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description: Page 5 - 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 5 - Best CRMs for Consulting - 2026 Reviews, Pricing & Demos
---

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# CRMs for Consulting

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## Products

1. [OnePageCRM](https://www.softwareadvice.co.uk/software/8278/onepagecrm) — 4.8/5 (92 reviews) — OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship manage...
2. [Pobuca Connect](https://www.softwareadvice.co.uk/software/40735/pobuca) — 4.4/5 (91 reviews) — Pobuca Connect is a cloud-based contact management application that lets businesses store and share contacts. The sol...
3. [Sprinklr](https://www.softwareadvice.co.uk/software/86501/sprinklr-marketing) — 4.3/5 (90 reviews) — Sprinklr is a cloud-based customer experience management solution designed for businesses of all sizes. It offers soc...
4. [Efficy CRM](https://www.softwareadvice.co.uk/software/38575/efficy) — 4.0/5 (90 reviews) — At last, a CRM solution that truly adapts to your needs\! Our mission is to help each company or organisation succeed ...
5. [Ontraport](https://www.softwareadvice.co.uk/software/3177/ontraport) — 4.2/5 (89 reviews) — Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages a...
6. [Groove](https://www.softwareadvice.co.uk/software/110166/groove) — 4.5/5 (87 reviews) — Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their custome...
7. [WORKetc](https://www.softwareadvice.co.uk/software/8483/worketc) — 4.6/5 (85 reviews) — WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, inv...
8. [PlanPlus Online](https://www.softwareadvice.co.uk/software/1884/planplus) — 4.0/5 (85 reviews) — PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real...
9. [SalesNOW](https://www.softwareadvice.co.uk/software/8338/salesnow) — 4.6/5 (81 reviews) — SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automa...
10. [Voiptime Cloud](https://www.softwareadvice.co.uk/software/55594/voiptime-cloud) — 4.8/5 (80 reviews) — Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center ...
11. [Track-It\!](https://www.softwareadvice.co.uk/software/27016/track-it) — 4.0/5 (77 reviews) — Track-It\! is an IT service desk management platform by BMC Software that handles asset, change management, knowledge ...
12. [Canny](https://www.softwareadvice.co.uk/software/117543/canny) — 4.6/5 (76 reviews) — Canny is a feedback management platform designed to help businesses collect and analyze insights from customers and a...
13. [Sage CRM](https://www.softwareadvice.co.uk/software/437357/sagecrm) — 3.6/5 (73 reviews) — Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize...
14. [Highspot](https://www.softwareadvice.co.uk/software/75066/highspot) — 4.6/5 (73 reviews) — Highspot is a sales enablement solution, which combines content management and sales teams collaboration to engage wi...
15. [LiveHelpNow](https://www.softwareadvice.co.uk/software/102419/livehelpnow-crm) — 4.6/5 (72 reviews) — LiveHelpNow provides omnichannel support solutions that give teams of any size the tools they need to drive an amazin...
16. [servis.ai](https://www.softwareadvice.co.uk/software/113880/freeagent) — 4.6/5 (71 reviews) — Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organ...
17. [SalesOutlook CRM](https://www.softwareadvice.co.uk/software/373716/salesoutlook-crm) — 4.3/5 (71 reviews) — SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds int...
18. [Vonage Contact Center](https://www.softwareadvice.co.uk/software/19631/contactworld-for-sales) — 4.3/5 (70 reviews) — Vonage Contact Center for Salesforce is \#1 for Salesforce AppExchange user reviews, with a 4.9/5 Salesforce AppExchan...
19. [Landbot](https://www.softwareadvice.co.uk/software/120907/landbot) — 4.4/5 (70 reviews) — Landbot is a no-code AI Agent builder designed for revenue teams who need autonomous, high-converting lead workflows ...
20. [Tracker](https://www.softwareadvice.co.uk/software/27032/phaseware-tracker) — 4.4/5 (66 reviews) — PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients repo...
21. [Sellsy](https://www.softwareadvice.co.uk/software/4129/sellsy) — 4.2/5 (66 reviews) — Sellsy is a cloud-based sales management solution for small to midsize businesses. Features include time tracking, sa...
