---
description: Page 9 - Discover the best CRMs for Consulting for your organisation. Compare top CRMs for Consulting tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 9 - Best CRMs for Consulting - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [CRMs for Consulting](https://www.softwareadvice.co.uk/directory/3837/consulting/software) > [Page 9](https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9)

# CRMs for Consulting

Canonical: https://www.softwareadvice.co.uk/directory/3837/consulting/software

Page: 9 / 12\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=8)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=10)

-----

## Products

1. [Pega CRM](https://www.softwareadvice.co.uk/software/4045/pega-crm) — 3.9/5 (13 reviews) — Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales,...
2. [Oracle Service](https://www.softwareadvice.co.uk/software/28301/oracle-service-cloud-fs) — 4.5/5 (13 reviews) — Oracle Service is a best-of-breed customer experience solution. It is designed to automated customer service processe...
3. [Certainly](https://www.softwareadvice.co.uk/software/74784/botxo) — 4.4/5 (13 reviews) — Certainly is a cloud-based chatbot solution for e-commerce, webshops and customer care centers. The solution provides...
4. [Woopra](https://www.softwareadvice.co.uk/software/74940/woopra) — 4.3/5 (13 reviews) — Woopra is a cloud-based customer analytics solution which helps small to midsize companies manage customer behavior t...
5. [Advantage Anywhere](https://www.softwareadvice.co.uk/software/163168/occupancy-advantage) — 4.5/5 (13 reviews) — Advantage Anywhere, created by Genesis Global Solutions, is a sales customer relationship management (CRM) system wit...
6. [MNprogram](https://www.softwareadvice.co.uk/software/187435/mnprogram) — 2.8/5 (13 reviews) — MNprogram is designed to help businesses in medical, education, healthcare, legal and other industries streamline acc...
7. [Universal Knowledge](https://www.softwareadvice.co.uk/software/9176/universalknowledge) — 4.6/5 (13 reviews) — Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the effici...
8. [AllProWebTools](https://www.softwareadvice.co.uk/software/26683/allprowebtools) — 4.6/5 (13 reviews) — AllProWebTools is a cloud-based customer relationship management (CRM) suite for small businesses that offers e-comme...
9. [Inside Sales Box](https://www.softwareadvice.co.uk/software/31029/inside-sales-box) — 4.5/5 (13 reviews) — Inside Sales Box is a cloud-based customer relationship management (CRM) solution suitable for all businesses that ha...
10. [Enghouse eKMS](https://www.softwareadvice.co.uk/software/2369/smartsupport) — 4.2/5 (12 reviews) — Now part of Enghouse Interactive, SmartSupport Knowledge Management Solutions is a plug-and-play knowledge base solut...
11. [Bitochon CRM](https://www.softwareadvice.co.uk/software/30993/bitochon) — 4.9/5 (12 reviews) — Bitochon CRM is a cloud-based customer relationship management (CRM) solution suitable for individuals and small busi...
12. [Answerbase](https://www.softwareadvice.co.uk/software/3891/answerbase) — 4.7/5 (11 reviews) — Answerbase is a solution for mid-size and enterprise-level companies looking for marketing automation and analytics, ...
13. [CustomerGauge](https://www.softwareadvice.co.uk/software/108972/customergauge) — 4.8/5 (11 reviews) — CustomerGauge is a customer experience solution, which helps businesses calculate net promoter score (NPS), predict c...
14. [Wowdesk](https://www.softwareadvice.co.uk/software/75405/wowdesk) — 4.7/5 (11 reviews) — WowDesk is a customer service solution that helps small to large enterprises gather clients’ requests from all channe...
15. [Membrain](https://www.softwareadvice.co.uk/software/140866/membrain) — 4.8/5 (10 reviews) — Membrain by Upstream is a cloud-based sales automation platform with CRM functionality. The solution provides pipelin...
16. [SAM](https://www.softwareadvice.co.uk/software/187456/sam) — 4.9/5 (10 reviews) — SAM is a cloud-based, fully integrated sales and marketing system. The main features of the system include email mark...
17. [SanityOS](https://www.softwareadvice.co.uk/software/11740/sanityos) — 5.0/5 (9 reviews) — SanityOS is a cloud-based sales and lead management solution for startups and growing businesses. It enables users to...
