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

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# CRM Software for Accounting Firms

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## Products

1. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) — Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. C...
2. [Mailchimp](https://www.softwareadvice.com.au/software/111921/mailchimp) — 4.5/5 (17572 reviews) — Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users ...
3. [Zoho CRM](https://www.softwareadvice.com.au/software/392464/zoho-crm) — 4.3/5 (6964 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
4. [HubSpot CRM](https://www.softwareadvice.com.au/software/1854/hubspot) — 4.5/5 (4451 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
5. [Zendesk Suite](https://www.softwareadvice.com.au/software/26892/zendesk-talk) — 4.4/5 (4072 reviews) — Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, ...
6. [Pipedrive](https://www.softwareadvice.com.au/software/321306/pipedrive) — 4.5/5 (3042 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
7. [NetSuite](https://www.softwareadvice.com.au/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
8. [Keap](https://www.softwareadvice.com.au/software/139060/infusionsoft-crm) — 4.1/5 (1298 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
9. [Odoo](https://www.softwareadvice.com.au/software/77019/odoo-pos) — 4.2/5 (1294 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
10. [Salesforce Service Cloud](https://www.softwareadvice.com.au/software/363691/service-cloud) — 4.5/5 (820 reviews) — Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions ac...
11. [SendPulse](https://www.softwareadvice.com.au/software/31209/sendpulse) — 4.6/5 (772 reviews) — SendPulse is an all-in-one marketing automation platform designed to help you streamline your sales and marketing eff...
12. [HoneyBook](https://www.softwareadvice.com.au/software/365179/honeybook) — 4.7/5 (678 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
13. [Insightly](https://www.softwareadvice.com.au/software/2667/insightly) — 4.0/5 (654 reviews) — Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with compa...
14. [Nutshell](https://www.softwareadvice.com.au/software/4949/nutshell) — 4.4/5 (619 reviews) — Nutshell is a comprehensive sales, marketing, and engagement platform designed to help B2B organizations collaborate ...
15. [Thryv](https://www.softwareadvice.com.au/software/66581/thryv) — 4.2/5 (505 reviews) — Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smart...
16. [HubSpot Sales Hub](https://www.softwareadvice.com.au/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) — Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement to...
17. [noCRM](https://www.softwareadvice.com.au/software/29741/you-dont-need-a-crm) — 4.6/5 (489 reviews) — Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhe...
18. [Spotler CRM](https://www.softwareadvice.com.au/software/5776/really-simple-systems) — 4.4/5 (453 reviews) — Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for l...
19. [monday CRM](https://www.softwareadvice.com.au/software/348745/monday-sales-crm) — 4.7/5 (453 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
20. [SugarCRM](https://www.softwareadvice.com.au/software/21128/sugarcrm) — 3.8/5 (410 reviews) — SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospect...
21. [Convoso](https://www.softwareadvice.com.au/software/2799/safesoft-contact) — 4.5/5 (386 reviews) — Convoso is an AI-powered virtual agent software designed to help automate customer interactions for call centers acro...
22. [Maximizer CRM](https://www.softwareadvice.com.au/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) — Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analyt...
23. [Quickbase](https://www.softwareadvice.com.au/software/100934/quick-base) — 4.4/5 (327 reviews) — Quickbase is a work management and application platform designed to help organizations centralize and manage complex ...
24. [Document360](https://www.softwareadvice.com.au/software/96197/document360) — 4.7/5 (290 reviews) — Document360 is an AI-powered knowledge base platform built for enterprises that need secure, scalable documentation. ...
25. [Front](https://www.softwareadvice.com.au/software/44733/front) — 4.5/5 (286 reviews) — Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptio...

