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description: Page 6 - Discover the best Small Business CRM Software for your organisation. Compare top Small Business CRM Software tools with customer reviews, pricing and free demos.
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title: Page 6 - Best Small Business CRM Software - 2026 Reviews, Pricing & Demos
---

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# Small Business CRM Software

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## Products

1. [ezeeCRM](https://www.softwareadvice.com.au/software/188029/ezeecrm) — 4.1/5 (13 reviews) — ezeeCRM by BusinessEzee is a cloud-based customer relationship management platform for businesses within industries i...
2. [CentrixOne](https://www.softwareadvice.com.au/software/367163/centrixone) — 4.2/5 (13 reviews) — CentrixOne is a Canadian CRM featuring simple, intuitive, and affordable applications designed for SMEs. The CentrixO...
3. [Cronberry](https://www.softwareadvice.com.au/software/313936/cronberry) — 4.3/5 (13 reviews) — Cronberry is a cloud-based marketing automation solution that helps businesses in retail, eCommerce, healthcare, bank...
4. [Sales Town](https://www.softwareadvice.com.au/software/246310/sales-town) — 4.8/5 (12 reviews) — SalesTown CRM is a lead and sales management software for small and medium-scale businesses. It is sales-automation s...
5. [Dito CRM](https://www.softwareadvice.com.au/software/422150/dito-crm) — 4.8/5 (12 reviews) — Dito CRM is a customer relationship management software that helps businesses manage client data, campaigns, agenda, ...
6. [Topline](https://www.softwareadvice.com.au/software/436454/topline) — 5.0/5 (12 reviews) — \*What is Topline?\* Topline OS is an all-in-one growth operating system that brings together all the tools you need to...
7. [Studio Plan](https://www.softwareadvice.com.au/software/317862/studio-plan) — 4.5/5 (11 reviews) — Studio Plan allows firms to securely manage project accounting, time tracking, and billing in a centralized applicati...
8. [UXBI](https://www.softwareadvice.com.au/software/344086/uxbi) — 4.5/5 (11 reviews) — UXBI is a flexible and user-friendly administrative system. It's powerful and reliable to improve decision-making in ...
9. [Heeros PSA](https://www.softwareadvice.com.au/software/382823/heeros-psa) — 4.4/5 (11 reviews) — Heeros PSA allows users to deliver on time and on budget by managing their business seamlessly and more efficiently w...
10. [Saleoid](https://www.softwareadvice.com.au/software/381715/equp) — 4.6/5 (10 reviews) — Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight...
11. [AFAS Software](https://www.softwareadvice.com.au/software/306016/afas-software) — 4.2/5 (9 reviews) — Designed for businesses in accounting, education, construction and other industries, AFAS Software is a cloud-based e...
12. [Opportunity CRM](https://www.softwareadvice.com.au/software/365120/opportunity-suite) — 4.4/5 (8 reviews) — Opportunity® CRM by Digital4Change® is a cloud-based business management platform with an integrated BI for businesse...
13. [Custobar](https://www.softwareadvice.com.au/software/321526/custobar) — 4.4/5 (8 reviews) — Custobar is a cloud-based marketing automation and customer data management solution that helps businesses design, la...
14. [Attio](https://www.softwareadvice.com.au/software/289591/attio) — 3.8/5 (8 reviews) — Attio is a whole new kind of real-time, fully customizable, intuitively collaborative CRM. Your team can design, cons...
15. [Stacklii](https://www.softwareadvice.com.au/software/404611/stacklii) — 5.0/5 (7 reviews) — Stacklii helps business owners, coaches, or entrepreneurs effortlessly create high-converting websites, funnels, onli...
16. [Neocamino](https://www.softwareadvice.com.au/software/449607/neocamino) — 3.3/5 (7 reviews) — Neocamino is a comprehensive software solution designed to help businesses develop their revenue through digital mark...
