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description: Page 4 - 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: Page 4 - Best CRMs for Consulting - 2026 Reviews, Pricing & Demos
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# CRMs for Consulting

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## Products

1. [Zendesk Sell](https://www.softwareadvice.co.uk/software/93337/zendesksell) — 4.3/5 (159 reviews) — Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B...
2. [GreenRope](https://www.softwareadvice.co.uk/software/2387/greenrope) — 4.3/5 (155 reviews) — GreenRope is a customer relationship management (CRM) solution best suited for small business owners in all industrie...
3. [BenchmarkONE](https://www.softwareadvice.co.uk/software/3732/hatchbuck) — 4.4/5 (155 reviews) — BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The int...
4. [Teamgate](https://www.softwareadvice.co.uk/software/14812/teamgate) — 4.8/5 (155 reviews) — Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on ...
5. [Wishpond](https://www.softwareadvice.co.uk/software/21890/wishpond) — 4.1/5 (154 reviews) — Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, socia...
6. [Groove](https://www.softwareadvice.co.uk/software/224461/groove) — 4.7/5 (146 reviews) — Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart,...
7. [UJET](https://www.softwareadvice.co.uk/software/344338/ujet) — 4.6/5 (140 reviews) — UJET is a cloud-based call center application that integrates with customer relationship management (CRM) solutions. ...
8. [Salesflare](https://www.softwareadvice.co.uk/software/74973/salesflare) — 4.7/5 (139 reviews) — Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B business...
9. [Creatio CRM](https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
10. [Gold-Vision CRM](https://www.softwareadvice.co.uk/software/13928/gold-vision-crm) — 4.6/5 (131 reviews) — Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for...
11. [Highrise](https://www.softwareadvice.co.uk/software/18915/highrise) — 4.5/5 (130 reviews) — Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows u...
12. [ChurnZero](https://www.softwareadvice.co.uk/software/77862/churnzero) — 4.7/5 (129 reviews) — ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand th...
13. [Supportbench](https://www.softwareadvice.co.uk/software/37159/supportbench) — 4.9/5 (116 reviews) — The AI-Powered Helpdesk for Modern B2B Teams Supportbench is the most complete helpdesk platform built specifically f...
14. [BMC Helix ITSM](https://www.softwareadvice.co.uk/software/184531/bmc-helix-itsm) — 4.1/5 (115 reviews) — BMC Helix ITSM is a cloud-based digital service management solution that combines a service desk manager, a change ma...
15. [Workbooks](https://www.softwareadvice.co.uk/software/4391/workbooks-crm) — 4.3/5 (112 reviews) — Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specific...
16. [Deskero](https://www.softwareadvice.co.uk/software/110139/deskero) — 4.7/5 (112 reviews) — Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticke...
17. [InvGate Service Management](https://www.softwareadvice.co.uk/software/19043/invgate-service-desk) — 4.6/5 (108 reviews) — InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service...
18. [JivoChat](https://www.softwareadvice.co.uk/software/75321/jivochat) — 4.6/5 (105 reviews) — JivoChat is a business communication tool for e-commerce companies. It offers live chat, emails, calls and Facebook m...
19. [Helpjuice](https://www.softwareadvice.co.uk/software/28217/helpjuice) — 4.7/5 (102 reviews) — Helpjuice is a cloud-based knowledge base management solution suitable for businesses of all sizes and in any industr...
20. [Myphoner](https://www.softwareadvice.co.uk/software/114213/myphoner) — 4.7/5 (99 reviews) — Myphoner enables sales teams to easily manage their prospects with a simple to use cold outreach CRM, never has it be...
21. [InfoFlo](https://www.softwareadvice.co.uk/software/138010/infoflo) — 4.5/5 (96 reviews) — InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help or...
22. [OTRS](https://www.softwareadvice.co.uk/software/75465/otrs) — 4.4/5 (96 reviews) — OTRS help desk is a service management solution that connects teams and businesses with customers through structured ...
23. [Dropbox DocSend](https://www.softwareadvice.co.uk/software/131965/docsend) — 4.5/5 (95 reviews) — DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect...
