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description: Page 13 - 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 13 - Best Account Management Software - 2026 Reviews, Pricing & Demos
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# Account Management Software

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## Products

1. [NAVIS Suite](https://www.softwareadvice.com.au/software/63885/navis-rezforce) — 5.0/5 (4 reviews) — Navis Marketing Suite is a cloud-based marketing platform designed to help businesses in the hospitality industry aut...
2. [4Degrees](https://www.softwareadvice.com.au/software/81288/4degrees) — 5.0/5 (4 reviews) — 4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunitie...
3. [Mobisale](https://www.softwareadvice.com.au/software/105705/mobisale) — 5.0/5 (4 reviews) — Mobisale is a cloud-based distribution management solution that helps businesses in food and beverage, health and bea...
4. [Big Purple Dot](https://www.softwareadvice.com.au/software/78534/big-purple-dot) — 3.3/5 (4 reviews) — Big Purple Dot is a real estate CRM solution, which helps realtors and mortgage lenders capture, generate, and manage...
5. [Aurea CRM](https://www.softwareadvice.com.au/software/3793/aurea-crm) — 3.5/5 (4 reviews) — Product description missing
6. [Skyward CRM](https://www.softwareadvice.com.au/software/20107/skyward) — 4.5/5 (3 reviews) — Skyward CRM is a customer relationship management solution targeted toward small and midsize businesses. It offers bo...
7. [Genoo](https://www.softwareadvice.com.au/software/136564/genoo) — 4.0/5 (3 reviews) — Genoo is a cloud-based marketing automation solution for small to mid-sized professional services, software and techn...
8. [Legrand CRM](https://www.softwareadvice.com.au/software/11282/legrand-crm) — 4.7/5 (3 reviews) — Legrand CRM is a customer relationship management (CRM) solution available in two versions: Corporate CRM and Cloud C...
9. [Maple CRM](https://www.softwareadvice.com.au/software/30025/maple-crm) — 3.3/5 (3 reviews) — Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sal...
10. [HelloLeads](https://www.softwareadvice.com.au/software/62589/helloleads) — 4.0/5 (3 reviews) — Why HelloLeads CRM? “ There are no simple, streamlined apps for tracking leads and clients in one spot. Most of them ...
11. [Lucrativ](https://www.softwareadvice.com.au/software/77439/lucrativ) — 5.0/5 (3 reviews) — Lucrativ is a multichannel customer relationship management platform suitable for businesses of all sizes. It offers ...
12. [Breezz](https://www.softwareadvice.com.au/software/76809/breezz) — 4.7/5 (3 reviews) — Breezz is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses acr...
13. [Onpipeline](https://www.softwareadvice.com.au/software/91087/onpipeline) — 4.3/5 (3 reviews) — Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activit...
14. [FieldAssist](https://www.softwareadvice.com.au/software/104045/fieldassist) — 4.3/5 (3 reviews) — FieldAssist: The Sales Automation Partner for FMCG \& CPG Brands FieldAssist is the leading sales automation platf...
15. [RADAR CRM](https://www.softwareadvice.com.au/software/112632/radar-crm) — 4.7/5 (3 reviews) — Automated platform that can be personalised to your unique business processes.
16. [MyBasicCRM](https://www.softwareadvice.com.au/software/113691/mybasiccrm) — 4.3/5 (3 reviews) — MyBasicCRM is a customer relationship management solution that helps businesses in various sectors manage service-spe...
17. [Salesdash CRM](https://www.softwareadvice.com.au/software/186994/salesdash-crm) — 5.0/5 (3 reviews) — Grow your sales with Salesdash CRM - a user-friendly and affordable CRM for small businesses. Get started by importin...
18. [SalesBinder](https://www.softwareadvice.com.au/software/320322/salesbinder) — 5.0/5 (3 reviews) — SalesBinder is an inventory and account management solution that can manage multiple warehouse locations as well as c...