17. [Teknovate CRM](https://www.softwareadvice.com.au/software/200668/teknovate-crm) — 5.0/5 (6 reviews) — Teknovate CRM is a lead management software designed to help businesses create marketing campaigns, generate leads, a...
18. [Kawchi](https://www.softwareadvice.com.au/software/348285/kawchi) — 5.0/5 (6 reviews) — Kawchi.com is a software that allows you to find everything your startup or business needs to improve its productivit...
19. [F-RevoCRM](https://www.softwareadvice.com.au/software/366747/f-revocrm) — 4.3/5 (6 reviews) — F-RevoCRM is a cloud-based, open-source customer relationship management (CRM) software designed for businesses in th...
20. [SalesWizard CRM](https://www.softwareadvice.com.au/software/423581/saleswizard-crm) — 5.0/5 (6 reviews) — The SalesWizard CRM is a cloud-based system that enables businesses to manage multiple processes from a single platfo...
21. [Chatabox](https://www.softwareadvice.com.au/software/192439/chatabox) — 4.6/5 (5 reviews) — We like simple. Chatabox is a user-friendly customer relationship management (CRM) solution that is highly scalable f...
22. [RapidStart CRM](https://www.softwareadvice.com.au/software/352257/rapidstart-crm) — 4.8/5 (5 reviews) — Built on the Microsoft Dataverse platform, RapidStart CRM uses the same security as Microsoft 365. If businesses are ...
23. [Cirqll](https://www.softwareadvice.com.au/software/412942/cirqll) — 4.8/5 (5 reviews) — Designed for businesses of all sizes, Cirqll is a cloud-based customer relationship management solution that helps sc...
24. [Target CRM](https://www.softwareadvice.com.au/software/450151/Target-CRM) — 4.8/5 (5 reviews) — Target CRM is a customer relationship management software designed to help businesses manage and organize customer re...
25. [Captafi](https://www.softwareadvice.com.au/software/335989/captafi) — 5.0/5 (4 reviews) — CaptaFi is a tailored CRM and Agency Management platform designed specifically for financial professionals and legal ...

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## Related Categories

- [Business Management Software](https://www.softwareadvice.com.au/directory/4371/business-management/software)
- [Online CRM Software](https://www.softwareadvice.com.au/directory/387/online-crm/software)
- [Collaboration Software](https://www.softwareadvice.com.au/directory/4138/collaboration/software)
- [Sales Tracking Software](https://www.softwareadvice.com.au/directory/3590/sales-tracking/software)
- [Contact Management Software](https://www.softwareadvice.com.au/directory/434/contact-management/software)

## Links

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It offers a host of features such as customer segmentation, user management, URL shortener, reports, email analysis, lead nurturing and more. Additionally, marketers can send automated notifications to customers about offers, discounts, new products, sale, newsletters and other promotions on websites.\n\nCronberry’s white-labeling capabilities let users create personalized landing pages with custom colours, logos and themes to establish brand identity. Pricing details are available on request and support is extended via email and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/15995aa4-274a-4bf3-aa1e-ff46a7650a92.png","url":"https://www.softwareadvice.com.au/software/313936/cronberry","@type":"ListItem"},{"name":"Sales Town","position":4,"description":"SalesTown CRM is a lead and sales management software for small and medium-scale businesses. It is sales-automation software designed to help businesses increase leads and sales. Its efficient features allow for tracking and conversion of prospects into leads and contacts, daily activities, analytics, goal setting, team management, automated workflows, smart alerts with push notifications and centralized lead capture. The software offers powerful business insights that will help you identify high-value leads and increase your overall sales. With its easy-to-use dashboard, you can increase productivity, optimize performance, and track conversions to gain a clear competitive advantage in the market.    \n                                                                    \nWith SalesTown, you can take control of your sales process and easily track leads, automate tasks, monitor performance metrics, and create detailed reports in a centralized platform. It offers the following benefits:\n\n- Take control of your sales process with an all-in-one sales management platform that will help you accelerate sales and maximize profits.\n- Enjoy an unlimited number of users, real-time data updates, customizable pipelines, and a centralized lead-capturing system for maximum flexibility & scalability.