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title: Page 3 - Best CRM Software - 2026 Reviews, Pricing & Demos
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# CRM Software

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## Products

1. [Kylas Sales CRM](https://www.softwareadvice.co.uk/software/216694/kylas) — 4.8/5 (573 reviews) — "Voted \#1 CRM Software for growing Indian businesses by Capterra. Kylas is a sales CRM designed to support growing bu...
2. [Tripleseat](https://www.softwareadvice.co.uk/software/160939/tripleseat) — 4.7/5 (572 reviews) — Tripleseat is an event management platform designed for restaurants and unique venues. It helps hospitality businesse...
3. [BoldTrail](https://www.softwareadvice.co.uk/software/435596/kvcore) — 4.4/5 (562 reviews) — BoldTrail is the most comprehensive platform in the industry built to help real estate brokerages, teams, and agents ...
4. [Wise Agent](https://www.softwareadvice.co.uk/software/77511/wise-agent) — 4.4/5 (531 reviews) — Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents au...
5. [Salesforce Marketing Cloud](https://www.softwareadvice.co.uk/software/22998/salesforce-socialcrm) — 4.2/5 (526 reviews) — Salesforce Marketing Cloud is a marketing platform designed to help businesses personalize customer engagement across...
6. [Klaviyo](https://www.softwareadvice.co.uk/software/63589/klaviyo) — 4.6/5 (524 reviews) — Klaviyo is the all-in-one platform built to help B2C brands drive revenue and relationships by integrating SMS and em...
7. [Agile CRM](https://www.softwareadvice.co.uk/software/6827/agile-crm) — 4.1/5 (524 reviews) — Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses....
8. [PracticePanther Legal Software](https://www.softwareadvice.co.uk/software/152365/practicepanther) — 4.7/5 (523 reviews) — PracticePanther is the highest-rated, easiest-to-use, all-in-one legal practice management software, built specifical...
9. [Podium](https://www.softwareadvice.co.uk/software/172279/podium) — 4.3/5 (522 reviews) — Podium's lead conversion platform helps businesses manage converstions using artificial intelligence (AI) technology....
10. [Thryv](https://www.softwareadvice.co.uk/software/66581/thryv) — 4.2/5 (505 reviews) — Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smart...
11. [HubSpot Sales Hub](https://www.softwareadvice.co.uk/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) — Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement to...
12. [JobNimbus](https://www.softwareadvice.co.uk/software/366490/jobnimbus) — 4.6/5 (481 reviews) — JobNimbus is a customer relationship management (CRM) and project management solution tailored to meet the needs of c...
13. [Streak](https://www.softwareadvice.co.uk/software/8413/streak) — 4.5/5 (479 reviews) — Streak is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage ...
14. [Deltek Vision](https://www.softwareadvice.co.uk/software/25755/deltek-vision) — 4.1/5 (471 reviews) — Deltek Vision is a project-based ERP solution for professional services firms. It provides full visibility into the p...
15. [Spotler CRM](https://www.softwareadvice.co.uk/software/5776/really-simple-systems) — 4.4/5 (453 reviews) — Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for l...
16. [Ploomes CRM](https://www.softwareadvice.co.uk/software/449937/Ploomes) — 4.9/5 (418 reviews) — Ploomes CRM is a sales automation and customer relationship management platform built to simplify complex B2B sales. ...
17. [SugarCRM](https://www.softwareadvice.co.uk/software/21128/sugarcrm) — 3.8/5 (410 reviews) — SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospect...
18. [Flowlu](https://www.softwareadvice.co.uk/software/109770/flowlu) — 4.8/5 (387 reviews) — Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whet...
19. [Kickserv](https://www.softwareadvice.co.uk/software/116904/kickserv) — 4.4/5 (387 reviews) — Kickserv is a cloud-based field service management solution that provides small businesses tools and functionalities,...
20. [Convoso](https://www.softwareadvice.co.uk/software/2799/safesoft-contact) — 4.5/5 (386 reviews) — Convoso is an AI-powered virtual agent software designed to help automate customer interactions for call centers acro...
21. [Sage 100](https://www.softwareadvice.co.uk/software/219700/sage-100cloud) — 4.1/5 (369 reviews) — Sage 100 is a cloud-connected ERP platform for medium-sized manufacturers, distributors, and professional service com...
