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description: Page 3 - Discover the best CRM for Small Businesses for your organisation. Compare top CRM for Small Businesses tools with customer reviews, pricing and free demos.
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title: Page 3 - Best CRM for Small Businesses - 2026 Reviews, Pricing & Demos
---

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# CRM for Small Businesses

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## Products

1. [Ninox](https://www.softwareadvice.co.uk/software/171460/ninox) — 4.7/5 (193 reviews) — Ninox is a cloud-based data entry solution used by small and midsize organizations. The solution helps in building da...
2. [Accelo](https://www.softwareadvice.co.uk/software/59422/accelo) — 4.5/5 (174 reviews) — Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations wi...
3. [Jobin.cloud](https://www.softwareadvice.co.uk/software/334117/jobin-cloud) — 4.7/5 (172 reviews) — Easily finding and contacting the people you're looking for is the cornerstone of every business, be it customers, ca...
4. [MyStudio](https://www.softwareadvice.co.uk/software/77034/mystudio-app) — 4.5/5 (171 reviews) — MyStudio enables businesses to manage and sell memberships, events, trials, classes and retail products and services ...
5. [LeadSquared](https://www.softwareadvice.co.uk/software/33191/leadsquared) — 4.3/5 (167 reviews) — LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses ...
6. [Mokapen](https://www.softwareadvice.co.uk/software/205132/mokapen) — 4.6/5 (167 reviews) — Mokapen is a collaboration platform with integrated CRM which enables companies and professionals to manage their col...
7. [Close](https://www.softwareadvice.co.uk/software/31057/close-io) — 4.7/5 (164 reviews) — Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling s...
8. [VipeCloud](https://www.softwareadvice.co.uk/software/63717/vipecloud) — 4.9/5 (163 reviews) — 98% of customers rate VipeCloud's Value For Money at 4 stars and above\! VipeCloud is the Sales CRM with Marketing Sui...
9. [Sage Sales Management](https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile) — 4.6/5 (162 reviews) — Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI a...
10. [Zendesk Sell](https://www.softwareadvice.co.uk/software/93337/zendesksell) — 4.3/5 (159 reviews) — Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B...
11. [GreenRope](https://www.softwareadvice.co.uk/software/2387/greenrope) — 4.3/5 (155 reviews) — GreenRope is a customer relationship management (CRM) solution best suited for small business owners in all industrie...
12. [Teamgate](https://www.softwareadvice.co.uk/software/14812/teamgate) — 4.8/5 (155 reviews) — Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on ...
13. [Lime CRM](https://www.softwareadvice.co.uk/software/120085/lime-crm) — 4.3/5 (145 reviews) — Lime CRM is a customer relationship management (CRM), which helps businesses in utility, real estate, wholesale, cons...
14. [Solve CRM](https://www.softwareadvice.co.uk/software/18907/solve360) — 4.5/5 (144 reviews) — Solve is a productivity CRM for teams to manage customer workflows. The service handles all record keeping, schedulin...
15. [Salesflare](https://www.softwareadvice.co.uk/software/74973/salesflare) — 4.7/5 (139 reviews) — Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B business...
16. [17hats](https://www.softwareadvice.co.uk/software/403005/17hats) — 4.4/5 (136 reviews) — 17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a ...
17. [Corefactors](https://www.softwareadvice.co.uk/software/167107/Corefactors) — 4.4/5 (132 reviews) — Corefactors AI CRM is AI AI-powered unified CRM solution for entire revenue-generating processes. The CRM solution is...
18. [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...
19. [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...
20. [vtenext](https://www.softwareadvice.co.uk/software/225634/vtenext) — 4.6/5 (102 reviews) — vtenext is a cloud-based CRM software designed to help businesses create and send customized communications, profile ...
21. [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...
22. [Wingmate](https://www.softwareadvice.co.uk/software/193924/wingmate) — 4.6/5 (100 reviews) — Unite your troops to save time \&amp; sell more. Wingmate provides intuitive solutions earning powerful results to hel...
23. [Clientary](https://www.softwareadvice.co.uk/software/370567/clientary) — 4.7/5 (100 reviews) — Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and c...
24. [Bonsai](https://www.softwareadvice.co.uk/software/396436/bonsai) — 4.6/5 (95 reviews) — Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It...
