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

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# CRM Software

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## Products

1. [Bigin by Zoho CRM](https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm) — 4.7/5 (744 reviews) — Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every...
2. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (7003 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
3. [Klaviyo](https://www.softwareadvice.co.uk/software/63589/klaviyo) — 4.6/5 (539 reviews) — Klaviyo is the all-in-one platform built to help B2C brands drive revenue and relationships by integrating SMS and em...
4. [TaskSuite](https://www.softwareadvice.co.uk/software/441954/tasksuite) — 4.8/5 (6 reviews) — TaskSuite is the AI operating system for lending. It pairs specialized AI agents with a complete loan origination and...
5. [Daylite for Mac](https://www.softwareadvice.co.uk/software/187009/daylite-for-mac) — 4.6/5 (362 reviews) — Daylite is the all-in-one app built for service-based businesses to manage the entire client cycle in one place. From...
6. [SparrowCRM](https://www.softwareadvice.co.uk/software/690991/SparrowCRM) (0 reviews) — SparrowCRM is an AI-powered customer relationship management platform that helps sales teams organize customer inform...
7. [Odoo](https://www.softwareadvice.co.uk/software/77019/odoo-pos) — 4.2/5 (1334 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
8. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4491 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
9. [Prospect CRM](https://www.softwareadvice.co.uk/software/198565/prospectsoft) — 4.8/5 (142 reviews) — Prospect CRM is the \#1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who se...
10. [EngageBay CRM](https://www.softwareadvice.co.uk/software/83835/engagebay) — 4.6/5 (912 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
11. [monday CRM](https://www.softwareadvice.co.uk/software/348745/monday-sales-crm) — 4.7/5 (467 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
12. [Copper](https://www.softwareadvice.co.uk/software/63221/copper) — 4.4/5 (622 reviews) — Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads \& grow ...
13. [Creatio AI CRM](https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international) — 4.7/5 (151 reviews) — Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents...
14. [Capsule](https://www.softwareadvice.co.uk/software/27508/capsule) — 4.5/5 (168 reviews) — If you're running a small or growing business and juggling customer details across spreadsheets, sticky notes, and yo...
15. [ServiceOS](https://www.softwareadvice.co.uk/software/357850/serviceos) — 5.0/5 (32 reviews) — ServiceOS is here to optimize your service business, save you time and money and take you to the next level. It's a u...
16. [eWay-CRM](https://www.softwareadvice.co.uk/software/31005/eway) — 4.5/5 (827 reviews) — CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With th...
17. [The Magazine Manager](https://www.softwareadvice.co.uk/software/156538/mirabeltechnologies) — 4.8/5 (352 reviews) — The Magazine Manager is an all-in-one CRM and publishing platform designed specifically for print and digital media c...
18. [Maximizer CRM](https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) — Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analyt...
19. [Clio](https://www.softwareadvice.co.uk/software/449970/Clio) — 4.7/5 (1749 reviews) — Ranked \#1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star...
20. [Bitrix24](https://www.softwareadvice.co.uk/software/128326/bitrix24) — 4.2/5 (1005 reviews) — Bitrix24 is an all-in-one workspace platform that helps businesses across legal, retail, real estate, restaurant, tra...
21. [Salesforce Sales Cloud](https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud) — 4.4/5 (18812 reviews) — Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, m...
22. [Dynamics 365](https://www.softwareadvice.co.uk/software/106335/microsoft-dynamics-crm) — 4.4/5 (5860 reviews) — Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on...
23. [ClickUp](https://www.softwareadvice.co.uk/software/123064/clickup) — 4.6/5 (4635 reviews) — ClickUp is an all-in-one productivity platform that helps small teams, agencies, engineering groups, marketing depart...
24. [Zendesk Suite](https://www.softwareadvice.co.uk/software/26892/zendesk-talk) — 4.4/5 (4094 reviews) — Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, ...
25. [Brevo](https://www.softwareadvice.co.uk/software/18887/brevo) — 4.6/5 (3523 reviews) — Brevo Marketing Platform is an all-in-one marketing solution serving individuals, small businesses, and large enterpr...