22. [Podio](https://www.softwareadvice.co.uk/software/393080/citrix-podio) — 4.3/5 (362 reviews) — Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom application...
23. [Agiled](https://www.softwareadvice.co.uk/software/185149/agiled) — 4.7/5 (350 reviews) — Agiled is an all in one business management platform. It comes with built-in CRM, HRM, Financial Management, Project ...
24. [SAP Business One](https://www.softwareadvice.co.uk/software/262817/sap-business-one-psa) — 4.3/5 (341 reviews) — SAP Business One is a modular and integrated enterprise resource planning (ERP) solution. This platform integrates fi...
25. [Vtiger CRM](https://www.softwareadvice.co.uk/software/3087/vtiger) — 4.3/5 (336 reviews) — Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used acros...

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## Related Categories

- [CRM for Small Businesses](https://www.softwareadvice.co.uk/directory/489/small-business/software)
- [Business Management Software](https://www.softwareadvice.co.uk/directory/4371/business-management/software)
- [Online CRM Software](https://www.softwareadvice.co.uk/directory/387/online-crm/software)
- [Sales Tracking Software](https://www.softwareadvice.co.uk/directory/3590/sales-tracking/software)
- [Contact Management Software](https://www.softwareadvice.co.uk/directory/434/contact-management/software)

## Links

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Use Kylas for Account-Based Marketing with multiple Contacts on a Deal.\n• Gain insights on deals, their value, and estimated closure date.\n• Utilize smart filters for in-depth analysis of deals\n• Identify who is closing deals faster\n• Nurture clients for multiple sales products.\n• Share Deal Information with teams for better collaboration\n• Utilize Kylas for Account-Based Marketing and focus on top revenue-generating clients.\n\nSales Pipeline Management -\n•Ensure your sales leads and deals stay on track with efficient Sales Pipeline Management.\n•Customize pipeline stages based on your business requirements\n•Create different pipelines for various teams, products, and business units.\n•Automate specific actions or communication for different pipeline stages.\n•Easily sort or filter leads and deals by their closing date.\n\nData Management - \n•Have complete control over your data.\n•Import or migrate data from other CRMs or Excel.\n•Export data from the system with just a few clicks.\n•Quickly update data in bulk - leads, deals, and tasks.\n•Sync Kylas Data with 3rd party apps using Webhooks.\n•Ensure data security.\n•Prevent duplication of data.\n•Access the right data effortlessly with the help of filters and Smart Lists.\n\nProductivity & Collaboration -\nStay organized and collaborate effectively with your team throughout the sales process.\n•Get a 360-degree view of your business health with the sales dashboard.\n•Automate repetitive tasks like data entry, lead assignment, etc., using workflow automation.\n•Create tasks for Leads, Deals, Contacts, or Companies.\n•Collaborate seamlessly with your teams through Notes and Comments and @ mentions.\n•Stay on top of all tasks with In-App & Email Reminders.\n•Delegate tasks to your team.\n\nCustomer Engagement -\nEngage your customers for better relationships and faster conversions.\n•Send and receive emails directly from the app.\n•Create email templates to save time and reduce errors.\n•Set up online & offline meetings with clients directly from Kylas.\n•Record all sales calls to monitor call quality.\n•Keep track of sales calls and details, updated automatically into the CRM from your mobile.\n•View entire SMS conversations with customers in the 'Message' section.\n•Send and receive WhatsApp messages from Kylas.\n\nUser Access & Control -\nManage all Products & Services you offer and allow team members to tag them.\n•Customize fields for relevant data.\n•Control user data access and actions.\n•Implement unique Sharing Rules.\n•Set up multiple teams with defined access.\n•Facilitate cross-departmental data sharing.\n\nOrder Management -\nEffortlessly create, edit, and delete quotations on Kylas.\n•Access all your quotes in one place.\n•Download quotes as PDFs or send quotations to clients as email attachments directly from Kylas.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5d8dd8de-a4e0-424c-a350-80b6710c595f.png","url":"https://www.softwareadvice.co.uk/software/216694/kylas","@type":"ListItem"},{"name":"Tripleseat","position":2,"description":"Tripleseat is an event management platform designed for restaurants and unique venues. It helps hospitality businesses, including restaurants, bars, nightclubs, hotels, catering companies, breweries, and wineries streamline the event booking and planning process.\n\nTripleseat offers features to help businesses capture, manage, and convert event leads. It provides a centralized lead dashboard, automated lead responses, and detailed lead analytics. The platform also includes online booking calendars, event management tools, automated document creation, and 3D venue visualizations to enhance productivity and deliver a streamlined event planning experience.