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description: Page 4 - Discover the best Mortgage CRM Software for your organisation. Compare top Mortgage CRM Software tools with customer reviews, pricing and free demos.
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title: Page 4 - Best Mortgage CRM Software - 2026 Reviews, Pricing & Demos
---

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# Mortgage CRM Software

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## Products

1. [servis.ai](https://www.softwareadvice.com.au/software/113880/freeagent) — 4.6/5 (71 reviews) — Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organ...
2. [Vonage Contact Center](https://www.softwareadvice.com.au/software/19631/contactworld-for-sales) — 4.3/5 (70 reviews) — Vonage Contact Center for Salesforce is \#1 for Salesforce AppExchange user reviews, with a 4.9/5 Salesforce AppExchan...
3. [Tracker](https://www.softwareadvice.com.au/software/27032/phaseware-tracker) — 4.4/5 (66 reviews) — PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients repo...
4. [Oracle Sales](https://www.softwareadvice.com.au/software/35635/oracle-cx-sales) — 4.3/5 (65 reviews) — Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) produ...
5. [SalesNexus](https://www.softwareadvice.com.au/software/14228/salesnexus) — 4.5/5 (64 reviews) — SalesNexus is built for sales teams that want to build relationships with customers. SalesNexus' Nexi AI automates th...
6. [Blitz](https://www.softwareadvice.com.au/software/20996/blitz) — 4.7/5 (57 reviews) — Blitz is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses an...
7. [Giva](https://www.softwareadvice.com.au/software/61303/giva) — 4.9/5 (57 reviews) — Giva is a cloud-based IT help desk that offers ticketing, knowledgebase, asset management, change management, dashboa...
8. [Yetiforce CRM](https://www.softwareadvice.com.au/software/49025/yetiforce) — 4.7/5 (54 reviews) — YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large bu...
9. [ProProfs Chat](https://www.softwareadvice.com.au/software/19787/live2support) — 4.8/5 (53 reviews) — Knowledgebase is a cloud-based help desk (HD) software solution. This product offers help centers and guides for both...
10. [DYL](https://www.softwareadvice.com.au/software/2680/dyl) — 4.0/5 (51 reviews) — In today's rapidly changing business world, staying competitive requires agility and innovation. Regardless of what b...
11. [Showcase Workshop](https://www.softwareadvice.com.au/software/444939/showcase-workshop) — 4.7/5 (50 reviews) — Showcase Workshop is a sales enablement solution designed to help businesses create sales presentations and share the...
12. [SuiteCRM](https://www.softwareadvice.com.au/software/25979/suitecrm) — 4.2/5 (48 reviews) — SuiteCRM is an open source customer relationship management (CRM) platform that serves the needs of small to large bu...
13. [Heymarket](https://www.softwareadvice.com.au/software/261595/heymarket) — 4.5/5 (47 reviews) — Heymarket is a cloud-based communication tool suitable for small businesses in a variety of industries. It offers a t...
14. [MortgageHalo](https://www.softwareadvice.com.au/software/54657/mycrmdashboard) — 4.4/5 (47 reviews) — MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the res...
15. [Commence](https://www.softwareadvice.com.au/software/2549/commence) — 4.9/5 (44 reviews) — Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size busine...
16. [Shape](https://www.softwareadvice.com.au/software/49041/shapeb) — 4.7/5 (44 reviews) — Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from onli...
17. [Conversational Cloud](https://www.softwareadvice.com.au/software/13840/liveengage) — 4.3/5 (41 reviews) — LivePerson's Conversational Cloud offers live chat and messaging on a variety of digital channels including messaging...
18. [Deskpro](https://www.softwareadvice.com.au/software/130528/deskpro) — 4.6/5 (38 reviews) — Deskpro is a customer service solution that caters to businesses of all sizes across various industries such as infor...
19. [Agiloft](https://www.softwareadvice.com.au/software/10266/agiloftcm) — 4.8/5 (38 reviews) — Agiloft is a cloud-based contract management software that helps businesses streamline the entire contract lifecycle ...
20. [Salesboom CRM Suite](https://www.softwareadvice.com.au/software/3364/salesboom) — 4.3/5 (37 reviews) — Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the sys...
21. [LeadMaster](https://www.softwareadvice.com.au/software/1739/leadmaster-crm) — 4.1/5 (36 reviews) — LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow ...