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## Related Categories

- [Online CRM Software](https://www.softwareadvice.co.uk/directory/387/online-crm/software)
- [Billing and Invoicing Software](https://www.softwareadvice.co.uk/directory/263/billing-invoicing-software/software)
- [Business Management Software](https://www.softwareadvice.co.uk/directory/4371/business-management/software)
- [Sales Tracking Software](https://www.softwareadvice.co.uk/directory/3590/sales-tracking/software)
- [CRM for Small Businesses](https://www.softwareadvice.co.uk/directory/489/small-business/software)

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Zia, Bigin's built-in AI, drafts and summarizes emails, summarizes records and WhatsApp threads, and runs Zia Agents that handle replies, spot cross-sell opportunities, and analyze lost deals. MCP support connects AI tools like Claude to your data.\n\nBigin offers four editions - Free, Express, Premier, and Bigin 360, with paid plans from $7/user/month. 25+ ready-made CRM templates available and setup takes 30 minutes. Apps for iOS, iPadOS, Android, and macOS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/174f7c9f-e410-4b75-800e-4eaefb5058f9.png","url":"https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm","@type":"ListItem"},{"name":"Zoho CRM","position":2,"description":"Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. \n\nUers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/82a342f4-1d08-4265-877a-83f0d7b3858f.png","url":"https://www.softwareadvice.co.uk/software/392464/zoho-crm","@type":"ListItem"},{"name":"Klaviyo","position":3,"description":"Klaviyo is the all-in-one platform built to help B2C brands drive revenue and relationships by integrating SMS and email marketing, full-funnel analytics, and customer service in one solution.\n\nBy capturing every event — like clicks, purchases, and chats — in a unified customer profile, Klaviyo powers marketing automation that drives personalized customer experiences at scale across every channel. Klaviyo AI uses real-time signals and past behavior to ensure the right message is sent at the right time automatically. It not only predicts spend, churn, and the next-best action, but Klaviyo AI can also build the audience segment, write subject lines and copy, and optimize delivery.\n\nKlaviyo makes it easy to get set up with 400+ native integrations, 160+ templates, and 80+ pre-built flows — no code, developers, or engineers required. Out-of-the-box dashboards and funnels make it easy to see what's working, where to optimize, and how to grow.\n\nTrusted by more than 170,000 businesses, Klaviyo can grow your business while keeping operations simple and customer relationships strong.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d70b8191-9d4f-4371-8f75-fdaaab9b6584.png","url":"https://www.softwareadvice.co.uk/software/63589/klaviyo","@type":"ListItem"},{"name":"TaskSuite","position":4,"description":"TaskSuite is the AI operating system for lending. It pairs specialized AI agents with a complete loan origination and management system so lenders can automate work across the entire loan lifecycle, from borrower acquisition and application processing through credit, underwriting, servicing, payments, collections, and portfolio management.\n\nWho it's for\n\nTaskSuite is built for lenders whose operations have outgrown spreadsheets, email, and manual review but who don't want to hire their way to scale. That includes alternative and specialty lenders (consumer installment, cash advance, litigation funding, and merchant cash advance), brokers and ISOs, and banks, credit unions, and fintechs that want to launch or grow a lending product without adding proportional headcount. If your team spends its day chasing documents, re-keying data, and working the same queue of applications, TaskSuite is designed for you.\n\nTwo ways to deploy\n\nYou don't have to replace your core system to get started. TaskSuite Agents can be layered on top of the LOS or LMS you already use, taking over the repetitive work while your existing system stays the system of record. Or, if you're starting fresh or ready to consolidate, the TaskSuite Loan Suite is a full end-to-end platform covering origination, underwriting, servicing, payments, and collections in one place.\n\nWhat the agents do\n\nTaskSuite Agents collect and analyze borrower documents, pull in data from third-party providers, automate underwriting workflows, communicate with borrowers, handle servicing tasks, and run operational processes around the clock. They work the way a well-trained ops team would, except they don't log off at five and they don't skip steps.\n\nBuilt for regulated lending\n\nLending is regulated, and AI in lending has to be defensible. Every decision an agent makes is explainable. You set the guardrails that define what agents can and can't do on their own. Humans stay in the loop wherever you want them, and every action is fully auditable so you can show your work to examiners, auditors, and partners.