\n\nTo support data-driven decision making, Tripleseat features a real-time data dashboard, lead and sales reporting, customer relationship management data, and custom reporting capabilities. These analytics tools give hospitality businesses the insights needed to refine marketing strategies, optimize sales processes, and deliver exceptional event experiences that drive repeat business and increased revenue.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d551ce11-e14c-4d7f-9b35-8202b7ae7500.png","url":"https://www.softwareadvice.co.uk/software/160939/tripleseat","@type":"ListItem"},{"name":"BoldTrail","position":3,"description":"BoldTrail is the most comprehensive platform in the industry built to help real estate brokerages, teams, and agents win more business and work more efficiently. From lead capture and CRM to marketing automation, agent productivity tools, and AI-powered assistance, BoldTrail brings the tools agents use every day into one connected system. The result: faster follow-up, stronger relationships, and more opportunities converted from first touch to close. Designed for modern brokerages, BoldTrail gives leaders visibility into performance while empowering agents with technology that actually helps them sell more homes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bdb2004b-a582-440b-87a0-b21e48639f3d.png","url":"https://www.softwareadvice.co.uk/software/435596/kvcore","@type":"ListItem"},{"name":"Wise Agent","position":4,"description":"Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents automate the management of sales activities such as leads, responses, appointments and transactions.\n\n\nWise Agent’s features include contact management, lead automation, landing pages, appointment calendar and more. The marketing module allows teams to create and design real estate flyers, emails, drip campaigns, newsletters, SMS text and letters. Additionally, it helps users manage contact details and provide a list of pending calls upon login.\n\n\nWise Agent integrates with Google Chrome Extension, Facebook for Business, Google Calendar, Cloud CMA, Twitter, MailChimp, Real Geeks, Zapier, HouseHunt, Easy Agent PRO and Home Junction. Subscription plans are available on a monthly and annual basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23a9161c-6e58-43c5-b611-7b61ea569c7b.png","url":"https://www.softwareadvice.co.uk/software/77511/wise-agent","@type":"ListItem"},{"name":"Salesforce Marketing Cloud","position":5,"description":"Salesforce Marketing Cloud is a marketing platform designed to help businesses personalize customer engagement across the entire lifecycle. The platform connects departments through data and insights, empowering marketing teams to build lasting customer relationships. Regardless of a company's size, industry, or existing technology, Salesforce Marketing Cloud can drive growth by unlocking data, enabling faster campaign creation and optimization, and facilitating omnichannel engagement.\n\nThe platform's key features include unified customer profiles and analytics, AI-powered campaign creation and optimization, and a customer data platform that provides faster access to centralized customer data. Agentforce, the platform's AI assistant, helps marketers create impactful campaigns by surfacing insights, defining strategy, and generating content. Additionally, its marketing intelligence module offers a single view of marketing performance to optimize cross-channel campaigns.\n\nSalesforce Marketing Cloud is a marketing platform that enables businesses of every size and industry to personalize customer touchpoints, deploy smarter campaigns, and activate data across the customer lifecycle. The platform's connected suite of tools empowers marketing teams to work together efficiently and drive meaningful customer relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a2b2816-ff47-405e-a9e2-2b8d6fd68dfd.png","url":"https://www.softwareadvice.co.uk/software/22998/salesforce-socialcrm","@type":"ListItem"},{"name":"Klaviyo","position":6,"description":"Klaviyo is the all-in-one platform built to help B2C brands drive revenue and relationships by integrating SMS and email marketing, full-funnel analytics, and customer service in one solution.\n\nBy capturing every event — like clicks, purchases, and chats — in a unified customer profile, Klaviyo powers marketing automation that drives personalized customer experiences at scale across every channel. Klaviyo AI uses real-time signals and past behavior to ensure the right message is sent at the right time automatically. It not only predicts spend, churn, and the next-best action, but Klaviyo AI can also build the audience segment, write subject lines and copy, and optimize delivery.\n\nKlaviyo makes it easy to get set up with 400+ native integrations, 160+ templates, and 80+ pre-built flows — no code, developers, or engineers required. Out-of-the-box dashboards and funnels make it easy to see what's working, where to optimize, and how to grow.\n\nTrusted by more than 170,000 businesses, Klaviyo can grow your business while keeping operations simple and customer relationships strong.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/70e73485-b7f8-4007-a323-f5c47bba15b3.png","url":"https://www.softwareadvice.co.uk/software/63589/klaviyo","@type":"ListItem"},{"name":"Agile CRM","position":7,"description":"Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities.\n\n\nThe contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services.