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| en | <https://www.softwareadvice.com/crm/accounting-crm-comparison/> |
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| en-GB | <https://www.softwareadvice.co.uk/directory/4110/accounting-crm/software> |
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  {"name":"Best CRM Software for Accounting Firms - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@type":"ItemList","itemListElement":[{"name":"Salesforce Sales Cloud","position":1,"description":"Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.\n\nThis Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organisations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.\n\nWith Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.\n\nThe Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. 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With interactive drag & drop interface, users can create and share attractive email campaigns. The built-in analytics and reporting functionality allows marketers to monitor customer activities or generate ad hoc reports.\n\nMailchimp also offers a mobile-based application for both Android and iOS devices. The application works as a shortcut to reach users' email marketing accounts, enabling users to receive campaign updates, add subscribers and remain informed about social media activity.\n\nThe solution serves a wide range of businesses, from small e-commerce to big online retailers and is available on a monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dd1b7965-612d-4c53-899b-0cf4a9337971.png","url":"https://www.softwareadvice.com.au/software/111921/mailchimp","@type":"ListItem"},{"name":"Zoho CRM","position":3,"description":"Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. \n\nUers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. 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This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights. \n\nHubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers.\n\nHubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f94dcf3a-e9ef-4673-80a0-d25bd50a393d.png","url":"https://www.softwareadvice.com.au/software/1854/hubspot","@type":"ListItem"},{"name":"Zendesk Suite","position":5,"description":"Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large.\n\nZendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images.\n\nZendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0d90c26-fb48-482e-bfed-fd16809bc437.png","url":"https://www.softwareadvice.com.au/software/26892/zendesk-talk","@type":"ListItem"},{"name":"Pipedrive","position":6,"description":"Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features.\n\nPipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2e2e04e-14be-474e-8d90-7162080c28b0.png","url":"https://www.softwareadvice.com.au/software/321306/pipedrive","@type":"ListItem"},{"name":"NetSuite","position":7,"description":"NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises.\n\nNetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights.\nNetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management.\n\nThe platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics.\n\nNetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76ba5be7-e39f-481e-9045-7c45d7cf6d39.png","url":"https://www.softwareadvice.com.au/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"Keap","position":8,"description":"Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.\n\n\nUsers can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.\n\n\nThe system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. \n\n\nPricing is on a monthly subscription basis and includes support via phone, email, and FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bbf09836-8786-4e7d-909b-10b75adc5ef6.png","url":"https://www.softwareadvice.com.au/software/139060/infusionsoft-crm","@type":"ListItem"},{"name":"Odoo","position":9,"description":"Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of companies of all sizes. It offers a wide range of integrated apps that cover various business functions, from CRM and sales to inventory and accounting. One of the standout features of Odoo is its modular architecture, which allows businesses to start with a few apps and add more as needed. This scalability ensures that the platform can grow with the business, providing a seamless experience across different business functions.\n\nThe Customer Relationship Management (CRM) module helps businesses manage leads, opportunities, and customer interactions efficiently. It includes a visual sales pipeline that aids sales teams in tracking progress and managing their sales activities effectively. In terms of sales and invoicing, Odoo allows businesses to create and send professional quotations quickly. The platform supports automated invoicing, recurring invoices, and payment follow-ups, streamlining the billing process.\n\nOdoo's inventory management capabilities are robust, offering real-time tracking to help businesses maintain optimal stock levels and reduce waste. The platform includes advanced warehouse management features such as multi-warehouse support, barcode scanning, and automated replenishment. In the realm of accounting and finance, Odoo automates various tasks including bank reconciliation, expense tracking, and financial reporting. It also supports multi-currency transactions, making it suitable for businesses with international operations.\n\nThe Human Resources (HR) module helps businesses manage employee information, attendance, and leave requests. It also includes recruitment tools that streamline the hiring process, from job postings to candidate evaluation. For project management, Odoo allows businesses to create and assign tasks, set deadlines, and track progress. The platform includes collaboration tools such as document sharing and team messaging, enhancing team productivity.