25. [Breakcold](https://www.softwareadvice.co.uk/software/417790/breakcold) — 4.8/5 (92 reviews) — Breakcold is a Sales CRM with social media integration that allows you to engage and contact prospects from a single ...

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## Related Categories

- [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)
- [Collaboration Software](https://www.softwareadvice.co.uk/directory/4138/collaboration/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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-----

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Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b4a91f72-3278-4834-8abe-faee2aa50402.png","url":"https://www.softwareadvice.co.uk/software/59422/accelo","@type":"ListItem"},{"name":"Jobin.cloud","position":3,"description":"Easily finding and contacting the people you're looking for is the cornerstone of every business, be it customers, candidates, clients, you name it.\n\nJobin.cloud specializes in conglomerating this huge aspect of every business's workflow all in one easy-to-use platform, while also providing a repository to store, filter, and track each contact's progress in custom buildable workflow Pipelines.\n\nYou can even fully customize which aspects of this all-in-one system interest you the most, and pick the subscription that suits you best.\n\n👉 What does Jobin.cloud do?\nJobin allows you to extract full LinkedIn profiles, in bulk, from any LinkedIn list or search (even from posts!) and automatically adds them to your Contacts or Accounts list (yes, you can even import companies) -- there's also an integrated X-ray search.\n\nSince each profile is fully downloaded, they can properly be filtered for, meaning you can quickly create a very easy to use and maintain list of valuable Profiles for your business.\n\nAll Profiles within your lists can be reached out to in bulk, either by email, LinkedIn message, inMail or connection request campaigns, and you can set them all up in a multi-channel messaging campaign to automatically send them out in a flexible sequence.\n\nEmail campaigns have an integrated enrichment feature that automatically finds emails (+ phone numbers, other social media profiles, and more) for anyone who doesn't have an email, so together with automatically extracted LinkedIn emails you can also have your contacts automatically enriched from other Social Media platforms, automatically broadening your email campaign's outreach while also saving the enriched data into your Contact lists.\n\nLinkedIn campaigns are even better! Rather than having to rely on email addresses, with Jobin.cloud you can reach out to ANYONE as long as you have their LinkedIn URL (automatically added on import)\nThis is because Jobin doesn't just automate your LinkedIn messaging, but it can also bypass LinkedIn's connection request limit, so not only can you connect with an unlimited amount of people, but each invitation can also be given an attached note to directly have a message to reach out with, and you can even add automated follow-ups! Resulting in a complete and bulk alternative to LinkedIn's expensive inMails.\n\nLastly, all contact interactions get automatically logged in event timelines to easily help you and your team know who's been messaged and what's going on with every contact, furthermore you have entire Project pipelines with custom buildable pipeline stages and a visual graph interface to easily keep track of every step in each of your workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c28b02c-6106-461c-b2f1-cd9005ecee6a.png","url":"https://www.softwareadvice.co.uk/software/334117/jobin-cloud","@type":"ListItem"},{"name":"MyStudio","position":4,"description":"MyStudio enables businesses to manage and sell memberships, events, trials, classes and retail products and services through a customized member app, custom website or social media channels. The platform enables organizations to manage registrations for birthday parties, camps and other special events.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/130408c0-6ceb-4f00-8295-fba456cb406c.png","url":"https://www.softwareadvice.co.uk/software/77034/mystudio-app","@type":"ListItem"},{"name":"LeadSquared","position":5,"description":"LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, marketing, real estate, software and hospitality.\n\n\nLeadSquared helps users to automate tasks such as lead capture, marketing, sales CRM, reporting and analytics.\n\n\nLeadSquared also offers lead scoring, landing pages, marketing and sales insights, segmentation and role-based user access. It can integrate with applications such as Super-Receptionist, Ozonetel, LiveChat, Olark Connector, Zopim and GoToWebinar.\n\n\nThe software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e5a618b-25a4-45e3-a86b-7642ea6f585a.png","url":"https://www.softwareadvice.co.uk/software/33191/leadsquared","@type":"ListItem"},{"name":"Mokapen","position":6,"description":"Mokapen is a collaboration platform with integrated CRM which enables companies and professionals to manage their collaborations through the creation of organizations. Users can manage projects, tasks, tickets and contacts shared with their customers, partners and suppliers on a centralized platform.