22. [Oracle Sales](https://www.softwareadvice.co.uk/software/35635/oracle-cx-sales) — 4.3/5 (65 reviews) — Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) produ...
23. [SmartCustomer](https://www.softwareadvice.co.uk/software/90265/sitejabber) — 4.4/5 (65 reviews) — SmartCustomer is a comprehensive review management platform that helps brands to elevate their online presence by col...
24. [SalesNexus](https://www.softwareadvice.co.uk/software/14228/salesnexus) — 4.5/5 (64 reviews) — SalesNexus is built for sales teams that want to build relationships with customers. SalesNexus' Nexi AI automates th...
25. [WalkMe](https://www.softwareadvice.co.uk/software/10398/walkme) — 4.4/5 (63 reviews) — WalkMe is a cloud-based interactive guidance and engagement platform that helps service managers, user experience man...

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You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.\n\n— Contact management:  All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. \n\n— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub!\n\n— Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions.\n\nMore CRM features:\n\n— Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool.\n\n— Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature.\n\n— Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner.\n\n— CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues.\n\n— CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce33782-6b0e-49c6-9a2c-9ff42da6fa67.png","url":"https://www.softwareadvice.co.uk/software/8278/onepagecrm","@type":"ListItem"},{"name":"Pobuca Connect","position":2,"description":"Pobuca Connect is a cloud-based contact management application that lets businesses store and share contacts. The solution connects multiple, overlapping and non-connected business contacts into one unified company address book.\n\n\nUsers can save contacts with custom fields such as name, address, organization, designation and contact details. The application syncs contact details from different devices and updates the list with latest contact info. Contacts can also be imported from Excel files or exported into .csv files for external sharing.\n\n\nPobuca Connect also offers a feature called PobucaBot that helps users to search or update contacts stored in Pobuca. Additionally, Pobuca Connect allows organizations to send and receive business cards, capture details from email signatures and set contact visibility as public or private for different bands of users.\n\n\nPricing is per user per month subscription. Customer support includes online chat and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ab158578-3ad4-4ec6-98d8-cade1a3a36a3.png","url":"https://www.softwareadvice.co.uk/software/40735/pobuca","@type":"ListItem"},{"name":"Sprinklr","position":3,"description":"Sprinklr is a cloud-based customer experience management solution designed for businesses of all sizes. It offers social experience core, content marketing, social media management, paid advertising, website management (first-party experience), and social listening functionalities within a suite.\n\nThe social CRM and social governance modules enable users to manage social profiles using a single platform. The platform also allows customers to post reviews on a website, post messages on their Facebook profiles, or tweet directly about the brand.\n\nSprinklr's social media management platform allows users to implement a social media strategy across multiple business functions, such as sales, marketing, customer service, PR, events, and crisis management.\n\nOther features include social automation and social campaign management, which includes collaborating on design, launching, and reporting across departments and enforcing campaign consistency across the organization.\n\nSprinklr offers online and knowledgebase support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0490fe8-5643-494f-b180-6fc2b6e0b6f8.png","url":"https://www.softwareadvice.co.uk/software/86501/sprinklr-marketing","@type":"ListItem"},{"name":"Efficy CRM","position":4,"description":"At last, a CRM solution that truly adapts to your needs!\n\nOur mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player in the European CRM market. With our personalised range of solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. And we have no intention of stopping there! Our ambition? To become the #EuropeanCRMChampion.  \n\nOur CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools: customer database, opportunity tracking, lead nurturing, or online forms, to name a few. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system.   \n\nDon’t waste time on administrative tasks - empower your employees and grow your business with Efficy Enterprise.