22. [SalesSeek](https://www.softwareadvice.com.au/software/13940/salesseek) — 4.4/5 (35 reviews) — SalesSeek is a cloud-based customer relationship management (CRM) solution suitable for small, midsize and large ente...
23. [Relenta](https://www.softwareadvice.com.au/software/7309/relenta) — 4.9/5 (33 reviews) — Relenta is an email-based customer relationship management solution suitable for small and mid-sized companies. It he...
24. [Anaplan](https://www.softwareadvice.com.au/software/7378/anaplan) — 4.2/5 (33 reviews) — Anaplan is a cloud-based business-planning tool designed for sales, finance, and operations units of an organization....
25. [20NINE](https://www.softwareadvice.com.au/software/22850/salesbox) — 4.8/5 (33 reviews) — 20NINE is the super app for small business. 20NINE includes modules for Sales CRM, Contact CRM, Document/Contract man...

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Having relevant customer data allows for optimal customer service keeping contact center Service Level Agreements and First Call Resolution metrics in check. Vonage Contact Center for Microsoft Dynamics 365 helps turn prospects into existing customers all while providing agents a world class experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/37dbba52-bdb5-4a00-a50b-dc57a7802267.png","url":"https://www.softwareadvice.com.au/software/19631/contactworld-for-sales","@type":"ListItem"},{"name":"Tracker","position":3,"description":"PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Flexible deployment options include on-premise installation and a cloud-based option.\n\n\nApplications for help desk and customer service can be supplemented with a web self-service portal for clients or a knowledge management suite to improve a support team's training process.\n\n\nThe client self-service center frees up support staff while allowing customers to report issues, check for status updates on existing tickets or access FAQs and other learning tools. \n\n\nUsers can quickly generate reports using the 80+ templates included with the solution, or dig deep into client interactions using the data field and customer incident search functions. \n\n\nTracker's support team offers highly individualized customer service to fit each organization's unique needs. Tracker can be scaled to fit the service center size, whether one license or 1,000 are needed.\n\n\nThe solution supports Windows and Mac operating systems and is compatible with all major web browsers. Native iOS and Android apps are available for the customer self-service portal.\n\n\nPricing is per user per month for a cloud solution and one-time license fee for an on-premise solution. Support is via email, call and self-service portal.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a76789e5-9121-4983-81d3-22940b52640d.png","url":"https://www.softwareadvice.com.au/software/27032/phaseware-tracker","@type":"ListItem"},{"name":"Oracle Sales","position":4,"description":"Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional native mobile app help differentiate it from Oracle’s popular legacy CRM and sales solutions.\n\n\nIn addition to core sales force automation functionality, such as interaction tracking and follow-up automation, Sales Cloud features configurability, sales rep prospecting, channel management and territory management.\n\n\nOracle Sales Cloud also offers CPQ Cloud, a full solution to manage the entire quote-to-cash process, from configuring price quotes (CPQ) to proposal delivery to order fulfillment. In addition, Oracle Social Network Cloud facilitates collaboration among sales reps, and Oracle Social Engagement and Monitoring allows reps to monitor prospects and competitors across multiple social and online channels in order to capitalize on timely interaction opportunities. Oracle Sales Cloud Mobile, meanwhile, enables reps to access up-to-date customer information while in the field.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/803cef26-33c1-4feb-ac71-28a63b6b0839.png","url":"https://www.softwareadvice.com.au/software/35635/oracle-cx-sales","@type":"ListItem"},{"name":"SalesNexus","position":5,"description":"SalesNexus is built for sales teams that want to build relationships with customers.  SalesNexus' Nexi AI automates the busy work so more time can be focused on customers.  SalesNexus is easy to setup and customize to your unique business.  That's why customers stay with SalesNexus 4 times as long as the big guys!  Automate your pipeline and turn every sales person into a top producer!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a422414b-6afc-4a03-8277-45377da73948.jpg","url":"https://www.softwareadvice.com.au/software/14228/salesnexus","@type":"ListItem"},{"name":"Blitz","position":6,"description":"Blitz is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses and helps them to manage their interactions with existing and potential customers. It can be tailored to suit businesses in industries such as real estate agents, mortgage brokers and non-profits. In addition to its standalone sales automation and marketing automation modules, Blitz offers call center, field service functionality and more.