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description: Page 10 - Discover the best Account Management Software for your organisation. Compare top Account Management Software tools with customer reviews, pricing and free demos.
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title: Page 10 - Best Account Management Software - 2026 Reviews, Pricing & Demos
---

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# Account Management Software

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## Products

1. [LeadLander](https://www.softwareadvice.com.au/software/77667/leadlander) — 4.8/5 (23 reviews) — LeadLander is a cloud-based sales enablement tool for midsize and large businesses that is designed for both inbound ...
2. [SalesExec](https://www.softwareadvice.com.au/software/28129/salesexec) — 4.7/5 (22 reviews) — SalesExec is a lead management and sales response platform built for high-velocity sales operations, call centers, an...
3. [Referral Maker CRM](https://www.softwareadvice.com.au/software/3072/referralmaker) — 4.3/5 (22 reviews) — Referral Maker® CRM is a user-friendly solution designed for real estate professionals. Based on the relational marke...
4. [Salesken](https://www.softwareadvice.com.au/software/115419/salesken) — 4.7/5 (22 reviews) — Salesken is a sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to gen...
5. [DealCloud](https://www.softwareadvice.com.au/software/115695/dealcloud) — 4.5/5 (21 reviews) — DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraisi...
6. [Ring.io](https://www.softwareadvice.com.au/software/18320/ringio) — 4.1/5 (19 reviews) — Ringio is a cloud-based call center management solution that features a CRM dialer, call routing, analytics and more....
7. [W3B CRM](https://www.softwareadvice.com.au/software/19727/w3bcrm) — 4.9/5 (18 reviews) — w3bCRM combines contact database and sales and project management with email marketing and invoicing functionality fo...
8. [InfluxMD](https://www.softwareadvice.com.au/software/176554/influx-md) — 4.5/5 (18 reviews) — Influx MD sales and marketing software bring twenty years of healthcare marketing experience to medical practices of ...
9. [Results](https://www.softwareadvice.com.au/software/437635/results-crm) — 4.2/5 (17 reviews) — Results is an all-in-one CRM for Service Operations and Field Service Management. The award-winning software offers a...
10. [Surefyre](https://www.softwareadvice.com.au/software/53433/surefyre) — 4.6/5 (17 reviews) — Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents....
11. [SmartOffice](https://www.softwareadvice.com.au/software/8398/smartoffice) — 3.7/5 (17 reviews) — SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect w...
12. [Revamp CRM](https://www.softwareadvice.com.au/software/81774/revamp) — 3.9/5 (17 reviews) — Revamp CRM is an all-in-one CRM for your sales, marketing and e-commerce teams. You can track activities, deals and o...
13. [Cool Life CRM](https://www.softwareadvice.com.au/software/9722/cool-life-crm) — 4.4/5 (17 reviews) — Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various...
14. [Oracle Cloud CX](https://www.softwareadvice.com.au/software/1822/rightnow-cx) — 4.3/5 (16 reviews) — For companies looking to meet the high service expectations of their customers, Oracle Cloud CX ensures that each and...
15. [Skynamo](https://www.softwareadvice.com.au/software/122767/skynamo) — 4.4/5 (16 reviews) — Skynamo is a unified platform that streamlines your entire sales operations. Built for manufacturers, wholesalers, di...
16. [Fieldpoint](https://www.softwareadvice.com.au/software/173485/fieldpoint) — 4.1/5 (16 reviews) — Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With o...
17. [MDidentity](https://www.softwareadvice.com.au/software/179017/patientspectrum) — 4.9/5 (16 reviews) — MDidentity is a reputation management solution designed to help healthcare providers manage online reputation and gat...
18. [Spark](https://www.softwareadvice.com.au/software/231298/spark-real-estate) — 4.7/5 (15 reviews) — Spark is a cloud-based customer relationship management (CRM) platform for small and midsize home construction compan...
19. [Lot Wizard Pro](https://www.softwareadvice.com.au/software/91984/lot-wizard) — 4.7/5 (15 reviews) — Lot Wizard Pro is a cloud-based auto dealership management system that helps businesses of all sizes manage inventory...
20. [SimpleWorks](https://www.softwareadvice.com.au/software/335891/simplecrm) — 4.5/5 (15 reviews) — SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized an...
