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title: Page 5 - Best CRM for Small Businesses - 2026 Reviews, Pricing & Demos
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# CRM for Small Businesses

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## Products

1. [Ummense](https://www.softwareadvice.co.uk/software/324603/ummense) — 4.8/5 (39 reviews) — Ummense is an intelligent tool designed to facilitate the management of teams, projects, and processes, resulting in ...
2. [Livespace](https://www.softwareadvice.co.uk/software/473360/Livespace) — 4.7/5 (37 reviews) — Livespace is a customer relationship management (CRM) system focused on sales processes. It is designed to help sales...
3. [User.com](https://www.softwareadvice.co.uk/software/99203/user-com) — 4.6/5 (36 reviews) — User.com is a full-stack marketing automation platform that converts visitors into satisfied and loyal customers. The...
4. [TeamGram](https://www.softwareadvice.co.uk/software/49453/teamgram) — 4.9/5 (35 reviews) — TeamGram is a cloud-based integrated customer relationship management (CRM), quotation, proposal and sales management...
5. [GoSite](https://www.softwareadvice.co.uk/software/249278/gosite) — 3.5/5 (33 reviews) — GoSite is a business management platform that helps businesses manage appointment scheduling, payments processing, cl...
6. [Rolldog](https://www.softwareadvice.co.uk/software/325764/rolldog-complete) — 4.9/5 (33 reviews) — Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one....
7. [SpinOffice](https://www.softwareadvice.co.uk/software/472784/SpinOffice) — 4.5/5 (33 reviews) — SpinOffice is a comprehensive customer relationship management (CRM) solution meticulously crafted to cater to the un...
8. [DataCRM](https://www.softwareadvice.co.uk/software/245324/datacrm) — 4.7/5 (32 reviews) — Talk to your customers by WhatsApp from DataCRM and Grow in Sales\! DataCRM offers you functionalities that allow you ...
9. [Practice](https://www.softwareadvice.co.uk/software/414605/practice) — 4.7/5 (32 reviews) — Practice is a client management software designed for service-based businesses. It helps them track, manage, and scal...
10. [Simla.com](https://www.softwareadvice.co.uk/software/433969/retailcrm) — 4.7/5 (32 reviews) — With this platform, you will be able to: \*\* Unify all your communication channels, including WhatsApp, Facebook, and ...
11. [RAYNET CRM](https://www.softwareadvice.co.uk/software/19091/raynet) — 4.9/5 (27 reviews) — Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly or...
12. [CRM.io](https://www.softwareadvice.co.uk/software/334191/crm-io) — 4.4/5 (26 reviews) — CRM.io is a cutting-edge AI-driven CRM platform built to transform sales, marketing, and customer service. By integra...
13. [PipeRun](https://www.softwareadvice.co.uk/software/266193/piperun) — 4.8/5 (26 reviews) — Designed for businesses in finance, energy, consulting and other industries, PipeRun is a cloud-based customer relati...
14. [TakeOff Estimates and Reports 4.0](https://www.softwareadvice.co.uk/software/254410/takeoff-estimates-and-reports-4-0) — 4.5/5 (22 reviews) — TakeOff Estimates and Reports 4.0 is a cloud-based electrical estimating solution that helps businesses manage techni...
15. [Axonaut](https://www.softwareadvice.co.uk/software/266387/axonaut) — 4.6/5 (22 reviews) — Axonaut is an all-in-one business management solution designed for small businesses and entrepreneurs who want to sim...
16. [DealCloud](https://www.softwareadvice.co.uk/software/115695/dealcloud) — 4.5/5 (21 reviews) — DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraisi...
17. [My Centre Office](https://www.softwareadvice.co.uk/software/238291/myco) — 4.7/5 (21 reviews) — MyCo (My Centre Office) is a CRM platform mainly designed for small businesses, associations and clubs. Key features ...
18. [Agendor](https://www.softwareadvice.co.uk/software/297853/agendor) — 4.8/5 (21 reviews) — Agendor is a customer relationship management (CRM) platform designed to help B2B sales teams manage sales processes ...
