---
description: Page 5 - Discover the best iPad CRM Software for your organisation. Compare top iPad CRM Software 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 5 - Best iPad CRM Software - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [iPad CRM Software](https://www.softwareadvice.co.uk/directory/433/ipad/software) > [Page 5](https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5)

# iPad CRM Software

Canonical: https://www.softwareadvice.co.uk/directory/433/ipad/software

Page: 5 / 17\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/433/ipad/software?page=4)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/433/ipad/software?page=6)

-----

## Products

1. [SuperOffice CRM](https://www.softwareadvice.co.uk/software/67453/superoffice) — 4.2/5 (132 reviews) — SuperOffice CRM is a customer relationship management (CRM) solution that caters to midsize businesses across various...
2. [Sumac](https://www.softwareadvice.co.uk/software/184069/sumac) — 4.4/5 (132 reviews) — Case Management Software Built for Nonprofits Sumac is flexible, powerful case management software designed specifica...
3. [Gold-Vision CRM](https://www.softwareadvice.co.uk/software/13928/gold-vision-crm) — 4.6/5 (131 reviews) — Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for...
4. [Highrise](https://www.softwareadvice.co.uk/software/18915/highrise) — 4.5/5 (130 reviews) — Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows u...
5. [ChurnZero](https://www.softwareadvice.co.uk/software/77862/churnzero) — 4.7/5 (129 reviews) — ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand th...
6. [MediaOS](https://www.softwareadvice.co.uk/software/92809/ad-sales-genius) — 4.7/5 (129 reviews) — Ad Sales Genius is a cloud-based customer relationship management (CRM) solution designed to help small to large publ...
7. [Method CRM](https://www.softwareadvice.co.uk/software/141742/method-crm) — 4.2/5 (129 reviews) — Method CRM is the \#1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibili...
8. [AgencyBloc AMS+](https://www.softwareadvice.co.uk/software/418532/agencybloc-ams) — 4.7/5 (129 reviews) — AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way t...
9. [Lofty](https://www.softwareadvice.co.uk/software/60278/chime) — 3.9/5 (126 reviews) — Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform...
10. [Jungo](https://www.softwareadvice.co.uk/software/72307/jungo) — 4.1/5 (123 reviews) — Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integ...
11. [Contactability](https://www.softwareadvice.co.uk/software/3263/contactability-leadmanager) — 4.0/5 (117 reviews) — Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move throug...
12. [Cirrus Insight](https://www.softwareadvice.co.uk/software/75837/cirrus-insight) — 4.2/5 (113 reviews) — Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationsh...
13. [Workbooks](https://www.softwareadvice.co.uk/software/4391/workbooks-crm) — 4.3/5 (112 reviews) — Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specific...
14. [Ad Orbit](https://www.softwareadvice.co.uk/software/141427/maghub) — 4.6/5 (107 reviews) — Ad Orbit helps hundreds of publishers worldwide sell, deliver, and bill for advertising revenue. The contract-to-cash...
15. [Contactually](https://www.softwareadvice.co.uk/software/31013/contactually) — 4.3/5 (103 reviews) — Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive person...
16. [Salesmate](https://www.softwareadvice.co.uk/software/45341/salemate) — 4.7/5 (102 reviews) — Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-po...
17. [Wingmate](https://www.softwareadvice.co.uk/software/193924/wingmate) — 4.6/5 (100 reviews) — Unite your troops to save time \& sell more. Wingmate provides intuitive solutions earning powerful results to hel...
18. [InfoFlo](https://www.softwareadvice.co.uk/software/138010/infoflo) — 4.5/5 (96 reviews) — InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help or...
19. [Reply](https://www.softwareadvice.co.uk/software/31257/reply) — 4.6/5 (95 reviews) — Reply.io helps sales teams book more meetings with less effort using AI-powered, multichannel outreach. It’s a sales ...
20. [Dropbox DocSend](https://www.softwareadvice.co.uk/software/131965/docsend) — 4.5/5 (95 reviews) — DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect...
21. [LionDesk](https://www.softwareadvice.co.uk/software/167257/liondesk) — 4.1/5 (95 reviews) — LionDesk is the only CRM you'll ever need for building relationships, generating leads, nurturing leads, and turning ...
22. [BNTouch Mortgage CRM](https://www.softwareadvice.co.uk/software/127795/bntouch) — 4.5/5 (95 reviews) — BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehen...