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e897b9cd-f43c-41de-9543-008705bbaec0.png","url":"https://www.softwareadvice.co.uk/software/38575/efficy","@type":"ListItem"},{"name":"Ontraport","position":5,"description":"Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca4b9a4f-a0a0-4c4b-9490-5ed5f66f6964.png","url":"https://www.softwareadvice.co.uk/software/3177/ontraport","@type":"ListItem"},{"name":"Groove","position":6,"description":"Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their customers via email, live chat, social media and phone calls. Key features include ticketing, live chat, knowledge management, reporting tools and customer self-service.\n\n\nGroove allows users to converse with their customers on multiple channels through one platform. Reporting dashboards display customer support metrics such as average handle time and reply type, as well as complaint trends, bugs and requests.\n\n\nUsers can set up an online knowledge base for customers. Groove also offers on-site support widgets such as an FAQ, contact forms and live chat. The software supports various integrations including Slack, Zapier, Facebook and Twitter.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7ab0ef76-5070-4031-a2da-fbbdaaa97462.jpeg","url":"https://www.softwareadvice.co.uk/software/110166/groove","@type":"ListItem"},{"name":"WORKetc","position":7,"description":"WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk, sales and marketing management modules, catering to the business management needs of companies of all sizes. WORKetc supports collaboration between sales, support, project finance and management teams for improved customer visibility. It can capture customer information manually, or automatically via Web forms and email. Support cases can be managed by custom priority levels and statuses. The software manages the complete customer lifecycle from lead to sales and billing and support. Every activity and interaction is captured online and provides features such as search and filter customer activity history by keyword, activity or employee interaction. Contacts can also be synced from Google Workspace or Outlook. The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, taxes and discount management. WORKetc also supports integration with accounting software, such as Quickbooks Online and Xero.\n\nThis platform allows your team to work from anywhere, centralizing team and customer collaboration, and bringing remote teams together. It offers mobile access via iOS and Android apps, enabling you to manage your business at work, at home, or on the road. \n\nWith WORKetc, you can say goodbye to painful integrations and multiple costly web apps, and say hello to increased productivity and efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b34da490-8e06-4799-9acd-43625924e807.png","url":"https://www.softwareadvice.co.uk/software/8483/worketc","@type":"ListItem"},{"name":"PlanPlus Online","position":8,"description":"PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers.\n\n\nThe system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management and website integration. PlanPlus Online utilizes Franklin Planner's core personal productivity tools such as calendars, contacts, notes and task sheets to manage a company's sales, marketing, customer support and project management.\n\n\nPlanPlus Online includes features for leads management. Businesses can reduce the number of leads lost during the transition from phone to a database and improve their response time. With automated messaging, sales representatives can spend more time gathering new businesses and less time updating redundant information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca824e87-bb4e-439f-ad01-939a621dc468.png","url":"https://www.softwareadvice.co.uk/software/1884/planplus","@type":"ListItem"},{"name":"SalesNOW","position":9,"description":"SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment.\n\n\nSalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices.\n\n\nSalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c0a789f5-a6d7-4ee6-a2ac-6a92233d139c.png","url":"https://www.softwareadvice.co.uk/software/8338/salesnow","@type":"ListItem"},{"name":"Voiptime Cloud","position":10,"description":"Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, Progressive & Predictive dialer (with flexible redialing rules, time zone settings), flexible call script builder, live call monitoring, ultimate reporting, and powerful REST API. Get up and running in less than 48 hours, with a fully configured environment and reliable VoIP lines with affordable rates in 200 countries.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56d75438-a5d1-4ba7-ad45-38b65c020b69.png","url":"https://www.softwareadvice.co.uk/software/55594/voiptime-cloud","@type":"ListItem"},{"name":"Track-It!","position":11,"description":"Track-It! is an IT service desk management platform by BMC Software that handles asset, change management, knowledge and license management and provides multiple reporting and analytics dashboards. The knowledge management module is used to build a database of known issues and their general solution. The database offers insights into recurring trends and challenges.