---
description: Page 2 - 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.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 2 - Best CRM Software for Accounting Firms - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [CRM Software for Accounting Firms](https://www.softwareadvice.com.au/directory/4110/accounting-crm/software) > [Page 2](https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2)

# CRM Software for Accounting Firms

Canonical: https://www.softwareadvice.com.au/directory/4110/accounting-crm/software

Page: 2 / 4\
Prev: [Previous page](https://www.softwareadvice.com.au/directory/4110/accounting-crm/software)\
Next: [Next page](https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=3)

-----

## Products

1. [Genesys Cloud CX](https://www.softwareadvice.com.au/software/323407/pureconnect) — 4.3/5 (262 reviews) — Genesys Cloud CX cloud contact center software transforms your customer experience. It connects data across teams, to...
2. [Yonyx](https://www.softwareadvice.com.au/software/93908/yonyx) — 4.7/5 (256 reviews) — Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage inter...
3. [SAP Customer Experience](https://www.softwareadvice.com.au/software/416356/sap-customer-experience) — 4.3/5 (245 reviews) — SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size busi...
4. [Claritysoft CRM](https://www.softwareadvice.com.au/software/9707/claritysoft) — 4.5/5 (243 reviews) — Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterpris...
5. [Salesforce Starter](https://www.softwareadvice.com.au/software/82914/salesforceiq) — 4.4/5 (223 reviews) — Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sal...
6. [Pipeliner CRM](https://www.softwareadvice.com.au/software/113892/pipeliner-crm) — 4.6/5 (215 reviews) — Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, d...
7. [HelpCrunch](https://www.softwareadvice.com.au/software/26583/helpcrunch) — 4.8/5 (195 reviews) — HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in on...
8. [Kommo](https://www.softwareadvice.com.au/software/3142/amocrm) — 4.3/5 (195 reviews) — Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With mes...
9. [Glue Up](https://www.softwareadvice.com.au/software/120874/glue-up) — 4.5/5 (191 reviews) — Glue Up is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event managem...
10. [PhoneBurner](https://www.softwareadvice.com.au/software/28049/phoneburner) — 4.8/5 (176 reviews) — PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highl...
11. [Sage Sales Management](https://www.softwareadvice.com.au/software/28949/forcemanager-mobile) — 4.6/5 (162 reviews) — Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI a...
12. [Zendesk Sell](https://www.softwareadvice.com.au/software/93337/zendesksell) — 4.3/5 (159 reviews) — Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B...
13. [BenchmarkONE](https://www.softwareadvice.com.au/software/3732/hatchbuck) — 4.4/5 (155 reviews) — BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The int...
14. [Wishpond](https://www.softwareadvice.com.au/software/21890/wishpond) — 4.1/5 (154 reviews) — Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, socia...
15. [Creatio CRM](https://www.softwareadvice.com.au/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
16. [Gold-Vision CRM](https://www.softwareadvice.com.au/software/13928/gold-vision-crm) — 4.6/5 (131 reviews) — Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for...
17. [Method CRM](https://www.softwareadvice.com.au/software/141742/method-crm) — 4.2/5 (129 reviews) — Method CRM is the \#1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibili...
18. [Saleshandy](https://www.softwareadvice.com.au/software/74979/saleshandy) — 4.5/5 (126 reviews) — Saleshandy is an AI-assisted B2B cold email software for lead generation that helps you automate and scale personaliz...
19. [Deskero](https://www.softwareadvice.com.au/software/110139/deskero) — 4.7/5 (112 reviews) — Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticke...
20. [Myphoner](https://www.softwareadvice.com.au/software/114213/myphoner) — 4.7/5 (99 reviews) — Myphoner enables sales teams to easily manage their prospects with a simple to use cold outreach CRM, never has it be...
21. [HappyFox Help Desk](https://www.softwareadvice.com.au/software/26972/happyfox) — 4.6/5 (92 reviews) — HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions t...
22. [OnePageCRM](https://www.softwareadvice.com.au/software/8278/onepagecrm) — 4.8/5 (91 reviews) — OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship manage...
23. [Sprinklr](https://www.softwareadvice.com.au/software/86501/sprinklr-marketing) — 4.3/5 (90 reviews) — Sprinklr is a cloud-based customer experience management solution designed for businesses of all sizes. It offers soc...
24. [WORKetc](https://www.softwareadvice.com.au/software/8483/worketc) — 4.6/5 (85 reviews) — WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, inv...
25. [Voiptime Cloud](https://www.softwareadvice.com.au/software/55594/voiptime-cloud) — 4.8/5 (80 reviews) — Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center ...