\n- Increase your efficiency and results by managing leads, nurturing contacts, scheduling tasks, and tracking activities in one single platform.\n- Streamline your team with goal-setting tools to track progress and find new business opportunities.\n- Monitor performance across the board with automated reports and KPIs that can be customized to fit any organization’s needs.\n- Seamlessly find the right information with our proprietary quick filters that save time and increase efficiency.\n- Get insights into your business performance in real time and use our interactive dashboard to take action quickly.\n- Provide Unlimited users access to your CRM with no extra cost, giving you more flexibility to grow and expand your business operations.\n- Rediscover how efficient and productive your team can be using this powerful platform that allows straightforward customer relationship management tasks of any size or complexity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cc3f1975-51ea-4a06-a054-ced0d8bc8ff2.png","url":"https://www.softwareadvice.com.au/software/246310/sales-town","@type":"ListItem"},{"name":"Dito CRM","position":5,"description":"Dito CRM is a customer relationship management software that helps businesses manage client data, campaigns, agenda, customer experiences, and more. Teams can concentrate and unify customer records, both in physical stores and eCommerce platforms. It allows administrators to segment consumers by specific groups, considering characteristics and purchasing behaviors. \n\nThe platform enables managers to connect with different customer segments via personalized email marketing, SMS and push notifications. Operators can gain insight into marketing metrics such as delivery, opening, and click and financial metrics, including LTV and influenced revenue in a centralized dashboard. Additionally, the solution lets stakeholders conduct NPS and CSAT surveys to understand the perception of customers about the individual and global experiences when in contact with the brand.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3be6cdbe-ee17-4c27-b9c0-5442f7980c1f.png","url":"https://www.softwareadvice.com.au/software/422150/dito-crm","@type":"ListItem"},{"name":"Topline","position":6,"description":"*What is Topline?*\nTopline OS is an all-in-one growth operating system that brings together all the tools you need to run and grow your business in an easy to use, modern platform. It's packed with features like a complete CRM to keep track of all your customer interactions, sales and marketing automation to streamline your processes, and dynamic calendars to keep you organized. There's also a mobile app for on-the-go access, e-signature and payment processing, social media management, email marketing, custom marketing analytics, and even hosting courses and community groups. Topline is designed to save you time and money by replacing an endless and confusion stack of different tools with one comprehensive platform.\n\n*Who Uses Topline?*\nTopline is for anyone looking to take their business to the next level, with pricing that makes it easy for everyone to get on board. It's perfect for busy professionals, owners and founders in any field who want to stand out, including consulting firms, services businesses and companies with unique target markets and growth strategies. Topline professionals simply want to grow their business and not spend more time implementing tech. With the unique Topline Butler support model, you get a dedicated growth team ready to help not just with implementation but also with marketing and projects. This way, you can focus more on big-picture strategies and client work while Topline Butler handles routine tasks. Topline isn't just a tool; it's your partner in growth, finally offering the resources you need to grow in an affordable way.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/506772eb-585f-4dcd-874e-0e003bfedaa2.png","url":"https://www.softwareadvice.com.au/software/436454/topline","@type":"ListItem"},{"name":"Studio Plan","position":7,"description":"Studio Plan allows firms to securely manage project accounting, time tracking, and billing in a centralized application. \n\nStudio Plan provides accounting procedures and financial information for planning and controlling across professional firms. Businesses can determine when it is necessary to recruit new employees, how many should be hired and what the It also appropriate remuneration should be. Additionally, it includes customizable templates based on local government guidelines.