18. [Centralpoint](https://www.softwareadvice.co.uk/software/93286/centralpoint) — 4.6/5 (9 reviews) — Centralpoint, by Oxcyon is featured in Gartner’s Magic Quadrant for Digital Experience Platforms is a Microsoft based...
19. [ServiceWise](https://www.softwareadvice.co.uk/software/30481/servicewise) — 4.6/5 (8 reviews) — ServiceWise by TechExcel is a cloud-based IT Service Management(ITSM) solution that caters to businesses of all sizes...
20. [Khoros Care](https://www.softwareadvice.co.uk/software/97973/khoros-care) — 4.8/5 (8 reviews) — Khoros Care is a social media marketing solution that helps businesses streamline client interactions across various ...
21. [Pulse](https://www.softwareadvice.co.uk/software/116334/pulse) — 4.9/5 (8 reviews) — Pulse is a comprehensive suite of tools designed to help businesses scale operations, overcome challenges, and achiev...
22. [OASIS](https://www.softwareadvice.co.uk/software/5863/oasis) — 3.4/5 (7 reviews) — OASIS is a customizable ERP system for small to midsize companies. This system is customized to the company’s precise...
23. [IncidentMonitor](https://www.softwareadvice.co.uk/software/27724/incidentmonitor) — 4.1/5 (7 reviews) — IncidentMonitor is an information technology service management (ITSM) solution to support IT, ITIL and other busines...
24. [eQuip](https://www.softwareadvice.co.uk/software/83127/equip) — 4.3/5 (7 reviews) — eQuip is a cloud-based enterprise asset management system that assists small to large-sized businesses with the acqui...
25. [Nextiva CRM](https://www.softwareadvice.co.uk/software/90997/nextivaservicecrm) — 3.6/5 (7 reviews) — The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. D...

-----

Page: 9 / 12\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=8)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=10)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/directory/3837/consulting/software)
- [All Categories](https://www.softwareadvice.co.uk/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@type":"Organization","@id":"https://www.softwareadvice.co.uk/#organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"SoftwareAdvice UK","url":"https://www.softwareadvice.co.uk/","@type":"WebSite","@id":"https://www.softwareadvice.co.uk/#website","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.co.uk/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"CRMs for Consulting","description":"Page 9 - Discover the best CRMs for Consulting for your organisation. Compare top CRMs for Consulting tools with customer reviews, pricing and free demos.","url":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9","about":{"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9#webpage","mainEntity":{"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9#itemlist"},"isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRMs for Consulting","position":2,"item":"https://www.softwareadvice.co.uk/directory/3837/consulting/software","@type":"ListItem"},{"name":"Page 9","position":3,"item":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9#breadcrumblist"}]}
</script><script type="application/ld+json">
  {"name":"Page 9 - Best CRMs for Consulting - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@type":"ItemList","itemListElement":[{"name":"Pega CRM","position":1,"description":"Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales, marketing and customer service capabilities into one solution. It also offers end-to-end automation and real-time artificial intelligence capabilities to drive insights around customer engagements.\n\n\nPega CRM's marketing feature provides tools to recognize and analyze customers' behavior and suggest the next best action for each customer. It can capture and connect customer's conversations across multiple channels to anticipate and stimulate their journey. The Sales Media Manager feature helps in identifying possible leads and opportunities within the sales pipeline. The solution supports integration with Outlook, Gmail and other Email service providers to manage emails and schedule meetings from a single interface.\n\n\nPega CRM is suitable for very large companies that need to process high volumes of complex customer inquiries. Due to its BPM-centric, model-based design, Pega CRM is designed to serve industries with frequent changes in high-complexity processes, such as healthcare, insurance and financial services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d8e0b03e-8758-42a6-ba65-9f1768f70eef.jpeg","url":"https://www.softwareadvice.co.uk/software/4045/pega-crm","@type":"ListItem"},{"name":"Oracle Service","position":2,"description":"Oracle Service is a best-of-breed customer experience solution. It is designed to automated customer service processes for B2B, B2C, and field teams with its foundational and patented time-based, predictive, and self-learning technology. It connects every interaction between businesses and customers, providing an end-to-end customer service management solution through cross-channel contact center, knowledge management, policy automation, and field service.