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Sales Tracking Software with Process/Workflow Automation (2026) - Page 5

Last updated: April 2026

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137 software options

SmartOffice logo

Enhancing sales via smart reports & marketing.

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SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

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OptifiNow logo

Your CRM, Your Way – Tech and Service Beyond Expectations

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OptifiNow is a CRM solution designed for the mortgage industry. Its robust capabilities effortlessly accommodate various sales structures—be it retail, wholesale, or consumer direct. With versatile tech and unparalleled service, it's the ultimate CRM choice for the mortgage industry.

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Cirqll logo

Cloud-based customer relationship management solution

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Cirqll is a cloud-based CRM solution that helps businesses manage customer contacts, leads, appointment tasks, and more.

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RapidStart CRM logo

Simple Customer Relationship Management

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RapidStart 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.

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C2CRM logo

Affordable, Robust & Easy to Use CRM

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C2CRM streamlines sales process by providing real-time information on leads, prospects and customers. It helps improve marketing efforts by tracking which marketing initiatives work and which ones do not. while streamlining the customer service by providing comprehensive customer information.

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Activation Studio logo

Amplify the power of Salesforce Marketing Cloud (SFMC)

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Marketing Cloud is a very powerful and extensive marketing automation platform and can be overwhelming. Activation Studio offers multiple quality-of-life improvements for Salesforce Marketing Cloud.

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Unypax logo

Funeral home and cemetry software

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Unypax is a cemetery software designed to help businesses manage funeral plans, benefit cards, receiver and collector applications, equipment, and customer relationships on a unified interface. The platform offers various tools for managing finances, cash flows, portfolios, fleet, access controls and more.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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Revegy logo

Aales execution platform that helps users drive revenue.

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Revegy's sales execution planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts. Users can gain visibility into the influencers and detractors, internal politics, and business goals and objectives. The result is a more consistent sales process, more revenue, and a pipeline that’s actually predictable.

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RADAR CRM logo

The full workflow lifecycle CRM at a small business price.

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RADAR CRM is an affordable, full workflow lifecycle (from lead to invoice management) platform, which is fully automated and heavily customizable to your unique processes.

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Airdesk logo

Centralized workspace for all services.

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Airdesk is a centralized workspace with a 360º view of all your services. With it, businesses can manage customers and contacts, deals and contracts, project and task management, customer interactions and ticket handling in a single place.

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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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MakesBridge Marketing Automation logo

Cloud-based marketing automation and lead nurturing software

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MakesBridge Marketing Automation is a web-based lead nurturing software that offers features such as drip message sequencing, automated sales follow-ups, real-time sales alerts, and targeted segmentation to help businesses optimize sales and marketing results.

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Demiks Admin logo

School management software

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Demiks Admin is a school management software with CRM and LMS functionalities that allows organizations to handle online billing and payments, class management, dashboard modules, and more.

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MyBasicCRM logo

MyBasicCRM is a customizable yet easy CRM platform for SMEs

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MyBasicCRM is an excellent alternative for small to medium-sized companies with 1-20 users looking for an effective and economical CRM solution to adapt to their custom needs.

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Engage logo

Data-powered sales engagement platform for B2B teams

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Engage by ZoomInfo is a sales engagement platform for B2B teams that provides access to data on businesses, people, and organizations. It's designed to help sales teams intelligently find new opportunities and build relationships. With data-powered tools, Engage is designed to help sales teams connect with prospects at the right time. The platform provides automated emails, calls, SMS, and social connections that are initiated based on key market signals.

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CRM in Cloud logo

Cloud-based software for managing sales and marketing

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CRM in Cloud is a cloud-based customer relationship management software designed for small and medium-sized businesses. It provides a 360-degree view of your business and customer network, allowing you to manage email, leads, marketing activities, and monitoring.

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eSalesTrack logo

CRM software for managing sales and marketing operations

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Soleran's eSalesTrack is a cloud-based customer relationship management (CRM) software designed to help small to midsize businesses manage client communication, contacts, products, sales pipeline, and more via a unified portal.

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Kennect logo

Automate your Incentive Compensation Management

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Kennect is an incentive compensation automation management solution that can manage sales performance management and compensation management.

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Maple CRM logo

CRM software solution for Immigration Consultants from 2012

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Maple CRM is a cloud-based, all-in-one CRM + process management platform designed for immigration consultants. It helps businesses manage leads, automate workflows, handle client cases, store documents, generate agreements, track payments, and provide a white labelled client portal.

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Dynamics Mobile logo

Field service management solution

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Dynamics Mobile offers a comprehensive suite of standalone and ERP-integrated mobile applications designed for businesses requiring advanced mobility solutions. The platform can be integrated with major enterprise systems including MS Dynamics 365, MS Business Central, MS AX/Axapta, and MS NAV/Navision, providing organizations with continuous operational capabilities even in offline environments. This integration enables businesses to maintain productivity regardless of connectivity status.

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Gaia SPM logo

Sales Incentive and Commission Platform

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Gaia Sales Performance helps businesses track and motivate sales performance, using the visualized analytical dashboard.

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Pod logo

Pod is the first AI Pipeline coach for account executives.

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Pod is a productivity tool built to help AE save time every day. We enable our users with an intuitive workspace, connected to the existing tools and powered by AI. AEs can more easily review, prioritize, execute, and collaborate on daily deal activity, all within a single solution.

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PartnerTap logo

Partner Ecosystem Platform

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PartnerTap is a data-driven discovery platform for partner revenue. PartnerTap gives partner, channel, and sales teams a secure partner ecosystem platform to map data, co-sell, and identify new white space accounts with each partner.

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Sailes logo

Platform for automated prospecting

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Sailes is a cloud-based software designed to help businesses streamline sales automation and digital labor management operations. Sales teams can utilize AI to automate various prospecting tasks, from research and engagement to opportunity discovery.

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