24. [HappyFox Help Desk](https://www.softwareadvice.co.uk/software/26972/happyfox) — 4.6/5 (92 reviews) — HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions t...
25. [BlueFolder](https://www.softwareadvice.co.uk/software/78948/bluefolder-field-service-management) — 4.7/5 (92 reviews) — BlueFolder's field service management is a web and mobile-based solution that helps optimize equipment uptime, stream...

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The calendaring module offers both public and private calendars with automated reminders.\n\n\nCommunication tools include email campaigns, surveys and text message campaigns, as well as integrations with social media sites. GreenRope also provides a website building function and e-commerce features. Users can manage contacts, sales pipeline, basic accounting and more.\n\n\nPricing is per month, and support is offered via email and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/72835a09-da7e-4bd2-9c75-3e6857784b67.png","url":"https://www.softwareadvice.co.uk/software/2387/greenrope","@type":"ListItem"},{"name":"BenchmarkONE","position":3,"description":"BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. BenchmarkONE is a good fit for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more.\n\n\nBenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients. Contacts can be imported from Outlook, Excel, and LinkedIn, while leads can be captured from the company website, blog or social media sites with a straightforward \"drag and drop\" form builder.\n\n\nBenchmarkONE offers a robust library with 450 email templates that can be used directly or can be customized using the software's template builder. Users can set up automatic emails to specific groups of contacts and track the progress of campaigns. The software runs on both Mac and PCs, and can be accessed via any device with Internet connectivity, including iPads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8b4e0438-82d5-4fef-a354-a67edf7d0f67.png","url":"https://www.softwareadvice.co.uk/software/3732/hatchbuck","@type":"ListItem"},{"name":"Teamgate","position":4,"description":"Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes.\n\nWe pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle. \n\nWith an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8b7cf1c8-476a-481c-846e-a63396e82402.jpeg","url":"https://www.softwareadvice.co.uk/software/14812/teamgate","@type":"ListItem"},{"name":"Wishpond","position":5,"description":"Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, social contests, popups, and forms, Wishpond features tools for website and email subscriber engagement. Lead scoring, nurturing tools, and performance metrics are also available with this solution.\n\n\nCombined with email marketing automation, Wishpond allows marketers and business owners to create segmented lists of subscribers based on interest, location, web activity, plus more.\n\n\nAdditionally, users can build custom campaigns, manage landing pages, run social contests, set up marketing automation tasks, manage email marketing initiatives, plus more.\n\n\nPricing for Wishpond is on a monthly subscription basis and based on the number of leads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/366a0e6d-abe8-43e7-b9e7-371a718f6c8c.png","url":"https://www.softwareadvice.co.uk/software/21890/wishpond","@type":"ListItem"},{"name":"Groove","position":6,"description":"Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. \n\nGroove’s sales engagement platform drives more revenue through connected and consistently great sales execution. It makes your sales strategy actionable, reinforces your custom playbook, and applies AI-driven insights that help sellers learn, evolve, and win.\n\nGroove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020.\n\nTo learn more, visit https://groove.co.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f5f4d47f-368d-4619-8334-0a4233a3520a.png","url":"https://www.softwareadvice.co.uk/software/224461/groove","@type":"ListItem"},{"name":"UJET","position":7,"description":"UJET is a cloud-based call center application that integrates with customer relationship management (CRM) solutions. It offers both voice and chat channels for customers to reach their support agents. Users can connect with agents via the application, online and on the phone via interactive voice response (IVR).\n\n\nIn-app communications with customers provide key customer and account details to agents before they take calls. The online channel provides on-demand live chat with customer support agents. The IVR feature provides skilled agents and an interactive dashboard. UJET also lets users and customers share photos, videos and screenshots in real time.\n\n\nUJET offers integrations with Salesforce, Zendesk, Desk and Kustomer. Customer support is offered via online chat, a knowledge base and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/08f26b62-5e17-4ee9-9e2c-c04d5b487162.png","url":"https://www.softwareadvice.co.uk/software/344338/ujet","@type":"ListItem"},{"name":"Salesflare","position":8,"description":"Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work.\n\n\nIt automates the data entry user would normally have in a CRM by gathering data from social profiles, emails, calendars, phones, company databases, and professional email signatures.