21. [SAP Marketing Cloud](https://www.softwareadvice.com.au/software/6251/sap-marketing-suite) — 4.2/5 (15 reviews) — SAP Marketing Cloud (formerly SAP Marketing Suite) is a cloud-based marketing solution from SAP that helps businesses...
22. [SalezShark](https://www.softwareadvice.com.au/software/29113/salezshark) — 4.7/5 (15 reviews) — SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in genera...
23. [TopBuilder](https://www.softwareadvice.com.au/software/45265/topbuilder-solutions-crm) — 5.0/5 (15 reviews) — Easily manage customer relationships, construction bids \&amp; proposals, email marketing and more - all from one plat...
24. [Spherexx ILoveLeasing](https://www.softwareadvice.com.au/software/33738/i-love-leasing) — 4.9/5 (15 reviews) — Spherexx ILoveLeasing CRM+ is a cloud-based customer relationship management (CRM) solution for property management a...
25. [MNprogram](https://www.softwareadvice.com.au/software/187435/mnprogram) — 2.6/5 (14 reviews) — MNprogram is designed to help businesses in medical, education, healthcare, legal and other industries streamline acc...

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## Related Categories

- [eCommerce CRM Software](https://www.softwareadvice.com.au/directory/3634/ecommerce/software)
- [Sales Enablement Software](https://www.softwareadvice.com.au/directory/595/sales-enablement/software)
- [Barcode Generator Software](https://www.softwareadvice.com.au/directory/3381/barcode/software)
- [CRM for Startups Software](https://www.softwareadvice.com.au/directory/3235/startup/software)
- [Inventory Management Software](https://www.softwareadvice.com.au/directory/4490/inventory-management/software)

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The platform combines CRM, automated lead routing, dialing, workflow automation, pipeline management, and outbound engagement tools into a single scalable environment designed to improve speed-to-lead, increase contact rates, and help teams convert more inbound opportunities.\n\nUnlike traditional CRMs built primarily around account management, SalesExec is optimized for real-time lead response workflows, automated sales distribution, pull-based lead routing, and high-volume inbound sales operations.\n\nSalesExec supports growing sales teams, outbound call centers, and enterprise lead response environments through scalable infrastructure, automation workflows, and transparent growth-friendly pricing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/089ed9e9-82cd-47e5-a584-769ea29676b5.png","url":"https://www.softwareadvice.com.au/software/28129/salesexec","@type":"ListItem"},{"name":"Referral Maker CRM","position":3,"description":"Referral Maker® CRM is a user-friendly solution designed for real estate professionals. Based on the relational marketing model, Referral Maker helps users generate a steady stream of reliable leads through referral and repeat business. The intuitive design helps agents maximize their sales efficiency by focusing their attention on the clients who are most likely to refer them.\n\n\nOnce users upload and sort their databases into five categories, Referral Maker CRM will create a personalized plan of lead generating activities to ensure contact with their top clients. The Priority Action Center (PAC) feature creates a daily activities list, and the CRM even offers a catalogue of dialogues to reference when following up with clients.\n\n\nOne of the features we like about Referral Maker is their Business Dashboard, which gives users a snapshot of their current transactions. It tracks metrics in real-time, including average list price, average sales-to-close ratio, commission, and even upcoming appointments.\n\n\nReferral Maker integrates seamlessly with social media, including Facebook, so that users can optimize their social media strategy. It also links social networks directly to email marketing campaigns, giving the opportunity to expand and enhance relationships through social media.\n\n\nThis real estate specific CRM delivers easy-to-use features and cutting-edge technology for better tracking and lead follow-up. It’s a great option for professionals in the industry who want to stay organized and build their businesses through relational marketing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9601dc6-ce46-4491-b2b5-07d2abb267fc.png","url":"https://www.softwareadvice.com.au/software/3072/referralmaker","@type":"ListItem"},{"name":"Salesken","position":4,"description":"Salesken is a sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to generate leads and streamline communication with clients through various channels such as calls, emails, chats and web conferences. Professionals can monitor the entire sales pipeline and determine customers' intent to qualify leads.\n\n\nSalesken comes with a dashboard, which enables administrators to monitor sales executives' performance and provide targeted feedback accordingly. Managers can track the entire sales pipeline and maintain a call disposition log to record client interactions. Additionally, it lets businesses transcribe calls, schedule follow-ups and identify prospects' contextual cues.