\n\nWhy lenders choose TaskSuite\n\nMost lending platforms give you a system and leave the operations to you. TaskSuite gives you both: the system of record and the agents that run it. The result is higher loan volume, lower operating cost, and the ability to launch new products or enter new markets without rebuilding your team each time.\n\nSupport and onboarding\n\nEvery customer works with a dedicated implementation lead who configures the platform around your products, underwriting rules, and workflows rather than forcing you into a template. Ongoing support is handled by a team that understands lending, not just software, so when you reach out you're talking to someone who knows what a stacking issue or a modification request actually means. Training is included, and we stay engaged after go-live to help you expand what the agents handle as your confidence grows.\n\nIf you want to see how TaskSuite would fit your lending operation, request a demo and we'll walk through your current workflow together.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e5c55e65-249d-49eb-9dd9-716134d0660a.jpeg","url":"https://www.softwareadvice.co.uk/software/441954/tasksuite","@type":"ListItem"},{"name":"Daylite for Mac","position":5,"description":"Daylite is the all-in-one app built for service-based businesses to manage the entire client cycle in one place. From first meeting to repeat business, Daylite connects every step of the journey, eliminating wasted time and missed details from disconnected tools. It combines CRM, project management, calendars, tasks, notes, and email into one system designed for Apple users.\n\nCapture and track leads, turn emails into action, see all your work in one place, and stay on top of tasks and schedules. Daylite helps organize your team, strengthen client relationships, and drive repeat and referral business.\n\nUnlike generic CRMs, Daylite is built for people who sell their expertise: consultants, fractional executives, freelancers, agencies, coaches, designers, lawyers, real estate professionals, financial planners, construction companies, and other service-based businesses where time and trust are everything.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca07dfe8-c3e9-49db-8ee8-c8a73118c04b.png","url":"https://www.softwareadvice.co.uk/software/187009/daylite-for-mac","@type":"ListItem"},{"name":"SparrowCRM","position":6,"description":"SparrowCRM is an AI-powered customer relationship management platform that helps sales teams organize customer information, manage pipelines, and automate everyday sales activities. Built for startups and growing businesses, it brings contact management, deal tracking, outreach, conversation intelligence, and reporting into one workspace.\n\nContact and account management\nKeep contacts, companies, and related sales activities organized in a central database. Connect email and calendar tools to bring communication history into the CRM. Automatic enrichment and tagging help teams maintain customer context and organize records with less manual data entry.\n\nDeal and pipeline management\nTrack opportunities through visual sales pipelines and monitor deal progress. AI-powered scoring surfaces signals around fit, engagement, and buying intent to help representatives prioritize opportunities. Deal intelligence helps teams identify stalled activity, spot potential risks, and decide where to focus their attention.\n\nAI assistant and sales agents\nZulie, SparrowCRM's built-in AI assistant, helps users retrieve CRM information, summarize deals, prepare for meetings, and automate tasks through natural language requests. Sales agents support activities such as research, follow-ups, and record maintenance, helping reduce repetitive administrative work.\n\nEmail outreach and follow-ups\nCreate email sequences, track opens and clicks, and automate follow-ups. AI-assisted email capabilities help representatives personalize outreach using available customer context. Teams can manage communication alongside contact records and deal information to maintain continuity throughout the sales process.\n\nMeeting and conversation intelligence\nCapture meeting recordings, transcriptions, summaries, and action items. Conversation analysis helps surface buying signals, competitor mentions, and potential concerns. Representatives can review previous interactions before their next conversation, while managers gain context for coaching and deal reviews.\n\nWorkflow automation and lead routing\nBuild workflows to automate routine sales processes and route leads based on defined rules. Connect activities across the sales cycle to reduce manual handoffs and help teams follow a consistent process.\n\nReporting and pipeline visibility\nUse dashboards and customizable reports to monitor sales activity, engagement, and pipeline performance. AI-generated reports help teams explore CRM data, while deal loss analysis helps identify patterns in unsuccessful opportunities.