CRM Software List (July 2025)

Introducing InsightsCRM, the quintessential toolkit for Research, Sales & Trading enterprises aiming to cement lasting relationships with institutional money managers and boost assets under management. This innovative solution places users at the vanguard of the financial service sector by enhancing engagement strategies and driving substantial growth. Uniquely crafted to foster greater transparency and accountability throughout the service value chain, InsightsCRM offers an unrivaled suite of features designed for the demanding needs of finance professionals. Its robust platform streamlines interactions with clients, ensuring that every touchpoint is impactful and efficiently managed, resulting in a superior service experience. With InsightsCRM, organizations are equipped to navigate the complexities of client management, deploying targeted communications and leveraging transformative analytics to anticipate needs and customize services. The emphasis on maintaining and growing assets under management positions businesses using InsightsCRM at a competitive advantage, as they can easily demonstrate their value proposition and commit to the highest standards of client satisfaction. InsightsCRM stands out as a beacon of innovation for the Research, Sales & Trading spheres, promising not only to keep businesses ahead of the curve but to revolutionize the way they connect with and serve institutional investors. Embrace InsightsCRM for a future where client engagement and asset growth walk hand-in-hand.

CompanyHub is a SaaS (Software as a service) platform. It is challenging for CRM software to meet everyone's sales processes team's needs, but CompanyHub software is a rescue because it is fully customizable and easily adapts to their requirements without any code. Companyhub is very useful as it lets them do everything from one place, exactly like Excel. Users can create records, edit fields, note conversation and tasks, and send follow-up emails. So ultimately, it is extremely useful and time-efficient software. CompanyHub is a professional CRM package that can organize and prioritize leads. It is a very useful and convenient CRM software similar to excel, comprising user-friendly features and tools. It is so productive that users can view or enter all the details from the same page. There is more than one reason why users must opt for this fantastic software to customize and report data. It also automates the hopeless task so that the user's sales representative can focus on what exactly matters. Isn't it amazing? Along with being supportive, responsive, and feature-rich, it has plans that can conveniently cover the most needed features.

SalezShark is a lead management and sales CRM software, as well as an email-based relationship intelligence. The software makes one intelligent, well-organized and super productive. Users can now add leads and companies directly to their SalezShark CRM through Outlook Plugin and Gmail Chrome extensions within seconds. There are thousands of users who rely on SalezShark and believe that it has everything that serves, right from basic to complex business requirements. The software comes with a line of features with which users can simplify their sales space, perform dynamic reporting and get verified data solutions without any hassle. As a result, one can easily connect with the right prospect from a pool of business contacts. The software has been designed using the latest technologies, which makes it highly convenient in use. Besides this, there are a few advanced features too like one can prepare custom reports and fetch meaningful insights, which are mostly based on specific business requirements. Users can generate leads and track details with Campaign 360 degree. One can check the stats and receive updates on the Actionable Leaderboard. With SalezShark, users can enhance sales forecasting, maintain all customer data and quickly implement the same to ensure business growth.

Clevertim is a contact management and CRM (customer relationship management) solution for small sales, marketing, or support teams. Integrate Clevertim with other systems, internal or publicly available. Store all your contacts and accounts in one place everyone in your team can access at any time. View all your sales opportunities in one place, available to your entire team. Add tasks & follow up reminders for each sales opportunity to help you nurture the opportunity towards closure. Cases are virtual folders to allow you to store related information in one place.

Firepoint is a real estate software solution. The team-focused CRM provides you and your agents the accountability you need to be successful. The Lead Ponds and Early Bird features focus on making sure you team is the quickest to each and every lead. Easily track costs to know your true ROI. Get nitty-gritty data like the point of entry and conversion time to get to your bottom line in seconds.

Daylite is a customer relationship management (CRM) software that helps you manage your business by providing tools for managing leads, lists, files, and documents. It interacts with MailChimp, Zoom, Slack, QuickBooks, Zapier, and other services to help you collaborate with your team to streamline procedures via pipelines and checklists. You can establish more relationships with Daylite by keeping a record of communication and next steps, ensuring that you're always on top of things, no matter how large your client list becomes. It puts your team in sync by centralising and sharing information. It collects data of emails, notes, calls, and the next steps in one spot, making it simple to remember everything. The platform shows you where each deal is in the process and also what needs to happen next. It assists you in prioritising your deals. It gives you insight into your closure rates, reasons for wins and losses, and top lead sources so you can make better decisions and expand your business. It also allows you to control who may see, edit, and contribute content, ensuring that confidential information remains private.

InTouchCRM software is a platform used to close more deals for business. The software offers tools to store your contacts and manage prospects to measure the performance of sales teams. Generate leads on your websites with custom surveys and can rate scale in minutes. Generate detailed reports to automate business workflows. Marketers, Small and Medium companies make use of the software.