\n\n\nBlitz helps companies to manage sales processes and capture relevant leads. The solution offers users pop-up notifications, functionalities to schedule follow-ups and a reporting and analytics engine that helps them to generate custom reports, which help them to spot trends and make business-related decisions. Blitz also helps users to track former customers and retarget them with specific and relevant content. The solution also features \"click to call\", auto dialer and drip emails functionalities.\n\n\nServices are offered on a monthly subscription basis that includes support via phone, email and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/57e37f1a-bceb-4492-add1-8e8d527122c5.png","url":"https://www.softwareadvice.com.au/software/20996/blitz","@type":"ListItem"},{"name":"Giva","position":7,"description":"Giva is a cloud-based IT help desk that offers ticketing, knowledgebase, asset management, change management, dashboards, self-service portal, user satisfaction surveys, reporting and a mobile app at a very affordable price. Giva is intuitive and easy-to-use and can be deploy in just days and only 1 hour of training is required. Giva features robust, fast & painless reporting for higher quality decision making. With Giva’s Reporting and Dashboards you can quickly measure team productivity, responsiveness and user satisfaction creating a positive feedback loop. \n\n\nGiva is highly customizable without any programming and it’s very intuitive and simple to configure with default settings to get you started. Automated workflows eliminate many manual tasks such as converting emails into tickets and on/off boarding. Auto routing/assignments save time. Service level agreements with automatic escalations save time and increase User satisfaction. Many fast to deploy integration options are available including LDAP. \n\n\nGiva’s homepage dashboard helps prioritize your team’s efforts to keep them focused on the most important user issues. 24/7 USA-based technical support. New product releases every 3 weeks using Agile software development. Pricing is per technician.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5946bb59-c37b-4fc7-9074-bd8eb7d67d6f.png","url":"https://www.softwareadvice.com.au/software/61303/giva","@type":"ListItem"},{"name":"Yetiforce CRM","position":8,"description":"YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large businesses across various industries. The platform helps users manage their interactions with existing and potential customers. Key features include task and territory management, email marketing, lead management and scoring and internal-chat integration.\n\n\nYetiForce allows administrators to customize their dashboard to show modules such as time control, calendars, tickets and leads. Administrators can also change the visibility of specific widgets for different users and add custom widgets with filters.\n\n\nYetiforce features a built-in email module that helps users send and receive mail directly. Users can also link emails to contacts, leads, accounts, partners, competitors and various processes and sub-processes.\n\n\nYetiForce can either be deployed on-premise or hosted in the cloud. Support is offered via phone, email and online FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a013275a-fedd-439b-8741-6c0ae8b0fd9f.png","url":"https://www.softwareadvice.com.au/software/49025/yetiforce","@type":"ListItem"},{"name":"ProProfs Chat","position":9,"description":"Knowledgebase is a cloud-based help desk (HD) software solution. This product offers help centers and guides for both customers and employees, and it is suitable for businesses of all sizes.\n\n\nWith Knowledgebase, users can create content and publish it in a searchable database. They can add tooltips, lightboxes and pop-ups. This system’s content editor includes a toolbar where users can format text and add images, tables and videos. Users with coding experience can also directly edit their sites’ CSS.\n\n\nSites created with Knowledgebase are brandable and have custom domain names. Sites can also be published as PDFs. Users can manage multiple sites, track revision history and import files.\n\n\nKnowledgebase is integrable with ZenDesk, Google Analytics and Live Chat among others. Users can assign roles and permissions in the system. This solution is accessible anytime from anywhere, and it can be accessed from multiple devices including mobile devices.\n\n\nKnowledgebase is priced per month. It was created by ProProfs in 2006.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/26c499f9-a244-4f2b-964c-900f3ba82cb2.png","url":"https://www.softwareadvice.com.au/software/19787/live2support","@type":"ListItem"},{"name":"DYL","position":10,"description":"In today's rapidly changing business world, staying competitive requires agility and innovation. Regardless of what business you’re in, the secret to success is threefold: (1) converting prospects into customers, (2) turning customers into loyal fans, and (3) finding more creative ways to offer new services. Whether you’re a Startup with limited capital and resources, or an established company looking to boost momentum, DYL empowers your Sales, Service and Marketing teams with over 80 innovative tools designed to attract, engage and delight your prospects and customers, from one platform.