19. [Tier1](https://www.softwareadvice.com.au/software/78477/tier1-financial) — 5.0/5 (3 reviews) — SS\&C Tier1 is a cloud-based solution that helps businesses manage processes related to customer interaction, rela...
20. [MakesBridge Marketing Automation](https://www.softwareadvice.com.au/software/458523/MakesBridge) — 4.7/5 (3 reviews) — Makesbridge Marketing Automation is a cloud-based lead nurturing platform designed to help businesses streamline thei...
21. [Reflect CRM Software](https://www.softwareadvice.com.au/software/4946/reflect-crm) — 3.0/5 (2 reviews) — Reflect CRM is an on-premise customer relationship management solution that enables businesses to manage customer rel...
22. [CRMNEXT](https://www.softwareadvice.com.au/software/5768/crmnext) — 4.5/5 (2 reviews) — CRMNEXT is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-relate...
23. [REfindly CRM](https://www.softwareadvice.com.au/software/8101/refindly) — 4.8/5 (2 reviews) — REfindly is an online customer relationship management platform designed exclusively to meet the unique needs of the ...
24. [Auric Prospector](https://www.softwareadvice.com.au/software/11406/auric-prospector) — 2.5/5 (2 reviews) — Auric Prospector is a customer relationship management (CRM) platform designed for small and midsize businesses. Key ...
25. [Ivinex CRM](https://www.softwareadvice.com.au/software/4211/ivinex) — 4.5/5 (2 reviews) — Ivinex is a CRM platform that includes features like contact and account management, sales force automation, custom w...

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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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Additionally, businesses can measure and gain insights into guests' experiences by sharing surveys with clients.\n\n\nNavis Marketing Suite facilitates integration with business property management systems to streamline communications and follow-ups with past guests and not-booked prospects. 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/64729bcb-ba09-486c-af29-5e1c0dc4c922.png","url":"https://www.softwareadvice.com.au/software/63885/navis-rezforce","@type":"ListItem"},{"name":"4Degrees","position":2,"description":"4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunities, networking, deals and more. Key features include contact management, search functionality, pipeline management and reporting. \n\n\nThe 4Degrees platform helps administrators analyze the team’s network to find connections with companies, investors and experts. It auto-populates the pipeline with deal-related data, helping users identify opportunities and build relationships. Managers can use this system to schedule meetings,  handle client communications, receive industry updates and keep track of relevant news. Additionally, the solution auto-generates customizable pipeline reports, providing visibility into engagement metrics.\n\n\n4Degrees facilitates integration with third-party applications, such as Airtable, Asana, Basecamp, Bullhorn, Evernote, Facebook, Formstack, G-Suite, Hubspot, Jira, LinkedIn, Mailchimp, Medium and more. It is suitable for businesses in sectors including venture capital, private equity, real estate, mergers and acquisitions, investment banking and recruiting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/da336418-529c-4ee0-9913-56fbdb737662.png","url":"https://www.softwareadvice.com.au/software/81288/4degrees","@type":"ListItem"},{"name":"Mobisale","position":3,"description":"Mobisale is a cloud-based distribution management solution that helps businesses in food and beverage, health and beauty, automotive and other industries handle order tracking, route accounting and trade marketing operations. It enables sales representatives to send quotes, manage return orders and process online payments in real-time.\n\n\nMobisale allows employees to capture and store product and customer details such as stock level, order history and last order date in a centralized repository. The application lets administrators issue invoices, capture electronic signatures and schedule store visits and deliveries. Additionally, it offers an inventory management module, which lets stakeholders track and manage delivered, damaged or returned inventory items.\n\n\nMobisale comes with an application programming interface (API), which facilitates integration with several enterprise resource planning (ERP) and accounting platforms, such as SAP, Oracle, Infor M3, AS400 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/96c224a6-c0ca-4f54-9da0-adc0fd352df8.png","url":"https://www.softwareadvice.com.au/software/105705/mobisale","@type":"ListItem"},{"name":"Big Purple Dot","position":4,"description":"Big Purple Dot is a real estate CRM solution, which helps realtors and mortgage lenders capture, generate, and manage leads from various sources including Facebook and realtor.com. The software allows managers to prioritize leads based on specific parameters or lead statuses to create a queue and schedule follow-ups.