-----

Page: 2 / 4\
Prev: [Previous page](https://www.softwareadvice.com.au/directory/4110/accounting-crm/software)\
Next: [Next page](https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=3)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/directory/4110/accounting-crm/software)
- [All Categories](https://www.softwareadvice.com.au/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Software Advice helps businesses in Australia find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.com.au","url":"https://www.softwareadvice.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.com.au/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"SoftwareAdvice Australia","url":"https://www.softwareadvice.com.au/","@id":"https://www.softwareadvice.com.au/#website","@type":"WebSite","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.com.au/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"CRM Software for Accounting Firms","description":"Page 2 - 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.","url":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2","about":{"@id":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2#breadcrumblist"},"@id":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"inLanguage":"en-AU","mainEntity":{"@id":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2#itemlist"},"publisher":{"@id":"https://www.softwareadvice.com.au/#organization"}},{"@id":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software for Accounting Firms","position":2,"item":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software","@type":"ListItem"},{"name":"Page 2","position":3,"item":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 2 - Best CRM Software for Accounting Firms - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@id":"https://www.softwareadvice.com.au/directory/4110/accounting-crm/software?page=2#itemlist","@type":"ItemList","itemListElement":[{"name":"Genesys Cloud CX","position":1,"description":"Genesys Cloud CX cloud contact center software transforms your customer experience. It connects data across teams, tools, interactions so users have actionable insights to address customers problems with ease on any channel, at any moment, beyond just the call center. Genesys Cloud CX is trusted by various small, medium and large enterprises and recognized as an industry leader across the globe.\n\nWith pervasive automation, businesses can take the right action at the right time to create the best outcome. \n\nWith Genesys Cloud CX, organizations can give their employees the information they need in one application built to engage employees and enhance the team’s performance. Use Genesys Cloud CX as an all-in-one application, easily add various packaged integrations, or customize the platform as per the requirements. It deploys in days and continually innovates with upgrades each week. Additionally, with real-time dashboards and up-to-the-second analytics, Genesys Cloud CX provides the insights required to run your business—no matter where the agents are located.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2833abc6-12c1-4581-8cc9-406ab7f5dd49.png","url":"https://www.softwareadvice.com.au/software/323407/pureconnect","@type":"ListItem"},{"name":"Yonyx","position":2,"description":"Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The platform includes decision trees, which enable organizations to design and visualize customer interactions using multimedia flowcharts.\n\n\nYonyx enables authors to design custom guides for agents using images, hyperlinks, videos, data sorting, and other attributes to streamline customer service operations. It offers various features such as automated guide authoring, user defined commands embedded in guidance steps, analytics, integration with CRM systems and more. Additionally, administrators can invite users, provide role-based permissions, and update tags to facilitate search functionality.\n\n\nYonyx lets managers gain insights into account usage, incidents, author/user activities, compliance and other metrics via reports and analytics. It supports integration with various third-party applications using REST and JavaScript APIs. Pricing includes monthly subscriptions and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b307d20-0f07-43d7-ab02-81646f8bb34c.png","url":"https://www.softwareadvice.com.au/software/93908/yonyx","@type":"ListItem"},{"name":"SAP Customer Experience","position":3,"description":"SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, customers and marketing operations.\n\n\nSAP Customer Experience features built-in sales automation, marketing automation, customer support, help desk and channel management capabilities. The solution can also be deployed on-premise.\n\n\nThe sales module helps organizations acquire and retain new business by effectively managing the sales pipeline. The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management.\n\n\nSAP Customer Experience offers support through an online knowledge base, support portal and via phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c046d78a-8f19-4afd-bb26-81df76556187.png","url":"https://www.softwareadvice.com.au/software/416356/sap-customer-experience","@type":"ListItem"},{"name":"Claritysoft CRM","position":4,"description":"Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management.\n\n\nClaritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives.\n\n\nThe email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences.\n\n\nUsers are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e07270c-1477-4f11-a45e-d47e3a554da5.png","url":"https://www.softwareadvice.com.au/software/9707/claritysoft","@type":"ListItem"},{"name":"Salesforce Starter","position":5,"description":"Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sales, service, and commerce tools in a unified platform. Salesforce Starter enables users to organize customer data, manage relationships, and gain valuable business insights. Its dynamic email marketing and analytics capabilities allow users to nurture prospect and customer connections with customizable email templates. The suite's segmentation features unify customer data across marketing, sales, and service, enabling personalized communications.\n\nThe sales process streamlined with deal management tools and customer service features, including case management and escalation, help ensure efficient issue resolution. For businesses looking to establish an online presence, Salesforce Starter offers a storefront builder with drag-and-drop design tools and built-in merchandising and commerce analytics. The all-in-one CRM solution provides growing companies the essential functionality they need to find new leads, win deals, and sell online, all from a centralized platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e99de81a-e5c9-44af-9813-43549968f84d.png","url":"https://www.softwareadvice.com.au/software/82914/salesforceiq","@type":"ListItem"},{"name":"Pipeliner CRM","position":6,"description":"Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