\n\nSparrowCRM supports founders, sales representatives, sales leaders, and revenue operations teams that want to manage relationships from first contact to close. By combining customer data, AI insights, and sales automation, it helps teams spend less time maintaining their CRM and more time on customer conversations and next steps.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f5e919fd-042f-47f6-9d56-2a714f775454.jpg","url":"https://www.softwareadvice.co.uk/software/690991/SparrowCRM","@type":"ListItem"},{"name":"Odoo","position":7,"description":"Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of companies of all sizes. It offers a wide range of integrated apps that cover various business functions, from CRM and sales to inventory and accounting. One of the standout features of Odoo is its modular architecture, which allows businesses to start with a few apps and add more as needed. This scalability ensures that the platform can grow with the business, providing a seamless experience across different business functions.\n\nThe Customer Relationship Management (CRM) module helps businesses manage leads, opportunities, and customer interactions efficiently. It includes a visual sales pipeline that aids sales teams in tracking progress and managing their sales activities effectively. In terms of sales and invoicing, Odoo allows businesses to create and send professional quotations quickly. The platform supports automated invoicing, recurring invoices, and payment follow-ups, streamlining the billing process.\n\nOdoo's inventory management capabilities are robust, offering real-time tracking to help businesses maintain optimal stock levels and reduce waste. The platform includes advanced warehouse management features such as multi-warehouse support, barcode scanning, and automated replenishment. In the realm of accounting and finance, Odoo automates various tasks including bank reconciliation, expense tracking, and financial reporting. It also supports multi-currency transactions, making it suitable for businesses with international operations.\n\nThe Human Resources (HR) module helps businesses manage employee information, attendance, and leave requests. It also includes recruitment tools that streamline the hiring process, from job postings to candidate evaluation. For project management, Odoo allows businesses to create and assign tasks, set deadlines, and track progress. The platform includes collaboration tools such as document sharing and team messaging, enhancing team productivity.\n\nOdoo's e-commerce capabilities are extensive, providing tools to create and manage an online store, including product catalog management, payment processing, and order fulfillment. The e-commerce app integrates seamlessly with other Odoo apps, such as inventory and accounting, ensuring a unified business process. In terms of marketing, Odoo includes email marketing tools that help businesses create and send targeted email campaigns. It also supports social media integration, allowing businesses to manage their social media presence from within the platform.\n\nThe manufacturing module in Odoo helps businesses plan and manage their production processes, including work orders and bill of materials. It includes quality control features that help ensure product quality and compliance with industry standards. Reporting and analytics are also strong points of Odoo, offering customizable reporting tools that help businesses analyze key metrics and make data-driven decisions. The platform includes intuitive dashboards that offer real-time insights into business performance.\n\nOdoo allows for extensive customization and development, enabling businesses to develop custom modules to meet their specific needs, leveraging the platform's open-source nature. It also offers API access for integration with third-party applications and services. The platform can be deployed either in the cloud or on-premise, providing flexibility based on business preferences and requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17efceca-38ea-4e7e-83dc-2cdd9fb0987f.png","url":"https://www.softwareadvice.co.uk/software/77019/odoo-pos","@type":"ListItem"},{"name":"HubSpot CRM","position":8,"description":"HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others.\n\nHubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights. \n\nHubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers.\n\nHubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f94dcf3a-e9ef-4673-80a0-d25bd50a393d.png","url":"https://www.softwareadvice.co.uk/software/1854/hubspot","@type":"ListItem"},{"name":"Prospect CRM","position":9,"description":"Prospect CRM is the #1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who sell products from stock. If your business uses inventory and accounting platforms like Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, or Pegasus Opera, Prospect CRM is designed to help you quote more accurately, sell more efficiently, and support customers brilliantly.