\n\n\nThe platform lets administrators create custom text messages to send automated responses and utilize custom email templates to facilitate email marketing processes. The centralized dashboard offers a CRM module, which enables professionals to receive automated reminders for specific tasks. Additionally, Big Purple Dot helps teams record and track incoming/outgoing calls and messages in real-time.\n\n\nBig Purple Dot lets businesses modify the system and integrate it with several third-party applications such as Zapier, Lending Tree, Zillow, Optimal Blue and more. Pricing is available on request and support is extended via video tutorials and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4ee0c4b8-3073-47fe-8804-6517e4b1b7a7.png","url":"https://www.softwareadvice.com.au/software/78534/big-purple-dot","@type":"ListItem"},{"name":"Aurea CRM","position":5,"description":"Product description missing","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/747d0479-ae4d-4568-bcaf-45b0673d0bfc.png","url":"https://www.softwareadvice.com.au/software/3793/aurea-crm","@type":"ListItem"},{"name":"Skyward CRM","position":6,"description":"Skyward CRM is a customer relationship management solution targeted toward small and midsize businesses. It offers both cloud-based and on-premise deployment. Key features include sales force automation, partner management, sales performance management and report generation.\n\n\nIn Skyward CRM’s sales force automation module, users can manage contacts and leads. Sales teams will see live data and search the contact database. Users can also assign customers and contacts to members of their sales teams. Skyward CRM’s partner management module allows users to share leads and other tasks with partners.\n\n\nThe sales forecasting helps the businesses to determine budgets and plan for future actions. Users can generate reports to analyze trends and predict future sales.\n\n\nSkyward CRM also provides for sales performance management. Users can give sales team members grades with the report card feature. The software also offers customizable reports in addition to its  built-in reports.\n\n\nSkyward CRM is priced on a per user per month basis. It is compatible with Android, iOS, Linux and Unix.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dd300298-a8e7-4c46-839b-5222f393ea2b.png","url":"https://www.softwareadvice.com.au/software/20107/skyward","@type":"ListItem"},{"name":"Genoo","position":7,"description":"Genoo is a cloud-based marketing automation solution for small to mid-sized professional services, software and technology firms. The solution helps marketers in email marketing, lead management, lead scoring, microsite building and content management. It also provides features for email automation and online campaigns management.\n\n\nGenoo helps users to create campaign landing pages and capture leads information into the database. It also provides analytics feature to see the percentage of engaged leads and analyze the lead conversion rate of various platforms such as email, website and more. The solution has a content library which can store user’s images, PDFs and other files.\n\n\nGenoo helps users to publish blogs and add commenters or subscribers in lead database. It integrates with Salesforce and other CRMs via Zapier. Genoo is compatible with both Windows and Mac operating systems and can be run on browser such as Internet Explorer, Firefox and Safari.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c6eaa6e7-937c-4692-975a-9a062b2e580f.jpg","url":"https://www.softwareadvice.com.au/software/136564/genoo","@type":"ListItem"},{"name":"Legrand CRM","position":8,"description":"Legrand CRM is a customer relationship management (CRM) solution available in two versions: Corporate CRM and Cloud CRM. Corporate CRM is server-based, while Cloud CRM can be accessed through any mobile device using an internet connection. The solution provides market and sales automation features such as campaign management, mailing list management, contact and lead management, reports creation and dashboards.\n\n\nThe Corporate edition includes modules such as email marketing, accounting integration, sales histories and summaries. It also includes account and contact management, list management, time and billing, document management and scheduling. The solution also helps in contract management by enabling users to link activity notes and appointments to multiple people in order to track people involved in the contract.