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description: Page 3 - 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: Page 3 - 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. [Track-It\!](https://www.softwareadvice.com.au/software/27016/track-it) — 4.0/5 (77 reviews) — Track-It\! is an IT service desk management platform by BMC Software that handles asset, change management, knowledge ...
2. [Canny](https://www.softwareadvice.com.au/software/117543/canny) — 4.6/5 (76 reviews) — Canny is a feedback management platform designed to help businesses collect and analyze insights from customers and a...
3. [Oracle E-Business Suite](https://www.softwareadvice.com.au/software/4223/oracle-e-business-suite) — 4.3/5 (76 reviews) — Oracle E-Business Suite supports today’s evolving business models, drives productivity, and meets the demands of the ...
4. [Sage CRM](https://www.softwareadvice.com.au/software/437357/sagecrm) — 3.6/5 (73 reviews) — Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize...
5. [servis.ai](https://www.softwareadvice.com.au/software/113880/freeagent) — 4.6/5 (71 reviews) — Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organ...
6. [SalesOutlook CRM](https://www.softwareadvice.com.au/software/373716/salesoutlook-crm) — 4.3/5 (71 reviews) — SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds int...
7. [Tracker](https://www.softwareadvice.com.au/software/27032/phaseware-tracker) — 4.4/5 (66 reviews) — PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients repo...
8. [Oracle Sales](https://www.softwareadvice.com.au/software/35635/oracle-cx-sales) — 4.3/5 (65 reviews) — Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) produ...
9. [Commence](https://www.softwareadvice.com.au/software/2549/commence) — 4.9/5 (44 reviews) — Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size busine...
10. [Salesboom CRM Suite](https://www.softwareadvice.com.au/software/3364/salesboom) — 4.3/5 (37 reviews) — Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the sys...
11. [SalesSeek](https://www.softwareadvice.com.au/software/13940/salesseek) — 4.4/5 (35 reviews) — SalesSeek is a cloud-based customer relationship management (CRM) solution suitable for small, midsize and large ente...
12. [Oracle CRM On Demand](https://www.softwareadvice.com.au/software/1543/oracle-crm-on-demand) — 4.4/5 (31 reviews) — Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to...
13. [Focus Softnet](https://www.softwareadvice.com.au/software/166189/centra-hub-crm) — 3.9/5 (31 reviews) — Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketin...
14. [Lead Capsule](https://www.softwareadvice.com.au/software/31097/lead-capsule) — 4.6/5 (30 reviews) — Lead Capsule is a cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes. K...
15. [CallProof](https://www.softwareadvice.com.au/software/2942/callproof) — 4.1/5 (28 reviews) — CallProof is built for leaders who manage outside and field sales teams and want a simple way to know what’s really h...
16. [RAYNET CRM](https://www.softwareadvice.com.au/software/19091/raynet) — 4.9/5 (27 reviews) — Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly or...
17. [karmaCRM](https://www.softwareadvice.com.au/software/27572/karmacrm) — 4.5/5 (27 reviews) — KarmaCRM is a cloud-based customer relationship management solution that caters to small sized businesses, helping th...
18. [FunnelMaker](https://www.softwareadvice.com.au/software/58142/funnelmakersales) — 4.3/5 (26 reviews) — FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. Th...
19. [Soffront CRM](https://www.softwareadvice.com.au/software/2342/soffront-online) — 4.3/5 (24 reviews) — Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Sof...
20. [Snapforce](https://www.softwareadvice.com.au/software/6245/snapforce-crm) — 4.1/5 (24 reviews) — Snapforce offers a customer relationship management (CRM) system with three price options. This cloud-based product i...
21. [LeadLander](https://www.softwareadvice.com.au/software/77667/leadlander) — 4.8/5 (23 reviews) — LeadLander is a cloud-based sales enablement tool for midsize and large businesses that is designed for both inbound ...
22. [Salesken](https://www.softwareadvice.com.au/software/115419/salesken) — 4.7/5 (22 reviews) — Salesken is a sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to gen...
23. [DealCloud](https://www.softwareadvice.com.au/software/115695/dealcloud) — 4.5/5 (21 reviews) — DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraisi...