19. [Initiative CRM](https://www.softwareadvice.co.uk/software/323065/intiative-crm) — 4.9/5 (21 reviews) — Initiative CRM is a cloud-based software that helps businesses manage their sales, marketing, customer support, and c...
20. [True Client Pro](https://www.softwareadvice.co.uk/software/398823/true-client-pro) — 4.7/5 (20 reviews) — True Client Pro is a customer relationship management (CRM) solution that helps small businesses streamline client in...
21. [MadeMarket](https://www.softwareadvice.co.uk/software/364502/mademarket) — 4.8/5 (20 reviews) — MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital...
22. [Workee](https://www.softwareadvice.co.uk/software/363667/workee) — 4.8/5 (19 reviews) — Med Spa Software Built for More Bookings \& Revenue. Workee is the all-in-one platform for med spas, wellness clin...
23. [Lab Event](https://www.softwareadvice.co.uk/software/245053/lab-event) — 5.0/5 (19 reviews) — Lab Event is a CRM and ERP dedicated to the event and MICE industry Lab Event is the tool for all the actors of the e...
24. [Plannit](https://www.softwareadvice.co.uk/software/238111/plannit) — 4.6/5 (16 reviews) — Plannit home service software helps pros manage their business and save time. Everything is organized in one place; i...
25. [Selly Erp](https://www.softwareadvice.co.uk/software/430405/selly-erp) — 4.5/5 (16 reviews) — Selly Erp is a customer relationship management and sales development platform. The software handles all stages of th...

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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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This streamlines the task management process, granting everyone more time and agility, with just two clicks to access everything they need.\n\nUmmense allows for the simultaneous connection of projects to multiple workflows, enabling the automation of each step in the process.\n\nExperience the advantages of Ummense!\n\nExceptional organization of information: Ummense provides an information architecture that promotes superior organization, agility, and interconnectedness among all work teams within your company.\n\nEnjoyable and remarkable user interface: Managing projects and processes should never be a dull or stressful undertaking. With its intuitive usability, Ummense allows your team to handle daily demands and tasks in a simplified and efficient manner.\n\nBrilliant feature: Flow linking: Benefit from the ability to link cards across multiple flows, optimizing project management. Once one process is completed, release the card for the next one. Streamline your team's workflow by keeping track of everything.\n\nCentralized and simplified dashboard: Access all required activities in a single location. Ummense's initial dashboard ensures that nothing goes unnoticed and guarantees greater precision in deliverables.\n\nEffortless team engagement: With a user-friendly and uncomplicated interface, efficiently manage your team and effortlessly engage team members.\n\nFREE plan with enhanced features, PRO plan at a discounted price: Ummense's free plan offers numerous unlimited resources to enhance your team's productivity. Take your team's efficiency to the next level with the PRO plan, available at a reduced price.\n\nImproved work-life balance: Managers who have access to organized and up-to-date information, along with clearly defined processes, can delegate more effectively, trust more, and reduce the number of decisions, meetings, reports, and follow-ups. They can also minimize the mental load associated with managing vast amounts of information, resulting in more accurate important decisions and significantly lower stress levels. This improvement in work-life balance extends beyond the office, enhancing the overall quality of life.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/db1074db-f648-43b8-b31a-c3b3abd65bdb.png","url":"https://www.softwareadvice.co.uk/software/324603/ummense","@type":"ListItem"},{"name":"Livespace","position":2,"description":"Livespace is a customer relationship management (CRM) system focused on sales processes. It is designed to help sales teams boost efficiency and predictability in their sales activities. Livespace is an intuitive, adaptable, and cloud-based CRM platform intended for B2B sales teams seeking to streamline their operations.\n\nThe system allows users to precisely define the steps from initial contact to winning a deal. It provides advanced sales forecasting capabilities, enables faster onboarding of new salespeople, and helps increase lead conversion rates. Livespace's automation features aim to relieve salespeople of tedious administrative work, allowing them to focus on selling.