\n\nUsing Studio Plan, labor consultants can organize workflows and deliverables, assign tasks to team members, track progress and availability for upcoming projects and set up priorities for work items. Pricing is available on request and support is extended via video tutorials, live, chat, email, phone and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/af778764-95df-49ce-9c29-54c902cb0f56.png","url":"https://www.softwareadvice.com.au/software/317862/studio-plan","@type":"ListItem"},{"name":"UXBI","position":8,"description":"UXBI is a flexible and user-friendly administrative system. It's powerful and reliable to improve decision-making in your organization.\n\nIt includes modules for Sales, Purchases, Accounts Receivable and Payable, Finance, Bank Flow, Budgets, Inventories, Batch Control and Expiration Dates, POS, CRM, BI, Production and a Self Service Technology module.\n\nUXBI is an easy system to implement and at the same time custom projects can be carried out.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f70892f6-e68c-4894-b214-1a0d3dffee52.png","url":"https://www.softwareadvice.com.au/software/344086/uxbi","@type":"ListItem"},{"name":"Heeros PSA","position":9,"description":"Heeros PSA allows users to deliver on time and on budget by managing their business seamlessly and more efficiently with Heeros PSA.  All-in-one professional service automation software makes life simpler and helps their business bloom.\n\nUsers can manage and track all the key business functions: sales, projects, finances, billable hours, resource utilization, team productivity and business profitability. Everything happens on one unified platform so that users don't need to invest in tens of applications or service providers. \n\nHeeros PSA is a perfect fit especially from mid to larger sized companies providing professional services, so for example marketing agencies, consulting firms etc.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa4920b3-b07b-4878-adb6-900185d884e0.jpeg","url":"https://www.softwareadvice.com.au/software/382823/heeros-psa","@type":"ListItem"},{"name":"Saleoid","position":10,"description":"Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight CRM that cannot run their full workflow, or an expensive all-in-one suite that is bloated, complex, and priced like an enterprise tool. Growing businesses need something simpler: one connected system that keeps every customer interaction, document, message, invoice, and campaign tied to the same record.\n\nThat is where Saleoid fits in. It is designed as a true all-in-one platform that connects the entire revenue journey from generating leads to managing relationships, closing deals, running marketing, and getting paid. Instead of scattered files across computers, email threads, online drives, and WhatsApp chats, Saleoid keeps documents organized under each client so your team always knows what is missing and what comes next. You can request documents over email and automate reminders to reduce back-and-forth and delays.\n\nPain points Saleoid solves\n\n* Tool overload and messy handoffs: Sales, marketing, billing, and documents often live in separate tools. Saleoid unifies them so data is not duplicated and teams do not chase updates.\n* CRMs that do not scale with real workflows: Many CRMs stop at contact and pipeline tracking. Saleoid supports automation, add-on apps, and a broader operating layer that grows with your process.\n* Pricing that punishes growth: Per-seat pricing and hidden add-ons can make suites expensive fast. Saleoid starts at just $5/month on a 2-year plan and stays modular so you add apps only when needed.\n* Low email deliverability: Saleoid supports one-time contact validation (via credits) when adding contacts for marketing emails, helping keep lists cleaner and deliverability stronger.\n* Multi-company management headaches: Agencies and multi-brand teams often need multiple accounts. Saleoid supports managing multiple companies under one subscription.\n\nHow teams use Saleoid today\nCustomers often start by centralizing contacts, deals, and documents, then layer in workflows like lead capture forms, follow-up automation, marketing campaigns, and billing without migrating to a completely different system later. Since Saleoid supports both Custom Plans and Bundled Plans, teams can begin lean and switch plans as their needs evolve.\n\nEvery plan includes a 15-day risk-free trial, and 1:1 onboarding and support is available with applicable plans or as a one-time add-on. If you want the Best CRM Software experience without the usual complexity and cost, Saleoid is built to be that connected system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/686fef78-87fb-488a-a923-5adf5ab45b96.png","url":"https://www.softwareadvice.com.au/software/381715/equp","@type":"ListItem"},{"name":"AFAS Software","position":11,"description":"Designed for businesses in accounting, education, construction and other industries, AFAS Software is a cloud-based enterprise resource planning (ERP) tool that helps manage inventory data, budgeting, customer orders, payroll processes and more. Key features include human resource (HR) management, project tracking, electronic billing, forecasting, reporting and payment reminders.