23. [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...
24. [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...
25. [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...

-----

Page: 5 / 17\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/433/ipad/software?page=4)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/433/ipad/software?page=6)

## Related Categories

- [Ecommerce CRM Software](https://www.softwareadvice.co.uk/directory/3634/ecommerce/software)
- [CRM for Startups](https://www.softwareadvice.co.uk/directory/3235/startup/software)
- [CRM Apps](https://www.softwareadvice.co.uk/directory/1491/mobile-crm/software)
- [Sales Tracking Software](https://www.softwareadvice.co.uk/directory/3590/sales-tracking/software)
- [Account Management Software](https://www.softwareadvice.co.uk/directory/3606/account-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/directory/433/ipad/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","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"SoftwareAdvice UK","url":"https://www.softwareadvice.co.uk/","@id":"https://www.softwareadvice.co.uk/#website","@type":"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":"iPad CRM Software","description":"Page 5 - Discover the best iPad CRM Software for your organisation. Compare top iPad CRM Software tools with customer reviews, pricing and free demos.","url":"https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5","about":{"@id":"https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5#breadcrumblist"},"@id":"https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","mainEntity":{"@id":"https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5#itemlist"},"publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"@id":"https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"iPad CRM Software","position":2,"item":"https://www.softwareadvice.co.uk/directory/433/ipad/software","@type":"ListItem"},{"name":"Page 5","position":3,"item":"https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 5 - Best iPad CRM Software - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@id":"https://www.softwareadvice.co.uk/directory/433/ipad/software?page=5#itemlist","@type":"ItemList","itemListElement":[{"name":"SuperOffice CRM","position":1,"description":"SuperOffice CRM is a customer relationship management (CRM) solution that caters to midsize businesses across various industries such as financial services, recruitment, manufacturing, hospitality and more.\n\n\nKey features include contact management, project and document management, email marketing, automated ticket routing and live chat integration.\n\n\nSuperOffice provides users with a central repository that allows them to manage their sales pipelines, marketing campaigns and customer support services.\n\n\nSuperOffice can either be installed on-premise or hosted in the cloud. Additionally, the solution also offers integration with multiple third-party applications such as Office 365, GSuite and more.\n\n\nServices are offered on a monthly subscription basis that includes support via phone and email. Pricing is per user per month, billed annually.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/12fd23bf-69e1-4836-996b-246745b44a6a.png","url":"https://www.softwareadvice.co.uk/software/67453/superoffice","@type":"ListItem"},{"name":"Sumac","position":2,"description":"Case Management Software Built for Nonprofits\n\nSumac is flexible, powerful case management software designed specifically for nonprofits. You can also add extensions to make it an all-in-one nonprofit CRM.  \n\nWhether you’re running a shelter, food bank, health center, hospice, or family support program, Sumac helps your organization work more efficiently, serve clients better, and manage every aspect of your mission from one secure platform.\n\nWith Sumac, nonprofits can streamline daily operations, reduce administrative burden, and focus on what matters most: delivering high-quality, client-centered care.\n\n**Built for Nonprofits, Not Adapted for Them**\n\nWhile many case management tools were built for corporate use and adapted for nonprofits, Sumac was purpose-built for the nonprofit sector. That means every feature—from client intake to reporting—is designed with your specific workflows, compliance needs, and funding models in mind.\n\nThousands of nonprofits already trust Sumac to manage critical services in sectors such as:\n- Child and family services\n- Shelters and transitional housing\n- Food security and nutrition programs\n- Health and community services\n- Hospices and end-of-life care\n- Human and social services\n\n**Core Features That Make a Difference**\n\n- Case Management: Track clients, programs, services, and outcomes in one place. Sumac provides a full picture of each client’s journey while helping your team coordinate and communicate more effectively.\n\n- Custom Web-Based Intake Form: Simplify how you accept and onboard new clients with secure, branded forms that feed directly into your CRM—no manual data entry or uploads required.\n\n- Digital Forms & E-Signature: Create and distribute digital consent, waiver, or assessment forms with built-in e-signatures, so you can eliminate paper, reduce risk, and speed up documentation.\n\n- On-the-Go Access: With Sumac Case Portal, included at no additional cost, your team can manage client information, case notes, appointments, and services from any location or device.