CRM Software

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  • Simplicate

    Simplicate

    4.88 Reviews

    Simplicate helps service-based businesses manage CRM, time tracking, and invoicing in one place. Initial setup can be time-consuming, especially for complex workflows. However, its clear interface and integration between modules make daily operations more efficient. It’s a practical option for improving business processes....
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  • Spendgo

    Spendgo

    58 Reviews

    Spendgo is a loyalty and engagement platform for restaurants and retailers. It builds strong customer relationships through personalized rewards across in-store, online, and mobile channels. Though real-time reporting is limited, its omnichannel support, seamless integrations, and targeted strategies drive retention, repeat sales, and lasting loyalty....
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  • Storyboard CRM

    Storyboard CRM

    58 Reviews

    Storyboard CRM is an all-in-one CRM platform for businesses looking to centralize customer data and optimize sales. While advanced reporting features can be overwhelming at first, its lead dashboards, campaign tools, and social/e-commerce integrations make it the smart choice for optimizing conversions....
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  • Teamogy

    Teamogy

    4.88 Reviews

    Teamogy unifies CRM, job tracking, and financial oversight in a single cloud-based system. Built for service-driven companies, it simplifies quoting, time tracking, and margin control. While it may not suit teams needing heavy customization, it’s a great fit if you want fewer tools and more business insight....
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  • Top Producer

    Top Producer

    4.58 Reviews

    Top Producer is a real estate CRM that helps agents organize contacts, manage follow-up, and maintain client relationships. While some users report recurring email integration validation issues, its ‘Follow Up Coach’ supports daily outreach, while contact insights add structure. Overall, it suits relationship-focused real estate workflows....
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  • Unify

    Unify

    58 Reviews

    Unify offers CRM capabilities for mortgage professionals, centralizing client data and automating key workflows. While some users note that its reporting features could provide deeper insights, its powerful automation and intuitive design enhance overall efficiency. Overall, the platform is designed to foster stronger client relationships and streamline daily operations....
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  • Veeva CRM

    Veeva CRM

    4.68 Reviews

    Vault CRM brings HCP engagement, compliant field activity, and omnichannel outreach into one platform for life sciences sales, medical, and marketing teams. While search accuracy across large datasets depends on consistent record tagging, its native compliance controls make it suitable for teams that need compliance embedded into CRM workflows....
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  • addresstwo

    addresstwo

    57 Reviews

    AddressTwo software offers simple CRM tools for managing contacts, follow-ups, and basic marketing campaigns. While it lacks advanced customization options, its intuitive interface, built-in email and postcard features, and focus on relationship-based selling make it a reliable solution for small businesses and solo entrepreneurs....
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  • ADempiere

    ADempiere

    3.97 Reviews

    ADempiere delivers a modular, open-source ERP with comprehensive business coverage and full customization. While the software requires technical expertise for setup and customization, it provides complete data control, scalable architecture, and community-backed enhancements, allowing users to achieve sustained business growth....
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  • AdvisorEngine

    AdvisorEngine

    47 Reviews

    AdvisorEngine provides a versatile platform to combine client relationship management, portfolio oversight, and digital onboarding for financial advisors. While it can take some time to become familiar with all its features, the platform offers strong integration capabilities and automated processes which help advisors deliver a more personalized client experience....
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  • Anthem Business Software

    Anthem Business Software

    4.47 Reviews

    Anthem Business Software is built to help small businesses thrive by combining CRM, marketing, and workflow tools. Although product totals aren't shown separately, the software helps identify overdue payments instantly. It streamlines workflow with smart automation, allowing users to concentrate on business growth instead of daily operational tasks....
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  • BoondManager

    BoondManager

    4.47 Reviews

    BoondManager empowers consulting firms and ESNs to manage resources, clients, and workflows with ease. Although mass email customization is limited, it delivers complete modules with no hidden costs. Its user-friendly interface and smooth integration help to simplify complex processes and keep your business operations running efficiently and collaboratively....
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  • CDK Global

    CDK Global

    4.37 Reviews

    CDK Global provides an integrated CRM platform for the automotive retail industry to help simplify complex dealership operations. While customer support channels can be more efficient, its comprehensive software solution offers powerful, all-in-one software for sales and service, which makes it a reliable choice for dealers....
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  • Clientary

    Clientary

    4.37 Reviews

    Clientary software provides comprehensive customer relationship management (CRM) capabilities, aiding in streamlined invoicing and project tracking. Despite some limitations in mobile accessibility, its robust feature set and intuitive interface justify investment for businesses and enterprises of all sizes....
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  • CM.com

    CM.com

    4.97 Reviews

    CM.com’s ‘Connectivity Platform’ enables businesses to manage global communication across SMS, WhatsApp, RCS, and more through a single API. Although setup may require some technical support, the platform provides real-time tracking, secure message delivery, and scalable enterprise messaging worldwide....
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