\n\n\nWith time-saving features like one-click campaign dialing and Automated lead nurturing, and productivity tools like instant lead response and rich-media Group text messaging, understand why thousands of businesses use DYL to generate more sales, track team performance and improve team morale. DYL has all the tools that are able to grow any business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/36d7f08b-3fdc-4cf8-b7b7-2375a7df0a95.png","url":"https://www.softwareadvice.com.au/software/2680/dyl","@type":"ListItem"},{"name":"Showcase Workshop","position":11,"description":"Showcase Workshop is a sales enablement solution designed to help businesses create sales presentations and share them with customers via emails. The built-in analytics platform allows sales representatives to convert business data into actionable insights and gain visibility into customers’ activities.\n\n\nIt enables teams to add digital content including slideshows, product brochures, images, videos, contracts, proposals and datasheet into presentations and review sharing history on a centralized dashboard. Features of Showcase Workshop are email management, notifications, data storage, data import, reporting and more. Additionally, employees can utilize mobile applications on Android and iOS devices to create, manage and share content with external prospects, even from remote locations.\n\n\nShowcase Workshop comes with an application programming interface (API), which facilitates integration with various third-party platforms. Pricing is available on a monthly subscription and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8f4a5536-3ba3-4d36-9a65-d3bdafd2e5ba.jpeg","url":"https://www.softwareadvice.com.au/software/444939/showcase-workshop","@type":"ListItem"},{"name":"SuiteCRM","position":12,"description":"SuiteCRM is an open source customer relationship management (CRM) platform that serves the needs of small to large businesses. It can either be installed locally or be cloud-based. It is customizable to suit the needs of businesses in any industry.\n\n\nWith SuiteCRM, users can create business process models and design flexible, automated actions that can be triggered to run at any time. Users can also model sales pipelines and create templated customer quotes, control pricing strategies, maintain contract renewals and track lead progress.\n\n\nUsers can also support customers through business-unique self-service portals. Service teams are instantly notified of customer requests and customers are instantly notified when the issues have been addressed and resolved.\n\n\nSuiteCRM is free to download and use, with customization coming at a fee to the business. A community forum is available for free support, while dedicated support services are available to small and midsize clients and unique solutions with dedicated account managers are available to large enterprise clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6bde7782-1210-4618-81d4-f8d291d8e408.jpeg","url":"https://www.softwareadvice.com.au/software/25979/suitecrm","@type":"ListItem"},{"name":"Heymarket","position":13,"description":"Heymarket is a cloud-based communication tool suitable for small businesses in a variety of industries. It offers a text messaging app that allows users to schedule and manage communications with customers. Native apps are available for iPhone, Android and desktop web browsers.\n\n\nMultiple team members can share a single phone number for text messaging. Users can send and reply to texts from landline, toll free and VoIP numbers. Messages can include photos, text, and information about contacts such as first names, and users can also schedule meetings and set follow-up reminders.\n\n\nA series of messages can be sent to customers on a set schedule or triggered as part of welcome campaigns, feedback campaign and more. Teams can share contacts, notes, lists and message templates. Chats can also be exported, saved and searched later.\n\n\nPricing is per user per month. Support is offered through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bd65184c-e038-49b6-bfc0-bc47a9c9708a.png","url":"https://www.softwareadvice.com.au/software/261595/heymarket","@type":"ListItem"},{"name":"MortgageHalo","position":14,"description":"MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO.\n\n\nThe CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media.\n\n\nThe online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.\n\n\nThe ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2d0d187c-effb-4d44-bf80-79e8b0f3a35b.png","url":"https://www.softwareadvice.com.au/software/54657/mycrmdashboard","@type":"ListItem"},{"name":"Commence","position":15,"description":"Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various modules and features which include marketing automation, lead management, help desk functionality, a customer portal, reporting and project management.\n\n\nThe dashboard presents real-time information, showing emails, tasks to complete, service tickets, alerts and new leads. The custom dashboard allows users to see up-to-date sales activity and respond to emails.\n\n\nMarketing automation features offer pre-built templates to launch targeted campaigns with a customizable budget, and the ability to analyze the response rate and revenue of campaigns.\n\n\nAdditionally, Commence CRM manages the sales cycle, schedules appointments and to-dos, records interactions with customers and generates forecasts and performance reporting.