\n\n\nSalesflare's customers use its CRM primarily to generate and follow-up leads at scale, assisted by its sales tracking and automation features. It has built-in email tracking, capabilities for sending personal emails at scale, lead scoring, social integrations, sales analytics, and an automated address book.\n\n\nSalesflare's full functionality is available across all devices used: Windows, Mac, Linux, iPhone, iPad, Android phones and tablets, ... and even inside Gmail or Outlook inboxes.\n\n\nThe software is focused on accelerating B2B sales and is primarily used by marketing agencies, software companies, startups, consulting companies, commercial real estate agencies, non-profits, pharmaceutical, and manufacturing companies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9530efb8-17af-4191-a7b6-31b06fa5c238.png","url":"https://www.softwareadvice.co.uk/software/74973/salesflare","@type":"ListItem"},{"name":"Creatio CRM","position":9,"description":"Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.\n\nCreatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.\n\nCreatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.\n\nAnd Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"Gold-Vision CRM","position":10,"description":"Who are we? \n\nGold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud, dependant on preference.  \n\nCore features: \n\nThe core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers. \n\nSales: \n\nSales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.  \n\nPipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. \n\nGold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next.   \n\nMarketing: \n\nThe Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. \n\nGold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. \n\nProjects: \n\nManaging projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. \n\nCustomer support: \n\nTo deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture.   \n\nWith Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before \n\nCustomer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. \n\nDemo: \n\nAfter identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. \n\nWe provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. \n\nImplementation and support: \n\nFrom the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. \n\nOur support team is attentive and offers comprehensive advice whenever needed. \n\nGold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7a6bba8-9107-474b-b8e0-6842c427939d.png","url":"https://www.softwareadvice.co.uk/software/13928/gold-vision-crm","@type":"ListItem"},{"name":"Highrise","position":11,"description":"Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts can be imported into Highrise from Outlook, Gmail, and Excel and tagged so that they can be organized, filtered, and searched. Users can also add notes and comments to contact details and utilize custom data fields for people and companies.\n\n\nHighrise task management functionality lets users create tasks, view tasks by company, contact or project, and add reminders to projects. Users can also share address books, store important emails, attach documents to projects and control the privacy settings.\n\n\nHighrise provides a feature called \"Good Morning,\" which is a virtual personal assistant that helps users organize and respond to incoming activity that needs attention. The software connects to MailChimp so that users can target and send email marketing campaigns to contacts. The software also integrates with other third party tools via API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e2f6cadf-0f42-4d5e-b4a8-99a7304d5121.png","url":"https://www.softwareadvice.co.uk/software/18915/highrise","@type":"ListItem"},{"name":"ChurnZero","position":12,"description":"ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand their product reception among customers, predict the likelihood of subscription renewals and automate the processes of enhancing customer experience through relevant touch-points such as improvising in-app content.\n\n\nKey features of ChurnZero include account alerts, account management, communication management, customer engagement, lifecycle management, health score, onboarding, revenue management, usage tracking/analytics and win/loss analysis. Well-suited for small to large enterprises, it aims to deliver personalized experiences to customers across all products and services.   \n\n\nChurnZero integrates with Salesforce, NetSuite, Intercom, HubSpot, HelpScout, Gmail, Zoho CRM, QuickBooks, Teamwork Desk, Freshsales, and more. Support is extended via phone, documentation and an online help desk, and pricing is available via annual subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29d11551-afdd-45d8-aa9a-3bb3a33bb620.png","url":"https://www.softwareadvice.co.uk/software/77862/churnzero","@type":"ListItem"},{"name":"Supportbench","position":13,"description":"The AI-Powered Helpdesk for Modern B2B Teams\n\nSupportbench is the most complete helpdesk platform built specifically for B2B support and success teams. Designed for high-touch customer relationships, we embed AI throughout your workflow to automate the manual, reduce costs, and empower your agents with real-time intelligence. No IT team required.