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be4b2d59-562c-4046-b042-e2119acab655.png","url":"https://www.softwareadvice.com.au/software/306016/afas-software","@type":"ListItem"},{"name":"Opportunity CRM","position":12,"description":"Opportunity® CRM by Digital4Change® is a cloud-based business management platform with an integrated BI for businesses of all sizes.\n\nOpportunity® CRM by Digital4Change® helps businesses manage sales, customers and operations, for call centers and marketing offices. The practical dashboards allow users to view the economic and financial part by the role or competence.\n\nUsers can manage projects, tasks, tickets and contacts shared with their customers, partners and suppliers on a unique platform.\n\nOpportunity® CRM by Digital4Change® helps users respond to customers across channels in real-time.\n\nOpportunity® CRM by Digital4Change® is available on monthly (or annual) subscriptions per user. Support is extended via phone, email, chat, blog.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19e98abe-5bf0-4dcf-8169-6951dbb1f725.png","url":"https://www.softwareadvice.com.au/software/365120/opportunity-suite","@type":"ListItem"},{"name":"Custobar","position":13,"description":"Custobar is a cloud-based marketing automation and customer data management solution that helps businesses design, launch, and manage marketing campaigns. The platform lets organizations create customizable forms to engage with the clients and capture/validate information like name, address, and email and store them in a centralized repository for future marketing initiatives.\n\nCustobar includes 360-degree customer view capability, which allows users to edit tags and marketing permissions, add notes to customer timelines and gain insights into customers’ transaction history, profiles, and journey through statistics and KPIs. Marketers can find and categorize customer data by preferences, product interests, geography or other attributes. Other features include push messages, RFM matrix, an email template designer, web behavior tracking, push messages and more. \n\nCustobar supports integration with various third-party applications like Freshdesk, Google Ads, Zendesk and more. It is available on monthly subscriptions and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19bb2656-b230-4c0e-a9b5-eb62ea726189.png","url":"https://www.softwareadvice.com.au/software/321526/custobar","@type":"ListItem"},{"name":"Attio","position":14,"description":"Attio is a whole new kind of real-time, fully customizable, intuitively collaborative CRM. Your team can design, construct, and deploy your CRM precisely how you want it using Attio.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/793dade6-99fa-47ff-b3a5-b6d8642ed1bc.png","url":"https://www.softwareadvice.com.au/software/289591/attio","@type":"ListItem"},{"name":"Stacklii","position":15,"description":"Stacklii helps business owners, coaches, or entrepreneurs effortlessly create high-converting websites, funnels, online stores, courses, landing pages, email nurturing campaigns, and more.\n\nIts drag-and-drop builder is so easy to use, it makes it the perfect tool to quickly launch and start growing your business online with income-generating pages. No coding or tech skills are required!\n\nThe all-in-one system from Stacklii has a wide variety of features and integrations, making it the ideal solution for creating a revenue-generating business.\n\nChoose one of the pre-designed and optimized templates for a website, store, or funnel to get started on your project, and then start customizing it using our slickest drag-and-drop features.\n\nAnything is possible - from a simple landing page to a fully developed website with e-commerce and funnels.\n\nThe process of starting the online business of your dreams, and generating income online, has never been more straightforward. Why then wait? Join Stacklii today to experience for yourself how simple it is to have a solid online presence.\n\nIncluded in your Stacklii package to assist your growth is:\nGuided video tutorials in the Academy\nA YouTube channel with step-by-step videos\nA knowledge base with help articles\nLive chat support\nEmail support\nLive 15-minute support calls when needed","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ecb3bfac-78ab-4a0b-903a-63a4ff7ebb3c.jpeg","url":"https://www.softwareadvice.com.au/software/404611/stacklii","@type":"ListItem"},{"name":"Neocamino","position":16,"description":"Neocamino is a comprehensive software solution designed to help businesses develop their revenue through digital marketing. It caters to entrepreneurs, small businesses, and medium-sized enterprises seeking to grow their operations through effective digital strategies.