\n\nOdoo's e-commerce capabilities are extensive, providing tools to create and manage an online store, including product catalog management, payment processing, and order fulfillment. The e-commerce app integrates seamlessly with other Odoo apps, such as inventory and accounting, ensuring a unified business process. In terms of marketing, Odoo includes email marketing tools that help businesses create and send targeted email campaigns. It also supports social media integration, allowing businesses to manage their social media presence from within the platform.\n\nThe manufacturing module in Odoo helps businesses plan and manage their production processes, including work orders and bill of materials. It includes quality control features that help ensure product quality and compliance with industry standards. Reporting and analytics are also strong points of Odoo, offering customizable reporting tools that help businesses analyze key metrics and make data-driven decisions. The platform includes intuitive dashboards that offer real-time insights into business performance.\n\nOdoo allows for extensive customization and development, enabling businesses to develop custom modules to meet their specific needs, leveraging the platform's open-source nature. It also offers API access for integration with third-party applications and services. The platform can be deployed either in the cloud or on-premise, providing flexibility based on business preferences and requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17efceca-38ea-4e7e-83dc-2cdd9fb0987f.png","url":"https://www.softwareadvice.com.au/software/77019/odoo-pos","@type":"ListItem"},{"name":"Salesforce Service Cloud","position":10,"description":"Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions.\n\nKey features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers.\n\nService Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9aaf4fc8-6613-49c5-98cc-efcc446130b0.jpeg","url":"https://www.softwareadvice.com.au/software/363691/service-cloud","@type":"ListItem"},{"name":"SendPulse","position":11,"description":"SendPulse is an all-in-one marketing automation platform designed to help you streamline your sales and marketing efforts from start to finish and scale your business.\n\nSendPulse features include:\n- bulk email and SMS service;\n- sales pipeline automation;\n- transactional emails;\n- Facebook Messenger, Instagram, Telegram, and WhatsApp chatbot builder;\n- web push notification service;\n- website builder;\n- live chat builder;\n- CRM system;\n- online course builder and LMS.\n\nNo matter which SendPulse service you choose to work with, it will feature our platform's core components: intuitive, no-code interface; user-friendly drag-and-drop builder with extensive customization options; seamless integration of individual services within the platform; and advanced marketing and sales automation capabilities. You can seamlessly combine all services into a unified system to create automated sales pipelines.\n\nSendPulse’s online course builder integrates various marketing and sales automation tools, allowing you to effortlessly engage new students, nurture relationships with your existing audience, and effectively monetize your expertise. \n\nSendPulse is always available on your smartphone, enabling you to launch marketing campaigns, interact with your chatbot subscribers, and manage your audience from anywhere.\n\nOnline courses created with SendPulse's course builder are also accessible on mobile devices. Education by SendPulse is a user-friendly app that allows students to create and edit their profiles, enroll in courses, track their learning progress, and communicate with instructors. You only need a smartphone or tablet to register, create a student account, and successfully start and complete your training.\n\nSendPulse offers a wide range of comprehensive, seamlessly integrated marketing solutions. Our core objective is to optimize marketers’ and business owners’ workflows and empower them to drive company growth through more efficient sales and marketing processes. \n\nWith SendPulse, you can efficiently:\n- Build and segment your audience.\n- Manage all your sales and marketing activities from a single platform.\n- Track and analyze the effectiveness of your deals.\n- Make data-driven decisions based on actionable insights.\n- Boost your sales through personalized messaging tailored to subscribers across every stage of your sales funnel.\n\nWith SendPulse, you will get access to unlimited email campaigns, 24/7 live support, exceptional deliverability, and detailed reporting on every pricing plan. Our free plan includes 15,000 emails per month, while our paid subscriptions start at just $9.85 per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fc103341-90fc-4a5a-873f-1b7fbf6c08b5.png","url":"https://www.softwareadvice.com.au/software/31209/sendpulse","@type":"ListItem"},{"name":"HoneyBook","position":12,"description":"HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows.\n\nThe system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options.\n\nHoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8c70159d-32c2-43c6-87a7-f1f66d5d622b.png","url":"https://www.softwareadvice.com.au/software/365179/honeybook","@type":"ListItem"},{"name":"Insightly","position":13,"description":"Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5d562cb-cad1-4116-bdd7-4e41f252bc79.png","url":"https://www.softwareadvice.com.au/software/2667/insightly","@type":"ListItem"},{"name":"Nutshell","position":14,"description":"Nutshell is a comprehensive sales, marketing, and engagement platform designed to help B2B organizations collaborate and close more deals. Built to be intuitive for any user yet powerful enough for any business, Nutshell is ideal for teams looking to streamline their sales and marketing efforts without the need for a full-time software administrator. Each Nutshell subscription includes unlimited CRM contacts, seamless data migration assistance, and exceptional live support—all at a highly affordable price.