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f482e72-5e4c-48a4-ad9b-0fd87758c7b8.png","url":"https://www.softwareadvice.co.uk/software/28301/oracle-service-cloud-fs","@type":"ListItem"},{"name":"Certainly","position":3,"description":"Certainly is a cloud-based chatbot solution for e-commerce, webshops and customer care centers. The solution provides Conversational Artificial Intelligence (AI) enabled chatbot for sales, marketing, human resource and management professionals and helps users automate interactions between support teams and clients. Key features include adaptive conversational AI, zero-party data insights, conversation tracking, push notifications, data analytics and multichannel support.\n\n\nCertainly enables businesses to launch a Conversational AI assistant on their mobile application, messenger, website and integrate with Zendesk. Various departments and individual professionals can also manage the chats between human agent and an AI bot. Certainly sends live notifications to managers via email when a customer wants to get in touch with a human.\n\n\nCertainly supports the chat in 14+languages such as English, German, Spanish, Swedish and Danish. The solution also connects with webforms to track conversations and handle user sensitive data. Integration is offered with MailChimp, MobilePay, Microsoft Dynamics CRM and more.\n\n\nServices are offered on a monthly subscription basis and customer support is available via email, phone and a dedicated bot operator from Certainly.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3aa4a62d-9d52-45b1-a7f7-f4fdbdd71090.png","url":"https://www.softwareadvice.co.uk/software/74784/botxo","@type":"ListItem"},{"name":"Woopra","position":4,"description":"Woopra is a cloud-based customer analytics solution which helps small to midsize companies manage customer behavior through multiple touch points such as help desk, email and live chat. Woopra tracks and monitors usage across product, website and mobile applications.\n\n\nAdvanced analytics reporting of Woopra comprise real-time automation, customer journey analytics and trends by consolidating data. Woopra includes key features such as live KPI dashboards, real-time notifications, funnel reports, real-time segment updates and retention reports. Additionally, Woopra enables businesses to create a profile for every user and synchronize that data to derive insights from it.\n\n\nThe software provides an iOS mobile application which sends real-time reminders to users when customers perform specific actions. Deployed on SaaS, Woopra can integrate with many third-party vendors such as Marketo, MailChimp, Salesforce, Segment and Intercom. Support is extended via email, phone, an online help desk and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/08a23e90-6336-4892-93ca-afd1a0f03866.png","url":"https://www.softwareadvice.co.uk/software/74940/woopra","@type":"ListItem"},{"name":"Advantage Anywhere","position":5,"description":"Advantage Anywhere, created by Genesis Global Solutions, is a sales customer relationship management (CRM) system with marketing automation features suitable for business of all size and kind. It offers marketing and sales automation, customer service and support and more. The solution is mobile ready, allowing agents to access customer details from anywhere.\n\n\nAdvantage Anywhere can be configured and set up without any external hardware or IT expertise. Advantage Anywhere lets the user set up communication with their website visitors. It has features to set tasks for each employee or agent to follow up on a lead with relevant and unique information based on their inquiries. Customized emails, letters, calls and more can be sent to prospects in order to keep them engaged and send necessary correspondence.\n\n\nAdvantage has a support team and online knowledge base to answer questions and provide ongoing training.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c934175a-4803-46b8-952d-427ab0d22160.jpeg","url":"https://www.softwareadvice.co.uk/software/163168/occupancy-advantage","@type":"ListItem"},{"name":"MNprogram","position":6,"description":"MNprogram is designed to help businesses in medical, education, healthcare, legal and other industries streamline accounting, invoicing, sales and marketing operations. It enables managers to automate workflows, manage expenses, assign tasks to team members and generate expense reports in real-time.\n\n\nMNprogram allows professionals to capture and store business documents related to clients, suppliers and leads in a centralized repository. It offers a host of features including communication management, data synchronization, alerts, a drag-and-drop interface, database management, employee scheduling and more. Additionally, employees can utilize the mobile applications to view, track and edit active jobs, generate quotes or invoices and capture customers’ signatures using Android and iOS devices.\n\n\nMNprogram facilitates integration with various third-party applications including Google Calendar, Lexnet, Wacom, Microsoft 365, WhatsApp, Dropbox and more. The application is available on a perpetual license basis and support is extended via phone, email, video tutorials and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29ea1273-f7b6-4d5e-aab8-b5ed1db386d1.png","url":"https://www.softwareadvice.co.uk/software/187435/mnprogram","@type":"ListItem"},{"name":"Universal Knowledge","position":7,"description":"Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the efficiency of agents and reduce operational costs. The modules offered include call center, customer service, web self-service, help desk and knowledge management. It provides a multi-deployment option and can be hosted either on cloud or on-premise.