\n\nThe modules task management, leads management, sales funnel and ticketing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48e1269a-5819-4d51-847d-87bfe33cd8d2.png","url":"https://www.softwareadvice.co.uk/software/205132/mokapen","@type":"ListItem"},{"name":"Close","position":7,"description":"Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin.\n\nClose embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. \n\nCore capabilities include:\n\n- Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing\n- Inbox for managing two-way email conversations with open and click tracking\n- Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria\n- Pipeline management with Opportunities and deal tracking across stages\n- Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup\n- Web Forms for capturing and routing inbound leads directly into the CRM\n- Call coaching tools including listen, whisper, and barge\n\nClose automates the sales activities that happen between conversations:\n\n- Notetaker joins calls and meetings to record, transcribe, and summarize every conversation\n- AI Drafts writes follow-up emails after each call\n- AI Summaries give reps instant context on any lead\n- AI Enrich pulls live company and contact data from public sources\n- A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode\n\nThese features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026.\n\nClose is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline.\n\nPlans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ee4671b1-24c6-4b6e-a880-54a586c6f021.png","url":"https://www.softwareadvice.co.uk/software/31057/close-io","@type":"ListItem"},{"name":"VipeCloud","position":8,"description":"98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars.\n\nEmpower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way.\n\nDesigned for small and midsize businesses across various industries, VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to push marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM, VipeCloud's easy to use app will rapidly accelerate team growth and streamline sales processes. Key features include task management, lead scoring, email marketing, document storage, social media integrations and mobile access.\n\n\nVipeCloud’s marketing suite helps sales team prioritize the hottest leads with workflow automation and lead scoring. Users send and keep track of emails, define and automate the cadence of outreach campaigns, manage and segment contact lists, and connect email marketing to websites visitor activity. The sales suite lets users send personalized video messages to leads, scan business cards, and automate contact detail entry.\n\n\nAdditionally, VipeCloud features a performance stack module that lets users add and update contacts, manage the quantity and type of team activities, create alerts based on user actions and add tags to contacts, companies, and opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c830ac59-1a0e-4c76-bc6b-c886d2873f93.png","url":"https://www.softwareadvice.co.uk/software/63717/vipecloud","@type":"ListItem"},{"name":"Sage Sales Management","position":9,"description":"Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: \n\n- AI-powered analysis for real-time sales impact measurement. \n- Geolocated opportunity information for strategic planning. \n- Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. \n\n- Customizable real-time data fields and stages to match unique sales processes. \n- AI-driven insights to minimize errors and misunderstandings. \n- Easy integration with your favorite apps. \n- Enhanced collaboration across departments, fostering a unified approach to sales success. \n\nAvailable on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/955d66db-44da-4e2a-afa1-71d21d9c9d1f.png","url":"https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile","@type":"ListItem"},{"name":"Zendesk Sell","position":10,"description":"Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.\n\n\nZendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.\n\n\nSales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.\n\n\nZendesk Sell has native applications for iOS, Android and Windows phones. The solution can also integrate with MailChimp. The system is suitable for small to midsize companies across most industries looking for a mobile CRM solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91713ea5-644a-4395-afc8-4b7f6206a913.png","url":"https://www.softwareadvice.co.uk/software/93337/zendesksell","@type":"ListItem"},{"name":"GreenRope","position":11,"description":"GreenRope is a customer relationship management (CRM) solution best suited for small business owners in all industries looking to consolidate their email marketing, social media, sales, event and project management into a single cloud-based platform.\n\n\nThe GreenRope interface shows all available features from a single screen. GreenRope has four core features: contact management, marketing, project management and calendaring. In addition to event and meeting management, GreenRope can assign tasks, track projects and store documents. The calendaring module offers both public and private calendars with automated reminders.\n\n\nCommunication tools include email campaigns, surveys and text message campaigns, as well as integrations with social media sites. GreenRope also provides a website building function and e-commerce features. Users can manage contacts, sales pipeline, basic accounting and more.