\n\nWith seamless integrations to your back-office systems, Prospect CRM ensures your sales team never quotes on stock you don’t have. It connects your inventory, customer, and financial data in real time, giving your team the insights they need to win new business and grow existing accounts.\n\nRated 4.6/5 across platforms like Trustpilot, Capterra, G2, and GetApp, Prospect CRM is consistently praised for its exceptional customer service, intuitive design, and powerful reporting tools. Customers describe it as “simple to navigate,” “like a hand in a glove,” and “an essential tool” for their business.\n\nWhether you're tracking leads, managing pipelines, segmenting customers with RFM analysis, or generating live quotes with stock data, Prospect CRM helps you do it all—faster and smarter.\n\nKey Features:\n🧾 Stock-Aware CRM – Live quoting with real-time inventory visibility\n📈 Built-in Dashboards & Reporting – Visual analytics for smarter decisions\n🎯 RFM Customer Analysis – Segment and target customers effectively\n🛒 Quick Order Entry – Streamlined workflows that save time\n👥 Team Collaboration Tools – Keep your sales and support teams aligned\n\nWhy Users Choose Prospect CRM:\n💬 Top-Quality Support – Mentioned in 120+ reviews, our support team is consistently rated as outstanding\n🧭 User-Friendly Interface – Designed for non-technical users, praised for simplicity and ease of use\n🔌 Seamless Integrations – “Like a hand in a glove” with platforms like Unleashed, Xero, and more\n📚 First-Class Onboarding – Setup and training that exceeds expectations\n\nProspect CRM is part of the ERP division at The Access Group, trusted by thousands of B2B product businesses worldwide to maximise customer lifetime value.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f72c6c95-4963-40ec-9491-6f5139d4d5b8.png","url":"https://www.softwareadvice.co.uk/software/198565/prospectsoft","@type":"ListItem"},{"name":"EngageBay CRM","position":10,"description":"EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships.\n\n\nFeatures of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.\n\n\nEngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f68dbd37-d921-4284-a28c-535eb223074a.png","url":"https://www.softwareadvice.co.uk/software/83835/engagebay","@type":"ListItem"},{"name":"monday CRM","position":11,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.co.uk/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Copper","position":12,"description":"Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper just might be for you.\n\nIts seamless integration with Google Workspace automatically logs all your emails and other interactions to the right contact without you having to lift a finger. You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.\n\nReady to join 30,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3c269bf-3444-4ae7-bccd-d737651ad247.png","url":"https://www.softwareadvice.co.uk/software/63221/copper","@type":"ListItem"},{"name":"Creatio AI CRM","position":13,"description":"Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it automates the full customer lifecycle on a single AI-native, no-code platform.\n\nCreatio Sales automates the full sales cycle from lead to close, with AI agents handling account research, meeting preparation, quote generation, lead scoring, and forecast updates so reps focus on selling, not admin.\n\nCreatio Marketing accelerates the lead-to-revenue cycle with AI agents that build audience segments, generate campaign content, score and distribute leads, and execute campaigns autonomously, delivering more impact with the same team.\n\nCreatio Service streamlines case and request management across all channels, with AI agents that classify cases, suggest resolutions, handle routine requests end-to-end, and trigger next-best actions, resolving more cases faster without adding headcount.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"Capsule","position":14,"description":"If you're running a small or growing business and juggling customer details across spreadsheets, sticky notes, and your inbox, Capsule CRM is built with you in mind. It's a cloud-based CRM designed for small and midsize teams who want a clear, organized view of every contact, deal, and customer interaction, without the complexity or price tag of enterprise software.\n\nCapsule works well for small business owners, sales teams, and account managers who need to track relationships and deals but don't have the time (or desire) to become CRM administrators. It's a strong fit for professional services firms, consultancies, agencies, and B2B teams that rely on ongoing client relationships rather than one-off transactions. If your team has outgrown spreadsheets but doesn't want the steep learning curve of a bigger enterprise platform, Capsule sits right in that gap.