\n\n\nCloud version of Legrand CRM offers integration with Xero and QuickBooks Online to view sales transactions and summaries. Support is offered via online help portal and community forum.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b20e82fa-ef86-4803-9758-d3980a92722d.png","url":"https://www.softwareadvice.com.au/software/11282/legrand-crm","@type":"ListItem"},{"name":"Maple CRM","position":9,"description":"Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sales (lead lifecycle) and operations (case processing) within a single platform.\n\n1. Lead & Sales Management\nThe system captures leads automatically from multiple sources like websites, Facebook, Google Ads, and landing pages, ensuring no inquiry is missed. It supports:\n✅ Lead tracking, scoring, and prequalification\n✅ Automated lead assignment and prioritization\n✅ Follow-ups, reminders, and activity tracking\n✅ Custom dashboards and reports\n\n2. Immigration Process & Case Management\nMaple CRM goes beyond a traditional CRM by handling end-to-end immigration workflows, including:\n✅ Multi-country process management\n✅ Task tracking and workflow automation\n✅ Case file management with timelines and status updates\n✅ Built-in assessment tools and evaluation reports\n✅ RCIC Form generators for easy Canada case filing\n\nThis ensures structured handling of applications and reduces delays caused by manual processes.\n\n3. Document & Agreement Handling\n\nThe platform provides centralized document management with:\n✅ Secure storage and document checklists\n✅ Easy retrieval and organization\n✅ Agreement generation using templates\n✅ Digital e-signatures\n\nThis reduces paperwork errors and speeds up onboarding and compliance.\n\n4. Client Portal & Experience\n\nA built-in client portal allows applicants to:\n\n✅ White-labelling to support Your-Brand\n✅ Track application status\n✅ Upload documents\n✅ View invoices and payment history\n✅ Document E-Signing with two-factor authentication\n\nThis improves transparency and reduces back-and-forth communication over standard communication channels.\n\n5. Billing & Payments\n\nMaple CRM includes financial tracking features such as:\n✅ Invoice and receipt generation\n✅ Payment tracking and instalment management\n✅ Automated reminders for dues\n\nThis ensures better revenue tracking and cash flow management.\n\n6. Mobility & Accessibility\n\nWith a mobile app, users can:\n\nManage leads and communications on the go\n✅ Receive instant notifications\n✅ Track activities and follow-ups\n✅ This supports field teams and improves response time.\n✅ Instant WhatsApp communication with the help of templates\n✅ Speech-to-text for easier client updates\n✅ Instant calling and call logging\n\n7. Positioning & Value\n\nMaple CRM is positioned as:\n\n✅ A CRM + ERP-like solution for immigration businesses\n✅ Designed for small, medium and large immigration firms with presence in multiple locations/countries\n✅ Focused on ease of use, automation, and productivity\n\nIts goal is to help agencies streamline operations, minimize manual work, and increase profitability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a89fadb-c000-4b8a-b13c-fc66aaf05af5.png","url":"https://www.softwareadvice.com.au/software/30025/maple-crm","@type":"ListItem"},{"name":"HelloLeads","position":10,"description":"Why HelloLeads CRM?\n\n“ There are no simple, streamlined apps for tracking leads and clients in one spot. Most of them are overly complicated CRMs.\nThis is what is attracting me to HelloLeads CRM: Simplicity” said a user from Canada. In addition to being easy to learn and easy to use, HelloLeads CRM offers great business benefits that helps in accelerating sales conversions for your business. What’s more is, it is fairly priced and has a kind ‘real-person’ customer support.\n\nTop 3 reasons why businesses choose HelloLeads CRM (1)  Bring all leads in one place  (2) Rapid lead response and (3) Fail-safe follow ups\n\nKey benefits for your business\n\nLeads data from Websites, Facebook Ads, Excel sheets Telephone leads, Field Sales, Tradeshows and 3rd party lead gen platforms – bring them all to one place using HelloLeads CRM.\n\nConnect with your leads instantly using  automated emails and texts/SMS. Engage using WhatsApp, phone calls, text & emails–all from your favourite app HelloLeads CRM\n\nNo more missed leads or missed follow ups. Do regular, rigorous and recursive follow-ups with your leads and prospects using HelloLeads CRM and its reminder alarms.