\n\n\nPricing is per month, and support is offered via email and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/72835a09-da7e-4bd2-9c75-3e6857784b67.png","url":"https://www.softwareadvice.co.uk/software/2387/greenrope","@type":"ListItem"},{"name":"Teamgate","position":12,"description":"Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes.\n\nWe pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle. \n\nWith an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8b7cf1c8-476a-481c-846e-a63396e82402.jpeg","url":"https://www.softwareadvice.co.uk/software/14812/teamgate","@type":"ListItem"},{"name":"Lime CRM","position":13,"description":"Lime CRM is a customer relationship management (CRM), which helps businesses in utility, real estate, wholesale, construction, machinery, membership and consultancy sectors access and handle customer interactions, history notes, agreements, contacts, to-dos, marketing activities, projects and more on a unified platform. It helps supervisors visualise key performance indicators (KPIs) to streamline decision-making processes in real-time.\n\nLime CRM enables managers to receive calendar or email notifications about added client conversations and create personalized data views by saving specific filters. Businesses can generate reports on follow-up activities, sales pipelines or other metrics and utilize the search functionality to retrieve relevant information from the system. Additionally, it helps organizations ensure compliance with General Data Protection Regulation (GDPR) standards.\n\nLime CRM integrates with various third-party systems such as HubSpot, Zapier, Microsoft Outlook, Gmail and more. The product is available on monthly subscriptions and support is extended via FAQs, documentation, phone, email, live chat and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/731d58ba-0f80-443c-8f03-653e225d0449.png","url":"https://www.softwareadvice.co.uk/software/120085/lime-crm","@type":"ListItem"},{"name":"Solve CRM","position":14,"description":"Solve is a productivity CRM for teams to manage customer workflows. The service handles all record keeping, scheduling, communication and information sharing through its native phone and tablet apps and desktop portal. \n\n\nSolve is fully customizable and can be refined to capture info using the team’s internal language.  It can be used to store data on contacts, companies, jobs, cases, sites, projects and properties by businesses across various service industries including HVAC, energy, medical, residential services and consulting.  \n\n\nNative iOS and Android apps allow field staff to view record history, complete work and capture on-site photos. Google Calendar and Google email integrations help teams visualize and schedule activity across multiple resources while centralizing history across the entire domain.  \n\n\nMulti-step workflows automatically notify and queue active work, while self-managing personal dashboards highlight what each person needs to focus on.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e88c4780-334d-4795-b50e-b1e6669fb41b.png","url":"https://www.softwareadvice.co.uk/software/18907/solve360","@type":"ListItem"},{"name":"Salesflare","position":15,"description":"Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work.\n\n\nIt automates the data entry user would normally have in a CRM by gathering data from social profiles, emails, calendars, phones, company databases, and professional email signatures.\n\n\nSalesflare's customers use its CRM primarily to generate and follow-up leads at scale, assisted by its sales tracking and automation features. It has built-in email tracking, capabilities for sending personal emails at scale, lead scoring, social integrations, sales analytics, and an automated address book.\n\n\nSalesflare's full functionality is available across all devices used: Windows, Mac, Linux, iPhone, iPad, Android phones and tablets, ... and even inside Gmail or Outlook inboxes.\n\n\nThe software is focused on accelerating B2B sales and is primarily used by marketing agencies, software companies, startups, consulting companies, commercial real estate agencies, non-profits, pharmaceutical, and manufacturing companies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9530efb8-17af-4191-a7b6-31b06fa5c238.png","url":"https://www.softwareadvice.co.uk/software/74973/salesflare","@type":"ListItem"},{"name":"17hats","position":16,"description":"17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a wide spectrum of small-scale businesses by providing them with tools that allow them to manage operations such as scheduling, billing, and meetings. It eliminates the need for any kind of paperwork.\n\n\n17hats ensures that businesses primarily focus on work by automating crucial business tasks. Those who benefit the most from the platform are photographers, who have no problem handling multiple clients on a regular basis. It lets users create new leads in seconds, making it a feasible solution for turning potential customers into regular ones.\n\n\nThe intuitive UI helps users to instantly respond to customer queries in order to improve customer relations. It helps to remind customers about due payments, builds attractive and professional invoices, creates customized contracts, signs deals online, processes payments, and manages customer profiles.