\n\nTop Benefits:\n\nReduce support costs by automating repetitive work\n\nImprove resolution times with AI-powered case context and suggestions\n\nIncrease agent productivity with an AI Copilot that guides every reply\n\nGet faster time to value—Supportbench is easy to configure and launch\n\nGain visibility into KPIs and customer health with built-in analytics\n\nKey AI Features:\n\nAI QA Bot that answers questions or raises tickets automatically\n\nAI Copilot that suggests the next best response based on history and KB\n\nAutomatic case summaries when tickets are opened or closed\n\nTurn cases into knowledge base articles instantly\n\nPredictive CSAT and CES scores without needing survey responses\n\nAuto-tagging, auto-prioritization, and issue classification via AI\n\nPowerful Enterprise Functionality:\n\nDynamic SLAs that adapt based on customer and case context\n\nNative Salesforce synchronization to show licensing and contract data\n\nSecure, branded customer portal with full customization\n\nRich email editor that supports inline images and formatting\n\nEscalation management with notes, stages, and auto-escalation rules\n\nInternal and external knowledge bases for both agents and customers\n\nBuilt for B2B Teams That:\n\nNeed to manage complex or high-value accounts\n\nWant fewer support escalations and better visibility\n\nPrefer a platform that doesn't require constant IT involvement\n\nAre scaling fast and need a modern, all-in-one solution\n\nSupportbench is the #1-rated B2B helpdesk on G2, Capterra, and Software Advice with a 4.9/5 average rating. It’s the helpdesk that helps you do more—with less.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e88f13f0-1e63-4797-9012-4a9f66e02146.png","url":"https://www.softwareadvice.co.uk/software/37159/supportbench","@type":"ListItem"},{"name":"BMC Helix ITSM","position":14,"description":"BMC Helix ITSM is a cloud-based digital service management solution that combines a service desk manager, a change manager, a service delivery manager and an IT director into one suite. It is also available for on-premise deployment.\n\n\nThe solution provides reporting features that enable users to create custom reports and convert them into dashboards. It offers incident and problem management, which can detect recurring incidents. Its self-service application is connected with social media and provides virtual and live chat help for resolving customer queries.\n\n\nBMC Helix ITSM keeps track of changes in IT configuration and identifies change collision in advance. Through its asset management capabilities, the solution can manage the lifecycle of IT assets from procurement to end-of-life.\n\n\nBMC Helix ITSM enables users to define a service catalog for both internal and external customers. Its admin panel facilitates management of servers, email integrations, applications and security preferences.\n\n\nSupport is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/39e2200a-1ca2-4c19-9926-d4ff5cb4f45f.png","url":"https://www.softwareadvice.co.uk/software/184531/bmc-helix-itsm","@type":"ListItem"},{"name":"Workbooks","position":15,"description":"Workbooks is the 'No-BS' CRM. \n\nWorkbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.\n\nThe platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. \n\nIt also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.\n\nBusinesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.\n\nFinally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d730d69-3f3b-4a7d-b6aa-34b3a0d96472.jpeg","url":"https://www.softwareadvice.co.uk/software/4391/workbooks-crm","@type":"ListItem"},{"name":"Deskero","position":16,"description":"Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticketing, multi-channel support, social media and chat support and reporting functionalities within a suite. Phone, Android and Windows apps available.\n\n\nDeskero features ticketing management, which allows users to group, tag and organize help desk tickets based on predefined rules. Users can also define ticket configuration rules, which allows users to create workflows for themselves and team members.\n\n\nDeskero offers chat tickets, which allows users to manage support requests via chat. Users can also create separate workflows for incoming chat requests, and assign them to an agent, team or division. The product also features team chat, which allows team members to initiate chat engaging individual agents or teams.\n\n\nDeskero offers subscription pricing, and is available in four different pricing plans based on the number of features offered.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60e1f81c-6451-43d1-84c3-251edd0b038e.jpg","url":"https://www.softwareadvice.co.uk/software/110139/deskero","@type":"ListItem"},{"name":"InvGate Service Management","position":17,"description":"InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support and self-service knowledge management. The system is compatible with Mac, Windows, and iPad (or other tablets), and can be purchased outright as an on-premises option, or SaaS, with an annual reoccurring fee. It is customizable depending on the needs of the company.