\n\nFeatures that generate more customers\n\n•\tFacebook lead ad integration\n•\tWhatsApp lead integrations\n•\tImport data from Excel and spreadsheets\n•\tCall CRM and phone integration\n•\tWebsite lead form integrations \n\nFeatures that save your time\n\n•\tAuto assign leads to your team members\n•\tAuto respond to leads in seconds\n•\tCreate no-code instant landing pages for your products and services\n•\tCheck-in and check-out when you make visits to your customers\n•\tFind leads near you during filed visits\n•\tReview your team’s performance\n•\tConnect with 100s other applications using Zapier or Pabbly \n•\tSend instant quotes and invoices\n•\tCheck the website for other interesting productivity features\nWho can use HelloLeads CRM\n\n•\tStartups, small businesses, mid-size enterprises\n•\tSales heads, marketing professionals, entrepreneurs, business owners\n•\tIndustries that use HelloLeads CRM : Real Estate | Business Services | Finance and Insurance | Consultancy | Education & Training| Manufacturing | Software & IT |  Trading\nHelloLeads CRM Pricing\n\nHelloLeads CRM comes with plans that suits your specific needs. HelloLeads is fairly priced and give you value for the money you spend. The pricing starts from USD 5-10 per user. To learn more about the plans and exact pricing for each plan visit HelloLeads CRM website. \n\nCustomers, Customer Testimonials and Customer Stories\n\nTo read customer testimonials and customer success stories visit ‘our customers’  section in the website. (Customer Testimonials for HelloLeads CRM)","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/501c3fac-66bc-40c6-8b68-a84e1715099c.png","url":"https://www.softwareadvice.com.au/software/62589/helloleads","@type":"ListItem"},{"name":"Lucrativ","position":11,"description":"Lucrativ is a multichannel customer relationship management platform suitable for businesses of all sizes. It offers pipeline management, gamification tools, an integrated dialer, SMS campaign management, workflow management, lead management and more. The solution can be accessed on desktop and mobile devices. \n\n\nUsers can automate daily tasks and create custom-built business processes using Lucrativ's visual workflow design tool. Communication can be routed to specific members of a sales team based on their availability or skillset. Leads can be automatically segmented based on the likelihood of a lead to convert. Sales teams can also use the mobile AI module to set meetings, respond to incoming messages, schedule calls and more with voice commands.\n\n\nManagers can set up competitions between sales team members and employees can view configurable leaderboards to see their team's performance in real time. Custom-built reports can be generated for historical data or viewed in real time for metrics like sales performance, pipeline health and more. \n\n\nSupport is offered over the phone or through an online reference library.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/28fc58c6-f5ab-42d7-a89e-aac9a71718a8.png","url":"https://www.softwareadvice.com.au/software/77439/lucrativ","@type":"ListItem"},{"name":"Breezz","position":12,"description":"Breezz is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses across various industries. Key features include contact management, sales management, task management, performance monitoring and collaboration.\n\n\nBreezz provides users a sales pipeline that helps them to organize and manage their leads and keep track of other sales activities. The solution's built-in Agenda module enables users to manage various tasks and meetings.\n\n\nAdditionally, Breezz features integrated email functionality, visual dashboards and a custom reporting engine that lets users generate reports based on specific parameters. The solution also supports integration with multiple third-party applications such as Zapier and Facebook.\n\n\nServices to users are offered on a monthly subscription basis that includes support via email, video tutorials and online FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea5f6ad8-efe9-4ca2-aecd-c1ba94123df5.png","url":"https://www.softwareadvice.com.au/software/76809/breezz","@type":"ListItem"},{"name":"Onpipeline","position":13,"description":"Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, reporting, and producing price quotes and invoices. \n\nThe immediate advantages of our system are that all customer details and history are conveniently stored in one place for both you and your team, The database can be tailored to accomodate specific fields that your industry or business requires, the sales process is kept under control.