\n\nWith Livespace, sales teams can plan, optimize, and control their sales process more effectively. The platform's detailed reporting and analytics help identify successful strategies and areas for improvement, empowering teams to make quicker and better decisions. Livespace combines the current skills of the sales team with efficient processes and modern, user-friendly technology to enhance sales performance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19ef4c4e-e973-4803-b0f9-19e803027000.png","url":"https://www.softwareadvice.co.uk/software/473360/Livespace","@type":"ListItem"},{"name":"User.com","position":3,"description":"User.com is a full-stack marketing automation platform that converts visitors into satisfied and loyal customers. The application allows you to gather information about prospects and communicate with them via live chat through chatbots. Other contact details of clients are collected by SMS, popups or web push notifications as per individual preference.\n\n\nSet up dynamic processes and send automated emails for any predictable scenario. Modules included in each account are chat, customer relationship management (CRM), a knowledge base, and calendar integrations. With User.com, it is easy to create automation sequences and save time while ensuring that your communication is consistent across the board.\n\n\nThe product is available for free and on monthly subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ee1cfc44-3f00-416f-b4ef-9bd866b0311d.png","url":"https://www.softwareadvice.co.uk/software/99203/user-com","@type":"ListItem"},{"name":"TeamGram","position":4,"description":"TeamGram is a cloud-based integrated customer relationship management (CRM), quotation, proposal and sales management solution that helps businesses manage their workflows and sales cycle.\n\n\nTeamGram offers CRM capabilities that enable businesses to manage interactions with new and existing customers. Users can define deals for prospective sales and prepare sales quotes that can be revised and converted into orders. The solution enables users to manage and track their inventories in real time and add products when required. The task management feature allows users to create and assign tasks to themselves or coworkers, set due dates and track progress.\n\n\nTeamGram also offers a mobile app for iOS and Android devices for remote usage. Services are offered on a monthly subscription basis that includes support via email, phone and online video tutorials.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/914cedc6-b12d-4f36-8108-0458e1ab230c.png","url":"https://www.softwareadvice.co.uk/software/49453/teamgram","@type":"ListItem"},{"name":"GoSite","position":5,"description":"GoSite is a business management platform that helps businesses manage appointment scheduling, payments processing, client communication processes. With GoSite, users can track client conversations, list businesses in 70+ directories, and get paid quicker.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/80ef98d4-436f-48b4-acf8-dfe8a6da106f.png","url":"https://www.softwareadvice.co.uk/software/249278/gosite","@type":"ListItem"},{"name":"Rolldog","position":6,"description":"Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations, and documents is part of the foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close.' Being able to adapt to virtually any sales methodology or process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals.\n\nRolldog offers many different CRM-related modules, as well as a lead and opportunity management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business and its needs. \n\nRolldog has an objective approach to how lead and opportunity management should be handled. With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. \n\nRolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4d27d8b-94aa-41e6-837c-6ed1ab226031.png","url":"https://www.softwareadvice.co.uk/software/325764/rolldog-complete","@type":"ListItem"},{"name":"SpinOffice","position":7,"description":"SpinOffice is a comprehensive customer relationship management (CRM) solution meticulously crafted to cater to the unique needs of small to midsize enterprises. With a powerful suite of features, SpinOffice empowers businesses to efficiently manage their emails, business contacts, appointments, tasks, projects, folders, files, and notes, all from a single platform. By providing centralized access to customer data through an interactive dashboard, SpinOffice facilitates seamless collaboration among team members and clients.\n\nAt the core of SpinOffice are its primary features, including robust contact and lead management, efficient email marketing, effective project management, reliable customer support, and streamlined quotes/proposals generation. With SpinOffice, users can automate their marketing campaigns using intelligent keyword tagging, segmentation, personalized mail merge, and customizable newsletters mailing. The sales management feature enables businesses to track leads, manage quotes, prospects and customers, and streamline the entire sales process. Additionally, SpinOffice enhances email communication with IMAP-based sync, automatic message archiving, a versatile template builder, and comprehensive contact management functionalities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/16a9d913-e162-4bd4-a4b8-bdbd2d958a00.png","url":"https://www.softwareadvice.co.uk/software/472784/SpinOffice","@type":"ListItem"},{"name":"DataCRM","position":8,"description":"Talk to your customers by WhatsApp from DataCRM and Grow in Sales!