\n\n\nUsers can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options.\n\n\nAgile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status.\n\n\nSocial media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4dd8e898-253a-4e64-8f55-73d688838bdb.png","url":"https://www.softwareadvice.co.uk/software/6827/agile-crm","@type":"ListItem"},{"name":"PracticePanther Legal Software","position":8,"description":"PracticePanther is the highest-rated, easiest-to-use, all-in-one legal practice management software, built specifically for solo, small, and mid-sized law firms. Trusted by tens of thousands of firms across 170+ countries, PracticePanther helps legal teams manage cases more efficiently, reduce administrative work, and get paid faster, without the complexity or steep learning curves common in traditional legal software. Start your free trial today, no credit card required.\n\nAt its core, PracticePanther is designed to help law firms manage every case from start to finish. Matter-centric workflows bring together case and client management, task automation, calendaring, documents, client communication, time tracking, billing, payments, and custom reporting into one intuitive, cloud-based platform. Rather than juggling disconnected platforms and multiple subscriptions, firms can run their entire practice from a single, user-friendly system that’s 100% customizable to the way their firm actually operates, not the other way around.\n\nPracticePanther is intentionally built for ease of use and fast adoption. Firms can get up and running in less than a day without long onboarding cycles of hours of training, making it an ideal solution for teams that want powerful functionality without unnecessary complexity. From day one, attorneys and staff can stay organized, collaborate more effectively, and maintain full visibility into every client interaction and case progression.\n\nKey capabilities include centralized case and client relationship management, document management and storage, calendaring and docketing, task automation, time and expense tracking, legal billing, native online payment processing, trust accounting support, and customizable reporting. All features work together seamlessly to enable end-to-end legal workflows, helping firms run more efficiently.\n\nPracticePanther’s platform also supports modern client communication and cloud-based mobility. Secure client portals allow firms to share documents, send direct messages and SMS texts, and collect payments in a collaborative environment. With our iOS and Android-friendly mobile app, attorneys and staff can access client information, track time, and manage cases from anywhere.\n\nDue to our platform’s cloud-based foundation, PracticePanther deploys industry-leading security practices, including 256-bit military-grade encryption, to protect sensitive client and firm data both in transit and at rest. Built with strict access controls and reliable data backup protocols to help law firms meet their professional responsibility and confidentiality requirements with confidence.\n\nTo fit seamlessly into your existing workflows, PracticePanther integrates directly with Outlook, Google, Box, Dropbox, QuickBooks, and many other popular platforms. Pricing is straightforward on a per-user, per-month basis; all plan details are listed transparently on our website, making it easier for firms to scale without unexpected costs. Every PracticePanther plan includes best-in-class data migration, personalized training from a dedicated customer success manager, and live support provided via phone, email, chat, and an online knowledge base to ensure firms get the most out of the platform.\n\nPracticePanther is a strong fit for law firms that want an easy-to-use, all-in-one solution to manage cases, billing, and client communication in one tab. It is well-suited for all practice areas, including family law, criminal defense, bankruptcy, estate planning, personal injury, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cc52b155-9b57-4769-b42d-1623ebabd0b1.png","url":"https://www.softwareadvice.co.uk/software/152365/practicepanther","@type":"ListItem"},{"name":"Podium","position":9,"description":"Podium's lead conversion platform helps businesses manage converstions using artificial intelligence (AI) technology. It assists with review management, phones, lead consolidation, website chat, payment processing, text marketing, and more in a single platform.  \n\nPodium consolidates leads from multiple channels, including phone, SMS, website, and social media, into a centralized inbox. The platform's AI-powered salesperson and concierge features then utilize artificial intelligence to convert leads into sales. Additionally, the AI-powered marketing tool helps drive repeat business by personalizing customer interactions and following up at the right times.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d86664b8-91ce-4713-ab1d-250ab09b39c5.png","url":"https://www.softwareadvice.co.uk/software/172279/podium","@type":"ListItem"},{"name":"Thryv","position":10,"description":"Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform.\n\nNow including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals.\n\nFrom getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9bf58f2b-b4ec-4979-ba15-b76d49101c8d.png","url":"https://www.softwareadvice.co.uk/software/66581/thryv","@type":"ListItem"},{"name":"HubSpot Sales Hub","position":11,"description":"Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners.\n\n\nSales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63cf513a-7fc5-44fd-a340-e97ba7db1c90.png","url":"https://www.softwareadvice.co.uk/software/21946/hubspot-sales-hub","@type":"ListItem"},{"name":"JobNimbus","position":12,"description":"JobNimbus is a customer relationship management (CRM) and project management solution tailored to meet the needs of contractors, with a primary focus on the roofing, gutter and siding industries. It helps users streamline various aspects of contractors' business operations, offering a suite of tools designed to enhance productivity and efficiency. It serves as an all-in-one digital platform that centralizes essential functions, from lead management to project completion. \n\nOne of the key features of JobNimbus is its marketing capabilities, which enable contractors to generate and manage leads by offering services such as local search engine optimization (SEO), custom website design and tailored paid advertising campaigns. Additionally, the solution provides sales teams with one-click estimates, proposal generation and other tools designed to optimize the sales process and enhance client engagement for better conversion rates. \n\nJobNimbus helps businesses ensure effective client communication through its integrated text messaging, email capabilities and caller ID functionalities. The platform enables contractors to interact with clients, fostering better customer relationships. Additionally, it provides the flexibility to integrate with various tools, allowing contractors to consolidate resources into a unified platform.\n\nKey features of the production solution include production planning and scheduling, communication and coordination, material ordering, task and activity management, reporting and analytics as well as a streamlined production workflow. Additionally, JobNimbus facilitates effective communication, material management and task coordination.\n\nJobNimbus allows users to schedule installs, crews, subcontractors and more using a calendar feature. It offers automation capabilities to notify homeowners via SMS when a job is scheduled. The material ordering functionality allows for the conversion of estimates to material orders in just one click, along with direct sending of material orders to suppliers. The platform allows collaboration with crews and subcontractors, providing the ability to add subcontractors to the account, assign work orders and share live job folders with homeowners, crews and subcontractors. Additionally, production boards, tasks, notes and form features facilitate efficient organization and tracking of project details.\n\nJobNimbus allows integration with various third-party applications to enhance its functionality and offer additional features to users. Some of the featured integrations include JobNimbus Payments, which enables users to accept credit card, debit card and ACH e-check payments. The platform integrates with SumoQuote, providing users with the ability to build custom quotes. Another featured integration is with ABC Supply, streamlining material ordering processes with live pricing, direct ordering and delivery updates. Additionally, it integrates with Beacon Pro for building estimates using Beacon materials and pricing, as well as with Google Calendar for managing appointments and events.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/83d211e2-7581-45a6-8ff5-caa091bbcecc.png","url":"https://www.softwareadvice.co.uk/software/366490/jobnimbus","@type":"ListItem"},{"name":"Streak","position":13,"description":"Streak is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage projects and fundraising campaigns via Gmail. Users can automatically receive task details in the inbox and sort through messages to retrieve specific results using the search functionality.\n\n\nStreak lets businesses send invitation links to various organizational departments and grant permissions to specific employees. Teams can utilize performance reports to gain insights into product development processes and sales operations. Additionally, it offers mobile applications for iOS and Android devices, which lets users update customer details and share critical information with team members even from remote locations.\n\n\nStreak comes with an application programming interface (API), which allows enterprises to modify the system and integrate it with various third-party systems. It is available for free and on monthly or annual subscriptions. Support is extended via live chat and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e55eb78f-a03f-495d-92d4-5b0dce712dd0.png","url":"https://www.softwareadvice.co.uk/software/8413/streak","@type":"ListItem"},{"name":"Deltek Vision","position":14,"description":"Deltek Vision is a project-based ERP solution for professional services firms. It provides full visibility into the project lifecycle, helping firms win more business, execute projects successfully, and improve overall performance. Vision offers real-time information and tools to assist project managers in identifying problems early and making timely course corrections. The solution also provides comprehensive reporting and performance metrics, giving executives quick access to targeted, easy-to-understand data to address key business issues.