\n\n\nAs part of the knowledge management platform, companies can integrate the system with existing knowledge sources, eliminates the need to duplicate or relocate information. It uses a natural language search, so users can ask questions instead of using keywords.\n\n\nThe web self-service module integrates directly with a company website and offers features like automatic FAQ lists, automated query escalation and posting of trending topics. It helps companies reduce operational costs by diverting a large volume of unnecessary customer calls to IVR (interactive voice response). It provides APIs to integrate with CRM, ITSM and Helpdesk applications. Support is offered by email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/01213b8a-835d-4d4a-85e6-e4e8f1a0fe27.png","url":"https://www.softwareadvice.co.uk/software/9176/universalknowledge","@type":"ListItem"},{"name":"AllProWebTools","position":8,"description":"AllProWebTools is a cloud-based customer relationship management (CRM) suite for small businesses that offers e-commerce applications, marketing automation, sales force management and customer service and support. It provides a workflow timeline with real-time updates about business operations from customer activity, new orders or abandoned carts, to employee progress on tasks.\n\n\nAllPoWebTools base plan allows users to build their website, with unlimited web pages and blog posts and the option to add a shopping cart and secure checkout. The platform’s marketing tool tracks marketing campaigns from a single dashboard with reporting and analytics capabilities that detail the success of the campaigns.     \n\n\nA task manager and detailed time-card tracking tool create transparency into employee workflows and progress, while an inter-office instant messaging tool makes collaboration within the platform. Users can access reports to calculate the cost of employees versus the revenue they generate. Pricing is per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61bc0cee-85f3-42f6-bc3f-03e1af425c0e.png","url":"https://www.softwareadvice.co.uk/software/26683/allprowebtools","@type":"ListItem"},{"name":"Inside Sales Box","position":9,"description":"Inside Sales Box is a cloud-based customer relationship management (CRM) solution suitable for all businesses that handle B2B sales.\n\n\nInside Sales Box is a sales automation tool that enables users to set up automatic workflows for follow-ups. It automatically captures all lead activity from client communications. The solution includes customizable templates for email and voicemail, and it allows users to schedule emails to be sent out automatically. The solution can also run analytics on the best times to call clients and which email templates garner the most replies.\n\n\nInside Sales Box includes an automatic dialer with the option to redial after call drops. Sales reps can make outbound calls using local caller IDs of the area they’re calling. All calls are automatically recorded for use in compliance, training, quality control and analytics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c9355d9f-7189-49ce-9ad9-5029779c16e2.png","url":"https://www.softwareadvice.co.uk/software/31029/inside-sales-box","@type":"ListItem"},{"name":"Enghouse eKMS","position":10,"description":"Now part of Enghouse Interactive, SmartSupport Knowledge Management Solutions is a plug-and-play knowledge base solution that caters to businesses of all sizes across various industries. The solution lets users streamline customer support and web self-service by providing them with knowledge base management tools. Users get full control over support content which helps them manage operational costs and productivity.\n\n\nSmartSupport allows users to create articles with real-time editing, preview, and publishing capabilities. It allows users to upload documents, videos, images, and more into the editor. SmartSupport's search engine is based on natural language search, hit highlighting, faceted navigation, document handling, content tagging, and more that helps users to find relevant information.\n\n\nAdditionally, SmartSupport offers troubleshooting guides, support content on-the-fly, custom forms, reports and analytics, custom themes, third-party application integrations, and a configurable workflow.\n\n\nSupport is offered via phone and email during business hours on weekdays.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0644cb5-de7e-4492-bcc5-02090c594587.png","url":"https://www.softwareadvice.co.uk/software/2369/smartsupport","@type":"ListItem"},{"name":"Bitochon CRM","position":11,"description":"Bitochon CRM is a cloud-based customer relationship management (CRM) solution suitable for individuals and small businesses such as wholesalers, retailers, manufacturers and other business segments engaged in direct sales. The solution is equipped with tools to manage customer accounts, track customer engagements, monitor key metrics and more.