\n\n\nSalesken provides mobile applications for iOS and Android devices, which allow organizations to interact with clients using an in-app dialer. Pricing is available on request and support is extended via an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/21f26a4f-bd53-4f59-94a9-91b385a3b8c4.png","url":"https://www.softwareadvice.com.au/software/115419/salesken","@type":"ListItem"},{"name":"DealCloud","position":5,"description":"DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository.\n\n\nUsing DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails.\n\n\nDealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c49a400c-8cf5-4730-86a2-7162dd0e9bbd.png","url":"https://www.softwareadvice.com.au/software/115695/dealcloud","@type":"ListItem"},{"name":"Ring.io","position":6,"description":"Ringio is a cloud-based call center management solution that features a CRM dialer, call routing, analytics and more. It’s used by sales teams in many industries such as healthcare, media, non-profit and banking.\n\n\nThe system can integrate with SalesForce.com, Zoho CRM and Google Contacts. These integrations allow businesses to route calls based on a variety of fields such as lead owner, pipeline stage and customer tier. It provides click-to-call capability directly from the CRM system and also automatically logs and records calls.\n\n\nRingio can be used with a wide range of devices including Macs, PCs, iOS devices Androids, softphones like Skype and IP phones such as Polycom or Cisco. From the mobile app, users can sync contacts, check voicemails and make calls from their business number.\n\n\nNew and existing users can access Ringio’s support and resources pages directly on their website; it consists of FAQs, a knowledge base, a blog, video guides and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f4b86560-08fb-414a-abf9-4b248cfaf093.png","url":"https://www.softwareadvice.com.au/software/18320/ringio","@type":"ListItem"},{"name":"W3B CRM","position":7,"description":"w3bCRM combines contact database and sales and project management with email marketing and invoicing functionality for small and mid-size businesses. Sales functionality includes a contact database, where users can record information about prospects and track which should receive follow-up. Users can also define and map lead territories and create visuals that highlight the performance of various channels. Users can also download the report in CSV format.\n\n\nProject management functionality allows users to define projects, specify start and end dates, list project leads and resources and assign tasks to team members. The project management functionality also offers an option to send invoices.\n\n\nw3bCRM provides marketing tools including newsletters, email campaigns and MailChimp integration. It has a built-in HubSpot API so users can import contact from Hubspot CRM. The Dashboard allows users to view sales results and add, edit records.\n\n\nAdditionally, w3bCRM offers online training, in-office training and video tutorials and CRM customization options.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/eadbb0cb-b77e-4261-ab22-78acc9d93c71.png","url":"https://www.softwareadvice.com.au/software/19727/w3bcrm","@type":"ListItem"},{"name":"InfluxMD","position":8,"description":"Influx MD sales and marketing software bring twenty years of healthcare marketing experience to medical practices of all sizes in a powerful and affordable HIPAA compliant application.\n\n\nDesigned for clinicians, Influx simplifies the lead acquisition and conversion process for office staff to ensure leads progress through sales funnels efficiently without changing clinical workflows.\n\n\nInflux MD combines CRM, lead management, marketing automation, and online engagement functionalities with machine learning to recognize marketing and prospect opportunities as they arise.\n\n\nFor the business administrator, Influx MD serves as a critical link between marketing expenditure and lead conversion, providing deep insights into the factors that contribute to successful campaigns.  The application streamlines all aspects of the patient intake pipeline, providing a complete view of all marketing campaigns, sales funnels, and lead engagement.\n\n\nThe result is a B2C interface that guides clinical team members through the sales process, provides all of the tools necessary for building and managing successful online marketing campaigns, and gives administrators the insights they need to intelligently adapt workflow for maximum patient acquisition.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/193be726-ebf0-40c2-bc22-fc5605304834.png","url":"https://www.softwareadvice.com.au/software/176554/influx-md","@type":"ListItem"},{"name":"Results","position":9,"description":"Results is an all-in-one CRM for Service Operations and Field Service Management. \n\nThe award-winning software offers a 360-degree view of your entire organization. Streamline operations and enhance customer relationships by managing your contacts, sales, projects, scheduling, and billing with Results. \n\nResults offers seamless integration with QuickBooks and other popular apps. \n\nIn field service, our solution ensures adherence to compliance, streamlined communication, automated workflows, optimized scheduling, and real-time tracking for various field and trade