\n\n- Workflows & Reminders: Customize workflows and task alerts to reflect your team’s real-world processes. Improve accountability and ensure nothing falls through the cracks.\n\n- Built-in Email Communication: Send personalized or mass emails directly from within Sumac, without paying for a third-party email marketing tool. Ideal for staying connected to clients, volunteers, and donors.\n\n- Secure, Compliant Data Management: Sumac is HIPAA & PIPEDA compliant, and offers advanced data protection including role-based access, encrypted storage, and secure backups—helping you meet the strictest privacy standards.\n\n**Make It Your Own With Extensions** \n\nSumac’s modular design allows you to build a solution that fits your entire nonprofit. Start with case management, then add extensions as your needs grow:\n\n> Donations: Manage campaigns, receipting, and donor relationships.\n> Volunteers: Schedule, track hours, and communicate with ease.\n> Memberships: Manage member data, dues, renewals, and benefits.\n> Grant Management: Track applications, deadlines, and funder reporting.\n> Custom Modules: Create tools tailored to your programs or service models.\n\nThis flexibility allows you to unify your operations across departments, reduce siloed data, and minimize reliance on disconnected systems.\n\n**Why Nonprofits Choose Sumac**\n\n- Simple to Customize: Adapt Sumac to your programs and terminology—no developers needed.\n\n- Scalable & Affordable: Suitable for small nonprofits and large agencies alike. Add users and features as you grow.\n\n- Outstanding Support: Get fast, friendly help from real humans who understand the nonprofit sector—free and unlimited.\n\n- Proven Track Record: Trusted by nonprofits across North America and beyond, with over 30 years supporting mission-driven organizations.\n\n- With Sumac, you get more than software—you get a strategic partner committed to helping your nonprofit thrive.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a4673c08-1320-474a-acdc-dee29cbb49b8.png","url":"https://www.softwareadvice.co.uk/software/184069/sumac","@type":"ListItem"},{"name":"Gold-Vision CRM","position":3,"description":"Who are we? \n\nGold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud, dependant on preference.  \n\nCore features: \n\nThe core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers. \n\nSales: \n\nSales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.  \n\nPipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. \n\nGold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next.   \n\nMarketing: \n\nThe Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. \n\nGold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. \n\nProjects: \n\nManaging projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. \n\nCustomer support: \n\nTo deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture.   \n\nWith Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before \n\nCustomer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. \n\nDemo: \n\nAfter identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. \n\nWe provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. \n\nImplementation and support: \n\nFrom the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. \n\nOur support team is attentive and offers comprehensive advice whenever needed. \n\nGold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7a6bba8-9107-474b-b8e0-6842c427939d.png","url":"https://www.softwareadvice.co.uk/software/13928/gold-vision-crm","@type":"ListItem"},{"name":"Highrise","position":4,"description":"Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts can be imported into Highrise from Outlook, Gmail, and Excel and tagged so that they can be organized, filtered, and searched. Users can also add notes and comments to contact details and utilize custom data fields for people and companies.\n\n\nHighrise task management functionality lets users create tasks, view tasks by company, contact or project, and add reminders to projects. Users can also share address books, store important emails, attach documents to projects and control the privacy settings.\n\n\nHighrise provides a feature called \"Good Morning,\" which is a virtual personal assistant that helps users organize and respond to incoming activity that needs attention. The software connects to MailChimp so that users can target and send email marketing campaigns to contacts. The software also integrates with other third party tools via API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e2f6cadf-0f42-4d5e-b4a8-99a7304d5121.png","url":"https://www.softwareadvice.co.uk/software/18915/highrise","@type":"ListItem"},{"name":"ChurnZero","position":5,"description":"ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand their product reception among customers, predict the likelihood of subscription renewals and automate the processes of enhancing customer experience through relevant touch-points such as improvising in-app content.\n\n\nKey features of ChurnZero include account alerts, account management, communication management, customer engagement, lifecycle management, health score, onboarding, revenue management, usage tracking/analytics and win/loss analysis. Well-suited for small to large enterprises, it aims to deliver personalized experiences to customers across all products and services.   \n\n\nChurnZero integrates with Salesforce, NetSuite, Intercom, HubSpot, HelpScout, Gmail, Zoho CRM, QuickBooks, Teamwork Desk, Freshsales, and more. Support is extended via phone, documentation and an online help desk, and pricing is available via annual subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29d11551-afdd-45d8-aa9a-3bb3a33bb620.png","url":"https://www.softwareadvice.co.uk/software/77862/churnzero","@type":"ListItem"},{"name":"MediaOS","position":6,"description":"Ad Sales Genius is a cloud-based customer relationship management (CRM) solution designed to help small to large publishers, event organizers and marketing agencies manage sale of advertisements. Key features include prospecting, invoice generation, notes capture, email campaign, role-based permissions and reporting. \n\n\nThe application enables professionals to prioritize leads by adding scores and track their status in the sales pipeline through visual representations. The solution helps accountants manage the general ledger, track earned/deferred revenue and evaluate commissions. Media agencies can use Ad Sales Genius to collaborate with freelancers for projects and manage editorial assets within a centralized repository. Additionally, with its project management module, managers can set up timelines, assign tasks to teams and monitor issues.\n\n\nAd Sales Genius integrates with third-party platforms such as Gmail, Outlook, Office 365, Adobe InDesign, QuickBooks, Stripe, Authorize.Net, DocuSign, and Google Ad Manager. Pricing is available on request and support is provided via phone and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0ac51270-b556-4e29-99ae-01d6bc68500f.png","url":"https://www.softwareadvice.co.uk/software/92809/ad-sales-genius","@type":"ListItem"},{"name":"Method CRM","position":7,"description":"Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate.\n\nMost CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software.\n\nFor growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve.\nWith a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information.\n\nTrusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business.\n\nMethod CRM is the #1 rated QuickBooks CRM on the Intuit App Marketplace and a proud Intuit Platinum Partner.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9d47f49-f8c5-43fa-ba1d-c5cae1733ccd.png","url":"https://www.softwareadvice.co.uk/software/141742/method-crm","@type":"ListItem"},{"name":"AgencyBloc AMS+","position":8,"description":"AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive market.\n\nAgencyBloc provides cloud-based agency management solutions that help insurance agencies stay organized and efficient, including sales enablement, quoting, client and policy management, commissions processing, and more. \n\nThe dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide communication. The software offers many features for agents dealing with health and life insurance, including policy management and carrier tracking. Agents can attach notes or documents to contact and policy records for quick retrieval.\n\nAdditionally, with Quote+, brokers can compare all types of health insurance offerings, including community rated, medically underwritten, and ancillary, in one central place with more valuable quoting and proposal tools.\n\nAgencyBloc gives users a 360-degree view of their business, from contacts to policies, ongoing interactions, and documents that can be accessed from anywhere with an internet connection. The software can be scaled to meet the needs of agencies of all sizes","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c65f07c-bfd6-4205-8588-61c4a1bbe24b.png","url":"https://www.softwareadvice.co.uk/software/418532/agencybloc-ams","@type":"ListItem"},{"name":"Lofty","position":9,"description":"Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently.\n \nPowered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI.\n \nA key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle.\n \nTrusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe12bff8-2eb3-4662-92ae-452ef4551830.png","url":"https://www.softwareadvice.co.uk/software/60278/chime","@type":"ListItem"},{"name":"Jungo","position":10,"description":"Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: \n\nMarketing:\nLet Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! \n\nAutomations:\nSave time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. \n\nLOS Integrations:\nJungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans. \n\nReporting & Analytics: \nMake data-driven decisions instantly with live data. Jungo has fully customizable reports and dynamic dashboards so you can oversee your entire business. \n\nContact Management:\nEasily segment your database to send more personalized and targeted messages to grow your pipeline. \n\nSecure Document Management:\nKeep all client communication and documentation in once place with Jungo’s encrypted mortgage CRM. Already use Floify? Jungo has a direct integration with Floify. \n \nSign up for a free demo to see how Jungo’s Mortgage CRM will save you time and grow your business! https://ijungo.com/request-demo/?click=softwareadvice","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ccbafd1e-c64c-48fa-b1fd-924a4c802f10.png","url":"https://www.softwareadvice.co.uk/software/72307/jungo","@type":"ListItem"},{"name":"Contactability","position":11,"description":"Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with potential and current customers.