24. [Fieldpoint](https://www.softwareadvice.com.au/software/173485/fieldpoint) — 4.1/5 (16 reviews) — Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With o...
25. [SalezShark](https://www.softwareadvice.com.au/software/29113/salezshark) — 4.7/5 (15 reviews) — SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in genera...

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Pricing is available on monthly subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/27e17e60-2465-4fb1-a234-b9149d8127d4.png","url":"https://www.softwareadvice.com.au/software/117543/canny","@type":"ListItem"},{"name":"Oracle E-Business Suite","position":3,"description":"Oracle E-Business Suite supports today’s evolving business models, drives productivity, and meets the demands of the modern mobile user. The solution continues to deliver new application functionality and expand the capabilities of existing features while helping you gain all the benefits of Oracle Cloud.\n\nOracle E-Business Suite is a cloud-based suite containing integrated, global business applications that enable organizations to make decisions and manage costs of operations. The suite also includes on-premise customer relationship management (CRM) solution designed to help sales, service and marketing departments make information-driven decisions and manage costs and performance.\n\nBuilt on an open, standards-based architecture, E-Business Suite CRM helps streamline business processes and allows key divisions to draw references from the same source of data. Sales applications include sales force automation, sales order management and channel management. Marketing applications include marketing automation, marketing resource management and tradeshow management. Service applications include customer service, field service, call center and self-service.\n\nOracle E-Business Suite also consists of applications for managing operations related to services, finance, human capital, project portfolio and supply chain. Support is available through an online knowledge base and via phone.\n\nBelow are some of the valuable features of popular application offerings available within Oracle E-Business Suite:\n- Supply Chain Management (SCM): Every possible supply chain process can be fully automated, from planning, creation, and appropriation to development and fulfillment, delivering a comprehensive solution application to ensure organizations have robust, intelligent-driven, value-added chains. \n- Human Resource Management (HRM): The solution offers a sturdy group of outstanding human resource processes that enable users to improve productivity, enhance overall business performance, and lower TCO. \n- Customer Relations Management (CRM): This application provides for a streamlined, unique global gathering of information that will ensure all selling channels are continually following the organization's objectives and protocols.\n- Project Portfolio Management (PPM): Oracle EBS provides a comprehensive, full lifecycle offering of project and portfolio management. Users get a single fully transparent view of all project-related ventures coupled with a superb performance process that grants users the ability to choose the best, most dynamic portfolio ventures.\n- Financial Management: Users are able to perform more effectively, improve productivity and efficiency, develop productivity tools and integrated performance management, and develop processes for shared services to reduce overall operating costs.\n- Service Management: This application allows users access to the best data necessary to provide correct, precise, reliable information to their clients to ensure that every expectation is exceeded and consistently satisfied.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56875974-6bb2-4a2b-9b85-637f24d6c5af.png","url":"https://www.softwareadvice.com.au/software/4223/oracle-e-business-suite","@type":"ListItem"},{"name":"Sage CRM","position":4,"description":"Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize businesses aiming to optimize their customer experiences. This comprehensive platform provides a suite of tools designed to manage both new and existing client relationships, streamlining operations across sales, marketing, customer service, and more. Notable applications include integrated modules for sales and marketing automation, customer service, help desk, and social CRM, fostering a holistic approach to managing customer journeys.\n\nThe platform’s capabilities are enhanced with robust mobile features, ensuring that teams can access customer data and functionalities on the go, boosting productivity and responsiveness. Sage CRM supports both cloud and on-premise deployments, offering flexibility to businesses based on their infrastructure preferences and requirements.\n\nSales teams can leverage Sage CRM to monitor sales agent performance, forecast trends effectively, schedule meetings, and manage the sales pipeline more efficiently. The dashboard provides immediate visibility into current sales deals, while advanced reporting and analytic features aid in forecasting sales performance and identifying new opportunities. For marketers, the solution offers powerful tools to plan and execute multi-channel marketing and promotional campaigns. Its built-in email marketing functionality facilitates the sending of promotional messages and newsletters directly to contacts, enhancing communication strategies.