\n\nCapsule gives you one place to see every person and organization you deal with, along with the notes, emails, tasks, and opportunities tied to them. Sales pipelines are visual and configurable, so you can define your own stages and milestones, and each milestone connects to a success rate used for revenue forecasting, giving you a realistic read on what's likely to close. Tasks and reminders are linked directly to contacts, deals, and cases, so nothing quietly slips through the cracks while you're focused on the next call.\n\nFor teams that also handle post-sale support, Capsule includes case tracking to help manage and resolve customer inquiries, keeping support history in the same place as sales history, rather than in a separate disconnected tool. Custom fields, tags, and branding options let you shape the system around how your business actually operates, rather than forcing your process to fit the software.\n\nCapsule connects with the everyday tools small businesses already rely on, including email platforms, accounting software like Xero and QuickBooks, document management tools, and marketing platforms. It also offers an AI integration via Model Context Protocol (MCP), allowing supported AI tools to answer plain-language questions about your CRM data, so you can get quick answers without building a report first.\n\nCapsule is priced on a per-user, per-month basis, with a free plan available for very small teams and straightforward upgrade paths as your business grows, so there are no long-term contracts standing between you and a system that fits your team today. Support resources include help documentation, guided onboarding, and customer support channels to help new users get set up and get comfortable with the platform without a steep ramp-up period.\n\nAt its core, Capsule is built for businesses that want their CRM to feel like a natural extension of how they already work, not a system they have to work around.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f17ca4ff-74fe-466d-8d2c-b72978b72e9a.png","url":"https://www.softwareadvice.co.uk/software/27508/capsule","@type":"ListItem"},{"name":"ServiceOS","position":15,"description":"ServiceOS is here to optimize your service business, save you time and money and take you to the next level. It's a unique system for business management and growth, which will save you from tedious operational work to focus on important business opportunities.\n\nThe system controls the entire workflow without your intervention. Features of ServiceOS include service delivery, online booking, check-in/check-out, real-time location tracking, on-site price change, surge pricing, real-time job tracking, on-demand requests, workforce management and manageable checklists.\n\nThe sales features help you sell more and increase profits. It manages online and offline booking forms, sales scripts, call center automation, call to booking applications and video consulting. It handles complaints, online training and customer relationship management operations.\n\nIt helps you manage staff better through partner profiles with performance dashboards and live availability management. It handles commission plan management, automated payments, advanced notifications, membership club and loyalty and subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d27dd0a-5776-40ab-b8cf-7508dc4253a1.jpeg","url":"https://www.softwareadvice.co.uk/software/357850/serviceos","@type":"ListItem"},{"name":"eWay-CRM","position":16,"description":"CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. \n\nWith this solution, marketing is done efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation.\n\nThe CRM, together with Outlook, stores data about the customers and allows users to access them. \n\nThe platform also offers a project management module that allows automation of the workflow. \n\nAdditionally, assessment of the business performance is possible with the analytics tool available. \n\nProfessionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96c95171-8a65-4b39-82b8-8606dda3c33f.png","url":"https://www.softwareadvice.co.uk/software/31005/eway","@type":"ListItem"},{"name":"The Magazine Manager","position":17,"description":"The Magazine Manager is an all-in-one CRM and publishing platform designed specifically for print and digital media companies. From ad sales to billing, editorial planning to audience development, The Magazine Manager consolidates your most important workflows into one powerful, easy-to-use system—helping teams improve productivity, streamline operations, and grow advertising revenue.\n\nComprehensive CRM for Media Sales\nAt its core, The Magazine Manager features a powerful CRM that enables publishers to organize and search contact databases by name, company, category, email, phone number, and more. The built-in Sales Pipeline Opportunities Module gives complete visibility into deal progress, helping teams manage their pipeline, forecast revenue, and close business faster.