\n\n\nTrack-It! helps technicians design solutions for repetitive problems that can be marked public for end users as a part of a self-service channel. The solution also helps IT technicians track and prioritize work. Change management module helps users control costs and outages due to unplanned network or server issues. The module also minimizes IT infrastructure change risks through timely review, enforcement, and approval automation.\n\n\nTrack-It! provides a mobile portal that allows technicians to add and update work orders from any mobile device. The software offers add-ons for additional functionality, such as satisfaction surveys and remote control.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e0bf6b4e-e840-4d58-8c36-767144d97658.png","url":"https://www.softwareadvice.co.uk/software/27016/track-it","@type":"ListItem"},{"name":"Canny","position":12,"description":"Canny is a feedback management platform designed to help businesses collect and analyze insights from customers and account holders, plan roadmaps and announce product updates. Administrators can automatically link feedback to existing user accounts, group similar requests together, discuss ideas with internal teams and let customers vote in by adding them to private boards. \n\n\nFeatures of Canny include customizable branding, API, webhooks, reporting, feature request tracking. idea management, public roadmapping and more. Users can maintain a changelog of all product updates and filter by label IDs to display logs specific to separate products. Additionally, it allows teams to synchronize project updates or statuses across systems and notify customers about upcoming features. \n\n\nCanny facilitates integration with several third-party applications such as Zapier, Slack, Intercom, Zendesk, Salesforce, Jira, GitHub, Segment, Microsoft Teams, and more. Pricing is available on monthly subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/27e17e60-2465-4fb1-a234-b9149d8127d4.png","url":"https://www.softwareadvice.co.uk/software/117543/canny","@type":"ListItem"},{"name":"Sage CRM","position":13,"description":"Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize businesses aiming to optimize their customer experiences. This comprehensive platform provides a suite of tools designed to manage both new and existing client relationships, streamlining operations across sales, marketing, customer service, and more. Notable applications include integrated modules for sales and marketing automation, customer service, help desk, and social CRM, fostering a holistic approach to managing customer journeys.\n\nThe platform’s capabilities are enhanced with robust mobile features, ensuring that teams can access customer data and functionalities on the go, boosting productivity and responsiveness. Sage CRM supports both cloud and on-premise deployments, offering flexibility to businesses based on their infrastructure preferences and requirements.\n\nSales teams can leverage Sage CRM to monitor sales agent performance, forecast trends effectively, schedule meetings, and manage the sales pipeline more efficiently. The dashboard provides immediate visibility into current sales deals, while advanced reporting and analytic features aid in forecasting sales performance and identifying new opportunities. For marketers, the solution offers powerful tools to plan and execute multi-channel marketing and promotional campaigns. Its built-in email marketing functionality facilitates the sending of promotional messages and newsletters directly to contacts, enhancing communication strategies.\n\nThe solution's capability extends to managing campaigns across multiple channels, ensuring that businesses can target and engage their audience through the most effective mediums. This adaptability and breadth of features make Sage CRM a versatile tool for enhancing customer engagement and nurturing long-term relationships.\n\nMoreover, Sage CRM stands out for its compatibility with various third-party applications, allowing for seamless integration into existing business ecosystems. This interoperability enhances the platform's flexibility and enables businesses to customize their CRM solution according to their specific needs and workflows.\n\nIn summary, Sage CRM provides a comprehensive and customizable CRM solution that supports businesses in their endeavors to manage customer relationships effectively. With its extensive features for sales, marketing, and customer service, combined with mobile capabilities, cloud and on-premise deployment options, and third-party application integration, Sage CRM empowers small and midsize businesses to optimize their customer experience and drive growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9607bcbc-59fe-4b10-a807-05685fadb3f7.jpeg","url":"https://www.softwareadvice.co.uk/software/437357/sagecrm","@type":"ListItem"},{"name":"Highspot","position":14,"description":"Highspot is a sales enablement solution, which combines content management and sales teams collaboration to engage with opportunities and leads. Flexibility is an important factor when presenting content to customers and Highspot offers various tools to target customers. Real-time visibility and advanced analytics give deep insights into the value of the content and audience engagement.