\n\nThe solution's capability extends to managing campaigns across multiple channels, ensuring that businesses can target and engage their audience through the most effective mediums. This adaptability and breadth of features make Sage CRM a versatile tool for enhancing customer engagement and nurturing long-term relationships.\n\nMoreover, Sage CRM stands out for its compatibility with various third-party applications, allowing for seamless integration into existing business ecosystems. This interoperability enhances the platform's flexibility and enables businesses to customize their CRM solution according to their specific needs and workflows.\n\nIn summary, Sage CRM provides a comprehensive and customizable CRM solution that supports businesses in their endeavors to manage customer relationships effectively. With its extensive features for sales, marketing, and customer service, combined with mobile capabilities, cloud and on-premise deployment options, and third-party application integration, Sage CRM empowers small and midsize businesses to optimize their customer experience and drive growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9607bcbc-59fe-4b10-a807-05685fadb3f7.jpeg","url":"https://www.softwareadvice.com.au/software/437357/sagecrm","@type":"ListItem"},{"name":"servis.ai","position":5,"description":"Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. \n\nWork smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. \nLift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45375506-7b1f-4956-aed6-3d57776346f4.jpeg","url":"https://www.softwareadvice.com.au/software/113880/freeagent","@type":"ListItem"},{"name":"SalesOutlook CRM","position":6,"description":"SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database.\n\nSalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/eb218edd-fe30-4837-aec6-3149de284e62.png","url":"https://www.softwareadvice.com.au/software/373716/salesoutlook-crm","@type":"ListItem"},{"name":"Tracker","position":7,"description":"PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Flexible deployment options include on-premise installation and a cloud-based option.\n\n\nApplications for help desk and customer service can be supplemented with a web self-service portal for clients or a knowledge management suite to improve a support team's training process.\n\n\nThe client self-service center frees up support staff while allowing customers to report issues, check for status updates on existing tickets or access FAQs and other learning tools. \n\n\nUsers can quickly generate reports using the 80+ templates included with the solution, or dig deep into client interactions using the data field and customer incident search functions. \n\n\nTracker's support team offers highly individualized customer service to fit each organization's unique needs. Tracker can be scaled to fit the service center size, whether one license or 1,000 are needed.\n\n\nThe solution supports Windows and Mac operating systems and is compatible with all major web browsers. Native iOS and Android apps are available for the customer self-service portal.\n\n\nPricing is per user per month for a cloud solution and one-time license fee for an on-premise solution. Support is via email, call and self-service portal.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a76789e5-9121-4983-81d3-22940b52640d.png","url":"https://www.softwareadvice.com.au/software/27032/phaseware-tracker","@type":"ListItem"},{"name":"Oracle Sales","position":8,"description":"Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional native mobile app help differentiate it from Oracle’s popular legacy CRM and sales solutions.\n\n\nIn addition to core sales force automation functionality, such as interaction tracking and follow-up automation, Sales Cloud features configurability, sales rep prospecting, channel management and territory management.\n\n\nOracle Sales Cloud also offers CPQ Cloud, a full solution to manage the entire quote-to-cash process, from configuring price quotes (CPQ) to proposal delivery to order fulfillment. In addition, Oracle Social Network Cloud facilitates collaboration among sales reps, and Oracle Social Engagement and Monitoring allows reps to monitor prospects and competitors across multiple social and online channels in order to capitalize on timely interaction opportunities. Oracle Sales Cloud Mobile, meanwhile, enables reps to access up-to-date customer information while in the field.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/803cef26-33c1-4feb-ac71-28a63b6b0839.png","url":"https://www.softwareadvice.com.au/software/35635/oracle-cx-sales","@type":"ListItem"},{"name":"Commence","position":9,"description":"Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various modules and features which include marketing automation, lead management, help desk functionality, a customer portal, reporting and project management.\n\n\nThe dashboard presents real-time information, showing emails, tasks to complete, service tickets, alerts and new leads. The custom dashboard allows users to see up-to-date sales activity and respond to emails.