\n\nNutshell goes beyond being just a CRM. Its powerful marketing tools allow you to run email campaigns, design forms, build landing pages, and more—helping you connect with and convert your audience effectively. Additionally, Nutshell's engagement features let you send text messages and manage web chats seamlessly, all within the platform.\n\nNutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. \n\nLaunched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a \"Leader\" in G2's Grid® Report for CRM every quarter since Fall 2020.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/11503072-fb77-4d2e-ba0e-81dfea7aad0e.png","url":"https://www.softwareadvice.com.au/software/4949/nutshell","@type":"ListItem"},{"name":"Thryv","position":15,"description":"Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform.\n\nNow including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals.\n\nFrom getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9bf58f2b-b4ec-4979-ba15-b76d49101c8d.png","url":"https://www.softwareadvice.com.au/software/66581/thryv","@type":"ListItem"},{"name":"HubSpot Sales Hub","position":16,"description":"Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners.\n\n\nSales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63cf513a-7fc5-44fd-a340-e97ba7db1c90.png","url":"https://www.softwareadvice.com.au/software/21946/hubspot-sales-hub","@type":"ListItem"},{"name":"noCRM","position":17,"description":"Turning sales actions into connections. \nnoCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals.\n\nBuilt for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster.\n\nWhy salespeople love noCRM:\n⚡ Action-driven: stay focus on what matters the most: turning leads into deals.\n👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews.\n🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c97361cd-eb00-4d1e-8827-dc63dcca5432.png","url":"https://www.softwareadvice.com.au/software/29741/you-dont-need-a-crm","@type":"ListItem"},{"name":"Spotler CRM","position":18,"description":"Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.\n\nOur CRM system is designed to grow with your business. There are 4 price plans; Free, Starter, Professional and Enterprise, offering easy solutions that will work for your business. \n\nOur customer support is totally free of charge and you'll find lots of self-service resources so you can get the most from your CRM.\n\nOur integrated CRM and marketing solution lets you build campaigns and send emails directly from your CRM, using your data to personalize and segment. New leads can be captured from your website and assigned to sales staff to follow up. Or you can add them directly to an automated marketing campaign, letting you work smarter. The stats package means you can monitor the leads, opportunities and value of closed deals, then track the ROI for each campaign, and optimise your marketing spend.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7808050-a1b8-404c-88c8-7b4e7637f55e.png","url":"https://www.softwareadvice.com.au/software/5776/really-simple-systems","@type":"ListItem"},{"name":"monday CRM","position":19,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.com.au/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"SugarCRM","position":20,"description":"SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution enables users to reduce the total cost of ownership by up to 32% according to Nucleus Research*, all the while providing contemporary features that align with evolving needs.\n\nThe platform offers intuitive dashboards, comprehensive reports, self-guided selling best practices, AI-powered insights, and an easy-to-use mobile CRM app, among others. It also boasts a high level of customisation and integration capabilities, thanks to its bidirectional API, which allows for seamless data synchronisation between SugarCRM and other business-critical systems.\n\nWith its user-friendly interface coupled with its renowned superior customer support, SugarCRM aids in improving user adoption and increasing win rates, customer satisfaction, and engagement.\n\nSugarCRM is an optimal choice for all customer-facing roles, from marketing, sales, and customer success teams of medium and large enterprises. It's not just a standalone CRM solution; it's a CRM platform that can be fully integrated into your business ecosystem, providing a highly customised and efficient solution for managing customer relationships, optimising every interaction across the customer journey.