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aebdcf2d-6584-413f-8f24-1be9f9bec3fa.png","url":"https://www.softwareadvice.co.uk/software/403005/17hats","@type":"ListItem"},{"name":"Corefactors","position":17,"description":"Corefactors AI CRM is AI AI-powered unified CRM solution for entire revenue-generating processes. The CRM solution is designed to enable a seamless RevOps ecosystem in the business processes. \n\nThe CRM solution is a centralized platform consisting of SalesBox, MarketingBox, SupportBox, and SuccessBox to manage customer relationships across the customer lifecycle. The CRM solution breaks down silos between teams and auto-aligns your entire customer-facing teams towards one goal of Revenue optimization. \n\nThe CRM solution allows AI to automate mundane tasks and prioritize your teams toward higher efficiency and revenue growth. Key Features include:\n1. Customer Contact Management\n2. Lead Management\n3. Multiple Pipeline Management\n4. Omni-channel communication capabilities including telephony. \n5. Ticket Management\n6. Task and Activity Management\n7.  Sales Automations\n8. Marketing Automation\n9. Renewal Management\n10. Powerful Dashbbaord and Analytics","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3dc14fc3-1611-411c-b076-f88b82a5fd53.png","url":"https://www.softwareadvice.co.uk/software/167107/Corefactors","@type":"ListItem"},{"name":"Gold-Vision CRM","position":18,"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":"Method CRM","position":19,"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":"vtenext","position":20,"description":"vtenext is a cloud-based CRM software designed to help businesses create and send customized communications, profile incoming leads, identify profitable channels and schedule campaigns for targeted audiences in compliance with GDPR regulations. Key features include data visualization, task management, task progress tracking, forms management, version control, document storage and contact management.\n\nTeams using vtenext can create data management and authorization processes and define and share standard templates according to individual requirements. The platform enables employees to create customized offers for upselling and cross-selling, plan follow-up processes and receive automated alerts to improve sales opportunities. Additionally, it allows users to automatically route requests arriving from multiple sources, including emails, phone, web and more. \n\nvtenext helps managers to send notifications to concerned departments, plan maintenance activities and share intervention reports with team members. It is available on a monthly subscription and support is extended via live chat, forum, phone, email and inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea0578db-5b1c-4620-a398-e70e471d3bd8.png","url":"https://www.softwareadvice.co.uk/software/225634/vtenext","@type":"ListItem"},{"name":"Salesmate","position":21,"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":22,"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":"Clientary","position":23,"description":"Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Clientary is perfect for a professional services firm. From nurturing prospects with beautiful proposals to tracking time/expenses and billing clients with professional invoices, Clientary has businesses covered.\n\nClientary's unique invoicing system allows administrators to use multiple premade themes, or create invoices and estimates. Clientary also includes a branded client portal to help teams look professional to clients and prospects. Teams can make clients (and prospective clients) by organizing billing in one place.\n\nInvite staff or event external contracts to contribute to projects. Use the role-based system to manage access and keep team members focused on what matters.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/639467d9-2563-4279-b44d-53ee1f9a4168.png","url":"https://www.softwareadvice.co.uk/software/370567/clientary","@type":"ListItem"},{"name":"Bonsai","position":24,"description":"Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. \n\nSimplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, resource management and revenue tracking.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f7c151e6-ee5e-4fb9-9a3d-6d4da3e233ee.png","url":"https://www.softwareadvice.co.uk/software/396436/bonsai","@type":"ListItem"},{"name":"Breakcold","position":25,"description":"Breakcold is a Sales CRM with social media integration that allows you to engage and contact prospects from a single place.\n\nYou no longer need to open 1000 tabs a day to stay top of mind and interact with prospects to move the needle and accelerate your sales cycle.\n\nBreakcold has the traditional features of a Sales CRM, such as a sales pipeline and emailing campaigns, but also things never seen before, such as the possibility to create curated feeds of your B2B contacts to engage with them faster.\n\nThe goal of Breakcold is to be a modern Sales CRM with a social selling DNA.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ce681738-e106-485b-80ce-73a39549b96a.jpeg","url":"https://www.softwareadvice.co.uk/software/417790/breakcold","@type":"ListItem"}],"numberOfItems":25}
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