\n\n\nMarketing automation features offer pre-built templates to launch targeted campaigns with a customizable budget, and the ability to analyze the response rate and revenue of campaigns.\n\n\nAdditionally, Commence CRM manages the sales cycle, schedules appointments and to-dos, records interactions with customers and generates forecasts and performance reporting.\n\n\nCommence CRM is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61e9a528-68ee-45ee-b480-34dee03bdef7.jpeg","url":"https://www.softwareadvice.com.au/software/2549/commence","@type":"ListItem"},{"name":"Salesboom CRM Suite","position":10,"description":"Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the system was designed for quick end user adoption, and most functions can be accessed with just a few clicks.\n\n\nEvery company using Salesboom is assigned a personal CRM consultant. The system is offered in three levels: Team, Professional and Enterprise.\n\n\nThe Team Level contains advanced mass email marketing, as well as auto-response email functions. Lead and contact management is always included, and customer support teams have access to Case and Incident Management, as well as Solution Management.\n\n\nThe Professional and Enterprise levels include advanced Campaign Management, Quote and Contract Management, as well as the ability to produce a custom dashboard for Business Intelligence analytics and tracking.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b6e9d20-91e9-4f77-a96d-779967003599.png","url":"https://www.softwareadvice.com.au/software/3364/salesboom","@type":"ListItem"},{"name":"SalesSeek","position":11,"description":"SalesSeek is a cloud-based customer relationship management (CRM) solution suitable for small, midsize and large enterprises. Primary features include sales funnel management, contact management, marketing automation, email marketing and reporting.\n\n\nSalesSeek allows users to manage leads, track customer service, monitor business relationships and assess business operations. Other features include a marketing dashboard, visitor tracking, configurable role-based access to business data, lead-quality tracking and campaign return on investment reports.\n\n\nIntegrations include financial software, email marketing applications, social-media sites, forms automation and landing page applications. These include Experian, Xero, Sage One, Quickbooks, DocuSign, Zendesk, Mailchimp, LinkedIn, Twitter, Facebook, Wordpress and others.\n\n\nSalesSeek is available with monthly subscription pricing. Support is available via email and over the phone. Other support options include an online knowledge base and in-app support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23419d5d-11c6-4379-94fe-b08df1fca267.png","url":"https://www.softwareadvice.com.au/software/13940/salesseek","@type":"ListItem"},{"name":"Oracle CRM On Demand","position":12,"description":"Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solution designed to help sales, service and marketing departments make information-driven decisions and manage costs and performance. It helps streamline business processes and allows key divisions to draw references from the same source of data.\n\n\nSales applications include sales force automation, sales order management and channel management. Marketing applications include marketing automation, marketing resource management and tradeshow management. Service applications include customer service, field service, call center and self-service.\n\n\nOracle CRM On Demand also consists of applications for managing operations related to services, finance, human capital, project portfolio and supply chain.\n\n\nSupport is available through an online knowledge base and via phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/65b32c41-a668-4d23-ac9b-0bd0e95139a8.png","url":"https://www.softwareadvice.com.au/software/1543/oracle-crm-on-demand","@type":"ListItem"},{"name":"Focus Softnet","position":13,"description":"Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and automation tools, Centra Hub CRM can enable teams to act on business growth initiatives. The platform automatically tracks interactions with leads, prospects, and existing customers.\n\n\nSales teams can access CRM tools and a visual sales pipeline directly on Centra Hub's platform. Using the platform, reps can create deals and track progress by using drag-and-drop features. Reps can access nurturing tools to contact customers via email, phone, or text message. Centra Hub CRM also includes marketing automation features. Teams can utilize e-mail campaigns and templates, surveys, contact level analytics, visitor tracking, social media lead generation, plus more. \n\n\nPricing for Centra Hub CRM is per user and billed monthly. Support is available via online help guides, phone, and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a0afae14-7fd4-43ec-836b-338115e24689.png","url":"https://www.softwareadvice.com.au/software/166189/centra-hub-crm","@type":"ListItem"},{"name":"Lead Capsule","position":14,"description":"Lead Capsule is a cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes. Key features include lead generation, management, aggregation and commerce. \n\n\nThe solution offers key features such as activity tracking, pipeline management, prospecting tools and source tracking. The solution ensures that sales staff and representatives receive leads in real time so that each and every lead has the maximum chance to convert into actual sale.