\n\n\nBitochon CRM enables sales personnel to collaborating with their clients. Managers can monitor real-time sales progress including client information and staff performance. Bitochon CRM can also integrate with other internal systems for sharing customer data across business applications.\n\n\nWith Bitochon CRM, businesses can create a centralized contact database, send marketing emails to individuals and groups, send quotes to clients, create and assign to-do’s, store business documents centrally and more.\n\n\nSupport is available via phone and email. An on-premise solution is also available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a9049b97-444e-46da-a091-d280efa5de33.png","url":"https://www.softwareadvice.co.uk/software/30993/bitochon","@type":"ListItem"},{"name":"Answerbase","position":12,"description":"Answerbase is a solution for mid-size and enterprise-level companies looking for marketing automation and analytics, customer service and support and social CRM. Customer service and support module allow companies to solve their common problems by automating the answers to repeat questions. It provides clients a fast turnaround on important issues that may crop up, leading to less traffic for the support team and a customer base that can research questions on their own.\n\n\nAnswerbase allows users to use the Q&A component with online sales, as potential customers can have any sales-based questions that can be answered directly on the product page. Existing questions are addressed immediately and new questions can be routed to the correct member of the sales team.\n\n\nAnswerbase provides data and suggestions to users on what content they should create or any existing content that needs improvement. Answerbase can be used in industry segments including advertising, education, media and retail. Pricing is per month. Support is offered via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6ac70766-b42d-4edc-8b7d-17b11329336d.png","url":"https://www.softwareadvice.co.uk/software/3891/answerbase","@type":"ListItem"},{"name":"CustomerGauge","position":13,"description":"CustomerGauge is a customer experience solution, which helps businesses calculate net promoter score (NPS), predict churn rates and collect and organize customer feedback. It enables CX teams to embed review requests in survey campaigns, track the accumulated retention against targets and generate customer lifecycle reports.\n\n\nAdministrators can utilize the eNPS tool to receive anonymous feedback from employees, gain insights into business operations across departments and maintain employee retention. Features of CustomerGauge include account listing, sentiment analysis, revenue reporting, single sign-on (SSO) authentication, risk assessment, predictive analytics and more. Additionally, the centralized dashboard enables teams to view customer profiles with access to stakeholders’ information, churn probability, coverage percentage and response rates.\n\n\nCustomerGauge comes with an application programming interface (API), which facilitates integration with several third-party platforms such as Salesforce, HubSpot, NetSuite, Zendesk, Microsoft Dynamics, SugarCRM and more. Pricing is available on request and support is extended via online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c14ce7d7-ec31-4ac6-952b-bba0a0b20329.png","url":"https://www.softwareadvice.co.uk/software/108972/customergauge","@type":"ListItem"},{"name":"Wowdesk","position":14,"description":"WowDesk is a customer service solution that helps small to large enterprises gather clients’ requests from all channels on a unified platform. With specific modules to manage customers, agents, managers, subject matter experts, administrators and external entities, it allows businesses to manage delivery service across various industries.\n\n\nKey features of WowDesk include management of complaints, knowledge base, facilities, cases and ticketing. Its self-service portals allow businesses to communicate with customers and manage relationships across email, chat, phone and social media networks. Additionally, it comes with a customizable platform, which enables agents to collaborate with subject matter experts and administrators to configure and automate structure rules as per business requirements.\n\n\nWowDesk enables businesses to provide controlled access to suppliers, auditors and third-party vendors and streamline operations related to customer servicing. WowDesk can either be deployed on-premise or hosted in the cloud. Support is available via phone, email and Skype.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/511a8aa9-1c97-43f0-a4c3-35f54e5b2676.png","url":"https://www.softwareadvice.co.uk/software/75405/wowdesk","@type":"ListItem"},{"name":"Membrain","position":15,"description":"Membrain by Upstream is a cloud-based sales automation platform with CRM functionality. The solution provides pipeline management, prospecting, lead scoring, sales analytics and content management functionality.