CRM Software with Automated Billing

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Accelo   

119
Automation software for all Professional Service Businesses
Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device. Read more about Accelo
Automation software for all Professional Service Businesses
Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device. Read more about Accelo

GreenRope   

132
Complete CRM for sales, marketing, and operations
GreenRope is a scalable CRM & marketing automation tool, enabling businesses to consolidate sales, marketing and operations data, in order to streamline & grow their business. The cloud-based platform contains modules for sales, marketing, and operations to close deals, gain leads, and collaborate. Read more about GreenRope
Complete CRM for sales, marketing, and operations
GreenRope is a scalable CRM & marketing automation tool, enabling businesses to consolidate sales, marketing and operations data, in order to streamline & grow their business. The cloud-based platform contains modules for sales, marketing, and operations to close deals, gain leads, and collaborate. Read more about GreenRope

Scoro   

135
Comprehensive business management software.
Scoro is a cloud-based business management software, covering project & work management, CRM, quoting, billing, advanced reporting, dashboards, and much more. Read more about Scoro
Comprehensive business management software.
Scoro is a cloud-based business management software, covering project & work management, CRM, quoting, billing, advanced reporting, dashboards, and much more. Read more about Scoro

Kaseya BMS   

17
Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS
Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS

HarmonyPSA   

17
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources

Odoo CRM  

49
Open Source CRM
Easily track your leads and opportunities thanks to a clear dashboard view of your pipeline. Read more about Odoo CRM
Open Source CRM
Easily track your leads and opportunities thanks to a clear dashboard view of your pipeline. Read more about Odoo CRM

Teamleader  

22
CRM, invoicing & project planning in a single tool for SME's
- Manage your contacts - Action summary by client - Simple client segmentation. Read more about Teamleader
CRM, invoicing & project planning in a single tool for SME's
- Manage your contacts - Action summary by client - Simple client segmentation. Read more about Teamleader

Vtiger CRM  

238
All-in-one CRM for small businesses
Vtiger CRM enables marketing, sales, and support teams to follow, engage with, and plan work around customers as they move across the entire customer life cycle. Read more about Vtiger CRM
All-in-one CRM for small businesses
Vtiger CRM enables marketing, sales, and support teams to follow, engage with, and plan work around customers as they move across the entire customer life cycle. Read more about Vtiger CRM

YetiForce  

48
Open source CRM system
YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users. Read more about YetiForce
Open source CRM system
YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users. Read more about YetiForce

ConvergeHub  

24
Sales, marketing, customer service & billing CRM for SMBs
Use ConvergeHub to engage, communicate and collaborate with leads, prospects and customers at every stage and from any device. Read more about ConvergeHub
Sales, marketing, customer service & billing CRM for SMBs
Use ConvergeHub to engage, communicate and collaborate with leads, prospects and customers at every stage and from any device. Read more about ConvergeHub

PROMYS CRM Help Desk PSA  

27
Cloud-based CRM, Help Desk, and PSA software.
CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information. Read more about PROMYS CRM Help Desk PSA
Cloud-based CRM, Help Desk, and PSA software.
CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information. Read more about PROMYS CRM Help Desk PSA

Dolibarr ERP & CRM  

24
Solutions for On-line businesses
Dolibarr provide features to manage opportunities, quotes, mass e-mailings and can then convert them into its ERP area. Read more about Dolibarr ERP & CRM
Solutions for On-line businesses
Dolibarr provide features to manage opportunities, quotes, mass e-mailings and can then convert them into its ERP area. Read more about Dolibarr ERP & CRM

Acumatica Cloud ERP  

28
Connected business. Delivered.
Acumatica Customer Management at https://www.acumatica.com/cloud-erp-software/customer-management/ Read more about Acumatica Cloud ERP
Connected business. Delivered.
Acumatica Customer Management at https://www.acumatica.com/cloud-erp-software/customer-management/ Read more about Acumatica Cloud ERP

item8  

2
Billing and CRM for Digital Ad Networks
item8 is a web-based CRM & Billing solution for HasOffers digital advertising networks which automates the management of customers, documents, bills & invoices. Read more about item8
Billing and CRM for Digital Ad Networks
item8 is a web-based CRM & Billing solution for HasOffers digital advertising networks which automates the management of customers, documents, bills & invoices. Read more about item8

Bizstim  

1
All-in-one CRM & backlink coalition tool
Biztim is a cloud-based, all-in-one customer relationship manager (CRM) system & SEO management tool for service-based businesses including educational facilities, health clinics, & therapists. The application offers tools for online scheduling, billing, human resources, client management, & more. Read more about Bizstim
All-in-one CRM & backlink coalition tool
Biztim is a cloud-based, all-in-one customer relationship manager (CRM) system & SEO management tool for service-based businesses including educational facilities, health clinics, & therapists. The application offers tools for online scheduling, billing, human resources, client management, & more. Read more about Bizstim