\n\nThe Neocamino platform offers an all-in-one solution that includes a CRM, marketing automation tools, SEO capabilities, and LinkedIn prospecting. This streamlines digital efforts, allowing businesses to manage their online presence and lead generation from a single, intuitive interface. The platform also features AI-powered tools that automate key marketing and sales tasks, saving time.\n\nNeocamino provides a personalized approach, with dedicated experts offering customized digital strategy and coaching to ensure each client's success. Over 1,200 SME leaders have chosen Neocamino to multiply their business revenue through digital channels, making it a trusted partner for companies looking to accelerate their growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/87eea263-fcd1-42cd-9318-b9ab669763d5.jpeg","url":"https://www.softwareadvice.com.au/software/449607/neocamino","@type":"ListItem"},{"name":"Teknovate CRM","position":17,"description":"Teknovate CRM is a lead management software designed to help businesses create marketing campaigns, generate leads, and manage follow-ups. It includes a sales management module, which allows administrators to generate sales orders, define agent commission rates, send invoices and track the performance of employees.\n\nTeknovate CRM lets marketers run custom email campaigns and modify predefined email templates to engage with the target audience using the drag-and-drop interface. Supervisors can assign leads and define protocols to send automated email notifications to sales agents. Additionally, teams can prioritize leads, schedule follow-ups, view interaction history and categorize opportunities on the built-in activity dashboard. \n\nTeknovate CRM allows marketing professionals to monitor email delivery, clicked, opened, and replied status. Users can also import leads from various third-party B2B platforms including Alibaba, India-mart, JustDial, Tradeindia and more. Managers can track location, attendance and productivity of field employees and gain insights into the performance of marketing campaigns, sales forecasts and lead activities via reports.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b8efeff4-a51a-4ebb-9b56-7fd40ce0704a.png","url":"https://www.softwareadvice.com.au/software/200668/teknovate-crm","@type":"ListItem"},{"name":"Kawchi","position":18,"description":"Kawchi.com is a software that allows you to find everything your startup or business needs to improve its productivity in a single app.\nCRM, Project Management, Contact Management and much more is what you can find at Kawchi.com","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3c98bc9-5338-4b42-9f2e-42780056bee8.png","url":"https://www.softwareadvice.com.au/software/348285/kawchi","@type":"ListItem"},{"name":"F-RevoCRM","position":19,"description":"F-RevoCRM is a cloud-based, open-source customer relationship management (CRM) software designed for businesses in the Japanese market. This software can be used by sales and service departments to manage all customer data and access activity in real-time. F-RevoCRM is suitable for various use cases such as managing data for leads, cases, inquiries, and sales. It offers built-in workflows that trigger action-based tasks, such as automated emails, as well as a customer portal option.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/239c8763-c22a-4541-9980-3fbba9d38fc4.png","url":"https://www.softwareadvice.com.au/software/366747/f-revocrm","@type":"ListItem"},{"name":"SalesWizard CRM","position":20,"description":"The SalesWizard CRM is a cloud-based system that enables businesses to manage multiple processes from a single platform. The platform offers various functionalities to help streamline business processes such as handling campaign inquiries, managing prospects and clients, generating quotes, contract management, and monitoring order processing. Pricing is based on monthly subscriptions and support is extended via FAQs, email, phone and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/09fb9219-9089-4cef-a99a-f8abbf23ef46.png","url":"https://www.softwareadvice.com.au/software/423581/saleswizard-crm","@type":"ListItem"},{"name":"Chatabox","position":21,"description":"We like simple. Chatabox is a user-friendly customer relationship management (CRM) solution that is highly scalable for small to medium business including in the financial services sector and other business sectors and is coupled with automation features to assist with contact management, client management, client structures