\n\n\nMembrain users can define buyer-aligned sales processes via drag and drop functionality and activate situational playbooks. The visual pipeline is meant to help sales teams visualize sales progress, monitor pipeline hygiene and track deal status in real-time, while the prospecting dashboard highlights prospect details, activities and communication.\n\n\nWith Membrain’s lead scoring functionality, users can pre-define scoring criteria, define unique qualifiers by campaign, assign qualified prospects to sales reps and auto-populate prospects from other marketing automation platforms.\n\n\nSales analytics functionality includes tools for measuring sales performance, strengths and improvement areas, objective and activity achievements, pipeline activity and key performance indicators (KPIs).\n\n\nUsers can also share training materials and sales collateral, and see when customers engage with their content. With the CRM functionality, users can store contacts, activities, documents, search accounts and add custom fields.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c95315e-1ff5-4047-9a2a-146ed6cc6025.png","url":"https://www.softwareadvice.co.uk/software/140866/membrain","@type":"ListItem"},{"name":"SAM","position":16,"description":"SAM is a cloud-based, fully integrated sales and marketing system. The main features of the system include email marketing, social marketing, content marketing, direct marketing, SEO, visibility, marketing intelligence and marketing automation.\n\n\nSAM allows users to manage targeted email campaigns through one centralized service. The marketing platform gives the user the opportunity to target leads according to their status and automate follow-up. Users can engage customers, build the brand and monitor social media marketing efforts from the centralized command center. The SAM marketing platform tracks social engagement analytics and allows users to generate personalized labels and letters that are unique to each business.\n\n\nSAM visualizes social engagement analytics, so an organization knows where they stand into relation to competition. Users can automate social marketing with scheduled posts. The system is suitable for companies in a range of industries including construction, hospitality, legal, property management and software/IT.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/39365985-13dd-4e09-98f6-08cb486f8e0b.png","url":"https://www.softwareadvice.co.uk/software/187456/sam","@type":"ListItem"},{"name":"SanityOS","position":17,"description":"SanityOS is a cloud-based sales and lead management solution for startups and growing businesses. It enables users to manage leads, book appointments, arrange follow-ups, send individual and mass marketing emails and more.\n\n\nSanityOS allows users to track about contacts and prospects including upcoming meetings, emails sent, emails opened or clicked and updated notes from discussions. Users can take help of recyclable email templates for sending the requested the information promptly.\n\n\nSanity OS enables users to track email open and click rate whether it is a single email or scheduled a bulk message. Email can be personalized tagged from custom fields.\n\n\nUsers can receive notifications in real-time when a visitor fill a form on the website. With drag and drop interface users can create web forms to embed on their website. It also provides API for custom design.\n\n\nPricing is subscription-based depending on the number of users. Support is offered via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/15c027a8-50b1-4108-a93e-3274b9c695af.png","url":"https://www.softwareadvice.co.uk/software/11740/sanityos","@type":"ListItem"},{"name":"Centralpoint","position":18,"description":"Centralpoint, by Oxcyon is featured in Gartner’s Magic Quadrant for Digital Experience Platforms is a Microsoft based technology which be installed either on-premise or in the cloud. It is an N-Tiered, highly scalable, roles based Knowledge Management solution. It is in use by over 350 organizations worldwide, and is typically used as an enterprise grade Intranet, and/or for private, log in solutions for partners and clients.\n\nCentralpoint aggregates disparate data (structured and unstructured) automatically, via it’s scheduled Data Transfer routines. Centralpoint also provides data mining, and metadata enrichment in which to maximize federate search for all users based on their roles. Centralpoint easily integrates with back office technologies such as SharePoint,\nPeoplesoft, Workday, SAP, Oracle and others to allow for a central point of access in which to search, and monitor all user activity.\n\nCentralpoint additionally provides detailed user reporting, including online learning and gamification in which to consolidate compliance of all users. For qualified opportunities, Oxcyon is prepared to build a live, functional, proof of principal solution prior to any client’s engagement to prove it’s many capabilities... free of charge.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ce6a40e7-21ce-4cb5-92da-c8ec5205fc89.png","url":"https://www.softwareadvice.co.uk/software/93286/centralpoint","@type":"ListItem"},{"name":"ServiceWise","position":19,"description":"ServiceWise by TechExcel is a cloud-based IT Service Management(ITSM) solution that caters to businesses of all sizes and helps them to automate and streamline their IT services and help desk activities with configurable workflows, process management and email notifications.