\n\nDeltek Vision has a web-based architecture that can be accessed anywhere, anytime. Deltek handles the IT infrastructure. The solution helps streamline and automate critical business processes around engagement execution and delivery, including CRM, proposal management, purchasing, and more. This allows firms to focus on driving profitability and client satisfaction.\n\nDeltek Vision is designed to empower teams and optimize project-based businesses, whether in project management, operations, finance, or another key role. With its powerful features, the solution helps professional services firms of all sizes increase efficiency, visibility, and profitability across the entire project lifecycle.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b03aace1-f4c2-42db-a233-4955a1a4bf8c.png","url":"https://www.softwareadvice.co.uk/software/25755/deltek-vision","@type":"ListItem"},{"name":"Spotler CRM","position":15,"description":"Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.\n\nOur CRM system is designed to grow with your business. There are 4 price plans; Free, Starter, Professional and Enterprise, offering easy solutions that will work for your business. \n\nOur customer support is totally free of charge and you'll find lots of self-service resources so you can get the most from your CRM.\n\nOur integrated CRM and marketing solution lets you build campaigns and send emails directly from your CRM, using your data to personalize and segment. New leads can be captured from your website and assigned to sales staff to follow up. Or you can add them directly to an automated marketing campaign, letting you work smarter. The stats package means you can monitor the leads, opportunities and value of closed deals, then track the ROI for each campaign, and optimise your marketing spend.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7808050-a1b8-404c-88c8-7b4e7637f55e.png","url":"https://www.softwareadvice.co.uk/software/5776/really-simple-systems","@type":"ListItem"},{"name":"Ploomes CRM","position":16,"description":"Ploomes CRM is a sales automation and customer relationship management platform built to simplify complex B2B sales.  \n\nDesigned for growing businesses that need more control over their pipeline, Ploomes centralizes proposals, workflows, and reports in one intuitive place. Sales teams gain full visibility into performance with real-time dashboards while automating repetitive tasks and document generation to save time and close deals faster.  \n\nUnlike generic CRMs, Ploomes was built with consultative sales in mind. Customizable pipelines, advanced integrations (ERPs, Gmail, RD Station, Power BI, and more), and seamless reporting connect sales to the rest of the organization.  \n\nTrusted by companies in industries such as manufacturing, technology, and insurance, Ploomes combines ease of use, fast implementation, and local customer support to drive measurable revenue growth and consistent adoption.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/de5b68f2-f3df-4f86-9ecf-2b26949e9ab7.png","url":"https://www.softwareadvice.co.uk/software/449937/Ploomes","@type":"ListItem"},{"name":"SugarCRM","position":17,"description":"SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution enables users to reduce the total cost of ownership by up to 32% according to Nucleus Research*, all the while providing contemporary features that align with evolving needs.\n\nThe platform offers intuitive dashboards, comprehensive reports, self-guided selling best practices, AI-powered insights, and an easy-to-use mobile CRM app, among others. It also boasts a high level of customisation and integration capabilities, thanks to its bidirectional API, which allows for seamless data synchronisation between SugarCRM and other business-critical systems.\n\nWith its user-friendly interface coupled with its renowned superior customer support, SugarCRM aids in improving user adoption and increasing win rates, customer satisfaction, and engagement.\n\nSugarCRM is an optimal choice for all customer-facing roles, from marketing, sales, and customer success teams of medium and large enterprises. It's not just a standalone CRM solution; it's a CRM platform that can be fully integrated into your business ecosystem, providing a highly customised and efficient solution for managing customer relationships, optimising every interaction across the customer journey.