1. Tell us what you need

Select your criteria

Select how much you're prepared to pay for the software and which devices it will need to support
Price range
Supported devices
Web
Android
iOS

Select the features you need

Choose which of the following features you want your CRM software to have. You can can specify if each feature is a high, medium, or low priority for you.
FeaturePriority
Activity Management
N/A
Contact History
N/A
Pipeline Management
N/A
Shared Contacts
N/A
Social Media Integration
N/A
Appointment Management
N/A
FeaturePriority
Auto-Responders
N/A
Campaign Planning
N/A
Drip Marketing
N/A
SMS Marketing Managment
N/A
Web Forms
N/A
FeaturePriority
Email Distribution
N/A
Email Integration
N/A
Email Notifications
N/A
Email Tracking
N/A
Email Templates
N/A
FeaturePriority
Custom Forms
N/A
Customizable Branding
N/A
Customizable Reporting
N/A
Customizable Templates
N/A
API
N/A
FeaturePriority
Sales Analytics
N/A
Sales Reporting
N/A
Sales Tracking
N/A
Activity Dashboard
N/A
Data Import/Export
N/A
Sales Forecasting
N/A
Pipeline Reports
N/A
FeaturePriority
Accounting Integration
N/A
Expense Tracking
N/A
Inventory Tracking
N/A
Invoice Management
N/A
Sales Orders
N/A
FeaturePriority
Call Recording
N/A
Document Storage
N/A
Multi-Currency
N/A
Drag & Drop Interface
N/A
Chat
N/A
Knowledge Base Management
N/A
FeaturePriority
Lead Capture
N/A
Lead Distribution
N/A
Lead Generation
N/A
Lead Scoring
N/A
Lead Assignment
N/A
Automatic Lead Distribution
N/A
FeaturePriority
Calendar Management
N/A
Project Tracking
N/A
Task Scheduling
N/A
Task Tracking
N/A
To-Do List
N/A
Workflow Management
N/A
Support Ticket Management
N/A
FeaturePriority
Client Portal
N/A
Role-Based Permissions
N/A
Access Control
N/A
1. Select your price range
2. Select at least one device platform
3. Select a priority level of one feature