\nDataCRM offers you functionalities that allow you to execute your strategies to attract sales opportunities and start your commercial process to obtain POWERFUL RESULTS.\n\nIts cloud system makes it easy to use the tool from anywhere. You can integrate DataCRM with your favorite platforms, which will help you optimize your digital strategies. Additionally, with the mobile App (Android | iOs) you can have all the updated information wherever you go, in this way you can work remotely and without having to be in front of the desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e6583f45-fbf3-46ca-98ec-ed66767c2404.png","url":"https://www.softwareadvice.co.uk/software/245324/datacrm","@type":"ListItem"},{"name":"Practice","position":9,"description":"Practice is a client management software designed for service-based businesses. It helps them track, manage, and scale their client operations in one place. The software aims to streamline workflows and automate repetitive tasks, allowing professionals to focus more on serving their clients.\n\nPractice caters to a range of industries, such as coaching, consulting, and tutoring. It provides a suite of features to help businesses manage client relationships more efficiently. These include automated package tracking, which allows them to monitor session usage. The real-time scheduling tools enable businesses to design the appointment types they need and sync them across calendars. The centralized client activity feature provides a detailed log of each client's interactions, sessions, and other relevant information, with customizable visibility and permissions for the team.\n\nIn addition to client management, Practice offers integrated team tools. These include group chat, shared assets like payments and forms, and personal calendar integrations. The software also includes an automated payroll system, allowing businesses to customize rates and compensation, with complete transparency and no need for manual invoicing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0cc5409-bf22-400e-a90d-ca40c8bbce5d.png","url":"https://www.softwareadvice.co.uk/software/414605/practice","@type":"ListItem"},{"name":"Simla.com","position":10,"description":"With this platform, you will be able to:\n** Unify all your communication channels, including WhatsApp, Facebook, and Instagram, in a single window\n** Create orders directly from the chat with your clients\n** Take advantage of a ready-to-use sales funnel or create your own\n** Segment your clients and personalize your communications\n** Launch promotional newsletters, combining WhatsApp and email channels\n** Utilize chatbots based on ChatGPT\n** Communicate with and manage your clients from your smartphone","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63a5bb6a-5daf-4a46-9e71-afcc0a765b19.png","url":"https://www.softwareadvice.co.uk/software/433969/retailcrm","@type":"ListItem"},{"name":"RAYNET CRM","position":11,"description":"Simplify your CRM.\n\nAll contacts, deals, your calendar, your sales pipeline analysis –? all in one place. \nPerfectly organized data that simplify your work and give you a thorough overview of your business.\n\nRAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective.\n\nWho, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals.\n\nWhy Raynet?\n- Smooth integration with you calendar, e-mail, phone and other applications,\n- all your data in one place,\n- your team can work from anywhere,\n- immediate analysis of your sales score,\n- increased productivity and effectiveness.\n\nFree trial for 30 days: Make sales easier.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c61aef26-f347-4810-84c5-7d16e01acd0c.jpeg","url":"https://www.softwareadvice.co.uk/software/19091/raynet","@type":"ListItem"},{"name":"CRM.io","position":12,"description":"CRM.io is a cutting-edge AI-driven CRM platform built to transform sales, marketing, and customer service. By integrating automation, advanced analytics, and artificial intelligence, it empowers businesses to streamline workflows, enhance productivity, and deliver tailored customer experiences effortlessly.\n\nWith an AI Agent, CRM.io simplifies data management through voice and text commands, eliminating manual entry. AI Cadence enables automated, personalized follow-ups across email, SMS, and calls, ensuring consistent engagement. The AI Email Bot automates email responses intelligently, saving time while improving communication quality.\n\nThe platform’s Telephony App integrates voice communication with live call transcription, call recordings, and actionable insights, enabling sales teams to close deals efficiently. WhatsApp Automation supports instant responses, automated workflows, and message templates, boosting customer engagement on a widely-used channel.\n\nAdditionally, CRM.io offers Robotic Process Automation (RPA) to automate repetitive tasks and optimize resource allocation. Its extensive B2B Database provides verified business data to help businesses identify prospects and target the right audience effectively. Advanced analytics tools provide actionable insights into sales pipelines, customer behavior, and team performance.