services. This comprehensive suite of solutions provides operational excellence, scalability, and user-friendly interfaces, fostering success across service industries. \n\nThe Field Service Management solution also optimizes operations for office workers by automating scheduling and planning while empowering field workers with tools for estimating, invoicing, scheduling, and access to comprehensive customer views. \n\nResults Software enhances service operations by centralizing customer relationships while offering a comprehensive view of client history. Manage contacts, sales, projects, scheduling, and billing with QuickBooks and popular app integrations for enhanced efficiency. \n\nKey Features and Benefits include:\nCRM and Contact Management - Centralize client relationships with a 360-degree view. Manage prospects, sales, projects, billing, and notes, ensuring a comprehensive understanding and fostering strong client connections. \n \nScheduling and Service Delivery - Efficiently manage team workflow, oversee field operations, and ensure consistent service delivery with automated triggers. Achieve organizational alignment and operational excellence for enhanced service outcomes. \n \nEstimates and Sales Orders - Leverage sales functionality to convert leads into opportunities. Manage sales estimates, orders, and invoices to attract new customers and set them up for long-term success. \n \nProject Management - Optimize business processes with seamless onboarding for new team members. Increase profitability with a focus on key outcomes and investments for the highest impact. \n \nTime Billing and Invoicing - Capture before-and-after pictures and signatures and create quotes and invoices onsite. Ensure accurate and efficient billing processes, enhancing overall project and financial management. \n \nInventory Management - Standardize and automate key business processes to drive efficiency and consistency. Focus on key outcomes and distribute time and resources for the highest impact, leading to increased profitability. \n \nDocument Storage - Ensure easy access to essential documents, improving collaboration and providing a centralized repository for critical project information. \n \nField Services - Facilitate real-time updates from the field access live checklists, schematics, and job materials. Enhance onsite efficiency, capture crucial data, and streamline communication for effective field service operations. \n \nContacts Web Portal - Provide clients and partners with dedicated access to pertinent information, creating a transparent and collaborative environment. \n \nWorkflow Processes - Implement automated workflows to perfect business processes, fostering organizational efficiency and ensuring consistent service delivery. \n \nKey Performance Indicators (KPIs) - Monitor and measure organizational performance with robust KPI tracking, gaining actionable insights for continuous improvement and informed decision-making.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d63ac6b5-59db-43b5-b0f3-cf4307f37a82.png","url":"https://www.softwareadvice.com.au/software/437635/results-crm","@type":"ListItem"},{"name":"Surefyre","position":10,"description":"Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.\n\n\nKey features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.\n\n\nThe built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.\n\n\nSurefyre is available on per user per month subscription that includes support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9f53acc-a1e8-42d4-af89-bd31f697eeba.png","url":"https://www.softwareadvice.com.au/software/53433/surefyre","@type":"ListItem"},{"name":"SmartOffice","position":11,"description":"SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, the centralized platform helps improve marketing and reporting capabilities of businesses.\n\n\nFeatures of SmartOffice include multi-custodian aggregation, daily rate-of-return calculation, custom reporting, fee billing automation, a client mobile portal, anomaly monitoring, team onboarding, data conversion, cybersecurity and financial planning integration. Its fraud scrubbing module allows users to detect fraud and identify suspicious transactions to ensure brand reputation. \n\n\nAdditionally, SmartOffice allows users to track product and policy details, account values, activities, new businesses, in-force policies and provides an overall picture of client financials. It comes with pre-built templates related to birthdays, holidays and other important life events.\n\n\nSmartOffice can either be deployed on-premise or hosted in the cloud. Pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19a84ee5-149f-4b97-8ce9-c54b001cbaa4.jpeg","url":"https://www.softwareadvice.com.au/software/8398/smartoffice","@type":"ListItem"},{"name":"Revamp CRM","position":12,"description":"Revamp CRM is an all-in-one CRM for your sales, marketing and e-commerce teams. You can track activities, deals and orders, and manage, segment and email your customers. You can also create workflow automations for everyday operations. Your account is accessible from any web browser or a mobile app (available on Android, iPhone, and iPad).