\n\n\nWithin their suite, Contactability delivers marketing and sales automation, customer service and support, self-service and call center. Their workflow helps agents and representatives schedule their daily tasks. Contactability integrates with third-party lead source and can capture leads from different web forms. Once the solution detects interest, prospects are pushed forward to a rep or re-routed to a nurturing program. Once the lead has become a customer, Contactability’s retention campaigns help stay connected with them via follow up calls and/or emails.\n\n\nThe calendar feature sends out reminders about upcoming calls or meetings. All interaction history on leads is recorded in the activity stream for future reference. Users can create custom fields and record data on the fly, and leads are tagged with dispositions for easy management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e4e134d-dafe-4aa9-86a0-c3715bd1d633.png","url":"https://www.softwareadvice.co.uk/software/3263/contactability-leadmanager","@type":"ListItem"},{"name":"Cirrus Insight","position":12,"description":"Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationship intelligence. For over a decade, Cirrus has connected Gmail, Outlook, and Salesforce to capture every interaction and ensure CRM data is always clean, current, and complete. The platform automates pipeline creation, deal management, and meeting preparation—keeping calendars full, buyer committees engaged, and forecasts accurate. With inbox-native workflows and real-time insights, Cirrus empowers teams to build pipeline faster, manage deals smarter, and win more consistently. Whether you’re an admin, sales leader, or rep, Cirrus aligns your go-to-market motion and fuels predictable revenue growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c6276e3a-81b5-4aae-8f91-e6596c65ec42.png","url":"https://www.softwareadvice.co.uk/software/75837/cirrus-insight","@type":"ListItem"},{"name":"Workbooks","position":13,"description":"Workbooks is the 'No-BS' CRM. \n\nWorkbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.\n\nThe platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. \n\nIt also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.\n\nBusinesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.\n\nFinally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d730d69-3f3b-4a7d-b6aa-34b3a0d96472.jpeg","url":"https://www.softwareadvice.co.uk/software/4391/workbooks-crm","@type":"ListItem"},{"name":"Ad Orbit","position":14,"description":"Ad Orbit helps hundreds of publishers worldwide sell, deliver, and bill for advertising revenue. The contract-to-cash platform combines a Customer Relationship Management (CRM) and Order Management System (OMS) to enable revenue teams to reach maximum effectiveness.\n\nDeveloped over the last ten years to optimize publisher operations, the solution has evolved from a simple CRM tool to one that spans areas as diverse as:\n\nAd Inventory Management\n\nElectronic Signatures\n\nClient Portals\n\nAd Reminders/Proofs/Uploads\n\nBilling\n\nAccounts Receivable\n\nBuilt-in Business Intelligence (BI) reporting/dashboarding\n\nService Sales & Project Management\n\nWhile originally designed for Magazine Publishers, the platform has continued to adapt with the industry to support omnichannel advertising campaigns. Whether your ad runs on owned and operated channels like print, web, newsletters, webinars, OOH, events, and broadcast or via a programmatic distribution network – Ad Orbit helps your team keep everything organized.\n\n“Not only is the program easy to follow, but the support has been amazing.” - Sharon H., Ad Orbit User","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c7f7fe6-0be3-4964-b822-c2cee6723bed.png","url":"https://www.softwareadvice.co.uk/software/141427/maghub","@type":"ListItem"},{"name":"Contactually","position":15,"description":"Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. With Contactually, businesses can organize their contact list into multiple categories and engage with different sets of audiences accordingly.\n\n\nContactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients. Businesses can create multiple buckets from their contact list and configure sales pipelines across multiple channels. \n\n\nWith Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46009d8f-9517-410d-8ead-83bf64354935.png","url":"https://www.softwareadvice.co.uk/software/31013/contactually","@type":"ListItem"},{"name":"Salesmate","position":16,"description":"Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. \n\nSalesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization.  \n\nThe platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities. \n\nThe core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly. \n\nWith these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more. \n\nOne of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences. \n\nWorkflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions. \n\nAnd with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! \n\nWe know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. \n\nNot only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. \n\nLastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. \n\nNaturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. \n\nFrom lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. \n\nSalesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try. \n\nHottest features:\n\nSales Automation \nMarketing Automation \nBuilt-in Calling & Texting \nSandy AI \nCustom Layouts and Modules \nSequences and Journey based Automation \nLive Chat and Chatbots \nEmail Campaigns \nMeeting Scheduler \nDashboards & Reporting","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6556b656-d647-427e-bd3a-2da3dc5becb1.png","url":"https://www.softwareadvice.co.uk/software/45341/salemate","@type":"ListItem"},{"name":"Wingmate","position":17,"description":"Unite your troops to save time & sell more. Wingmate provides intuitive solutions earning powerful results to help commercial service businesses dominate their competition.  \n\n1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. \n\n2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. \n\n3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.\n\nWingmate provides commercial service with the support to successfully prospect new businesses from start to finish, all without a single new hire.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9f564a05-5ba4-4961-829c-904b781932d6.png","url":"https://www.softwareadvice.co.uk/software/193924/wingmate","@type":"ListItem"},{"name":"InfoFlo","position":18,"description":"InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard.\n\nSeamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV.\n\nWith InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06dc248a-f5da-4a6a-ac4b-25dbfaadb6b7.png","url":"https://www.softwareadvice.co.uk/software/138010/infoflo","@type":"ListItem"},{"name":"Reply","position":19,"description":"Reply.io helps sales teams book more meetings with less effort using AI-powered, multichannel outreach.\nIt’s a sales engagement platform built to help reps and agencies connect with the right prospects, start conversations at scale, and book more meetings — all without the manual work.\nUse AI to find leads, write emails, follow up across channels, and even chat with website visitors, automatically. Perfect for growing sales teams, agencies, and anyone tired of chasing cold leads.\n\nKey features:\n- AI SDR that works for you;\n- Built-in B2B database;\n- Multichannel outreach;\n- Findy Chrome Extension;\n- AI-powered personalization;\n- Email Deliverability Suite.\n\nWhat makes Reply different:\n- Your own AI SDR that doesn’t just automate, It actually learns your product and adapts your outreach.\n- Whitelabel available. Perfect for agencies that want to offer a branded solution.\n- Agency Growth Hub. Purpose-built tools for lead gen agencies: dashboard, API, client management, bulk actions.\n\nWho it’s for:\n- Sales teams looking to scale outreach without hiring more reps.\n- Agencies offering lead generation and outreach services to clients.\n- Founders or solo sellers who need more conversations, faster.\n- Businesses with multilingual audiences who need global outreach.\n\nBenefits of using Reply:\n- Save hours every week → Automate the repetitive stuff so your team can focus on selling, not chasing.\n- Reach more prospects, faster → Multichannel touchpoints and AI sequences help you scale outreach without losing the personal touch.\n- Book more qualified meetings → Let AI handle the heavy lifting (from prospecting to scheduling), so your calendar fills itself.\n- Stay out of spam → Built-in email tools keep your sender score healthy and your messages in inboxes.\n- Grow without growing your team → Get the power of a full sales team with fewer resources.\n\nLoved by 3,000+ teams worldwide & G2 Top 50 Sales Product of 2024!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3530e190-e2b5-4515-b1d1-7ebe955a84ea.png","url":"https://www.softwareadvice.co.uk/software/31257/reply","@type":"ListItem"},{"name":"Dropbox DocSend","position":20,"description":"DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your sensitive documents from getting in the wrong hands. \n\n\nWith DocSend you can track who opens your document and how much time they spend on each page, protect your documents with security features like email verification and viewer whitelisting, and share multiple documents with a single link using Spaces, our virtual deal room.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b143d6e-433b-4f3f-aa6a-764e17da6500.png","url":"https://www.softwareadvice.co.uk/software/131965/docsend","@type":"ListItem"},{"name":"LionDesk","position":21,"description":"LionDesk is the only CRM you'll ever need for building relationships, generating leads, nurturing leads, and turning those leads into lifelong clients.\n\nLionDesk solves the problems most people face of:\n?? Forgetting to follow up on important tasks\n?? Losing deals because leads fell through the cracks\n?? Knowing what to do each day to stay in massive action","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/09ae7f17-6396-4ef4-8376-c828eee5396a.png","url":"https://www.softwareadvice.co.uk/software/167257/liondesk","@type":"ListItem"},{"name":"BNTouch Mortgage CRM","position":22,"description":"BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.\n\n\nBNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a13d2c8d-e37d-4362-bdd4-8ef126cf5979.png","url":"https://www.softwareadvice.co.uk/software/127795/bntouch","@type":"ListItem"},{"name":"OnePageCRM","position":23,"description":"OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. \n\nYou can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. \n\nUnique CRM features:\n\n— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. 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":24,"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":25,"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"}],"numberOfItems":25}
</script>