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fae5bf6f-8b80-449e-8058-8b224b704aa6.png","url":"https://www.softwareadvice.com.au/software/91087/onpipeline","@type":"ListItem"},{"name":"FieldAssist","position":14,"description":"FieldAssist: The Sales Automation Partner for FMCG & CPG Brands\n\nFieldAssist is the leading sales automation platform built specifically for FMCG and CPG brands. Powered by cutting-edge technology and deep industry expertise, we streamline field operations, deliver real-time insights, and optimize Route-to-Market strategies—empowering brands to achieve outstanding sales execution.\n\n🚀 Drive Performance with Our Powerful Solutions\nSales Force Automation (SFA)\nTrack sales in real time, manage orders effortlessly, and enable exceptional on-field execution. Our SFA solution ensures field reps are equipped with everything they need—from attendance and route planning to outlet validation and scheme visibility.\n\nDistributor Management System (DMS)\nSimplify distributor operations with GST-compliant invoicing, real-time inventory & SKU tracking, claim settlements, and automated stock replenishment. With seamless ERP integration, DMS strengthens your supply chain and distributor relationships.\n\n🤖 FAi: Elevating Execution with AI-Powered Intelligence\nWe don’t just automate; we elevate.\nFAi, FieldAssist’s AI suite, provides intelligent insights to sharpen decision-making and boost sales performance.\n\nSales Co-Pilot delivers smart recommendations for guided selling.\n\nSales Territory Optimization increases outlet coverage.\n\nPerfect Store Execution ensures compliance and shelf excellence.\n\nRange Selling drives SKU-wise growth through targeted cross-selling.\n\nInventory Rotation reduces stockouts & deadstock.\n\nSales Volume Planning boosts productivity with data-backed forecasting.\n\nDigital ASM enhances supervision with real-time team monitoring.\n\nRoute Optimization minimizes travel time to maximize coverage.\n\nImage Recognition (IR) enables real-time stock audits & planogram compliance through shelf analytics.\n\n📲 Seamless Experience, Real-Time Insights\nWith an intuitive mobile interface and real-time analytics, FieldAssist empowers your teams to act on data instantly. Our solutions are scalable, customizable, and built to accelerate your growth journey.\n\n🌎 Global Impact, Proven Results\nTrusted by industry giants like Coca-Cola, Beiersdorf, Mars, Philips, Vivo, and more, FieldAssist is making a difference across 15+ countries.\n\nWe help brands achieve 90%+ market discipline by minimizing dormant outlets and identifying duplicate/fake ones—ensuring precision in every action.\n\nWith FieldAssist, you don’t just automate sales—you transform them.\nSell smarter. Execute faster. Grow stronger.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8e6c75cd-01d1-4270-a933-65c6fcf23acd.png","url":"https://www.softwareadvice.com.au/software/104045/fieldassist","@type":"ListItem"},{"name":"RADAR CRM","position":15,"description":"Automated platform that can be personalised to your unique business processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/25884913-a3f2-4e47-b314-3651b884188f.png","url":"https://www.softwareadvice.com.au/software/112632/radar-crm","@type":"ListItem"},{"name":"MyBasicCRM","position":16,"description":"MyBasicCRM is a customer relationship management solution that helps businesses in various sectors manage service-specific client workflows. Main CRM features include lead & opportunity management, quoting, product & price list, order/job management, advanced reporting, task management, geolocation and calendar integration. MyBasicCRM offers code-free customization and unlimited custom fields & pages.\n\n\nMyBasicCRM is mobile friendly. It includes an advanced permissions module, which lets administrators configure role-based access for dealers, client representatives and branch supervisors. Additionally, it allows users to connect the platform with social media channels, including Facebook and Instagram and capture information about prospects into the CRM.\n\n\nMyBasicCRM facilitates integration with email marketing, VoIP, cloud PBX, accounting and other applications, allowing businesses to import and export crucial information.\n\n\nAll features are included in a single priced monthly plan.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4f0a5ff-fbbb-4123-89df-3ca9d96e0f44.png","url":"https://www.softwareadvice.com.au/software/113691/mybasiccrm","@type":"ListItem"},{"name":"Salesdash CRM","position":17,"description":"Grow your sales with Salesdash CRM - a user-friendly and affordable CRM for small businesses.\n\nGet started by importing your contacts and accounts from a spreadsheet into the CRM in minutes.\n\nIntegrate with Google and Outlook for email and calendar.\n\nSend bulk emails, build email sequences, and add personalization.\n\nTrack communications, keep notes and documents in client pages, and set follow-up tasks.