ToolsonCloud is a cloud-based sales CRM that can help you manage your contacts, deals, leads and other information so you can complete transactions quicker. It enables you to add, manage, and qualify leads through the sales funnel in order to increase revenue and growth of your company. With Toolson Cloud Sales CRM, you can organize all of your contact information for people and accounts in one location. You can add an activity and get timely reminders for chores that need to be completed. You can track metrics, create reports, and get insights to complete transactions quicker. You can customize the steps of the sales pipeline to fit your sales process. You can keep track of how engaged your active leads are by categorizing them as Cold, Warm, or Hot. You can also keep track of your sales discovery calls and meetings. You can collaborate, assign leads, deals, and tasks, and track performance within sales teams. Additionally, you can create distinct categories in separate pipelines to better organize your transactions with Toolson Cloud Sales CRM.

Calixa is a product analytics software that increases the speed of your product-led sales by providing product analytics to GTM teams so they can locate, close, and grow clients in a sea of self-serve signups. It allows you to get a 360-degree perspective of your consumers and how you connect with them in order to find your top self-serve signups using product use statistics. With Calixa, you can scale your product-led GTM by putting data and action in one location. You can provide everyone in your firm access to powerful consumer reporting. You can query your client data with a few clicks to locate the accounts with the greatest potential without the need for SQL. You can receive notifications when a consumer is ready to purchase or need a save. You can set up triggers depending on any events or measurements. You can monitor all of your clients' KPIs in one location. You can combine product consumption data with company data to gain a complete 360-degree perspective. Additionally, you can view emails, payments, and events with Calixa.

BROSH stands as a cutting-edge, cloud-based multi-tool CRM platform meticulously crafted for businesses seeking top-tier efficiency. Leveraging state-of-the-art technology and an array of advanced features, BROSH empowers the customer to seamlessly oversee the sales pipeline, monitor leads, maintain customer relationships, and secure more successful deals - all from within the platforms that the customer can frequently utilize. Moreover, BROSH introduces a game-changing aspect to business management by offering a user-friendly environment where anyone can effortlessly design and employ advanced business applications. This inclusivity extends across various devices, ensuring accessibility and versatility. In essence, BROSH represents a holistic solution for businesses striving to streamline their operations and boost productivity. With its blend of cutting-edge CRM capabilities and user-friendly app creation, BROSH revolutionizes the way businesses manage their processes, adapt to new technologies, and achieve their goals efficiently and effectively.

Introducing ClientPro AI, the all-in-one powerful tool to help them manage their contacts and grow their business. This business platform is designed to simplify their life and enhance their workflow. ClientPro AI can easily adapt to their business needs by customizing its features specifically for them. Advanced Artificial Intelligence (AI) technology automatically monitors their contact network, giving they insights into customer engagement and building relationships. From simple tasks such as analyzing customer data to more complex tasks such as managing multiple channels, ClientPro AI will handle the job with ease. With features such as automated follow-ups, detailed contact reports, and trigger-based notifications, ClientPro AI allows them to stay organized and in control of their sales and marketing efforts. This powerful platform makes it easy to track their customer conversations and engagement, so they can see in real-time what’s effective and what isn’t. Forget about having to jump from platform to platform and Excel spreadsheets. With ClientPro AI, they will have all the data and tools they need in one central dashboard. In addition, our deep mineral integration makes connecting to other software and data sources seamless and effortless. In short, ClientPro AI is the ultimate tool to manage their contacts and grow their business. With the help of intelligent AI and custom features, they will never miss out on customer opportunities. Make their life and sales easier today. Try ClientPro AI now for free and experience the ultimate business automation.

Introducing Doplac CRM, the CRM (Customer Relationship Management) solution that gives businesses the edge in managing their customer relationships and building a successful business. Doplac CRM is a robust and affordable suite designed to provide insight that helps companies to build relationships with their customers over time. With Doplac's tools, businesses can easily manage sales, marketing, customer service, and relationships to drive sustainable growth and success. Doplac's intuitive dashboard makes it easy for professionals to track activity across all of their relations - from leads to customers - within one comprehensive dashboard. Customer can also gain valuable insights about team's activity with automated performance tracking and reporting tools. By having this insight into customer behavior at fingertips can optimize customer acquisition process by optimizing channels like email campaigns or social channels for maximum impact. Furthermore, with pivot tables and visualizations for powerful analytics combined with the ability to create custom fields that support segmentation criteria such as usage or purchase patterns means details about customers are always right at fingertips. This makes it easier to provide relevant communications tailored just for them, helping build long-term loyalty. When it comes to marketing efficiency, automated processes like lead scoring make sure targeting the right prospects at the right times throughout the buying process. Utilizing customizable dashboards allows users within organization the right level of visibility at all times so they can act on information quickly allowing them greater control over sales and marketing strategies for optimal results. In conclusion, Doplac CRM provides businesses with an all-in-one solution that takes CRM efforts and day-to-day operations to the next level of performance – offering all necessary components needed to drive successful operations today and in the future.