\n\nDesigned with a user-friendly interface, CRM.io is a versatile solution for businesses of all sizes. It combines robust features to manage leads, automate workflows, and improve collaboration. Whether you’re scaling your operations or enhancing customer interactions, CRM.io equips you to thrive in a competitive landscape, driving both revenue growth and operational efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2cc735c1-4576-4b69-81dc-8966aefcfaf5.webp","url":"https://www.softwareadvice.co.uk/software/334191/crm-io","@type":"ListItem"},{"name":"PipeRun","position":13,"description":"Designed for businesses in finance, energy, consulting and other industries, PipeRun is a cloud-based customer relationship management (CRM) platform that helps manage sales operations. It helps sales professionals handle lead capture, proposal generation, contract tracking, sales pipeline, signature collection, document templates, kanban boards and more. Pricing is based on monthly or annual subscriptions and support is extended via FAQs, knowledge base, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b159e6c-4248-4178-bc78-73dfaefcf214.png","url":"https://www.softwareadvice.co.uk/software/266193/piperun","@type":"ListItem"},{"name":"TakeOff Estimates and Reports 4.0","position":14,"description":"TakeOff Estimates and Reports 4.0 is a cloud-based electrical estimating solution that helps businesses manage technical reports, cost estimates, customer quotes and commercial offers. With TakeOff Estimates and Reports 4.0, contractors can generate intervention reports with a click and get customers to sign off on the screen using their fingers or stylus. The platform can help businesses monitor customer movements, calculate costs based on mileage and other factors.\n\nThe tool's graphic interface allows contractors to easily add details like dimensions and materials to their estimates. Additionally, TakeOff Estimates and Reports 4.0 allows technicians to track the time and distance used for each trip, calculate costs and submit estimates quickly. They can also view the amount of effort and time that will be required to complete a proposal. The solution extends customer support through email, phone and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/014f419c-dfb4-4d94-95dd-95a74f966373.jpeg","url":"https://www.softwareadvice.co.uk/software/254410/takeoff-estimates-and-reports-4-0","@type":"ListItem"},{"name":"Axonaut","position":15,"description":"Axonaut is an all-in-one business management solution designed for small businesses and entrepreneurs who want to simplify daily operations. With Axonaut, users can manage CRM, create branded quotes and invoices, track accounting, oversee sales, and resolve support tickets—all from a single, intuitive platform. Axonaut centralizes contact and customer data, automates workflows, and enables teams to collaborate on projects and schedule tasks efficiently.\n\nIdeal for business owners who value efficiency and transparency, Axonaut offers customizable templates, VAT compliance, and real-time analytics for informed decision-making. The platform supports secure document storage, automated payment reminders, and expense tracking to keep finances organized. With responsive customer support and easy onboarding, Axonaut empowers users to save time, reduce errors, and focus on growing their business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2657bf76-6a53-4e8b-9583-889af0747854.png","url":"https://www.softwareadvice.co.uk/software/266387/axonaut","@type":"ListItem"},{"name":"DealCloud","position":16,"description":"DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository.\n\n\nUsing DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails.\n\n\nDealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c49a400c-8cf5-4730-86a2-7162dd0e9bbd.png","url":"https://www.softwareadvice.co.uk/software/115695/dealcloud","@type":"ListItem"},{"name":"My Centre Office","position":17,"description":"MyCo (My Centre Office) is a CRM platform mainly designed for small businesses, associations and clubs. Key features include leads tracking, lead management, contact management and calendar management. It also has tools for web forms, sending email and SMS messages and bookkeeping. The application is also scalable, allowing it to adapt and grow with a business as it develops.\n\nMyCo aims at shortening lead closing times and reducing the amount of time spent performing admin activities. The platform is designed for easy use and supports communications automation features, such as sending customers SMS or email reminders. \n\nThe bookkeeping module is made to help users generate quotes, invoices, receipts and statements, while the financial module gives managers an overview of key financial metrics. The platform includes a calendar function that keeps track of important dates. It can also automatically remind managers about upcoming deadlines and client commitments.