\n\nA combination of intelligent suggestions and semantic search ensure content and sales boost productivity simultaneously. The system enables teams to connect with customers and circulate content via screen-sharing, email and mobile devices, while providing real-time notifications and action-oriented information.\n\nAnalytics helps organizations optimize content, identify areas of improvement and tailor sales pitches. Highspot allows users to utilize current IT investments through its integration with third-party platforms. It also aims to curb the gap between marketing and sales teams by supporting both with quality content. All team members can quickly and effortlessly search the required content via powerful browsing tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aa20baae-e2fd-4d9b-a3c7-5d70306a181f.png","url":"https://www.softwareadvice.co.uk/software/75066/highspot","@type":"ListItem"},{"name":"LiveHelpNow","position":15,"description":"LiveHelpNow provides omnichannel support solutions that give teams of any size the tools they need to drive an amazing customer experience. Software designed to meet all of your customer support, contact center, lead generation, and help desk needs.\n\nWith LiveHelpNow’s omnichannel capabilities, your team will be able to communicate with customers via any channel all while receiving one streamlined communication history. Communication channels include live chat, SMS text-to-chat, chatbots, Facebook messenger, email, and VoIP call.\n\nAvailable tools include intelligent conversation routing, canned responses, KPI dashboards, contact center analytics, enterprise level reporting, conversion tracking, unified inbox, auto language translation, knowledge base management, automations and triggers, lead generation management, email management, VoIP call management and more!\n\nYou’ll also get the most out of your existing tools by integrating with your CRM, CMS, knowledge base, and social media.\n\nYou can purchase knowledge base, live chat, and help desk applications on a standalone basis or bundled into one integrated help desk suite.\n\nQuick, easy installation. No setup fees or contract. Free training and 24/7 support.\n\nTrusted by over 8000 businesses worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b8fb1b65-7b6d-4c2e-9111-85ff35512468.png","url":"https://www.softwareadvice.co.uk/software/102419/livehelpnow-crm","@type":"ListItem"},{"name":"servis.ai","position":16,"description":"Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. \n\nWork smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. \nLift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45375506-7b1f-4956-aed6-3d57776346f4.jpeg","url":"https://www.softwareadvice.co.uk/software/113880/freeagent","@type":"ListItem"},{"name":"SalesOutlook CRM","position":17,"description":"SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database.\n\nSalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/eb218edd-fe30-4837-aec6-3149de284e62.png","url":"https://www.softwareadvice.co.uk/software/373716/salesoutlook-crm","@type":"ListItem"},{"name":"Vonage Contact Center","position":18,"description":"Vonage Contact Center for Salesforce is #1 for Salesforce AppExchange user reviews, with a 4.9/5 Salesforce AppExchange rating. The solution delivers unmatched Salesforce integration into routing, reporting, and the user experience for Service Cloud and Sales Cloud users. Voice and Salesforce digital channels are seamlessly blended to deliver a consistent customer \nexperience across all channels while reducing administrative complexity. Service excellence is delivered through all stages of pre-sales, onboarding, adoption and value realization.\n\nVonage Contact Center for ServiceNow enables businesses with contact centers that rely on customized agent, employee, and customer workflows to deliver great customer experiences and enhanced productivity.  Vonage Contact Center integrates with ServiceNow's enterprise-level Customer Service Management solution to deliver a powerful all-in-one unified platform. Vonage Contact Center for ServiceNow provides agents with contextual and relevant data and workflows, allowing agents to better collaborate across their organizations and deliver an unparalleled customer experience.\n\nVonage Contact Center for Microsoft Dynamics 365 seamlessly integrates agents working in either the Dynamics 365 Sales or Service Hubs with Vonage Contact Center providing a 360 degree view of prospects and customers. Removing multiple applications improves agent satisfaction and reduces turnover. Having relevant customer data allows for optimal customer service keeping contact center Service Level Agreements and First Call Resolution metrics in check. Vonage Contact Center for Microsoft Dynamics 365 helps turn prospects into existing customers all while providing agents a world class experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/37dbba52-bdb5-4a00-a50b-dc57a7802267.png","url":"https://www.softwareadvice.co.uk/software/19631/contactworld-for-sales","@type":"ListItem"},{"name":"Landbot","position":19,"description":"Landbot