\n\nThis CRM provides both salespeople and sales management with many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights.

\n\nPlus, thanks to its automation engine and integration with other systems (such as Support, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems utilize.

\n\nThe Pipeliner CRM experience is different from traditional CRM which is why it drives high adoption rates, lower Total Cost of Ownership, and rapid Return On Investment.  Fast onboarding allows users to learn and administer the system, resulting in little to no business interruption when deploying.","url":"https://www.softwareadvice.com.au/software/113892/pipeliner-crm","@type":"ListItem"},{"name":"HelpCrunch","position":7,"description":"HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in one solution. The solution helps support, sales and marketing teams to acquire, convert leads and support their customers. HelpCrunch is suitable for SaaS, e-commerce and any other type of online business.\n\n\nLive chat works as a visitor engagement, lead acquisition and support tool. The feature enables companies to reply to customer queries instantly or later in the same thread, even after the customer has disconnected. An in-app messenger can be integrated with a website or application to engage with customers.\n\nChatbot helps companies automate routine tasks and jumpstart their lead generation activities.\n\n\nEmail marketing automation enables users to send email follow-ups right from the chat, launch one-time emails or create event-triggered automated email sequences for onboarding or marketing campaigns.\n\n\nThe help desk module can organize all customer communication, prioritize actions, distribute tasks and manage each customer case.\n\n\nPricing is tiered, based on the number of agents and emails.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff575945-45ad-4f13-bbe0-b4d63475d1cd.png","url":"https://www.softwareadvice.com.au/software/26583/helpcrunch","@type":"ListItem"},{"name":"Kommo","position":8,"description":"Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities\n\n\nLead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses.\n\n\nWith workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android.\n\n\nThe setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1c5c666c-8d48-4e9d-ac31-e43229769881.png","url":"https://www.softwareadvice.com.au/software/3142/amocrm","@type":"ListItem"},{"name":"Glue Up","position":9,"description":"Glue Up is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event management, membership management, customer relationship management (CRM), email marketing, payment processing and dedicated mobile apps into one platform.\n\nWith Glue Up’s membership renewal workflow, users are alerted to outstanding payments and can send automatic reminders to members via email and through push notifications. The mobile membership directory lets organizers view member information and connect with members. Users can search through the member directory and create search filters to identify specific types of members.\n\nOrganization members can use the mobile app to receive messages, register for events, edit profile information and manage their subscriptions. The payment module lets users collect membership dues and payment via credit cards, wire transfers and other digital payment gateways. Glue Up provides two separate apps for members and organizers, which are available for iOS and Android devices. Support is provided via email, phone, helpdesk and webinars.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/767f0c5d-872b-4c45-93f5-2a316ddf9d32.png","url":"https://www.softwareadvice.com.au/software/120874/glue-up","@type":"ListItem"},{"name":"PhoneBurner","position":10,"description":"PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations.  The system offers functionalities that include power dialing, lead management, email follow-up, SMS, sales cadence, performance management and analytics.\n\nThe PhoneBurner system is a leader in its support of TCPA/FCC compliance and provides cutting edge tools to help teams engage in efficient, effective, and compliant communications. \n\nUse the built-in CRM, or integrate with Salesforce, HubSpot, Zoho, monday.com and other leading CRMs and apps. Other features include 1-click voicemails,  one-touch emails and SMS, email tracking, custom dispositions, call recording, call transfer, local ID, sales cadence, automatic lead distribution and more.\n\nPhoneBurner scales to any size team and can be managed from one central admin portal. Analytics, reporting and live call monitoring/coaching features offer real-time visibility into ongoing activities and calling performance. The platform is cloud-based and requires no installations, setup fees, or contracts.