\n\n\nLead Capsule enables users to drive targeted traffic to their promotions and offers through its affiliate portal. In addition, its dynamic web form feature helps generate qualified leads and offers affiliate tracking. Its call tracking feature allows users to track both outbound and inbound phone calls either sent from their vendors or generated by their own marketing efforts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/22ec76a5-8944-455b-bd07-2f8519e723c8.png","url":"https://www.softwareadvice.com.au/software/31097/lead-capsule","@type":"ListItem"},{"name":"CallProof","position":15,"description":"CallProof is built for leaders who manage outside and field sales teams and want a simple way to know what’s really happening in the field—without nagging reps for updates or living in spreadsheets.\n\nIdeal users\nIf you lead a team that sells in person (door-to-door, route sales, territory reps, service-based sales, or field producers), CallProof helps you create consistent selling habits and a clear view of pipeline health. It’s especially useful when your team is mobile, spread across territories, or hard to manage through traditional “desk CRM” tools.\n\nWhat CallProof helps you do\nCallProof brings sales tracking and pipeline management into one mobile-first workflow:\n\nReps can log calls, visits, meetings, and appointments quickly from the field\n\nNotes, outcomes, and follow-up tasks keep next steps organized\n\nOpportunities move through a clear pipeline so deals don’t disappear\n\nManagers get real-time dashboards and reports to coach with facts, spot gaps early, and forecast more confidently\n\nUnique benefits\n\nAccountability without micromanagement: Know the activity level and follow-through across the team in real time\n\nMore consistent follow-up: Tasks and reminders reduce dropped balls and stalled deals\n\nBetter coaching conversations: Move from “How’s it going?” to targeted coaching based on actual activity and pipeline movement\n\nFaster adoption for field teams: Mobile-first design reduces end-of-day admin and protects selling time\n\nImproved visibility for owners: Connect daily execution to pipeline performance so you can intervene early and scale what works\n\nCommon use cases\n\nStandardizing field activity (calls/visits) across territories\n\nRunning weekly sales meetings with clean reporting\n\nIncreasing touchpoint consistency for prospecting and account management\n\nImproving pipeline hygiene and stage discipline\n\nCoaching reps based on real behaviors, not opinions\n\nSupport & onboarding\nTeams typically start by importing contacts/leads, defining pipeline stages, and setting expectations for what reps should track daily. CallProof supports quick setup and ongoing coaching workflows so leaders can build habits and reporting that match how their team sells.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4edaf24f-6da8-4c5e-833b-ac2d03537093.png","url":"https://www.softwareadvice.com.au/software/2942/callproof","@type":"ListItem"},{"name":"RAYNET CRM","position":16,"description":"Simplify your CRM.\n\nAll contacts, deals, your calendar, your sales pipeline analysis –? all in one place. \nPerfectly organized data that simplify your work and give you a thorough overview of your business.\n\nRAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective.\n\nWho, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals.\n\nWhy Raynet?\n- Smooth integration with you calendar, e-mail, phone and other applications,\n- all your data in one place,\n- your team can work from anywhere,\n- immediate analysis of your sales score,\n- increased productivity and effectiveness.\n\nFree trial for 30 days: Make sales easier.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c61aef26-f347-4810-84c5-7d16e01acd0c.jpeg","url":"https://www.softwareadvice.com.au/software/19091/raynet","@type":"ListItem"},{"name":"karmaCRM","position":17,"description":"KarmaCRM is a cloud-based customer relationship management solution that caters to small sized businesses, helping them to build relationships, close deals and manage business operations.\n\n\nThe solution's Contact management functionality provides basic contact information along with contact activity and history. Contacts can be located via system-wide searches and updated with bulk operations.\n\n\nUsers can research and connect with customers via automated social profile searches, and leads can be automatically imported from the company’s website. Users can also control access rights and permissions with customizable user groups.\n\n\nTasks can be prioritized with calendars, alerts and email and SMS reminders. Users can create and maintain multiple calendars for different types of tasks or events and also customize and rearrange dashboard fields, tabs, labels and colors to suit the needs of the sales process. In addition, KarmaCRM integrates with Outlook or Gmail and has a dropbox feature to BCC emails to directly to the CRM.