\n\nThe solution helps users automate their sales process with timely delivered emails and SMS that entice customers into buying and becoming loyal to the brand. MyCo is the all-in-one business solution that allows managers to operate various aspects of businesses and transform them into a fully-automated business that consistently wins customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fafac66e-9aff-4e6e-9c61-79c2bd01188b.jpeg","url":"https://www.softwareadvice.co.uk/software/238291/myco","@type":"ListItem"},{"name":"Agendor","position":18,"description":"Agendor is a customer relationship management (CRM) platform designed to help B2B sales teams manage sales processes from lead to close. The software caters to sales teams across industries who need to track sales activities, pipelines, and performance in one centralized system. \n\nAgendor provides sales reps and managers visibility into the sales funnel with customizable views and reports to monitor deals as they progress. Key features include an activity calendar to schedule tasks and meetings, mobile apps so field reps can access customer data and sales workflows on the go, and sales funnel visualization to track deals by stage. Real-time dashboards and customizable reports allow managers to monitor team metrics and gain insights into bottlenecks. Other capabilities like call logging, email tracking, automated reminders, and offline access on mobile help reps stay on top of customer interactions. \n\nThe platform aims to help sales teams eliminate manual processes by integrating with other business software. Native integrations with email, calendar, and ERP systems automate repetitive tasks. The open API also allows connecting with internal software and databases. With Agendor, B2B sales teams can focus on building relationships and closing more deals by leveraging data-driven insights.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/08ad7ce3-17c0-4d78-a404-d37222a3671d.png","url":"https://www.softwareadvice.co.uk/software/297853/agendor","@type":"ListItem"},{"name":"Initiative CRM","position":19,"description":"Initiative CRM is a cloud-based software that helps businesses manage their sales, marketing, customer support, and commercial operations from a single platform. With its easy-to-use interface, businesses can streamline their operations and improve the efficiency of their processes. \n\nInitiative CRM's customizable features allow businesses to personalize the software to their specific requirements. It also provides integration options with different tools such as Exchange, Outlook, Slack, and WordPress, making it a complete solution for managing customer interactions. Initiative CRM's data analytics and reporting tools help businesses make informed decisions, optimize their resources, and drive growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e2189d5-d775-4aca-8bda-44f0c47d8730.png","url":"https://www.softwareadvice.co.uk/software/323065/intiative-crm","@type":"ListItem"},{"name":"True Client Pro","position":20,"description":"True Client Pro is a customer relationship management (CRM) solution that helps small businesses streamline client interaction, workflow management and project tracking operations via a unified platform. It allows employees to capture customers’ electronic signatures, manage leads and automate recurring tasks.\n\nFeatures of True Client Pro include contact management, document storage, reporting, territory management, custom templates, a client portal and more. The application enables professionals to manage inventories, track projects and communicate with clients via chat functionality. Additionally, event organizers can use the application to create, modify and share proposals with clients in real-time.\n\nTrue Client Pro lets administrators process payments, share invoices with customers and gain insights into vendors’ performances. Pricing is available on a monthly or annual subscription and support is extended via FAQs, documentation, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60d9085a-94a8-4c1f-a6e2-2aa31d07769e.png","url":"https://www.softwareadvice.co.uk/software/398823/true-client-pro","@type":"ListItem"},{"name":"MadeMarket","position":21,"description":"MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital markets professionals. Compared to a general-purpose CRM, MadeMarket’s intuitively structured platform helps teams discover and close more deals faster while lowering upfront costs by making it easier to set up and use.\n \nWith ready-built dashboards and reports designed around automated and easy-to-use data entry tools, MadeMarket makes it simple to create and share business and relationship intelligence firms can depend on.\n \nAlong with engagement tools that make it easier to build buyers lists, send and track emails in bulk, and log detailed updates directly from Outlook, MadeMarket empowers firms to move faster with confidence. \n\nIn addition to an Outlook integration that lets users log detailed activity updates to the platform’s contacts and projects directly from their email, other integrations include Office 365, Gmail, Zapier, Crunchbase, Capital IQ, Pitchbook, and more.\n \nTrusted by various investment banks and a growing number of capital markets firms, MadeMarket also offers a dedicated customer success manager, integration and training services, and a robust help desk with user-friendly videos.