\n\n\nRevamp CRM offers unlimited contacts & deals support, and you can import contacts, organizations, deals, tasks or notes from other systems (in CSV format). It can collect data automatically from more than 80 popular cloud applications either directly or through Zapier. Revamp Lead Clipper can add leads to your CRM account with just one click.\n\n\nRevamp CRM's 360-degree contact profile offers a detailed view of everything you need to know about a client or prospect including notes, emails, tickets, invoices, files and tasks. You can use the built-in powerful segmentation to make further bulk-actions, send an email campaign or run a workflow.\n\n\nEnjoy a drag & drop visual sales pipeline with customizable stages, multiple pipelines for different products and multiple currencies support. Coupled with slice and dice sales reports, task tracking and automatic follow-up reminders, making sure that you do not lose sight of your deals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/edc51a2d-81a8-46fa-b999-fa36b7ca2620.png","url":"https://www.softwareadvice.com.au/software/81774/revamp","@type":"ListItem"},{"name":"Cool Life CRM","position":13,"description":"Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features include lead management, financial management, marketing automation integration, expense tracking and segmentation capabilities.\n\n\nCool Life CRM’s users can integrate the solution with their existing business processes and also manage communications, transactions, documents and more in a central database. The solution’s segmentation and account-based nurturing capabilities help users to manage interactions and communicate with customers individually or in bulk. \n\n\nAdditionally, Cool Life CRM features a custom reporting module that enables users to keep track of their organizations' performance.\n\n\nPricing is per month. Support is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/93077781-803d-4a3b-9e5c-1cbcf285faa2.png","url":"https://www.softwareadvice.com.au/software/9722/cool-life-crm","@type":"ListItem"},{"name":"Oracle Cloud CX","position":14,"description":"For companies looking to meet the high service expectations of their customers, Oracle Cloud CX ensures that each and every customer is valued and supported. The customer experience suite gives businesses the tools needed to deliver great experiences that not only build and maintain loyalty but drive revenue.\n\n\nOracle Cloud CX provides expansive customer experience applications across the entire stage of each customer's journey: the Internet, contact centers and social networks. It's an ideal fit for companies with dense consumer networks in a variety of industries, including retail, travel and entertainment, the public sector and online services.\n\n\nMany customers use the web constantly: for work, research, entertainment and more. Oracle Cloud CX gives a company's consumers a supportive, branded online experience from a computer or smart phone, providing anytime access to conduct research, resolve issues and purchase goods and services. Today's consumers are also constantly on the go - they are just as likely to visit your site on their smartphone as they are a desktop computer. This system optimizes services for myriad smart devices to provide a consistent web experience. \n\n\nWith Oracle Cloud CX, businesses can monitor and respond to feedback from customers on the social media channels, as well as integrating social media into the company's brand strategy, an important tool in today's market to increase customer satisfaction and build loyalty.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a271b76-66f2-4ac7-9686-4184eee7fc14.png","url":"https://www.softwareadvice.com.au/software/1822/rightnow-cx","@type":"ListItem"},{"name":"Skynamo","position":15,"description":"Skynamo is a unified platform that streamlines your entire sales operations. Built for manufacturers, wholesalers, distributors, and importers with field sales teams visiting customers regularly.\nThe platform replaces fragmented tools and manual workflows with one ERP-connected system that unifies field execution, office workflows, inside sales, and customer self-service. The result is faster, more reliable order cycles, less admin, fewer errors, and one source of truth for everyone in the sales process.\nField sales reps use Skynamo to capture orders, log customer visits, access real-time pricing and stock, and manage their day from a mobile-first app that works offline. Managers get live dashboards, real-time field visibility via GPS, auto-generated visit timelines, and reporting to track activity, performance, and targets.\nSkynamo integrates with leading ERP and accounting systems, including Sage, Acumatica, SAP, Xero, and QuickBooks, giving reps accurate, up-to-date data on demand.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fb478974-e053-4518-b7ff-12dd5aa48ca0.png","url":"https://www.softwareadvice.com.au/software/122767/skynamo","@type":"ListItem"},{"name":"Fieldpoint","position":16,"description":"Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organizations to run leaner, smarter, and more profitable businesses with reliable ERP integrations.