Upsales  

0
CRM, Marketing automation and Business Intelligence
CRM and Sales management with functions such as e-signing & subscriptions, effective task management, and pipeline management. Read more about Upsales
CRM, Marketing automation and Business Intelligence
CRM and Sales management with functions such as e-signing & subscriptions, effective task management, and pipeline management. Read more about Upsales
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Avg. User review

CRM Category Leaders Q1 2019

GetApp's quarterly ranking showcases the leading 10-15 CRM apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app's score is independent of commercial interests and existing relationships that GetApp has with app vendors.

Scroll down for more details about inclusion criteria and scoring.

Score
ReviewsIntegrationsMobileFunctionalitySecurity
75
75
Reviews 20/20
Integrations 20/20
Mobile 16/20
Functionality 19/20
Security -/20
70
70
Reviews 17/20
Integrations 17/20
Mobile 18/20
Functionality 18/20
Security -/20
69
69
Reviews 12/20
Integrations 13/20
Mobile 13/20
Functionality 16/20
Security 15/20
66
66
Reviews 11/20
Integrations 12/20
Mobile 13/20
Functionality 15/20
Security 15/20
66
66
Reviews 17/20
Integrations 17/20
Mobile 14/20
Functionality 18/20
Security -/20
64
64
Reviews 10/20
Integrations 16/20
Mobile 14/20
Functionality 10/20
Security 14/20
62
62
Reviews 16/20
Integrations 16/20
Mobile 14/20
Functionality 16/20
Security -/20
61
61
Reviews 17/20
Integrations 16/20
Mobile 13/20
Functionality 15/20
Security -/20
60
60
Reviews 17/20
Integrations 12/20
Mobile 13/20
Functionality 18/20
Security -/20
58
58
Reviews 8/20
Integrations 6/20
Mobile 16/20
Functionality 13/20
Security 15/20
58
58
Reviews 15/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20
57
57
Reviews 9/20
Integrations 10/20
Mobile 14/20
Functionality 10/20
Security 14/20
57
57
Reviews 11/20
Integrations 12/20
Mobile 15/20
Functionality 12/20
Security 7/20
56
56
Reviews 12/20
Integrations 4/20
Mobile 13/20
Functionality 14/20
Security 13/20
56
56
Reviews 13/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20

Who is the ranking for?

GetApp's Category Leader ranking is for business owners and decision makers looking for a comprehensive list of the leading cloud-based software products in the industry.

The ranking serves as a point of reference highlighting key factors that small businesses should look at when assessing a piece of software. These factors include user perception (reviews), compatibility (integrations and mobile compatibility), market presence (media presence), and security features (security).

How are the scores calculated?

An app's score is calculated using five unique data points, each scored out of 20, giving a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

User Reviews *

Review scores are calculated using reviews collected from GetApp and its sister sites, Software Advice and Capterra. Scores are calculated based on the total number, average rating, and recency of reviews.

The number of reviews and average user rating are scaled against the category average. A weighting is then applied to reward recency of user reviews: reviews written in the last 6 months score up to 10 points, those written between 6 and 12 months ago score up to 6 points, and those more than 12 months old score up to 4 points. These numbers are added together to give a total maximum score of 20.

Integrations

Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has; the first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms *

Mobile scores are calculated based on the availability of an iOS and Android app. 5 points are awarded for the presence of each app, with an additional 10 points being awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated and scaled against the competition for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn't a native iOS or Android app, the product's website is assessed using Google's PageSpeed Insights to measure mobile usability. The score is returned out of 100, then scaled to a score out of 5 for a maximum of 5 points.

Media Presence

Media presence is calculated using the number of Twitter followers and Facebook fans that an app has. The number of fans and followers are added together, and each app is scored based on this overall number, compared with others in the category. The first 15 points are awarded for the combined number of followers and fans scaled against the category average, while the final 5 points are awarded for the combined number of followers and fans scaled against the top leaders in the category. These two scores are added together for a total out of 20 points.

Security

Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry. With 15 questions, each answer is assigned a point value based on vendor response, with additional points given for security certifications, for a maximum possible score of 20.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and media presence, respectively.

* All data points combining calculations for both ratings and reviews are calculated using a Bayesian estimate, which is a weighted average that includes the number of reviews and the rating of an app, benchmarked against others in the category.