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CRM Software with Accounting Integration (2026)

Last updated: March 2026

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Key features of CRM Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
  • Task Management: Users emphasize the ability to organize, assign, and track tasks, enhancing collaboration, productivity, and timely follow-ups, ensuring efficient project management. 85% of reviewers rated this feature as important or highly important.
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152 software options

Zoho CRM logo

Customer relationship management solution

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Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

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AI-powered cloud-based business management suite

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NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

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Caspio logo

Build online database applications without coding.

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Odoo  logo

All-in-one open-source business software

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Odoo CRM: Cloud, mobile, social and gamified. The leading Open Source CRM software helps you track leads, close opportunities and get accurate forecasts.

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HubSpot CRM logo

CRM and lead management solution

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HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

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Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

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kintone logo

Agile, No-code Business Application Platform

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Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs.

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InfoFlo logo

HIPAA compaliant case management software

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Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

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HoneyBook logo

Client management for freelancers & SMBs

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Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

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Clio logo

Cloud-based legal practice management tool for law firms.

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Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

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JobNimbus logo

Be more professional, profitable, efficient, and organized.

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JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

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Marketing 360 logo

Marketing Platform For Small Business

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Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

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eWay-CRM logo

Customer relationship management solution

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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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Salesforce Service Cloud logo

AI powered customer service management platform

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Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

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PracticePanther Legal Software logo

Cloud-based law practice management tool for law firms.

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PracticePanther Legal Software is a cloud-based law firm software that streamlines operations with automated case management, document organization, and legal billing. The cloud-based platform offers secure access to case details from any device, integrates with apps like Dropbox and Google Calendar, and includes client management tools. With military-grade encryption and customizable workflows, it helps legal professionals reduce administrative tasks while ensuring industry compliance.

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mHelpDesk logo

Cloud-based field service management software

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mHelpDesk is a cloud and mobile-based field service management software that assists with job tracking and invoicing. Users can access customer information from any device. Key features include quoting, scheduling, job tracking, billing and invoicing, electronic payments, QuickBooks integration, and more.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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The powerful small business CRM for B2B with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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Kickserv logo

Field service management software for service professionals

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Kickserv is a field service management app that doubles as a CRM, facilitating detailed contact records, client communication, customer portal, & reporting.

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Commusoft logo

Cloud-based job management software for field service

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Commusoft is a field service management software that streamlines operations for apartments, hotels, and offices. The tool helps manage admin work and provides automation, lead conversion, and profitability insights to drive growth.

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VipeCloud logo
Category Leaders

Sales CRM With Marketing Suite That Builds Rapport With You

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98% of customers rate VipeCloud's Value For Money at 4 stars and above!

The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email, And More. Easy Human Access.

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Quickbase logo

Dynamic work management and project platform

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Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving and automated reporting keeps your stakeholders in the know.

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Scoro logo

Manage projects, resources, and finances in a single system.

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Collaborate with customers from the first quote to the final bill in a single platform. Get a complete overview of each client. Grow your sales pipeline. Know how your deals are progressing. Forecast revenue, monitor closing probability, and act promptly if you need to find more work.

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Thryv logo

All-in-one management solution built for small business

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CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing.

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Prospect CRM logo

The #1 Stock-Aware CRM for B2B Product Businesses

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Prospect CRM helps B2B wholesalers, distributors & manufacturers quote accurately, sell efficiently & support customers brilliantly. Seamlessly integrates with Unleashed, Xero, QuickBooks & more. Rated 4.6/5 for support, usability & business value.

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