\n\nFieldpoint invests in R&D. Therefore, with consistent product enhancements and mobile capabilities, it offers a complete and connected field service management software. It is an integrated application set with special industry extensions, giving businesses a suite with the right functionality for specific requirements.\n\nOrganizations can customize workflows and configurations in Fieldpoint for any business need without investing in constant upgrades and updates. The software’s workflow development maximizes operational efficiency, increases revenue, reduces costs, and improves customer satisfaction. It ensures consistent progression of the service delivery process from the office to the field while being adaptable to the evolving business needs through flexible configuration. The system caters to business-critical workflows like approval processes, quote management, procurement, high severity calls, installations, and service. Fieldpoint enables companies to boost profitability with advanced analytics. It has business intelligence tools to create reports to quantify business success.\n\n\n\nEach project begins with a quote and is expanded as the project progresses to include all necessary job costing and scheduling features. Appointment and Service Activity modules account for the cost of time and labor and can incorporate this information into the billing cycle.\n\n\nGraphs help users visualize project margins and costs at different phases of projects: estimates versus actuals and percentage of completion. This job-costing structure provides necessary information for managing resources, as well as estimating potential revenue.\n\n\nIn addition, all invoicing and billing can be managed from within Alert Stratus. Billing triggers can be added to a project based on a variety of factors, such as a specific date, the percentage of project completion, an important milestone, or billing based on task completion.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/315c067b-5518-44cf-8845-575780dc0b29.jpeg","url":"https://www.softwareadvice.com.au/software/173485/fieldpoint","@type":"ListItem"},{"name":"MDidentity","position":17,"description":"MDidentity is a reputation management solution designed to help healthcare providers manage online reputation and gather patient reviews. It is used by medical practices, clinics, and healthcare organizations to streamline reputation management while adhering to HIPAA compliance standards.\n\nThe platform includes a dashboard that facilitates review generation through automated patient outreach via email and SMS. It offers features such as patient-type segmentation, re-engagement campaigns, and a three-question survey system to assess patient satisfaction with providers, locations, and services. The surveys are designed to minimize patient fatigue. Users can access reporting tools with dashboard widgets and performance indicators to monitor review conversion rates and satisfaction trends. MDidentity supports multi-location practices and ensures HIPAA compliance for all patient communications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3cfbc201-939d-4285-a2d0-62e565190e4f.png","url":"https://www.softwareadvice.com.au/software/179017/patientspectrum","@type":"ListItem"},{"name":"Spark","position":18,"description":"Spark is a cloud-based customer relationship management (CRM) platform for small and midsize home construction companies. It offers contact and inventory management, sales automation tools, company branding options, reporting and more.\n\nSpark’s contact management tools let users view and rate leads, create profile pages and filter contacts. Users can contact leads individually or with bulk actions, group leads together and add Q&A sections to lead profiles. Other features include price tracking data, real-time stacking plans and price management tools.\n\nConfigurable registration pages include source tracking, custom questions and widgets, notifications and thank-you email generation. The built-in email designing tool lets users create marketing emails with graphics and rich text formatting. Reports can also be run to analyze sales, traffic, marketing sources, realtor visits, inventory and more.\n\nSupport is available via email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9461eb64-917a-4f33-857d-f6b7ce56e9f9.png","url":"https://www.softwareadvice.com.au/software/231298/spark-real-estate","@type":"ListItem"},{"name":"Lot Wizard Pro","position":19,"description":"Lot Wizard Pro is a cloud-based auto dealership management system that helps businesses of all sizes manage inventory, finances, customers and more. It provides a customer relationship management platform for users to maintain a centralized database of customer-related information including notes, past credit checks, sales history, quotes and photos.