrms","@type":"ListItem"},{"name":"PhoneBurner","position":19,"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":"Accelo","position":20,"description":"Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations with profitably in mind. The end-to-end cloud-based platform manages all aspects of project delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are.\n\nWith an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update.\n\nAccelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b4a91f72-3278-4834-8abe-faee2aa50402.png","url":"https://www.softwareadvice.co.uk/software/59422/accelo","@type":"ListItem"},{"name":"LeadSquared","position":21,"description":"LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, marketing, real estate, software and hospitality.\n\n\nLeadSquared helps users to automate tasks such as lead capture, marketing, sales CRM, reporting and analytics.\n\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\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":"Cherwell Service Management","position":22,"description":"Cherwell Service Management is a cloud-based IT service management solution that helps IT teams in organizations to implement, automate and upgrade service and support processes.\n\n\nCherwell Service Management supports process customization that allows departments to tailor the solution according to their native workflow processes.\n\n\nThe solution provides users multiple ITIL verified processes such as incident, problem, request and event management. It also enables users to leverage ITIL service transition processes including change, configuration, release and deployment management.\n\n\nCherwell Service Management provides IT self-service portal that automates request fulfillment and consolidates multiple independent portals in a single site. The dashboard enables users to spot trends, eliminate bottlenecks and comply with service delivery guidelines.\n\n\nCherwell Service Management is available on a pay-as-you-go subscription model. Perpetual license is also available for a one-time fee in case businesses wants an on premise deployment.\n\n\nSupport is available via email, phone and through webinars and Cherwell’s online community.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/81d75333-2998-4586-a56f-223cad1d3b9d.png","url":"https://www.softwareadvice.co.uk/software/6396/cherwell-service-management","@type":"ListItem"},{"name":"Close","position":23,"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":"VipeCloud","position":24,"description":"98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars.\n\nEmpower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way.\n\nDesigned for small and midsize businesses across various industries, VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to push marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM, VipeCloud's easy to use app will rapidly accelerate team growth and streamline sales processes. Key features include task management, lead scoring, email marketing, document storage, social media integrations and mobile access.\n\n\nVipeCloud’s marketing suite helps sales team prioritize the hottest leads with workflow automation and lead scoring. Users send and keep track of emails, define and automate the cadence of outreach campaigns, manage and segment contact lists, and connect email marketing to websites visitor activity. The sales suite lets users send personalized video messages to leads, scan business cards, and automate contact detail entry.\n\n\nAdditionally, VipeCloud features a performance stack module that lets users add and update contacts, manage the quantity and type of team activities, create alerts based on user actions and add tags to contacts, companies, and opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c830ac59-1a0e-4c76-bc6b-c886d2873f93.png","url":"https://www.softwareadvice.co.uk/software/63717/vipecloud","@type":"ListItem"},{"name":"Sage Sales Management","position":25,"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"}],"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=3#itemlist","numberOfItems":25}
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