and investment profiles, customisable dashboard reporting and gives the ability to undertake task management activities for clients like updating contact details, creating marketing campaigns, adding appointments, sales monitoring, payments and collections, quotes and proposals, invoicing and more all through one centralised location. \n\nChatabox also helps users create and share multiple projects with teams and add public and private notes, customisable forms, predefined templates and reports, data synchronization, a drag-and-drop interface, data import, audit logs, client database, invoice management, electronic signatures and more. Teams can search emails, documents, and calendar items using the built-in search functionality. Additionally, enterprises can collaborate with internal and external stakeholders and store files in a centralised data repository for future reference. Predefined reports, tracking and audit logs are also available. \n\nChatabox's client centric tools allows users to stay on top of things like to upload documents and files, assign tasks for a client all in one central location, set user levels and categories, run workflows on contacts, run a help desk system and investor profiles, manage and link investor profiles and fields and tasks can be made client centric.  There are also integration capabilities that comes standard in our Pro and Enterprise versions that include MailChimp, Google calendar and Outlook calendar to allow users to undertake email marketing and manage client meetings from Chatabox. This way, there is no need to switch browsers saving a user time and to allow them to spend more time with their clients.\n\nChatabox, additionally, interfaces to other Werkflo software applications so that there are no time delays in using our Regtech products, document population tool and our AML/CTF solution for money laundering verification. Separate fees can apply for their use. \n\nPlease try Chatabox to learn more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/12f08797-ae09-499e-890d-0404dfa8c2a9.png","url":"https://www.softwareadvice.com.au/software/192439/chatabox","@type":"ListItem"},{"name":"RapidStart CRM","position":22,"description":"Built on the Microsoft Dataverse platform, RapidStart CRM uses the same security as Microsoft 365. If businesses are considering Dynamics 365, teams should review RapidStart CRM and compare the features that are actually needed.\n\nThe primary feature of RapidStart CRM is its ease of use. It was purpose-built for rapid adoption and includes many features to achieve that goal. RapidStart CRM provides operators with a ready-to-use app for sales and services, including accounts, prospects, contacts, opportunities, and cases. RapidStart CRM can be easily integrated using the Power Platform connectors to various applications.\n\nRapidStart CRM is directly connected to all of the Microsoft Power Platform, including Power Automate, Power BI, Power Virtual Agents, Power Portals, A.I., and much more. \n\nRapidStart CRM is a free sales and service application for essential business processes. Our low-cost add-ons like Project Management or Field Service build upon that to offer even more capabilities. Fully customizable and extendable to fit any need.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cd02aa95-380a-4035-80ff-2ea263c340f7.png","url":"https://www.softwareadvice.com.au/software/352257/rapidstart-crm","@type":"ListItem"},{"name":"Cirqll","position":23,"description":"Designed for businesses of all sizes, Cirqll is a cloud-based customer relationship management solution that helps schedule appointments, capture sales opportunities, and facilitate team collaboration. Key features include activity tracking, lead qualification, calendar synchronization, and document storage.\n\nCirqll allows users to view the development per customer, assignment, and colleague on a unified platform. The tool enables executives to locate contacts on a map, and capture new leads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/18ae2d6f-e9bb-4ddd-af16-51e205a3daef.png","url":"https://www.softwareadvice.com.au/software/412942/cirqll","@type":"ListItem"},{"name":"Target CRM","position":24,"description":"Target CRM is a customer relationship management software designed to help businesses manage and organize customer relationships through a centralized system. It is suitable for businesses of various sizes and industries, providing tools to track leads, manage customer data, and streamline interactions throughout the customer lifecycle. The platform supports sales processes, marketing efforts, customer support operations, and project management workflows by maintaining comprehensive customer databases and offering insights into customer progress within the buying process.