\n\n\nInvGate lets users create trouble tickets, run advanced reports and view analytics and automate workflows. Its drag-and-drop and drill-down functionality allow data to be accessible to all members of the team. The solution offers features such as ticket management, knowledge base, problem management, change management, reporting and analytics. The built-in analytics tool uses OLAP approach to deliver data and information in real time. \n\n\nInvGate also offers web self-service capabilities, so staff can track the progress of trouble tickets, search the knowledge base, and promote self-resolution to IT service requests. Support is available via online portal and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d4b5a87-913f-40c6-b18f-9f7fdae9c8bb.png","url":"https://www.softwareadvice.co.uk/software/19043/invgate-service-desk","@type":"ListItem"},{"name":"JivoChat","position":18,"description":"JivoChat is a business communication tool for e-commerce companies. It offers live chat, emails, calls and Facebook messaging in one omnichannel app.\n\n\nUsers can implement live chat on their website, provide chat support to clients on Facebook, handle messages to a company’s email address, and calls to a phone number in any country. Your messages and chat history can be found in one inbox so there’s no need to sign up for multiple communication tools. Your team can react quickly to all inquiries. You can increase website conversion rates and building better customer service experiences.\n\n\nLive chat lets you talk with new and current visitors to your site with a proactive in-app chat. You can continue your conversation on your customers’ favorite social media outlet: Facebook.\n\n\nGet a phone number in 50+ countries or activate any existing number to make outgoing calls with Jivo Business Phone. Use professional features such as call recordings, transfers, routing and more. A unique Instant Callbacks feature encourages your potential customers to call you so that you can close more deals.\n\n\nRedirect emails from your company’s address to the JivoChat Inbox – your team will reply faster and no message will ever be missed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f1584033-9ac7-48ad-9385-cf193b4fd66d.png","url":"https://www.softwareadvice.co.uk/software/75321/jivochat","@type":"ListItem"},{"name":"Helpjuice","position":19,"description":"Helpjuice is a cloud-based knowledge base management solution suitable for businesses of all sizes and in any industry segment. It includes applications for the creation and management of both internal and external knowledge bases. The solution can also be hosted on-premises for allowing access only from internal servers and restricting any access via public domains.\n\n\nHelpjuice features customized designing and styling tools that allow content creators to create QAs for their knowledge base. The tagging feature allows developers to tag questions in multiple relevant categories. The system begins searching for the top topics and articles based on the search query. It also tracks searches to provide detailed analyses of what topics are most frequently searched and which articles and topics are most frequently referenced.\n\n\nHelpjuice is a customizable solution that allows businesses to match the look and feel of their websites. The solution is available on a monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0449d12b-2ac5-423a-9bc0-f1f29f044995.png","url":"https://www.softwareadvice.co.uk/software/28217/helpjuice","@type":"ListItem"},{"name":"Myphoner","position":20,"description":"Myphoner enables sales teams to easily manage their prospects with a simple to use cold outreach CRM, never has it been easier to follow up and drive leads. Whether you do cold calling, warm calling, meeting booking, inside sales, it's all about following up. Myphoner offers a full suite of tools to enable your sales team to get the job done. \n\nIn 2013 we started with a unique queue that ensured agents would never miss a scheduled call and assist them to focus on calling. Today we offer a host of features from time tracking to a built-in dialer and Cloud VoIP solution to Live Monitoring & robust reporting.\nWith features such as email templates, scripts & campaign configuration, managers spend less time on admin, enabling them to focus on their team and coaching agents. Talking about coaching, our Live Monitoring with Listen & Whisper features further help managers train agents to get the most out of each call.\nWith four different types of reports, agents, managers & clients can see precisely how campaigns perform in real-time. Our agent report is fantastic to ensure each agent is performing optimally and reaches their KPI's. In contrast, our list and detail report provides excellent insight into how effective campaigns are at any time. We even offer a Voice Report, which offers complete transparency on call costs to ensure companies can manage their ROI effectively.\nWe offer tools to manage client campaigns independently for agency clients, ensuring that all data is separate. This means easier management and provides the ability for clients to have complete transparency over their campaigns. We even offer custom branding and white labelling, enabling you to give more value to clients.