\n\nGenerate leads by building a custom web form to post to your web site, and be notified via email and in-software when leads are submitted.\n\nForecast sales and track where your buyers are in the journey by creating pipelines.\n\nBuild unlimited custom fields and reports to effectively capture your client data and create segmented lists.\n\nWork with your teams, create company roles, set permissions for data security. Assign tasks and see your team's notes.\n\nUse 2FA to secure your login and customer data.\n\nOur clean design is built to intentionally be easy to manage, update, and customize the CRM over time as your business adapts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/458e4d87-5c66-41a6-bc05-53c308bbdee5.jpeg","url":"https://www.softwareadvice.com.au/software/186994/salesdash-crm","@type":"ListItem"},{"name":"SalesBinder","position":18,"description":"SalesBinder is an inventory and account management solution that can manage multiple warehouse locations as well as customers, prospects, and suppliers all in the cloud. The system comes with financial reporting functionality, which displays net revenue data along with inventory costs, accounts receivable, additional expenses, and more. SalesBinders barcode scanning allows users to scan inventory into orders such as invoices, estimates, and purchase orders and quickly generates new barcodes to track inventory.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1eee2e26-1159-4a9d-bf7b-e8d4b6183607.png","url":"https://www.softwareadvice.com.au/software/320322/salesbinder","@type":"ListItem"},{"name":"Tier1","position":19,"description":"SS&C Tier1 is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction tracking, marketing automation, internal chat integration and segmentation.\n\nDesigned for businesses of all sizes, SS&C Tier1 l’s CRM lets users manage and share documents with teams based on user access, ensuring enterprise compliance. It enables firms to streamline dashboard configurations and view client profiles and activity to improve workforce productivity. Additionally, the solution helps gain insights into prospect information and receive notifications about changes in the pipeline.\n\nSS&C Tier1 assists banking teams with workflow planning and scheduling to improve business performance. Pricing is available on request and support is extended via documentation, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48ff3a87-47a9-44c5-a111-41fc3484a843.png","url":"https://www.softwareadvice.com.au/software/78477/tier1-financial","@type":"ListItem"},{"name":"MakesBridge Marketing Automation","position":20,"description":"Makesbridge Marketing Automation is a cloud-based lead nurturing platform designed to help businesses streamline their sales and marketing efforts. The platform enables organizations to automate their marketing processes, including drip message sequencing and real-time sales alerts.\n\nThe platform offers advanced targeting and segmentation capabilities. This allows users to create personalized campaigns that drive email engagement and conversions. Makesbridge Marketing Automation also integrates with various third-party customer relationship management (CRM) tools such as Salesforce.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c9e3c34c-afd2-479b-89c7-ced5fa505a29.png","url":"https://www.softwareadvice.com.au/software/458523/MakesBridge","@type":"ListItem"},{"name":"Reflect CRM Software","position":21,"description":"Reflect CRM is an on-premise customer relationship management solution that enables businesses to manage customer relationships and databases. It is suitable for individuals or small businesses looking to manage their contacts and track interactions.\n\n\nReflect CRM key features include contact management and sales force automation functionality, including customer profiles, note-taking, interaction tracking, tasks, events and basic reporting.\n\n\nThe solution consolidates customer information across an organization which enables users to get insight into their clients and customers for decision making. Reflect CRM also allows users to automatically import information from Outlook contacts and other databases. Although Reflect CRM is an on-premise solution, its web access mode enables mobile access, as well as access for multiple users on a single account. It supports Windows and Mac OS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b82eb092-9eca-4d90-8701-fedbd1ad29f4.png","url":"https://www.softwareadvice.com.au/software/4946/reflect-crm","@type":"ListItem"},{"name":"CRMNEXT","position":22,"description":"CRMNEXT is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-related processes, from lead capture to post-sale. Key features include marketing solutions, process management, analytics and ScreenFlow designer.