\n\nDifferentiators: SugarCRM investment includes:\n\n- Core Support - EU, NA, APAC\n- Dedicated Customer Success Manager\n- Unlimited modules / fields\n- Unlimited API calls\n- Unlimited workflows\n- Product enhancements / upgrades x 4 per year\n- Product support 12/5\n- Embedded AI\n- Database Backups\n- Mobile Access\n- 2 x Sandboxes\n- 60GB data storage + 1GB per user\n- NO HIDDEN COSTS = PREDICTABLE TOTAL COST OF OWNERSHIP (TCO)\n- SugarCloud leverages the power of AWS in different parts of the world. Customers have the liberty to select their preferred region for data storage, ensuring that the data remains confined to that specific region. The options include:\nAustralia - Sydney\nCanada - Montreal\nGermany - Frankfurt\nSingapore\nUnited Kingdom - London\nUnited States - Portland, Oregon\n\nFor additional information, visit: https://www.sugarcrm.com/why-sugar/trust/security/\n\n\n\n\n\n*Nucleus Report: In examining the experiences of Sugar users, Nucleus Research found that compared to other CRM solutions, Sugar users can lower total cost of ownership by up to 32% whilst delivering similar functionality. https://www.sugarcrm.com/resources/nucleus-research-anatomy-of-a-decision-sugarcrm-vs-salesforce/","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c57b7934-17ff-434d-a9f8-3e29cc6d9163.png","url":"https://www.softwareadvice.com.au/software/21128/sugarcrm","@type":"ListItem"},{"name":"Convoso","position":21,"description":"Convoso is an AI-powered virtual agent software designed to help automate customer interactions for call centers across various industries, including BPO, financial services, home services, insurance, lead generation, legal, real estate, solar, and telemarketing. It helps businesses manage customer engagement processes more efficiently.\n\nThe software uses advanced conversational AI to interpret complex customer inputs and provide natural responses in both voice and text formats. Virtual agents handle tasks such as lead qualification, scheduling callbacks, and sending reminders. The system supports workflow automation and operational efficiency. The platform includes compliance tools to assist businesses in adhering to telemarketing regulations. It offers multimode dialing support for various dialing methods to improve contact rates. Intelligent virtual agents enable call centers to manage more customer interactions while reducing operational costs. Reporting features allow businesses to monitor campaign performance and track metrics for ongoing improvement.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/689f3e71-cf5e-436f-9e79-09a0d3b9d3a9.png","url":"https://www.softwareadvice.com.au/software/2799/safesoft-contact","@type":"ListItem"},{"name":"Maximizer CRM","position":22,"description":"Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and insights, teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. \n\nMaximizer's CRM solution consolidates all account information in a single, easily accessible location. Experience the seamless integration capabilities and complete customization options that Maximizer offers, guaranteeing a smooth transition without disrupting your workflow.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/62f02345-3554-401c-8a79-90f2dc8edac2.png","url":"https://www.softwareadvice.com.au/software/24987/maximizer-wealth-management","@type":"ListItem"},{"name":"Quickbase","position":23,"description":"Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation.\n\nIt features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions.\n\nThe platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0157b8b-f072-4509-bd88-9963aa9b3fdf.jpeg","url":"https://www.softwareadvice.com.au/software/100934/quick-base","@type":"ListItem"},{"name":"Document360","position":24,"description":"Document360 is an AI-powered knowledge base platform built for enterprises that need secure, scalable documentation. It centralizes your organization’s knowledge into one unified workspace whether you’re building public help centres, private internal wikis, SOPs, user manuals, API documentation or product playbooks.\n\nWho It’s For:\n\nBy Role: Customer support teams deflect tickets, technical writers publish faster, product managers align teams and engineers document APIs and workflows effortlessly.\n\nBy Industry: SaaS, IT & consulting, finance, healthcare, education, and manufacturing\n\nKey Capabilities:\n\nAI Writing Agent: Instantly turn text, video, or prompts into structured, ready-to-publish documentation.\n\nAI Search: ChatGPT-style assistant that delivers precise, context-aware answers from your docs.\n\nSEO Automation: Auto-generate titles, tags and glossaries to improve content discoverability.\n\nPowerful Editors: Markdown for speed and WYSIWYG for rich visuals both with real-time previews and drag-and-drop media.\n\nStep-by-Step Guides: Auto-capture on-screen actions to create interactive guides; edit steps and customize highlights in seconds.\n\nCategory Manager: Organize and restructure content effortlessly with drag-and-drop control.\n\nInteractive Demos & Video: Record screens, add videos and embed guided walkthroughs directly into articles.\n\nCustom Workflows: Set review stages, owners and deadlines to fit your documentation process.\n\nPro Analytics: Measure performance, engagement, search trends, feedback and ticket deflection.\n\nBrand Customization: Tailor portal design, layout and color themes to your brand.\n\nSecurity: SOC 2 and GDPR-aligned with SSO, JWT, SAML and IP restriction\n\nLocalization: Supports 50+ languages","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/77b19820-4aad-4900-9b31-63045d39b2d4.png","url":"https://www.softwareadvice.com.au/software/96197/document360","@type":"ListItem"},{"name":"Front","position":25,"description":"Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email, with automated workflows and real-time collaboration behind the scenes. \n\nWith Front, teams can centralize messages across channels, route them to the right person and unlock visibility and insights across all of their customer operations. Additionally, it drives operational efficiency that prevents churn, improves retention and propels customer growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d8ecbf46-377d-4fbe-a921-9d8a23fbc33e.png","url":"https://www.softwareadvice.com.au/software/44733/front","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software#itemlist","numberOfItems":25}
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