\n\n\nKarmaCRM is available on a monthly subscription basis that includes support via phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/532c3b4f-2b51-4bf8-b5f7-da9605afc3cd.png","url":"https://www.softwareadvice.com.au/software/27572/karmacrm","@type":"ListItem"},{"name":"FunnelMaker","position":18,"description":"FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management.\n\n\nFunnelMaker offers a pipeline management feature to help sales professionals track prospects and capture data related to client’s activities. Users can also access call transcriptions by using the dashboard. It offers built-in IMAP email integration and analytics capabilities that allows users to send automated emails using design templates and email builder functionalities.\n\n\nFunnelMaker offers a predictive analytics feature that helps users to evaluate campaign performance by analyzing customer actions, such as number of emails open, page visits and purchases. The solution also enables users to set role-based access permissions for data and information.\n\n\nOther features include invoices and payments, project management and document signature. FunnelMaker supports integration with Quickbooks, Salesforce, Wordpress and Magento. Services are offered on a monthly subscription basis which includes support via email and by raising an online ticket.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4562a67a-f355-4efc-bdca-f4192e9a2501.png","url":"https://www.softwareadvice.com.au/software/58142/funnelmakersales","@type":"ListItem"},{"name":"Soffront CRM","position":19,"description":"Soffront has been the leader in on-premise CRM serving hundreds of Fortune 500 companies over the last 30+ years. Soffront can be installed in your network, in private and public clouds.\n\nUsing Soffront API you can integrate with your internal software. Soffront provides complete control over your database, backup, and security. You can apply your security policy and protect your valuable data.\n\nIf you use Soffront in a public cloud like AWS, you never share your database with clients like other service providers. You always have a separate database that you can secure and fully customize.\n\nSoffront provides a complete set of customization tools. You can design databases and forms freely without any column restrictions, apply validation, and more. Use Soffront rule engine to define alerts and escalations, build quotation and communication templates, and build flexible workflows. You can white label and offer flexible customer portals.\n\nSoffront offers flexible subscription plans and complete implementation help with 24x7 technical support, saving you money.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3069a11-57a9-4102-b739-e828a134db47.png","url":"https://www.softwareadvice.com.au/software/2342/soffront-online","@type":"ListItem"},{"name":"Snapforce","position":20,"description":"Snapforce offers a customer relationship management (CRM) system with three price options. This cloud-based product is a fit for B2B and B2C companies in almost any vertical and comes with a virtual phone system included with the solution.\n\n\nAt the core of this system is the sales automation module. In addition, it offers integrated functionality for marketing automation, customer service and support, Web self-service, call center, field service, social CRM, help desk, channel management and knowledge management.\n\n\nSnapforce offers call center employees immediate access to complete customer profiles with information like calls, emails and notes to learn about customers, track previous interactions and monitor patterns.\n\n\nSnapforce will automatically log all calls made by agents from their office or morbile phones. Using this information, managers can then report on business using real-time call volume metrics.\n\n\nIt is available on a per user per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff6e9477-9205-4924-a56a-3cbf8d45bc7c.png","url":"https://www.softwareadvice.com.au/software/6245/snapforce-crm","@type":"ListItem"},{"name":"LeadLander","position":21,"description":"LeadLander is a cloud-based sales enablement tool for midsize and large businesses that is designed for both inbound and outbound marketing. Users get a view of the website visitors that are responding to online campaigns. The solution is able to identify these visitors regardless of the browser or device. The dashboard provides an overview of the most recent visitors and a search function with a geographical breakdown. Users can identify the pages most viewed by website visitors to check the success of marketing automation campaigns.\n\n\nMarketing and sales staff can generate customized reports that provide specific information about the companies and people who have visited the site. The solution comes with multiple user licenses to check web traffic and visitors. Other features include lead scoring, watchlist alerts, daily and weekly email reports, integration with contact forms such as Hubspot and Marketo and email marketing tools like VerticalResponse.\n\n\nLeadLander provides customer support and training for its clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e9a3b2c9-a801-4d72-bee9-df61a2b41e17.png","url":"https://www.softwareadvice.com.au/software/77667/leadlander","@type":"ListItem"},{"name":"Salesken","position":22,"description":"Salesken is a sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to generate leads and streamline communication with clients through various channels such as calls, emails, chats and web conferences. Professionals can monitor the entire sales pipeline and determine customers' intent to qualify leads.