\n\n\nThe solution helps businesses maintain ITIL operations and other business processes. It includes components for the incident, problem, change and configuration management.\n\n\nServiceWise includes a self-service portal where users can report issues and submit a service request, as well as access help documents. It also provides integration with tools like Microsoft SCCM, OCS Inventory asset management and Rally issue tracker.\n\n\nServiceWise helps organizations build a solid knowledge base; analysts can easily gather and standardize data collected from the portal. The solution also offers custom reporting features with a list, trend, summary and distribution reports.\n\n\nServiceWise is available on a monthly subscription basis.\n\n\nSupport is available via phone.\n\n\nServiceWise by TechExcel is a cloud-based IT Service Management(ITSM) solution that caters to businesses of all sizes and helps them to automate and streamline their IT services and help desk activities with configurable workflows, process management and email notifications.\n\n\nThe solution helps businesses maintain ITIL operations and other business processes. It includes components for incident, problem, change and configuration management.\n\n\nServiceWise includes a self-service portal where users can report issues and submit service request., as well as access help documents. It also provides integration with tools like Microsoft SCCM, OCS Inventory asset management and Rally issue tracker.\n\n\nServiceWise helps organizations build a solid knowledge base; analysts can easily gather and standardize data collected from the portal. The solution also offers custom reporting features with list, trend, summary and distribution reports..\n\n\nServiceWise is available on a monthly subscription basis.\n\n\nSupport is available via phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/968b07b7-3690-4017-8e1b-72a14049235e.png","url":"https://www.softwareadvice.co.uk/software/30481/servicewise","@type":"ListItem"},{"name":"Khoros Care","position":20,"description":"Khoros Care is a social media marketing solution that helps businesses streamline client interactions across various communication channels such as messaging, web chat, social media and peer-to-peer communities. It enables customer service agents to view, engage and resolve clients' queries on a centralized platform.\n\n\nUsing Khoros Care's advanced workflows, enterprises can automatically tag, prioritize and route incoming requests to available executives. Administrators can authenticate the identity of customers and secure confidential information via data encryption. Additionally, it allows managers to generate analytical reports and receive automated notifications regarding staff members via email, desktop or mobile alerts.\n\n\nKhoros Care facilitates integration with various third-party CRM applications such as Zendesk, Microsoft Dynamics, Salesforce and more. Users can create personalized profiles for clients with information such as interests, influence, tags and internal notes. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b2de2fe0-737b-4291-b6d0-f4030a4a93e8.png","url":"https://www.softwareadvice.co.uk/software/97973/khoros-care","@type":"ListItem"},{"name":"Pulse","position":21,"description":"Pulse is a comprehensive suite of tools designed to help businesses scale operations, overcome challenges, and achieve growth. With Pulse, businesses can unleash their potential by utilizing tailored solutions for marketing, sales, and customer service, all without requiring technical expertise. The platform offers a seamless onboarding process, allowing users to be up and running within minutes of implementation.\n\nPulse helps businesses avoid disorganized chaos, inefficient processes, missed opportunities, and a lack of real-time insights. With Pulse's tailored suite of tools, businesses can improve employee productivity, automate workflows, streamline, marketing campaigns, boost sales, and access real-time insights for more efficient operations, growth, and success. The platform enables teams to work collaboratively and seize valuable opportunities.\n\nPulse aims to accelerate business growth, enhance team productivity, drive effective marketing strategies, and maximize opportunities for success. Additionally, Pulse offers a holistic approach by providing users with a single hub for marketing, sales, and efficiency, simplifying operations across the company.\n\nPulse provides a CRM system plus various tools for email marketing, lead management, quoting, and more. The email marketing feature enables users to craft personalized campaigns to achieve high open rates. Pulse's CRM streamlines customer interactions and enables targeted campaigns for maximizing ROI. The lead management software automates lead tracking and nurturing, aiming to improve conversion rates.