Salesforce Sales Cloud is a comprehensive sales force automation software helping out brands to expand their business outreach with ease and bring out the best in every sales representative. Brands can also depend on the same to get their customer relationship strengthened with Slack and Sales Cloud. Moreover, businesses are benefited from Salesforce Sales Cloud in an efficient way. The software helps them enhance the productivity levels of individual representatives on the go, stay connected with customers and clients throughout and receive relevant support from a professional team. Also, key features loaded within assures real-time deal closing and accurate business growth. Contact management, sales forecasting, opportunity management, revenue intelligence are some of the exclusive features loaded inside. Also, businesses get to automate and streamline their regular sales tasks like email alerts, activity tracking and workflows with the process automation functionality made available within.

SalesNexus is an easy-to-use CRM and marketing automation tool for companies that prefer solutions with multiple delivery points. The CRM system enables users to manage their customers, companies, leads, and partners at a centralized location. On the other hand, the marketing system allows them to engage with leads and nurture them into paying customers. Users can easily track and manage leads to realize maximum possible conversion rates. Automation can also be leveraged to trigger customer processes automatically. This includes automated delegation of calls, tasks, and emails to the most relevant team members. Users can automatically manage new leads, recent proposals or meetings, new clients, renewing past clients, handling lost clients, and more. By syncing right into the Outlook or Google Calendar of teams, users can delegate tasks to the respective team members. The tool can also easily integrate with all leading accounting, ERP, website, and legacy systems.

1Channel is an active sales force automation software, helping out organisations to monitor, manage and acquire real-time insights related to different types of field-specific sales and marketing activities. The software is of great help for the field workers when it comes to taking orders, managing stocks, looking after collections and tracing down visibility. For organisations operating in retail execution and merchandising, inbuilt POP deployment tracking, planogram compliance, personalised task management and campaign wise execution facilities are of great help. Further, when it comes to managing orders journey and beat planning, trade scheme and discount monitoring, predictive order suggestion alongside cutting-edge data analytics are made available. For the field workers, attendance management, travel claim settlement, real-time alerts and notifications help with seamless business monitoring. Real-time integration with external platforms is possible over 1Channel, using SOAP API, REST API and FTP transfers. Other important features are offline access, actionable reports and configurable workflows.

AntEater boosts business relationships with the help of artificial intelligence. It enables the users to track the activities of their customers, partners, teams and prospects on Outlook, Slack and Gmail with the help of an AI-powered team contact list and CRM. AntEater is a CRM/CRI that finds what the user needs and eventually gets better with time. It helps the team members to look for hidden connections, skills, and relationships in the organization. AntEater saves a lot of time by connecting to the right person in the team and closing deals faster, thus resulting in improved margins and more effective teamwork. It is deemed to be ideal for startups, small businesses and growing teams that require relationship intelligence for the betterment of the organization. One can use the application to find new companies with similar interests to do businesses with, and keep track of details about where and when an individual in the team was last contacted.

SalesLab CRM software is a platform used to manage sales and deals flow with a friendly interface. The software offers ready-to-go templates to customize client information, discuss the deal right in the card, and save your files. Collaborate with your teams to prioritize tasks to automate workflows. Marketers, Small and Medium companies make use of the software.

SuperOffice CRM is a customer relationship management (CRM) system for midsize enterprises in a variety of industries, including financial services, recruiting, manufacturing, and hospitality. Contact management, project and document management, email marketing, automatic ticket routing, and live chat integration are all important aspects. Users may manage their sales funnels, marketing initiatives, and customer support services using SuperOffice's central repository. Sales tools such as sales guides, quotation management, dashboards, and reports completely equip sales teams to achieve their goals by helping them to make data-driven decisions and work in a more organised and efficient manner. SuperOffice is available as an on-premise or cloud-hosted solution. The solution also integrates with a variety of third-party programs, including Office 365, GSuite, and others. The services are available on a monthly subscription basis and include phone and email assistance. Monthly fees are charged per user and are payable annually.

InStream is a platform for sales development and commonly used in small and medium-sized business from different industrial fields. It is user-friendly and helps to collect all essential business contacts in one place. It also serves as a contact manager and sales automation tool. You can gather customer data to get actionable business insights. It allows in connecting your account to social media channels, thereby accessing useful customer data. A real-time conversation helps to collaborate better with your team.

OnCourse is a Customer Relationship Management system that helps you to confidently face business challenges like efficient planning, making reliable reports, and improving reporting systems and processes. The app assists its users in establishing a better understanding with their clients. OnCourse consists of an integrated set of the sales tool kit that accelerates the sales effort with powerful automation. It results in a balanced increase in the productivity levels of the team. You can prioritise your tasks as High, Medium and Low, depending on their level of urgency. The users can migrate all the data into the software to save time and effort. These data can also be modified or polished to make them ready to import by removing annoying duplicates. OnCourse comes with in-built calling and SMS-sending facilities, meeting scheduler, multi-layer reporting, email templates and sequencers, email and activity tracking and an easy-to-use CRM. You can view your account histories in a simple and linear timeline view, thereby providing your team with a clear idea of all the conversations that took place with your clients. The app helps the team to start with a boost with its powerful task management system.