\n\nDifferentiators: SugarCRM investment includes:\n\n- Core Support - EU, NA, APAC\n- Dedicated Customer Success Manager\n- Unlimited modules / fields\n- Unlimited API calls\n- Unlimited workflows\n- Product enhancements / upgrades x 4 per year\n- Product support 12/5\n- Embedded AI\n- Database Backups\n- Mobile Access\n- 2 x Sandboxes\n- 60GB data storage + 1GB per user\n- NO HIDDEN COSTS = PREDICTABLE TOTAL COST OF OWNERSHIP (TCO)\n- SugarCloud leverages the power of AWS in different parts of the world. Customers have the liberty to select their preferred region for data storage, ensuring that the data remains confined to that specific region. The options include:\nAustralia - Sydney\nCanada - Montreal\nGermany - Frankfurt\nSingapore\nUnited Kingdom - London\nUnited States - Portland, Oregon\n\nFor additional information, visit: https://www.sugarcrm.com/why-sugar/trust/security/\n\n\n\n\n\n*Nucleus Report: In examining the experiences of Sugar users, Nucleus Research found that compared to other CRM solutions, Sugar users can lower total cost of ownership by up to 32% whilst delivering similar functionality. https://www.sugarcrm.com/resources/nucleus-research-anatomy-of-a-decision-sugarcrm-vs-salesforce/","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c57b7934-17ff-434d-a9f8-3e29cc6d9163.png","url":"https://www.softwareadvice.co.uk/software/21128/sugarcrm","@type":"ListItem"},{"name":"Flowlu","position":18,"description":"Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform.\n\nPowerful CRM & Sales Automation\n\nFlowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process.\n\nSeamless Project & Task Management\n\nKeep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive.\n\nIntegrated Invoicing & Financial Tools\n\nFlowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more.\n\nCollaboration & Knowledge Sharing\n\nEnhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support.\n\nCustomization & Integrations\n\nFlowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency.\n\nMobile Access & Support\n\nStay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it.\n\nFrom sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e45592e-f1b8-4a62-9c2e-1bd35bc46729.jpeg","url":"https://www.softwareadvice.co.uk/software/109770/flowlu","@type":"ListItem"},{"name":"Kickserv","position":19,"description":"Kickserv is a cloud-based field service management solution that provides small businesses tools and functionalities, which help them to manage leads, estimates, team's schedules, jobs, invoices and payments. The tool can be tailored to suit businesses in various industries, including cleaning services, plumbing, HVAC and electrical. It features contact management, billing and invoicing, work order management, driver scheduling, dispatching goods and more.\n\nKickserv provides users a custom user interface that allows them to monitor various aspects of their organization's workflows update and distribute invoices, monitor field technician status and more. The solution offers mobile applications for iOS and Android devices that help technicians and workers to send automated or custom job updates, notes and comments to the team in the office.\n\nKickserv supports integration with QuickBooks Online, QuickBooks Desktop and Xero. Services are offered on a monthly subscription basis that includes support via phone, email and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/366d5944-5b1a-43ff-8f65-8eb457df72aa.png","url":"https://www.softwareadvice.co.uk/software/116904/kickserv","@type":"ListItem"},{"name":"Convoso","position":20,"description":"Convoso is an AI-powered virtual agent software designed to help automate customer interactions for call centers across various industries, including BPO, financial services, home services, insurance, lead generation, legal, real estate, solar, and telemarketing. It helps businesses manage customer engagement processes more efficiently.\n\nThe software uses advanced conversational AI to interpret complex customer inputs and provide natural responses in both voice and text formats. Virtual agents handle tasks such as lead qualification, scheduling callbacks, and sending reminders. The system supports workflow automation and operational efficiency. The platform includes compliance tools to assist businesses in adhering to telemarketing regulations. It offers multimode dialing support for various dialing methods to improve contact rates. Intelligent virtual agents enable call centers to manage more customer interactions while reducing operational costs. Reporting features allow businesses to monitor campaign performance and track metrics for ongoing improvement.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/689f3e71-cf5e-436f-9e79-09a0d3b9d3a9.png","url":"https://www.softwareadvice.co.uk/software/2799/safesoft-contact","@type":"ListItem"},{"name":"Sage 100","position":21,"description":"Sage 100 is a cloud-connected ERP platform for medium-sized manufacturers, distributors, and professional service companies. Finance, budgeting, planning, inventory, supply chain, production management, reporting, and CRM are all part of the functional solution.\n\nBank feeds and comparisons automatically recognize transactions that are not recorded, find errors and discrepancies, and document corrections. Data from the entire company are aggregated and can automatically be distributed to stakeholders if you need them. The click-to-pay accounting increases the cash flow and a self-service payment portal means a higher level of customer service. Mobile access at any time and at any location to important customer and provider information means faster business degrees and improved communication throughout the company.