\n\nStreamlined Order Management for Every Ad Type\nManage all types of media buys—from print ads and digital placements to events, newsletters, and website ads—with our fully integrated Order Management System. Centralized rate cards, ad inventory tools, and cross-product workflows ensure consistency, accuracy, and faster turnaround times.\n\nBuilt-in E-signature & Proposal Automation\nSpeed up the sales process with legally binding, trackable proposals using our E-signature System. Sales teams can send proposals directly from the CRM, and once signed, orders flow automatically into production and billing—eliminating redundant data entry and shortening the sales cycle.\n\nCollaborative Project Management & Flat Planning\nDesigned with custom project stages and timelines, The Magazine Manager’s Project Management Module ensures production workflows stay on track. Track ad status, assign tasks, and send automated reminders for material deadlines. Team members can review proofs, submit feedback, and update timelines in real time. Publishers can also paginate issues, manage flat plans, and finalize ad layouts with drag-and-drop ease.\n\nAdvanced Reporting & Real-Time Analytics\nGain insight into performance and profitability through a customizable Analytics Dashboard. Choose from over 300 data tiles to build dynamic reports on sales, campaign performance, account aging, rep productivity, and more. Track KPIs, monitor pacing against goals, and optimize based on real-time data.\n\nIndustry-Leading Billing & A/R System\nThe Magazine Manager offers one of the most advanced Billing & Accounts Receivable Systems in publishing. Batch billing, auto-pay, Quick Pay, and PCI-compliant payment processing help companies improve cash flow. Integration with QuickBooks allows users to manage invoices, track payments, and build custom financial reports without switching platforms.\n\nGmail Integration & Chrome Extension\nOur Gmail Integration and Google Chrome Extension allow users to work directly from their inbox. View CRM notes within Gmail, add activity logs, copy emails and attachments to the CRM, and send targeted messages to contact groups—without leaving your email.\n\nAI-Powered Media Assistant: Media Mate\nIncluded with The Magazine Manager is Media Mate, an AI-driven media assistant that enhances productivity across departments. From generating content and performing segmentation analysis to automating prospect research and analyzing media trends, Media Mate helps publishers make smarter, faster decisions.\n\nIntegrated Marketing & Subscription Tools\nThe platform seamlessly integrates with Marketing Manager, our email marketing and audience development solution, and ChargeBrite, our recurring revenue platform. Marketing Manager includes website visitor tracking, campaign automation, landing page builders, email verification, and competitor monitoring. ChargeBrite simplifies subscription billing, renewals, and member management for publishers offering print or digital access.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3e2edece-af6c-4c17-a7fe-eb1bcb5e19f7.png","url":"https://www.softwareadvice.co.uk/software/156538/mirabeltechnologies","@type":"ListItem"},{"name":"Maximizer CRM","position":18,"description":"Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and insights, teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. \n\nMaximizer's CRM solution consolidates all account information in a single, easily accessible location. Experience the seamless integration capabilities and complete customization options that Maximizer offers, guaranteeing a smooth transition without disrupting your workflow.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/62f02345-3554-401c-8a79-90f2dc8edac2.png","url":"https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management","@type":"ListItem"},{"name":"Clio","position":19,"description":"Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Software Advice. \n\nLawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more.\n\n\nClio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments.\n\nThe Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account. \n\nThe billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more.\n\nThe Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa1feb98-8579-416f-ac83-b49088a3650d.jpeg","url":"https://www.softwareadvice.co.uk/software/449970/Clio","@type":"ListItem"},{"name":"Bitrix24","position":20,"description":"Bitrix24 is an all-in-one workspace platform that helps businesses across legal, retail, real estate, restaurant, travel, marketing, and other industries manage CRM, projects, communication, HR, and automation in one place. It serves organizations of all sizes, from solo operators and small startups to large enterprises with thousands of users, including nonprofits.\n\nThe software is available as a cloud-based solution accessible via web browser, desktop, and mobile apps, with a self-hosted on-premises edition for organizations requiring local control.