\n\nCRMNEXT's marketing management feature allows for the tracking of marketing activities along with return on investment (ROI) analysis of marketing campaigns. It can also generate real-time personalized messages for each customer inquiry.\n\nThis software generates extensive customer profiles to provide a 360 view of product holdings, wallet share, upselling and cross-selling. It also performs real-time sentiment analysis of customer behavior and trending topics on social media. The customer self-service portal captures sales leads, service requests and provides access to troubleshooting literature.\n\nSupport is available via email, phone and through an online knowledge base consisting of blogs, whitepapers, and a learning center.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2f7ecb8f-87ae-4dd3-8de7-c278a0feb7ec.jpeg","url":"https://www.softwareadvice.com.au/software/5768/crmnext","@type":"ListItem"},{"name":"REfindly CRM","position":23,"description":"REfindly is an online customer relationship management platform designed exclusively to meet the unique needs of the real estate industry. This integrated suite includes sales automation, marketing automation and field service solutions.\n\n\nREfindly helps agents maintain and organize data and correspondence. The system’s lead management module allows agents to access their database from an Internet-connected device. The timeline feature organizes contacts in chronological order, with touch points that show up to date interactions with that client. In addition to emails and phone calls, it also tracks page views, favorite listings, saved searches and form submissions and automates lead distribution and email drip campaigns.\n\n\nREfindly collaborates with many third-party email providers like Outlook, Yahoo, Gmail and Live. The system can also IMAP to other email providers. It is recommended to mid-sized real estate practices that will need six or more seats. The monthly fee includes a responsive website with IDX integration that updates bi-hourly.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b10f96f-2fef-4d0c-915a-c10ea0722122.png","url":"https://www.softwareadvice.com.au/software/8101/refindly","@type":"ListItem"},{"name":"Auric Prospector","position":24,"description":"Auric Prospector is a customer relationship management (CRM) platform designed for small and midsize businesses. Key features include opportunity management, list management, customer service and support, contact management and reporting. The product is available both in cloud-based and on-premise deployment options.\n\n\nThe solution allows users to view, analyze and update sales pipeline data. Its online sales force automation feature enables users to design customized workflow flowcharts and automate sales processes.\n\n\nAuric Prospector also enables users to track leads during the sales cycle and alert staff in case a lead is stalling. The solution can upload contact information from solutions such as Microsoft Outlook to keep data synchronized. The Microsoft Outlook calendar integration helps users manage daily schedules and record meetings. Auric Prospector's \"One Click Forecasting\" feature can also generate an objective-based revenue forecast.\n\n\nThe vendor offers email support to the customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13897b8f-c6e3-4008-97de-de53af88a7f2.png","url":"https://www.softwareadvice.com.au/software/11406/auric-prospector","@type":"ListItem"},{"name":"Ivinex CRM","position":25,"description":"Ivinex is a CRM platform that includes features like contact and account management, sales force automation, custom websites, field service management, call center, inventory tracking and a workflow engine. The solution can be deployed either as an on-premise or web-based solution and is used an across the range of industries including healthcare, manufacturing, retail, technology and much more.\n\n\nThe platform offers customization, allowing users to build new applications and edit existing ones to fit the business requirements. The forecasting feature gives visibility to sales campaign requirements.\n\n\nThis software is for midsize to large businesses. Ivinex offers a free training site that provides a large amount of tutorials, webinars, and documentation for users to access at any time to ease the transition to a new system and continual help for existing users.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/acc216b2-560c-4796-9e17-356a07bbc090.png","url":"https://www.softwareadvice.com.au/software/4211/ivinex","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/directory/3606/account-management/software?page=13#itemlist","numberOfItems":25}
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