\n\nThe business object framework enables a deep adjustment that survives product upgrades. A huge ecosystem of networked solutions means that Sage 100 can be adapted to the specific requirements of individual companies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2c74acc4-2ca0-4dbe-9870-1216e0dba010.jpeg","url":"https://www.softwareadvice.co.uk/software/219700/sage-100cloud","@type":"ListItem"},{"name":"Podio","position":22,"description":"Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom applications to best meet unique business requirements and preferred workflow—without the need for technical skills or development resources.\n\nThe Podio App Market grants users access to hundreds of free apps, pre-built by Podio users to satisfy a range of industry-specific requirements and project management functions, such as task management, project portfolio management and issue management. There are also apps for functions such as customer relationship management (CRM) and applicant tracking.\n\nPodio offers a range of social collaboration features, including likes and file-sharing anywhere within the system, as well as internal instant messaging and video chat.\n\nPodio’s app-building capabilities make it a good fit for smaller organizations that require a high degree of customization, particularly those looking to manage multiple business processes within a single system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f947c5f5-bd99-4c12-b724-cb06886d4c13.png","url":"https://www.softwareadvice.co.uk/software/393080/citrix-podio","@type":"ListItem"},{"name":"Agiled","position":23,"description":"Agiled is an all in one business management platform. It comes with built-in CRM, HRM, Financial Management, Project Management and Time Tracking. Users can manage all of their business in one place and provide a client portal access to their customers.\n\nAgiled can be customized according to the business needs. Users can manage projects and invite their team to update tasks and progress. Support is extended via live chat, email, documentation, FAQs and an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b49fc8e8-9267-4c6f-93e1-27bfd97995cc.png","url":"https://www.softwareadvice.co.uk/software/185149/agiled","@type":"ListItem"},{"name":"SAP Business One","position":24,"description":"SAP Business One is a modular and integrated enterprise resource planning (ERP) solution. This platform integrates financials, CRM, inventory, sales and operations management modules within a single system. SAP Business One automates many business practices to minimize duplicate entries and errors, measure efficiency in service management and manage MRP and inventory, track procurement and manage the sales pipeline. The system’s reporting module offers reports that can be customized, exported into numerous formats and modified with drill-downs and 'what-if' scenario modeling. SAP Business One supports multi-currency transactions and has multi-lingual capabilities for businesses operating globally. The system offers a remote support platform that can perform automatic system health checks, scheduled database maintenance operations, upgrade eligibility checks and automatic fixes for detected issues.\n\n**What is SAP Business One?**\nSAP Business One is a single management solution for small businesses. From accounting and financials, inventory, sales and customer relations, & analytics and reporting, SAP Business One covers all areas to control businesses via a single platform.\n\n**How do you I use SAP Business One?**\nSAP Business One can be used as an on premise or cloud-based platform, with coverage on desktop through Mac and Windows as well as on the go.\n\n**Who uses SAP Business One?**\nSAP Business One is used by a wide variety of companies and industries ranging from retail to banking to manufacturing. SAP Business One is for any small business that needs a single solution platform to manage all aspects of their company.\n\n**How much does SAP Business One cost?**\nLicensing and pay is determined by the number of users at any given time, providing the ability to pay for what your organization requires and add more users as needed. Please contact the vendor for more detailed pricing information.\n\n**Does SAP Business One have an app?**\nSAP Business One has an app available on both IOS and Android Devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fcd0c200-ef54-4f08-b6f3-b004e727dc10.png","url":"https://www.softwareadvice.co.uk/software/262817/sap-business-one-psa","@type":"ListItem"},{"name":"Vtiger CRM","position":25,"description":"Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to score, track and close resulting deals and support teams to access complete customer history and provide support.\n\n\nKey features include web forms, email and SMS campaigns, lead scoring, sales insights, appointment scheduling, approvals, team mailbox, document tracking, automated workflows, work orders, inventory management, case routing, surveys and project management.\n\n\nAll customer data is stored in a single database that offers a unified view for marketing, sales and support teams. The system can be customized to suit the needs and preferences of the business. 24/5 customer support is offered via phone email, and chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/67ab4c8c-3d3a-4e31-ad20-a1a2ce6a17b3.png","url":"https://www.softwareadvice.co.uk/software/3087/vtiger","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/4153/crm/software?page=3#itemlist","numberOfItems":25}
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