\n\n\nSalesken comes with a dashboard, which enables administrators to monitor sales executives' performance and provide targeted feedback accordingly. Managers can track the entire sales pipeline and maintain a call disposition log to record client interactions. Additionally, it lets businesses transcribe calls, schedule follow-ups and identify prospects' contextual cues.\n\n\nSalesken provides mobile applications for iOS and Android devices, which allow organizations to interact with clients using an in-app dialer. Pricing is available on request and support is extended via an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/21f26a4f-bd53-4f59-94a9-91b385a3b8c4.png","url":"https://www.softwareadvice.com.au/software/115419/salesken","@type":"ListItem"},{"name":"DealCloud","position":23,"description":"DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository.\n\n\nUsing DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails.\n\n\nDealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c49a400c-8cf5-4730-86a2-7162dd0e9bbd.png","url":"https://www.softwareadvice.com.au/software/115695/dealcloud","@type":"ListItem"},{"name":"Fieldpoint","position":24,"description":"Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organizations to run leaner, smarter, and more profitable businesses with reliable ERP integrations.\n\nFieldpoint invests in R&D. Therefore, with consistent product enhancements and mobile capabilities, it offers a complete and connected field service management software. It is an integrated application set with special industry extensions, giving businesses a suite with the right functionality for specific requirements.\n\nOrganizations can customize workflows and configurations in Fieldpoint for any business need without investing in constant upgrades and updates. The software’s workflow development maximizes operational efficiency, increases revenue, reduces costs, and improves customer satisfaction. It ensures consistent progression of the service delivery process from the office to the field while being adaptable to the evolving business needs through flexible configuration. The system caters to business-critical workflows like approval processes, quote management, procurement, high severity calls, installations, and service. Fieldpoint enables companies to boost profitability with advanced analytics. It has business intelligence tools to create reports to quantify business success.\n\n\n\nEach project begins with a quote and is expanded as the project progresses to include all necessary job costing and scheduling features. Appointment and Service Activity modules account for the cost of time and labor and can incorporate this information into the billing cycle.\n\n\nGraphs help users visualize project margins and costs at different phases of projects: estimates versus actuals and percentage of completion. This job-costing structure provides necessary information for managing resources, as well as estimating potential revenue.\n\n\nIn addition, all invoicing and billing can be managed from within Alert Stratus. Billing triggers can be added to a project based on a variety of factors, such as a specific date, the percentage of project completion, an important milestone, or billing based on task completion.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/315c067b-5518-44cf-8845-575780dc0b29.jpeg","url":"https://www.softwareadvice.com.au/software/173485/fieldpoint","@type":"ListItem"},{"name":"SalezShark","position":25,"description":"SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in generating prospective leads and managing sales operations. Prospect data is collected from customer networks over social media platforms such as Facebook, LinkedIn, and Twitter. With this data users can increase conversion rates and enhance professional relationships. \n\nSalezShark provides a sales automation feature allowing the linking of contacts, leads, and accounts. It also provides predictive insights on leads, improving the sales lifecycle. The product helps in planning marketing expenditures, saving miscellaneous costs, and in integrating all sales & marketing efforts. Data driven decisions become standardized and ad-hoc business intelligence reports are created that tailor to specific business needs. SalezShark offers a 360 degree collaboration feature that enables following existing and potential customers on social media, which ultimately drives effective engagement and increases customer base.\n\nSalezshark's data as a service feature helps in searching a large volume of contacts and organizations quickly through various search parameters such as industry, geography, title, revenue size and employee count that can be added into customized lists. With this unique Relationship Cloud, users can successfully turn their leads into customers in no time.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8091ebb2-0509-44a2-9192-759486cc9163.png","url":"https://www.softwareadvice.com.au/software/29113/salezshark","@type":"ListItem"}],"numberOfItems":25}
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