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Home | Categories | Customer relationship management (CRM)

Customer relationship management (CRM) software

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Manage contacts šŸ›ˆ
Contact management
Manage sales šŸ›ˆ
Manage sales leads
Manage relationships šŸ›ˆ
Record and plan interactions
Guided selling šŸ›ˆ
Guided selling
Cross selling šŸ›ˆ
Cross selling
Contact database šŸ›ˆ
Database of contacts
Record of interactions šŸ›ˆ
Log calls, meetings, and other interactions with contacts
Email integration šŸ›ˆ
Automated syncing emails to contacts
Sales Kanban board šŸ›ˆ
Sales Kanban board
Contact categories šŸ›ˆ
Categorisation of contacts
BCC email log šŸ›ˆ
Add emails BCC'd to the product
Sales forecasting šŸ›ˆ
Sales forecasting
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Apiant šŸ›ˆ
Integrates with Apiant
Automate.io šŸ›ˆ
Integrates with Automate.io
Azure Single Sign-On (SSO) šŸ›ˆ
Log in with Azure Active Directory
FreeAgent šŸ›ˆ
Integrates with FreeAgent
Google šŸ›ˆ
Log in with Google
KashFlow šŸ›ˆ
Integrates with KashFlow
Make (formerly Integromat) šŸ›ˆ
Integrates with Make (formerly Integromat)
Microsoft šŸ›ˆ
Log in with Microsoft
Microsoft Active Directory šŸ›ˆ
Log in with Microsoft Active Directory
Microsoft Power Automate šŸ›ˆ
Integrates with Microsoft Power Automate
Pabbly Connect šŸ›ˆ
Integrate with Pabbly Connect
QuickBooks šŸ›ˆ
Integrates with QuickBooks online
SAML SSO šŸ›ˆ
Single Sign On (SSO) using Security Assertion Markup Language (SAML)
Unito šŸ›ˆ
Integrates with Unito
Workato šŸ›ˆ
Integrates with Workato
Xero šŸ›ˆ
Integrates with Xero
Zapier šŸ›ˆ
Integrates with Zapier
tray.io šŸ›ˆ
Integrates with tray.io
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Frequently shortlisted šŸ›ˆ
Frequently shortlisted
Professional services šŸ›ˆ
Professional services
Award-winning šŸ›ˆ
Award-winning
Telephone support šŸ›ˆ
Telephone support
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Independently verified features
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Free version
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Discount for paying yearly
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Discount for charities
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Cancel any time
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Money back guarantee
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Pipedrive
Pipedrive

Pipedrive

Ā Editor's choiceĀ 
We use this system ourselves
Designed to keep you selling.
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Productive.io
Productive.io

Productive.io

Ā Editor's choiceĀ 
We use this system ourselves
Shape Your Agency's Future.
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Discount for paying yearly
Free trial
Public pricing
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Accelo
Accelo

Accelo

Ā Editor's choiceĀ 
We use this system ourselves
The Client Work Management Platform for Growing Business
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Free trial
Public pricing
Independently verified features
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Capsule CRM
Capsule CRM

Capsule CRM

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The smart, simple online CRM.
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Insightly
Insightly

Insightly

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We use this system ourselves
The CRM your teams will love.
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No CRM.io
No CRM.io

No CRM.io

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We use this system ourselves
Salespeople don't use CRMs.
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OnePageCRM
OnePageCRM

OnePageCRM

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We use this system ourselves
Time to action your sales.
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Prospect CRM
Prospect CRM

Prospect CRM

Ā Editor's choiceĀ 
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Sell more, in less time, every time.
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Really Simple Systems CRM
Really Simple Systems CRM

Really Simple Systems CRM

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The Powerful Small Business CRM System.
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Teamgate
Teamgate

Teamgate

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We use this system ourselves
The simply smart sales CRM.
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Teamwave
Teamwave

Teamwave

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Integrated CRM, Project Management & HR software.
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Xploite
Xploite

Xploite

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Online Customer Management System.
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Zendesk for Sales
Zendesk for Sales

Zendesk for Sales

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Make a big deal of it
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Zigaflow
Zigaflow

Zigaflow

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Streamline. Automate. Grow.
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Introduction to Customer relationship management (CRM) software

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Customer relationship management (CRM) software, is used to track and manage interactions with your customers and potential customers.

CRM capabilities

As a minimum, to be included in this category, each system must include a basic database of contacts. This is a low threshold, but for some small businesses this is all they need.

However, we'd also expect a true CRM system to include some categorisation mechanism and a record of interactions with each contactā€”what we've called "relationship management" capabilities.

Sales-focused CRMs will also include lead management features, such as sales pipelines, email automations and Kanban-style management tools.

Related categories:
Configure, price, quote (CPQ)
Project management
Professional services automation (PSA)

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