\nWe understand the importance of having the ability to integrate with other applications in your tech stack and automating processes. With that in mind, we have a robust open API & have partnered with Zapier, which integrates with over 3000 applications worldwide.\nOur plans & features are built to grow as your company and sales team grows, ensuring that you have the right features without any bloatware, no matter how small or large your team is.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e48852f2-46cd-4fe4-a875-c55d155c471f.png","url":"https://www.softwareadvice.co.uk/software/114213/myphoner","@type":"ListItem"},{"name":"InfoFlo","position":21,"description":"InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard.\n\nSeamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV.\n\nWith InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06dc248a-f5da-4a6a-ac4b-25dbfaadb6b7.png","url":"https://www.softwareadvice.co.uk/software/138010/infoflo","@type":"ListItem"},{"name":"OTRS","position":22,"description":"OTRS help desk is a service management solution that connects teams and businesses with customers through structured communication, automated workflows, comprehensive customer, equipment, asset and location data (CMDB), detailed reporting, an extensive knowledge base and multi-channel communication.\n\nOTRS enhances satisfaction in any area of business, such as IT, customer support, security, HR or the office. The solution offers a wide array of features designed to enhance efficiency and streamline operations. It allows teams to create custom service catalogs, categorize customers, and generate tailored reports, ensuring that specific needs are met with precision. Additionally, communication is automated both internally and externally, facilitating seamless interactions with coworkers and customers. \n\nOTRS includes built-in role and authorization management tools, enabling the assignment of tickets to the appropriate individuals and teams. Multiple reports can be generated to analyze the performance of individuals, teams, or assets, providing valuable insights for continuous improvement. Workflow automation tools further enhance productivity, while service level agreements (SLAs), escalation management, and a comprehensive CMDB ensure that service delivery is both timely and effective. Additionally, the use of calendaring keeps resources organized and on task, promoting a structured and efficient work environment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/64b6e562-5d48-4ad9-b584-f5b7a212fbbb.png","url":"https://www.softwareadvice.co.uk/software/75465/otrs","@type":"ListItem"},{"name":"Dropbox DocSend","position":23,"description":"DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your sensitive documents from getting in the wrong hands. \n\n\nWith DocSend you can track who opens your document and how much time they spend on each page, protect your documents with security features like email verification and viewer whitelisting, and share multiple documents with a single link using Spaces, our virtual deal room.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b143d6e-433b-4f3f-aa6a-764e17da6500.png","url":"https://www.softwareadvice.co.uk/software/131965/docsend","@type":"ListItem"},{"name":"HappyFox Help Desk","position":24,"description":"HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media and publishing, energy, retail, and more.\n\n\nHappyFox sorts tickets based on priority and then organizes them based on pre-determined criteria, so that each queue is relevant and managed in a logical manner. Email templates help manage repetitive queries, and these templates can be customized to ensure a relevant response from support team members to customers. Each ticket contains a running log of actions taken so that all team members have visibility into the edits taking place.\n\n\nHappyFox offers industry standard security features for managing and storing user's data. These features include SSL enabled help desk, encryption by 256 bit AES algorithm, role-based permissions and restricted access based on IPs.\n\n\nHappyFox is available on a monthly subscription basis that includes support via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/58b26074-f89b-4b36-bbb2-d3a863772bfd.png","url":"https://www.softwareadvice.co.uk/software/26972/happyfox","@type":"ListItem"},{"name":"BlueFolder","position":25,"description":"BlueFolder's field service management is a web and mobile-based solution that helps optimize equipment uptime, streamline preventive maintenance, eliminate tedious maintenance tasks and maximize the techs' efficiency. The tool helps commercial service pros in the field stay on-schedule, access critical job details & work order management features in a mobile and web-based user-friendly interface. \n\nKey features include recurring jobs, secure custom user permissions, scheduling/dispatch, customer portals and more. It offers third-party integrations with QuickBooks and more tools. Users can keep all their field techs on track and streamline operations Pricing is available on a monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61cbe41f-ef4f-46cc-af62-f863d8e0698e.webp","url":"https://www.softwareadvice.co.uk/software/78948/bluefolder-field-service-management","@type":"ListItem"}],"numberOfItems":25}
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