\n\nThe solution is available on a monthly subscription basis and provides customer support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9d1e4b59-9ce2-4309-b933-12d6217bdaf7.png","url":"https://www.softwareadvice.com.au/software/28049/phoneburner","@type":"ListItem"},{"name":"Sage Sales Management","position":11,"description":"Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: \n\n- AI-powered analysis for real-time sales impact measurement. \n- Geolocated opportunity information for strategic planning. \n- Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. \n\n- Customizable real-time data fields and stages to match unique sales processes. \n- AI-driven insights to minimize errors and misunderstandings. \n- Easy integration with your favorite apps. \n- Enhanced collaboration across departments, fostering a unified approach to sales success. \n\nAvailable on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/955d66db-44da-4e2a-afa1-71d21d9c9d1f.png","url":"https://www.softwareadvice.com.au/software/28949/forcemanager-mobile","@type":"ListItem"},{"name":"Zendesk Sell","position":12,"description":"Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.\n\n\nZendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.\n\n\nSales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.\n\n\nZendesk Sell has native applications for iOS, Android and Windows phones. The solution can also integrate with MailChimp. The system is suitable for small to midsize companies across most industries looking for a mobile CRM solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91713ea5-644a-4395-afc8-4b7f6206a913.png","url":"https://www.softwareadvice.com.au/software/93337/zendesksell","@type":"ListItem"},{"name":"BenchmarkONE","position":13,"description":"BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. BenchmarkONE is a good fit for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more.\n\n\nBenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients. Contacts can be imported from Outlook, Excel, and LinkedIn, while leads can be captured from the company website, blog or social media sites with a straightforward \"drag and drop\" form builder.\n\n\nBenchmarkONE offers a robust library with 450 email templates that can be used directly or can be customized using the software's template builder. Users can set up automatic emails to specific groups of contacts and track the progress of campaigns. The software runs on both Mac and PCs, and can be accessed via any device with Internet connectivity, including iPads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8b4e0438-82d5-4fef-a354-a67edf7d0f67.png","url":"https://www.softwareadvice.com.au/software/3732/hatchbuck","@type":"ListItem"},{"name":"Wishpond","position":14,"description":"Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, social contests, popups, and forms, Wishpond features tools for website and email subscriber engagement. Lead scoring, nurturing tools, and performance metrics are also available with this solution.\n\n\nCombined with email marketing automation, Wishpond allows marketers and business owners to create segmented lists of subscribers based on interest, location, web activity, plus more.\n\n\nAdditionally, users can build custom campaigns, manage landing pages, run social contests, set up marketing automation tasks, manage email marketing initiatives, plus more.\n\n\nPricing for Wishpond is on a monthly subscription basis and based on the number of leads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/366a0e6d-abe8-43e7-b9e7-371a718f6c8c.png","url":"https://www.softwareadvice.com.au/software/21890/wishpond","@type":"ListItem"},{"name":"Creatio CRM","position":15,"description":"Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.\n\nCreatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.\n\nCreatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.\n\nAnd Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.com.au/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"Gold-Vision CRM","position":16,"description":"Who are we? \n\nGold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud, dependant on preference.  \n\nCore features: \n\nThe core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers. \n\nSales: \n\nSales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.  \n\nPipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. \n\nGold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next.   \n\nMarketing: \n\nThe Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. \n\nGold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. \n\nProjects: \n\nManaging projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. \n\nCustomer support: \n\nTo deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture.   \n\nWith Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before \n\nCustomer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. \n\nDemo: \n\nAfter identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. \n\nWe provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. \n\nImplementation and support: \n\nFrom the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. \n\nOur support team is attentive and offers comprehensive advice whenever needed. \n\nGold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7a6bba8-9107-474b-b8e0-6842c427939d.png","url":"https://www.softwareadvice.com.au/software/13928/gold-vision-crm","@type":"ListItem"},{"name":"Method CRM","position":17,"description":"Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate.\n\nMost CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software.\n\nFor growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve.\nWith a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information.\n\nTrusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business.\n\nMethod CRM is the #1 rated QuickBooks CRM on the Intuit App Marketplace and a proud Intuit Platinum Partner.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9d47f49-f8c5-43fa-ba1d-c5cae1733ccd.png","url":"https://www.softwareadvice.com.au/software/141742/method-crm","@type":"ListItem"},{"name":"Saleshandy","position":18,"description":"Saleshandy is an AI-assisted B2B cold email software for lead generation that helps you automate and scale personalized cold emails with top-notch email deliverability to close more deals and book more meetings.\n\nIt is the perfect tool for lead generation agencies, sales reps, entrepreneurs, and anyone who wants to generate more leads and ultimately close more deals through cold emailing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b348a1e-bb84-4cca-a789-87bddb9625e7.png","url":"https://www.softwareadvice.com.au/software/74979/saleshandy","@type":"ListItem"},{"name":"Deskero","position":19,"description":"Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticketing, multi-channel support, social media and chat support and reporting functionalities within a suite. Phone, Android and Windows apps available.\n\n\nDeskero features ticketing management, which allows users to group, tag and organize help desk tickets based on predefined rules. Users can also define ticket configuration rules, which allows users to create workflows for themselves and team members.\n\n\nDeskero offers chat tickets, which allows users to manage support requests via chat. Users can also create separate workflows for incoming chat requests, and assign them to an agent, team or division. The product also features team chat, which allows team members to initiate chat engaging individual agents or teams.\n\n\nDeskero offers subscription pricing, and is available in four different pricing plans based on the number of features offered.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60e1f81c-6451-43d1-84c3-251edd0b038e.jpg","url":"https://www.softwareadvice.com.au/software/110139/deskero","@type":"ListItem"},{"name":"Myphoner","position":20,"description":"Myphoner enables sales teams to easily manage their prospects with a simple to use cold outreach CRM, never has it been easier to follow up and drive leads. Whether you do cold calling, warm calling, meeting booking, inside sales, it's all about following up. Myphoner offers a full suite of tools to enable your sales team to get the job done. \n\nIn 2013 we started with a unique queue that ensured agents would never miss a scheduled call and assist them to focus on calling. Today we offer a host of features from time tracking to a built-in dialer and Cloud VoIP solution to Live Monitoring & robust reporting.\nWith features such as email templates, scripts & campaign configuration, managers spend less time on admin, enabling them to focus on their team and coaching agents. Talking about coaching, our Live Monitoring with Listen & Whisper features further help managers train agents to get the most out of each call.\nWith four different types of reports, agents, managers & clients can see precisely how campaigns perform in real-time. Our agent report is fantastic to ensure each agent is performing optimally and reaches their KPI's. In contrast, our list and detail report provides excellent insight into how effective campaigns are at any time. We even offer a Voice Report, which offers complete transparency on call costs to ensure companies can manage their ROI effectively.\nWe offer tools to manage client campaigns independently for agency clients, ensuring that all data is separate. This means easier management and provides the ability for clients to have complete transparency over their campaigns. We even offer custom branding and white labelling, enabling you to give more value to clients.\nWe understand the importance of having the ability to integrate with other applications in your tech stack and automating processes. With that in mind, we have a robust open API & have partnered with Zapier, which integrates with over 3000 applications worldwide.\nOur plans & features are built to grow as your company and sales team grows, ensuring that you have the right features without any bloatware, no matter how small or large your team is.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e48852f2-46cd-4fe4-a875-c55d155c471f.png","url":"https://www.softwareadvice.com.au/software/114213/myphoner","@type":"ListItem"},{"name":"HappyFox Help Desk","position":21,"description":"HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media and publishing, energy, retail, and more.