is a no-code AI Agent builder designed for revenue teams who need autonomous, high-converting lead workflows without engineering dependency. Our hybrid approach — structured linear flows plus native AI steps — gives teams control and conversational flexibility, and is paired with an AI Copilot that guides users through building, testing, and optimizing bots while teaching best practices. \n\nLandbot introduces native AI building blocks, two-way integrations with automation platforms, a modern chat UI, and the copilot experience. Landbot integrates bi-directionally with CRMs and automation stacks, so it sits naturally alongside marketing automation and sales platforms rather than replacing them. \n\nThe result: visually on-brand chatbots, fewer abandoned forms, higher lead quality, faster launches, and more confident teams.\n\nKey benefits:\n• Modern, trustworthy chat UX. A refreshed, fully customizable chat UI makes conversations feel more trustworthy, professional, and aligned with each brand’s identity. With flexible components and design options, revenue teams can build visually cohesive, on-brand chatbots and agents that improve user engagement and completion rates.\n\n• Native AI blocks let teams place intelligence inside flows without brittle webhooks. Combined with the copilot’s guidance, teams can use generative AI where it helps and keep linear controls where conversion must be deterministic, reducing hallucination risk and improving testability.\n\n•  Integrated automation (two-way connectors). Native connectors to automation tools (Make, n8n) and CRMs enable reliable, async two-way exchanges within conversations. This makes CRM enrichment, lead scoring, and conditional routing much more reliable and faster to build.\n\n• The AI Copilot for builders is an embedded assistant that guides users through the creation, testing, and optimization of chatbots and agents. The copilot recommends where to add AI versus deterministic steps, offers inline best-practice tips, and helps troubleshoot common issues during build and test.\n\n• Landbot.io allows businesses to use the dashboard to analyze and export all details of interactions between chatbots and prospects.\n\n• Businesses can add a click-to-call/email/WhatsApp action to a message for visitors to directly interact with representatives.\n\n• Landbot.io enables clients to configure SEO for social media sharing and add third-party application tracking codes such as Google Analytics IDs. \n\n• The platform comes with an API which lets developers integrate business tools with any system.\n\n• Provides tools to analyze conversions based on block-by-block and drop-off ratios, denoting how many visitors reached a certain block and left the flow at a specific point.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7ab2b876-1f24-4efe-a733-3c1b1fe46cde.png","url":"https://www.softwareadvice.co.uk/software/120907/landbot","@type":"ListItem"},{"name":"Tracker","position":20,"description":"PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Flexible deployment options include on-premise installation and a cloud-based option.\n\n\nApplications for help desk and customer service can be supplemented with a web self-service portal for clients or a knowledge management suite to improve a support team's training process.\n\n\nThe client self-service center frees up support staff while allowing customers to report issues, check for status updates on existing tickets or access FAQs and other learning tools. \n\n\nUsers can quickly generate reports using the 80+ templates included with the solution, or dig deep into client interactions using the data field and customer incident search functions. \n\n\nTracker's support team offers highly individualized customer service to fit each organization's unique needs. Tracker can be scaled to fit the service center size, whether one license or 1,000 are needed.\n\n\nThe solution supports Windows and Mac operating systems and is compatible with all major web browsers. Native iOS and Android apps are available for the customer self-service portal.\n\n\nPricing is per user per month for a cloud solution and one-time license fee for an on-premise solution. Support is via email, call and self-service portal.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a76789e5-9121-4983-81d3-22940b52640d.png","url":"https://www.softwareadvice.co.uk/software/27032/phaseware-tracker","@type":"ListItem"},{"name":"Sellsy","position":21,"description":"Sellsy is a cloud-based sales management solution for small to midsize businesses. Features include time tracking, sales automation and a help desk. It is suitable for industries such as advertising, construction, non-profit and retail.\n\nThe Prospecting & Sales module creates a pipeline view that allows users to view the status of business opportunities. Visual indicators and drag-and-drop functionality help users track and organize opportunities. A task manager allows users to assign tasks to themselves or other staff, and email reminders are sent automatically.