\n\n\nCommence CRM is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61e9a528-68ee-45ee-b480-34dee03bdef7.jpeg","url":"https://www.softwareadvice.com.au/software/2549/commence","@type":"ListItem"},{"name":"Shape","position":16,"description":"Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.\n\n\nShape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.\n\n\nShape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.\n\n\nShape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bca0b2f-7b74-41cd-a603-ad186a618a8d.png","url":"https://www.softwareadvice.com.au/software/49041/shapeb","@type":"ListItem"},{"name":"Conversational Cloud","position":17,"description":"LivePerson's Conversational Cloud offers live chat and messaging on a variety of digital channels including messaging directly on your business’s website or mobile app, SMS, Email, WhatsApp, Facebook Messenger, Apple Business Chat, Line, WeChat and Google RCS. LivePerson’s Conversational Cloud platform makes it easy for agents to respond to incoming chats and messages from a single place and for AI-powered chatbots to simultaneously run on all messaging channels.\n\n\nThe Conversational Cloud platform handles hosting, monitoring, routing, and management processes to deploy and optimize chatbots. Conversation Builder, the company's self-service chatbot building platform, makes it easy to build automated conversations using a point-and-click interface. Maven, the company’s AI-engine, works behind-the-scenes using advanced natural language understanding to detect intents and route conversations to the appropriate bots or human agents that are best equipped to handle the conversation.\n\n\nConversational Cloud has robust reporting capabilities that enable businesses to optimize performance and gauge return on investment in real-time. Every aspect of each conversation is tracked within the platform, including the duration, sentiment and CSAT, consumer intents, and even customizable outcomes such as conversions. The platform offers robust out-of-the-box analytics along with the ability to build custom reports that align to specific KPIs. Conversational Cloud’s reporting capabilities also help optimize agent and bot performance over time while providing invaluable business insights pertaining to customer trends, brand perception, product use cases and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60b0f0a9-7d7a-4895-a187-8b88c1efe2b1.jpeg","url":"https://www.softwareadvice.com.au/software/13840/liveengage","@type":"ListItem"},{"name":"Deskpro","position":18,"description":"Deskpro is a customer service solution that caters to businesses of all sizes across various industries such as information technology (IT), education, gaming, retail and more. Key features include a self-service portal, known issue management, customer experience management, trouble ticketing, help desk and automated routing.\n\n\nDeskpro helps users to manage their user bases from a central dashboard, view and audit logs on administrative interactions within the help desk, customize the user portal and mention other agents in ticket notes. Users can also generate reports based on agent actions across specific dates, delete agents from the help desk, set access permissions for complaint tickets and use the solution’s RESTful API to transfer data to and from an external source.\n\n\nAdditionally, Deskpro features call recording, call queues, department email accounts, portal templates, multi-lingual live chat and split messages. The solution can either be deployed on-premise or hosted in the cloud and offers services on a monthly or annual subscription basis.\n\n\nSupport is available via email, product guides and an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/40fb1d36-18e6-4c51-8213-9bb9c73e9db5.png","url":"https://www.softwareadvice.com.au/software/130528/deskpro","@type":"ListItem"},{"name":"Agiloft","position":19,"description":"Agiloft is a cloud-based contract management software that helps businesses streamline the entire contract lifecycle with customizable workflows. The platform is designed for various sectors such as healthcare, legal and procurement. Its comprehensive Data-first Agreement Platform enables complete contract lifecycle management. Additionally, the platform is equipped with Convo AI, an AI-driven natural language search tool, which assists users in swiftly locating contract information without burdening legal staff with excessive requests. The solution provides various features including automated contract onboarding, third-party contract review and AI-based contract editing. Users have the ability to construct custom AI models using their own contract data easily, without needing to write code or deal with complex calculations","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/027242d2-0397-45d5-8706-9f7f63d8d0c7.jpeg","url":"https://www.softwareadvice.com.au/software/10266/agiloftcm","@type":"ListItem"},{"name":"Salesboom CRM Suite","position":20,"description":"Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the system was designed for quick end user adoption, and most functions can be accessed with just a few clicks.\n\n\nEvery company using Salesboom is assigned a personal CRM consultant. The system is offered in three levels: Team, Professional and Enterprise.