\n\n\nLot Wizard Pro comes with a built-in buy-here-pay-here module, which allows auto dealers to track servicing loans, account balances, payment history and streamline communications with finance/insurance managers. Businesses can create custom reports, print mailing labels and export generated reports to Microsoft Excel. Additionally, the inventory hub feature enables users to store information about vehicles such as VIN entry, repair, purchase and sales expenses. \n\n\nLot Wizard Pro integrates with several third-party applications such as Selly Automotive, 700Credit, RouteOne, Kelly Blue Book and more. Pricing is available on monthly subscriptions and support is extended via phone and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/51acdabe-fdae-4c28-8ab4-1d7791ae9ae2.png","url":"https://www.softwareadvice.com.au/software/91984/lot-wizard","@type":"ListItem"},{"name":"SimpleWorks","position":20,"description":"SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized and large enterprises in the Asia Pacific, Middle East, and North Africa regions. With headquarters in Singapore and development centers in Nagpur and Hyderabad, Simpleworks ensures high scalability and adheres to ISO 27001:2013 standards, providing a reliable and secure platform. Our expertise extends beyond the Asia Pacific region, allowing businesses in the Middle East and North Africa to leverage SimpleCRM's robust features and capabilities to streamline customer relationship management and drive business growth. With our comprehensive solution, businesses in these regions can enhance customer experiences, optimize processes, and achieve their CRM objectives with confidence.\n\nThe solution offers a diverse portfolio of products tailored to meet various business requirements. It includes an Omnichannel Support Centre System, Omnichannel Lead Management System, Marketing Automation, Sales Mobile App, Smart AI Chatbot, Digital Account Opening Solution (Mobile App & Bot), and AI-Based Predictive Analytics. This comprehensive range of products empowers businesses to streamline customer support, optimize lead management, automate marketing processes, enhance sales activities, and harness the power of AI for intelligent decision-making.\n\nBacked by a team of approximately 100 dedicated professionals with vast experience in over 400 CRM projects, SimpleCRM provides robust product support. The company has a global presence with sales and support offices and partners worldwide, ensuring exceptional service and assistance. With a track record of successful delivery and expertise gained from over 350 software projects, Simpleworks serves a notable customer base that includes prominent insurance and banking organizations across Asia.\n\nWhether catering to large enterprises with CRM users ranging from 500 to 5,000+ or SMBs with CRM users ranging from 5 to 500, SimpleCRM caters to the diverse needs of businesses in the Middle East, North Africa, South Asia, and Southeast Asia regions. Offering impressive product capabilities, reliable support, and extensive industry experience, SimpleCRM from Simpleworks emerges as the ideal CRM solution for businesses seeking to optimize customer management, drive growth, and stay ahead in a competitive market.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8cf34641-fc97-48f2-9529-e85ec1d5f46c.png","url":"https://www.softwareadvice.com.au/software/335891/simplecrm","@type":"ListItem"},{"name":"SAP Marketing Cloud","position":21,"description":"SAP Marketing Cloud (formerly SAP Marketing Suite) is a cloud-based marketing solution from SAP that helps businesses gain information about their customers and deliver relevant experiences across all channels. Key features include lead scoring, lead nurturing, advanced marketing analytics, online and offline cross-channel integrations, social media monitoring and analytics, embedded social collaboration, loyalty management and marketing resource management. It is also available for on-premise deployment.\n\n\nThe solution also features end-to-end enterprise process automation for marketers in demand planning, procurement and financial management.\n\n\nSAP Marketing Cloud is built on the Hana Cloud platform, with in-memory database technology for high performance and access to real-time customer behavior. In addition, it is preconfigured with integration into SAP’s on-premise solutions, including SAP ERP and SAP CRM. This allows businesses to manage their investments in legacy technologies and offers marketers relevant enterprise information context to customers.\n\n\nSupport is offered through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/92370a5d-301e-480d-a21f-8612ee374010.png","url":"https://www.softwareadvice.com.au/software/6251/sap-marketing-suite","@type":"ListItem"},{"name":"SalezShark","position":22,"description":"SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in generating prospective leads and managing sales operations. Prospect data is collected from customer networks over social media platforms such as Facebook, LinkedIn, and Twitter. With this data users can increase conversion rates and enhance professional relationships. \n\nSalezShark provides a sales automation feature allowing the linking of contacts, leads, and accounts. It also provides predictive insights on leads, improving the sales lifecycle. The product helps in planning marketing expenditures, saving miscellaneous costs, and in integrating all sales & marketing efforts. Data driven decisions become standardized and ad-hoc business intelligence reports are created that tailor to specific business needs. SalezShark offers a 360 degree collaboration feature that enables following existing and potential customers on social media, which ultimately drives effective engagement and increases customer base.