\n\nPulse's quoting tool simplifies the process of creating custom quotes for leads, while the business automation feature saves time by streamlining daily operations and automating customer follow-ups. The reporting platform provides real-time analytics, allowing users to make data-driven decisions and optimize performance. Overall, Pulse equips businesses with the tools and insights necessary to thrive in today's competitive market landscape, driving growth through streamlined operations and efficient processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c782a70-391b-41b8-b951-89f4135104ea.jpeg","url":"https://www.softwareadvice.co.uk/software/116334/pulse","@type":"ListItem"},{"name":"OASIS","position":22,"description":"OASIS is a customizable ERP system for small to midsize companies. This system is customized to the company’s precise specifications and is used primarily in the retail, manufacturing, and professional services verticals.\n\n\nOASIS’ suite can be purchased all together as a single ERP solution, or conveniently as separate modules. It offers applications to help manage various aspect of your business, from human resources to customer relationship management to Business Intelligence. Some of these applications include standalone marketing and sales automation, financial accounting, supplier management, and more.\n\n\nThis system can be readily accessed via both Mac and Windows platforms, including the iPad and any mobile device. For organizations seeking a comprehensive and cost-effective solution to manage the day-to-day tasks of their business, OASIS should be included on the shortlist of systems to consider.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/64038cc9-410a-4e56-ac7f-3332d6457a62.png","url":"https://www.softwareadvice.co.uk/software/5863/oasis","@type":"ListItem"},{"name":"IncidentMonitor","position":23,"description":"IncidentMonitor is an information technology service management (ITSM) solution to support IT, ITIL and other business processes. It can be deployed on-premise or hosted in the cloud.\n\n\nThe service management framework offers ITIL process templates with an integrated workflow process designer, self-service portal and service catalog forms designer to customize and extend the solution.\n\n\nKey features include ITSM, customer service and support, help desk, service catalog, web self-service, knowledge base, live chat and field service functionality. Performance metrics are available through dashboards, canned reports, report query tool and export features. Reports are available in PDF, HTML, or XLS. The open integration functionalities enable users to broker service requests and engage partners.\n\n\nIncidentMonitor runs on a Windows operating system. Clients can access the solution remotely via mobile applications for iOS and Android devices. Support is available via online service desk, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/11d10ede-52ce-4739-a940-b477ed0d2afe.png","url":"https://www.softwareadvice.co.uk/software/27724/incidentmonitor","@type":"ListItem"},{"name":"eQuip","position":24,"description":"eQuip is a cloud-based enterprise asset management system that assists small to large-sized businesses with the acquisition, assignment, utilization, and disposal of assets. Its key features include barcode scanning, workflow automation, audit, and configuration management.\n\n\nThe application comes with a feature that allows operators to manage and track equipment and generate customized reports. The solution lets supervisors record and arrange inventory data based on a purchase order, fund type or location. Administrators can use the system to provide role-based access to staff members and transfer assets across multiple locations.\n\n\neQuip integrates with third-party platforms such as Active Directory, Costpoint, Oracle, Lansweeper and SCCM. The solution comes with a mobile application for Android, iOS and Windows. It is available on an annual subscription and support is provided via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9a5f8299-03c3-476b-8b0c-7037070d312e.png","url":"https://www.softwareadvice.co.uk/software/83127/equip","@type":"ListItem"},{"name":"Nextiva CRM","position":25,"description":"The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. Deliver a smooth and seamless customer experience with a unified sales and service CRM.\n\n\nNextiva's CRM does more than storing contact information. Businesses can easily track leads through their sales pipeline, making sure they don't slip through the cracks. Serve customers better with a full-featured help desk that can intelligently route cases to the correct team members.\n\n\nWhat makes Nextiva's CRM attractive for businesses is how it manages all of a company's communications—phone, chat, email and chat—on one platform. No third-party integrations are needed to streamline your workflow, increase sales and deliver outstanding customer service.\n\n\nBehind the scenes, Nextiva has a powerful automation engine that can save time handling repetitive tasks. It can move leads through your pipeline, follow up on customer requests or escalate cases to specific team members.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/86239cf8-27ce-460f-983b-d48675f976f4.png","url":"https://www.softwareadvice.co.uk/software/90997/nextivaservicecrm","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/3837/consulting/software?page=9#itemlist","numberOfItems":25}
</script>