\n\n\nThe Team Level contains advanced mass email marketing, as well as auto-response email functions. Lead and contact management is always included, and customer support teams have access to Case and Incident Management, as well as Solution Management.\n\n\nThe Professional and Enterprise levels include advanced Campaign Management, Quote and Contract Management, as well as the ability to produce a custom dashboard for Business Intelligence analytics and tracking.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b6e9d20-91e9-4f77-a96d-779967003599.png","url":"https://www.softwareadvice.com.au/software/3364/salesboom","@type":"ListItem"},{"name":"LeadMaster","position":21,"description":"LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more.\n\n\nLeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs.\n\n\nThe monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a81832ee-7a4d-488a-8171-2aacc110c96e.png","url":"https://www.softwareadvice.com.au/software/1739/leadmaster-crm","@type":"ListItem"},{"name":"SalesSeek","position":22,"description":"SalesSeek is a cloud-based customer relationship management (CRM) solution suitable for small, midsize and large enterprises. Primary features include sales funnel management, contact management, marketing automation, email marketing and reporting.\n\n\nSalesSeek allows users to manage leads, track customer service, monitor business relationships and assess business operations. Other features include a marketing dashboard, visitor tracking, configurable role-based access to business data, lead-quality tracking and campaign return on investment reports.\n\n\nIntegrations include financial software, email marketing applications, social-media sites, forms automation and landing page applications. These include Experian, Xero, Sage One, Quickbooks, DocuSign, Zendesk, Mailchimp, LinkedIn, Twitter, Facebook, Wordpress and others.\n\n\nSalesSeek is available with monthly subscription pricing. Support is available via email and over the phone. Other support options include an online knowledge base and in-app support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23419d5d-11c6-4379-94fe-b08df1fca267.png","url":"https://www.softwareadvice.com.au/software/13940/salesseek","@type":"ListItem"},{"name":"Relenta","position":23,"description":"Relenta is an email-based customer relationship management solution suitable for small and mid-sized companies. It helps businesses in email management, contact management, sales automation and providing a shared calendar.\n\n\nRelenta keeps a history related to tasks, notes, sales in the pipeline, files and marketing. The Relenta dashboard utilizes a one-click work environment. Messages, activities, files and contacts are available from the top toolbar and the contact and task manager keeps information organized and updated in real-time. New tasks and are automatically synced on the shared calendar so that users can be kept in the loop.\n\n\nEmail campaigns can be created using multiple contacts in the system and set to be delivered at a later date or time. With share inbox space, the team can collaborate by accessing the data at the same time. It provides integration with multiple apps via Zapier.\n\n\nRelenta CRM offers per user, per month subscription-based pricing model.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c2988004-6d47-45b6-90d3-7980a6a9d293.png","url":"https://www.softwareadvice.com.au/software/7309/relenta","@type":"ListItem"},{"name":"Anaplan","position":24,"description":"Anaplan is a cloud-based business-planning tool designed for sales, finance, and operations units of an organization. The solution is based on hyperblock technology, the system that provides a single modeling environment for the organization with the ability to work on large models.\n\nAnaplan includes a built-in application platform that allows an organization to quickly build or modify their planning applications. Its App Hub offers pre-built applications for sales, operations, finance, and human resources along with a custom app module to modify these apps per organizational needs. \n\nAnaplan creates a collaboration hub for cross-functional planning to enable distributed expertise for corporate planning, delivering both top-down and bottom-up alignments. The feature includes multi-dimensional planning based on hierarchies, relationship, time, real-time modeling and calculation, central data repository and application cataloging.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa150622-198d-4a57-920d-7030442cc3a2.png","url":"https://www.softwareadvice.com.au/software/7378/anaplan","@type":"ListItem"},{"name":"20NINE","position":25,"description":"20NINE is the super app for small business. 20NINE includes modules for Sales CRM, Contact CRM, Document/Contract management, E-Signing, Marketing, Communication tracking, Recruitment, CV/Consultant management, Support/Customer service and a My pages portal. \n\n20NINE also connects to common tools like Office365, Google Workspace, LinkedIn, Wordpress, Fortnox, Dropbox, Mailchimp, Teams etc and include document templates and E-Signing","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6296af02-b3e2-4fc1-98d7-c6ebed0c69b2.png","url":"https://www.softwareadvice.com.au/software/22850/salesbox","@type":"ListItem"}],"numberOfItems":25}
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