\n\nSalezshark's data as a service feature helps in searching a large volume of contacts and organizations quickly through various search parameters such as industry, geography, title, revenue size and employee count that can be added into customized lists. With this unique Relationship Cloud, users can successfully turn their leads into customers in no time.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8091ebb2-0509-44a2-9192-759486cc9163.png","url":"https://www.softwareadvice.com.au/software/29113/salezshark","@type":"ListItem"},{"name":"TopBuilder","position":23,"description":"Easily manage customer relationships, construction bids & proposals, email marketing and more - all from one platform designed for specialty contractors.\n\nIntegrates with:\nProcore\nSpectrum\nSage\nBuildingConnected\nViewpoint Spectrum\nViewpoint Vista\nAcumatica\nBid2Win\nSTACK\nand more...\n\nTopBuilder’s contractor software equips business owners, sales & marketing leaders, and estimators with an essential platform that combines business development with the accounting, estimating and project management tools your team already uses, bringing all your data and documents into a single workspace. TopBuilder maximizes operational efficiency and provides unmatched visibility into how each project impacts your bottom line.\n\nWe are a CRM+BI platform. \nYour decisions are only  \nas good as your data.\nMany construction companies struggle to get full value from their data.\n\nData sources may be scattered across the company, the cloud, and third-party applications, requiring tedious effort to collect and consolidate. A lack of tools and skills makes it difficult to draw meaningful, actionable insights from raw data.\n\nTopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.\n\nCompanies that effectively use analytics are:\n\n2x More Likely to have top-quartile financial performance.\n3x More Likely to have decisions executed as intended.\n5x More Likely to make decisions faster than their competition.\n\nSome of the dashboards we offer are:\n\nSales & Revenue Dashboards\nBid Management Dashboards\nWorkforce & Job Resource Dashboards\nMarketing Dashboards\nIntegration Dashboards\nPlus a Custom Dashboard Option\n\nReady to make better, data-driven business decisions?\nWhether you need to clearly forecast revenue, streamline your bidding process, enhance your marketing efforts, or empower your team to improve project delivery, TopBuilder ContractorBI™ dashboards equip you with the tools to achieve your business goals more effectively and efficiently.\n\nContact us today to see first-hand how intelligent dashboards and actionable analytics tailored for specialty contractors can power your success.\n\nEquip yourself with the tools to achieve your goals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/47243cc0-f81e-4df3-98b0-ed1747401017.png","url":"https://www.softwareadvice.com.au/software/45265/topbuilder-solutions-crm","@type":"ListItem"},{"name":"Spherexx ILoveLeasing","position":24,"description":"Spherexx ILoveLeasing CRM+ is a cloud-based customer relationship management (CRM) solution for property management and real estate businesses in the US and Canada.\n\nThe software features customer relationship management and marketing analytics and Digital Agent. ILoveLeasing.com provides lead consolidation, alerts, follow-up tools and customer behavior tracking, as well as on-site and corporate level reporting. Integrations are available with accounting and revenue management software. Options also include email broadcasting, ad syndication publishing and advertising budget spend analysis with viability reporting.\n\nILoveLeasing.com is available for purchase on a per unit per month subscription basis.","url":"https://www.softwareadvice.com.au/software/33738/i-love-leasing","@type":"ListItem"},{"name":"MNprogram","position":25,"description":"MNprogram is designed to help businesses in medical, education, healthcare, legal and other industries streamline accounting, invoicing, sales and marketing operations. It enables managers to automate workflows, manage expenses, assign tasks to team members and generate expense reports in real-time.\n\n\nMNprogram allows professionals to capture and store business documents related to clients, suppliers and leads in a centralized repository. It offers a host of features including communication management, data synchronization, alerts, a drag-and-drop interface, database management, employee scheduling and more. Additionally, employees can utilize the mobile applications to view, track and edit active jobs, generate quotes or invoices and capture customers’ signatures using Android and iOS devices.\n\n\nMNprogram facilitates integration with various third-party applications including Google Calendar, Lexnet, Wacom, Microsoft 365, WhatsApp, Dropbox and more. The application is available on a perpetual license basis and support is extended via phone, email, video tutorials and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29ea1273-f7b6-4d5e-aab8-b5ed1db386d1.png","url":"https://www.softwareadvice.com.au/software/187435/mnprogram","@type":"ListItem"}],"numberOfItems":25}
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