\n\nCore features include a full CRM with pipelines, sales automation, and an omnichannel contact center that pulls messages from WhatsApp, Instagram, live chat, email, and telephony into one inbox. Task and project management tools include Kanban boards, Gantt charts, and Scrum. Teams can communicate via chat, video conferencing, and shared documents with real-time co-editing. Additional tools cover HR management, email and SMS marketing, a no-code website builder, and workflow automation. An AI assistant helps generate content, transcribe calls, score leads, and guide onboarding.\n\nSupport is available through a knowledge base, community forums, and online resources. A free plan for unlimited users makes Bitrix24 accessible to teams at any stage.","image":"https://images.g2crowd.com/uploads/product/image/03f8d2757ccca353d8c2fd621675709f/bitrix24.png","url":"https://www.softwareadvice.co.uk/software/128326/bitrix24","@type":"ListItem"},{"name":"Salesforce Sales Cloud","position":21,"description":"Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports.\n\nIntegration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more.\n\nThe Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization. \n\nSalesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance. \n\nSalesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels.\n\nSalesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f11ea590-5812-4ce0-a108-3837d065513d.png","url":"https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud","@type":"ListItem"},{"name":"Dynamics 365","position":22,"description":"Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word.\n\nThe Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.\n\nMicrosoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5d35bcd-e674-49ae-b851-7c2579a7969f.jpeg","url":"https://www.softwareadvice.co.uk/software/106335/microsoft-dynamics-crm","@type":"ListItem"},{"name":"ClickUp","position":23,"description":"ClickUp is an all-in-one productivity platform that helps small teams, agencies, engineering groups, marketing departments, HR teams, and enterprise organizations manage projects, collaborate, and track goals in a single workspace. It is cloud-based and accessible via web browser, desktop apps for Windows and Mac, and mobile apps for iOS and Android. Core features include task management with 15-plus view types such as List, Board, Gantt, and Calendar; custom workflows and automations; collaborative Docs and Wikis; real-time Chat; Goals and OKR tracking; built-in Time Tracking; Dashboards; Whiteboards; Sprints for agile teams; and Forms for intake requests. An AI layer called Brain is embedded throughout the workspace, offering writing assistance, summarization, automated workflows, and autonomous AI agents that can execute multi-step tasks. Over 1,000 integrations connect ClickUp to tools like Google Workspace, Slack, GitHub, and Salesforce. A free plan is available with unlimited tasks and members. Support is provided around the clock via live chat and a knowledge base.","image":"https://images.g2crowd.com/uploads/product/image/a05e90757d45fd56faa93611eb55814d/clickup.png","url":"https://www.softwareadvice.co.uk/software/123064/clickup","@type":"ListItem"},{"name":"Zendesk Suite","position":24,"description":"Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large.\n\nZendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images.\n\nZendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0d90c26-fb48-482e-bfed-fd16809bc437.png","url":"https://www.softwareadvice.co.uk/software/26892/zendesk-talk","@type":"ListItem"},{"name":"Brevo","position":25,"description":"Brevo Marketing Platform is an all-in-one marketing solution serving individuals, small businesses, and large enterprises across a wide range of industries. The software is deployed via the cloud, making it accessible from any web browser without installation. Brevo Marketing Platform includes email marketing, SMS campaigns, marketing automation, CRM, live chat, and landing page tools. Email and SMS tools let businesses reach customers directly, while automation features handle repetitive tasks like follow-ups and contact segmentation. The built-in CRM helps teams track customer relationships in one place, and live chat tools support real-time website visitor engagement. Landing page builders allow businesses to create targeted campaign pages without coding. Small businesses benefit from the free plan and straightforward setup, while larger organizations can scale with advanced automation and transactional messaging features. Support is available through email, phone, live chat, and a self-service knowledge base.","image":"https://images.g2crowd.com/uploads/product/image/3546a99a47ca08dac662d31254fb64a9/brevo-brevo.png","url":"https://www.softwareadvice.co.uk/software/18887/brevo","@type":"ListItem"}],"numberOfItems":25}
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