\n\nThe software includes marketing automation features for lead generation, lead nurturing, and campaign management. Sales automation tools enable tracking of customer details such as email addresses, customer types, purchase history, and sales pipeline stages. It also supports the creation and distribution of quotes and proposals. Support management features include ticket management, knowledge management, customer self-service portals, and support statistics. Additional features include project management with task tracking and milestone monitoring, inventory management, and analytics tools for measuring business performance against goals.\n\nTarget CRM is a customizable and secure platform that organizes customer data in one location. It includes email tracking, notifications for monitoring customer engagement, prospect tracking for managing leads, and meeting scheduling tools. The system collects and centralizes customer activity data, helping teams make informed decisions and streamline customer relationship management processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d4c52b81-a467-4153-b536-5bc404225693.jpeg","url":"https://www.softwareadvice.com.au/software/450151/Target-CRM","@type":"ListItem"},{"name":"Captafi","position":25,"description":"CaptaFi is a tailored CRM and Agency Management platform designed specifically for financial professionals and legal entities. Unlike generic CRMs, CaptaFi requires no complex setup or customization—it's purpose-built for your field of expertise, offering tools to streamline operations, foster client relationships, and drive growth. With over a decade of experience and nearly a million records processed, CaptaFi delivers intuitive, scalable solutions that just work.  \n\n\n\nWhy CaptaFi?  \n\nCaptaFi stands out by eliminating the need for extensive customization. Our platform is crafted with financial and legal workflows in mind, making it ideal for industries like loan origination, bankruptcy and real estate law, loan servicing, and boutique financial services. Whether you're a solo practitioner or part of a large team, CaptaFi adapts to your needs and grows with your business.  \n\n\n\nKey Features  \n\n- Pre-Built CRM and Pipeline Management: Simplify lead and client tracking with workflows designed for your industry.\n  \n- Secure Document Management: Upload, organize, and share documents effortlessly while staying compliant with regulations.  \n\n- Comprehensive Dashboards and Reporting: Access real-time insights to monitor performance and make informed decisions.\n  \n- Task Management Tools: Stay on top of deadlines with automated reminders and status updates.\n  \n- Compliance Management: Ensure adherence to industry standards, reducing risk and liability.\n  \n- Customer Portal: Give clients easy access to their accounts for seamless collaboration.  \n\n- Optional Add-ons: Enhance functionality with e-signatures, integrated phone systems, and custom branding for an enterprise-level experience.  \n\n\n\nWho Is CaptaFi For?  \n\nCaptaFi is purpose-built for professionals in:  \n\n- Loan Origination and Servicing: Manage pipelines, track loan statuses, and simplify compliance.  \n\n- Bankruptcy and Real Estate Law: Streamline case management, collaborate efficiently, and enhance client communication.  \n\n- Financial Advisory: Track client progress and provide personalized service.\n  \n- Boutique Lending: Optimize workflows to match your unique loan products and business models.  \n\n\n\nSimple, Transparent Pricing  \n\nCaptaFi offers affordable, scalable pricing starting at $25 per user per month. As your team grows, adding users is simple, and we provide discounts for larger teams to ensure cost-efficiency for businesses of all sizes.  \n\n\n\nTry CaptaFi Risk-Free  \n\nExperience CaptaFi’s full potential with a 14-day free trial—no credit card required. Get hands-on with the features that can transform your operations and see why we’re trusted by financial and legal professionals across the U.S.  \n\n\n\nBuilt for You, Backed by Experience  \n\nCaptaFi isn’t just another CRM; it’s a platform crafted with your success in mind. Our U.S.-based team understands the unique challenges you face, ensuring our tools meet your needs and comply with local regulations. Join a community that’s processed nearly a million records and counting—your growth is our mission.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1c1c0214-34a4-4197-9643-16882157c704.jpeg","url":"https://www.softwareadvice.com.au/software/335989/captafi","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/directory/489/small-business/software?page=6#itemlist","numberOfItems":25}
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