\n\nThe Invoicing & Management module helps you to turn your quotes into invoices in one click, speed up and secure payments, automate your accounting entry. \n\nPoint of sale features integrate with other Sellsy modules such as e-commerce, retail and inside sales. Shared agendas, discussion walls, file management and live chat help users communicate. Sellsy integrates with several applications such as Google Apps, Dropbox, Mailchimp and others.\n\nSellsy provides online support, including webinars. Pricing is based on annual contracts.\n\nMore than 48000 users in over 18000 companies run on Sellsy every day !","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e19e8167-8263-4221-9b5c-86ad5b5d230c.png","url":"https://www.softwareadvice.co.uk/software/4129/sellsy","@type":"ListItem"},{"name":"Oracle Sales","position":22,"description":"Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional native mobile app help differentiate it from Oracle’s popular legacy CRM and sales solutions.\n\n\nIn addition to core sales force automation functionality, such as interaction tracking and follow-up automation, Sales Cloud features configurability, sales rep prospecting, channel management and territory management.\n\n\nOracle Sales Cloud also offers CPQ Cloud, a full solution to manage the entire quote-to-cash process, from configuring price quotes (CPQ) to proposal delivery to order fulfillment. In addition, Oracle Social Network Cloud facilitates collaboration among sales reps, and Oracle Social Engagement and Monitoring allows reps to monitor prospects and competitors across multiple social and online channels in order to capitalize on timely interaction opportunities. Oracle Sales Cloud Mobile, meanwhile, enables reps to access up-to-date customer information while in the field.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/803cef26-33c1-4feb-ac71-28a63b6b0839.png","url":"https://www.softwareadvice.co.uk/software/35635/oracle-cx-sales","@type":"ListItem"},{"name":"SmartCustomer","position":23,"description":"SmartCustomer is a comprehensive review management platform that helps brands to elevate their online presence by collecting, monitoring, and sharing brand and product reviews. Businesses use SmartCustomer to easily gather authentic feedback and surface them across the channels that matter most, resulting in expanded visibility and the development of vital trust signals for buyers and AI commerce.\n\nBeyond review management, SmartCustomer provides deep customer feedback insights and NPS metrics to help brands make data-driven decisions and improve customer satisfaction. As an official Google Review partner, the platform enables businesses to leverage ratings to boost ad conversions, helping them stand out in search and shopping results, and optimize total ad performance.\n\nSmartCustomer currently supports over 60K brands in building connections based on trust and transparency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b06f1abe-7ea9-45a4-84fd-a366b3978382.png","url":"https://www.softwareadvice.co.uk/software/90265/sitejabber","@type":"ListItem"},{"name":"SalesNexus","position":24,"description":"SalesNexus is built for sales teams that want to build relationships with customers.  SalesNexus' Nexi AI automates the busy work so more time can be focused on customers.  SalesNexus is easy to setup and customize to your unique business.  That's why customers stay with SalesNexus 4 times as long as the big guys!  Automate your pipeline and turn every sales person into a top producer!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a422414b-6afc-4a03-8277-45377da73948.jpg","url":"https://www.softwareadvice.co.uk/software/14228/salesnexus","@type":"ListItem"},{"name":"WalkMe","position":25,"description":"WalkMe is a cloud-based interactive guidance and engagement platform that helps service managers, user experience managers, and sales managers to manage customer experiences on company websites.\n\n\nThe software helps drive customers to specific actions using automated tip balloons as part of the \"Walk-Thrus\" feature. These \"Walk-thrus\" can be played automatically, via a link in an email widget that allows customers to choose specific \"Walk-Thrus,\" or by clicking a button embedded on a user's site. The feature also uses segmentation to change the display based on a client’s role, location and language. Users can also embed content into walkthroughs such as videos, articles and more. \n\n\nWalkMe enables users to customizes the look and feel of its features to adapt to the layout of a user’s site and screen size. The analytics feature allows users to track user interactions with the platform and make modifications to update the way users are guided through the site. The software is integrated with various search engines.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cabe1a51-9a3b-43c4-9e09-9d2f630d8e1e.png","url":"https://www.softwareadvice.co.uk/software/10398/walkme","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=5#itemlist","numberOfItems":25}
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