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/db2c8358-cffb-4ec7-a56c-79e62736dc8f.png","url":"https://www.softwareadvice.co.uk/software/364502/mademarket","@type":"ListItem"},{"name":"Workee","position":22,"description":"Med Spa Software Built for More Bookings & Revenue.\n\nWorkee is the all-in-one platform for med spas, wellness clinics, studios, and other service-based businesses. Turn your website visitors into paying clients, and get more bookings, re-bookings & revenue. \n\nHere’s what you get with Workee: \n\n📈 Your sales funnel, embedded on your website in minutes – Clients book in seconds with no logins or forms. Sell services, memberships, and products directly from your site. \n\n📅 Booking and payments that just work – Let clients book online and pay instantly via Stripe, PayPal, or custom methods. Control your schedule, sync calendars, and reduce no-shows with reminders. \n\n🤖 Workee AI to grow smarter – Track performance, fix weak spots, and personalize client flows with automated follow-ups. \n\n📣 Marketing made simple – Launch Facebook and Instagram ads and track every step of the client journey — from ad click to booking. Thousands of clinics and studios use Workee to save time, get more bookings, and grow revenue. \n\nBook a free growth audit today.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d3d764fc-e511-4374-a47d-ec2655fc19d9.png","url":"https://www.softwareadvice.co.uk/software/363667/workee","@type":"ListItem"},{"name":"Lab Event","position":23,"description":"Lab Event is a CRM and ERP dedicated to the event and MICE industry\n\nLab Event is the tool for all the actors of the event and MICE sector.\n\nIt is an \"event project management\" tool\n\nIt is dedicated to venues, agencies, freelancers, event providers, etc.\n\nLab Event Features\nLab Event is the SaaS tool that simplifies event management. We provide all the solutions you need to boost your sales and save time in organizing events for your clients.\n\nEvents management\nClient management\nProvider database\nQuotes and Invoices\nAutomatic PDF presentations\nEvent Production Management\nStatistics","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/466012a0-7223-4bfa-a049-b0310da9467e.png","url":"https://www.softwareadvice.co.uk/software/245053/lab-event","@type":"ListItem"},{"name":"Plannit","position":24,"description":"Plannit home service software helps pros manage their business and save time. Everything is organized in one place; including requests, jobs, clients, billing and payments, making it easy to follow-up. Our free forever version bridges the gap between pros who are in the field and their customers who are online, helping them connect more easily with an online customer portal. Advanced features are available as an upgrade: scheduling, route planning, GPS tracking, SMS and integrations.\n\nThousands of home service pros in the following industries use Plannit everyday: Pest Control, Lawn Care, Installation and Repair, Snow Removal, Plumbing, Electricians, Roofing, HVAC, Pool Service, Cleaning Services, Arborist, and more...\n\nHow Plannit works: 1. Create your free account in a matter of minutes. 2. Provide your customers with a portal where they can book appointments, approve quotes and pay bills from anywhere at any time. 3. Set up your quotes, invoicing and online payments to allow customers to pay you faster by proving online options.  4. Use the mobile app while in the field to see your itinerary for the day, client notes, respond to new job requests, and track time worked. With Plannit, managing jobs from initial request, all the way to payment is made easier for consumers AND pros alike!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dc6a0a92-6f60-4282-99ae-a3d84f556c87.png","url":"https://www.softwareadvice.co.uk/software/238111/plannit","@type":"ListItem"},{"name":"Selly Erp","position":25,"description":"Selly Erp is a customer relationship management and sales development platform. The software handles all stages of the sales pipeline. To form activity plans, users can import data from leads to contacts and company profiles to activities. Through analysis of transaction types and levels, it provides additional information on specific sales opportunities. Stock updates, estimates, product valuations, order tracking, and electronic invoicing are all incorporated to streamline the sales process. The system supports procurement, sales, and purchase management. Warehouse data is included for stock assessment and optimization. It provides summary overviews on the main dashboard, featuring key data and pattern visualizations to support better decision-making. Selly Erp is designed to integrate with Google Workspace apps, including Gmail, Drive, and Calendar. The web-based software is fully cloud-based, and the platform is only available with an Italian language interface.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3e1ce26a-54a4-43b7-a877-2e639aee8086.png","url":"https://www.softwareadvice.co.uk/software/430405/selly-erp","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/489/small-business/software?page=5#itemlist","numberOfItems":25}
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