\n\n\nHappyFox sorts tickets based on priority and then organizes them based on pre-determined criteria, so that each queue is relevant and managed in a logical manner. Email templates help manage repetitive queries, and these templates can be customized to ensure a relevant response from support team members to customers. Each ticket contains a running log of actions taken so that all team members have visibility into the edits taking place.\n\n\nHappyFox offers industry standard security features for managing and storing user's data. These features include SSL enabled help desk, encryption by 256 bit AES algorithm, role-based permissions and restricted access based on IPs.\n\n\nHappyFox is available on a monthly subscription basis that includes support via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/58b26074-f89b-4b36-bbb2-d3a863772bfd.png","url":"https://www.softwareadvice.com.au/software/26972/happyfox","@type":"ListItem"},{"name":"OnePageCRM","position":22,"description":"OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. \n\nYou can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. \n\nUnique CRM features:\n\n— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.\n\n— Contact management:  All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. \n\n— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub!\n\n— Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions.\n\nMore CRM features:\n\n— Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool.\n\n— Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature.\n\n— Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner.\n\n— CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues.\n\n— CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce33782-6b0e-49c6-9a2c-9ff42da6fa67.png","url":"https://www.softwareadvice.com.au/software/8278/onepagecrm","@type":"ListItem"},{"name":"Sprinklr","position":23,"description":"Sprinklr is a cloud-based customer experience management solution designed for businesses of all sizes. It offers social experience core, content marketing, social media management, paid advertising, website management (first-party experience), and social listening functionalities within a suite.\n\nThe social CRM and social governance modules enable users to manage social profiles using a single platform. The platform also allows customers to post reviews on a website, post messages on their Facebook profiles, or tweet directly about the brand.\n\nSprinklr's social media management platform allows users to implement a social media strategy across multiple business functions, such as sales, marketing, customer service, PR, events, and crisis management.\n\nOther features include social automation and social campaign management, which includes collaborating on design, launching, and reporting across departments and enforcing campaign consistency across the organization.\n\nSprinklr offers online and knowledgebase support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0490fe8-5643-494f-b180-6fc2b6e0b6f8.png","url":"https://www.softwareadvice.com.au/software/86501/sprinklr-marketing","@type":"ListItem"},{"name":"WORKetc","position":24,"description":"WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk, sales and marketing management modules, catering to the business management needs of companies of all sizes. WORKetc supports collaboration between sales, support, project finance and management teams for improved customer visibility. It can capture customer information manually, or automatically via Web forms and email. Support cases can be managed by custom priority levels and statuses. The software manages the complete customer lifecycle from lead to sales and billing and support. Every activity and interaction is captured online and provides features such as search and filter customer activity history by keyword, activity or employee interaction. Contacts can also be synced from Google Workspace or Outlook. The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, taxes and discount management. WORKetc also supports integration with accounting software, such as Quickbooks Online and Xero.\n\nThis platform allows your team to work from anywhere, centralizing team and customer collaboration, and bringing remote teams together. It offers mobile access via iOS and Android apps, enabling you to manage your business at work, at home, or on the road. \n\nWith WORKetc, you can say goodbye to painful integrations and multiple costly web apps, and say hello to increased productivity and efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b34da490-8e06-4799-9acd-43625924e807.png","url":"https://www.softwareadvice.com.au/software/8483/worketc","@type":"ListItem"},{"name":"Voiptime Cloud","position":25,"description":"Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, Progressive & Predictive dialer (with flexible redialing rules, time zone settings), flexible call script builder, live call monitoring, ultimate reporting, and powerful REST API. Get up and running in less than 48 hours, with a fully configured environment and reliable VoIP lines with affordable rates in 200 countries.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56d75438-a5d1-4ba7-ad45-38b65c020b69.png","url":"https://www.softwareadvice.com.au/software/55594/voiptime-cloud","@type":"ListItem"}],"numberOfItems":25}
</script>